This worksheet is part of referral attribution windows and rebrands, which explains why a rebrand is a matching problem. This page gives you the forms: a fill-in timeline, the three scenario versions, and the packet itself.
The fill-in timeline
Copy these rows into your own notes. Every field has a source you can point to without asking the company for an internal document.
| Field | What to write | Where it comes from |
|---|---|---|
| Name introduced | Exactly as you wrote it in the introduction | Your referral record or form |
| Introduction date | Date your introduction was submitted | Your referral record |
| Recipient role | For example COO or CFO; no personal details beyond the role | Your note |
| Fixed identifier | Registration number, or legal name if only the brand changed | Public registry |
| Change type | Trade name only, registered name change, or new entity | Registry and announcements |
| Change effective date | The registry's date, not the launch party | Public registry |
| Public announcement | Link to a notice that names both brands | Company website or press release |
| Application name and date | Name the company applied under | SourceX confirms; ask your contact |
| Former name on application | Yes or no | Your contact |
| Days from introduction to application | Simple count | Your arithmetic |
The last row is your check against the 90-day window. The "former name on application" row is the one that most often settles the matter before review.
Which identifier survives: three scenario timelines
Pick the scenario first; it decides which row carries the weight.
Scenario 1: new trade name only (illustrative). A fictional 140-person dental lab group launches a consumer brand. Its registered legal name and number do not change.
| Day | Event | Evidence that links the names |
|---|---|---|
| 0 | You introduce the CFO under the legal name | Your referral record |
| 21 | New brand launches | Website footer showing the legal name under the new brand |
| 52 | Company applies under the new brand | Application lists the legal name |
Fixed identifier: the legal name itself.
Scenario 2: registered name change (illustrative). A fictional 210-person UK facilities services company changes its registered name. Under the Companies Act 2006, a change of name has effect from the date the new certificate of incorporation is issued, so that is the date on your timeline. GOV.UK's company information service shows previous company names alongside the filing history, so anyone can confirm the link.
| Day | Event | Evidence that links the names |
|---|---|---|
| 0 | You introduce the COO under the old name | Your referral record |
| 34 | New certificate of incorporation issued | Registry entry: former name, same company number |
| 70 | Company applies under the new name | Application notes "formerly" the old name |
Fixed identifier: the company number. In the U.S. the equivalent is usually the EIN, since the IRS says a business generally does not need a new EIN when it only changes its name; you would not collect it, but it is why the company's own records stay continuous.
Scenario 3: new entity after an acquisition (illustrative). A fictional 300-person logistics software company is acquired and its business moves into a new legal entity. The IRS says a corporation that receives a new state charter needs a new EIN, so no identifier carries across.
| Day | Event | Evidence that links the names |
|---|---|---|
| 0 | You introduce the CEO of the original company | Your referral record |
| 45 | Acquisition closes; new entity holds the business | Public announcement naming both companies |
| 80 | New entity applies | The company's own statement of which entity owns the records |
Fixed identifier: none. The company's statement and duplicate review carry the weight. The operational side is covered in rebrand after acquisition.
The evidence packet, assembled
One page, in this order:
- Header: name introduced, name applied, change type, fixed identifier.
- Your introduction: date, channel, recipient role, confirmation it went through your referral link or form.
- Registry link: the public entry showing old name, new name, effective date and number (scenarios 1 and 2).
- Announcement link: a public notice naming both brands, if one exists.
- Company statement: the line on the application, such as "formerly" the old name, or the entity statement in scenario 3.
- Day count: days from introduction to application.
Never include: board minutes, incorporation documents, tax IDs, contracts, client records, screenshots of company systems or correspondence with another partner.
Limits of the packet
- It proves identity, not priority. If two partners introduced the same company, the packet shows the names match; duplicate review then applies the first valid introduction within the window. See what happens if two partners introduce the same company.
- It cannot extend the window. A rebrand does not restart or pause the 90 days; the basics are in what an attribution window is, and the first-versus-last debate in first vs last referral attribution.
- It does not qualify the company. The company still needs at least 50 full-time employees at peak (contractors excluded), a documented operating history, rights to license and an authorized contact. Companies in the U.S., Canada and the EU qualify, as do companies in the UK, Australia, New Zealand, India, Singapore, South Africa, Latin America, the UAE and Saudi Arabia when at least 90% of the data is in English. In scenario 3, which entity holds the rights is a question for the company and SourceX.
- It does not change the money. Whatever the company's name, the reward is calculated on what SourceX actually pays it, funded separately and never deducted from its payout; see rewards.
Next step
Refer a company. Earn up to $100,000. Default reward: 25% of Actual Supplier Payout, capped at $100,000 cumulatively per referred company. Eligibility and payment conditions apply, and a signed Schedule A or addendum can differ. A lead, meeting or signature alone does not trigger payment.
If a company you plan to introduce is about to rebrand, register as a partner and submit the introduction under its current legal name, check it against who qualifies, and read the program terms on attribution before the change takes effect.