Your Business Network Referral Shortlist Worksheet
A business network referral shortlist worksheet helps SourceX partners systematically evaluate potential US company referrals against key qualification criteria. It guides partners to identify companies with 50+ employees, appropriate data rights, and an authorized sponsor, without collecting sensitive company data.
As a SourceX referral partner, you hold the key to connecting valuable US companies with a powerful platform for data licensing. This worksheet is designed to help you quickly identify which companies in your network are the best fit, ensuring your efforts are focused on high-potential leads that meet our core criteria.
SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We focus on connecting US companies that possess valuable data with AI labs and data buyers. Your role is crucial in introducing these companies to us, and in return, you can earn 25% of the eligible platform fees SourceX collects, up to $100,000 cumulative per referred company.
Why Use a Shortlist Worksheet?
Before making an introduction, it's efficient to pre-qualify potential referrals. This not only saves your time but also ensures that the companies you refer are likely to be a good match for SourceX. The goal is to focus on US companies that can license their data and have an authorized sponsor ready to engage. Remember, credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.
How to Use This Worksheet
Go through your network contact by contact. For each potential referral, consider the questions below. You do not need to collect sensitive company data; this is about your existing knowledge of the company and contact.
Business Network Referral Shortlist Worksheet
| Potential Company / Contact | US Company? | 50+ FTE (Peak)? | Years Operating Records? | Data Rights? | Authorized Sponsor Known? |
|---|---|---|---|---|---|
| :------------------------ | :---------- | :-------------- | :----------------------- | :----------- | :---------------------- |
| Example: Company A / Jane D. | Yes | Yes | Yes | Likely | Yes |
Key Qualification Criteria to Consider
When filling out your worksheet, keep these essential points in mind, directly from our program guidelines:
- Geographic Focus: We're looking for US companies. (F06)
- Company Size: The company should have 50 or more full-time employees at its peak. (F06)
- Operating History: They need to have years of operating records. This often indicates a stable, established business. (F06)
- Data Rights: Crucially, the company must have the rights to license the data they possess. This is fundamental to any potential deal. (F06)
- Authorized Sponsor: There needs to be an authorized sponsor within the company who can champion the initiative and make decisions. Without this, progress is difficult. (F06)
What SourceX Does and Doesn't Do
SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. (F09) We do not train AI models. (F10) We manage the transaction, ensuring companies can license their valuable data effectively.
Understanding Your Reward
Your reward is a share of SourceX's fee and is never deducted from what the company receives. (F07) Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment. (F03)
By using this worksheet, you can systematically identify and refer the most promising companies from your network, maximizing your impact and potential earnings as a SourceX partner. Anyone can join, from any supported country, but licensed professionals should check their own rules on referral fees. (F05)
- Step 1Share your linkSend your personal link to a company you know.
- Step 2Company appliesThe company applies itself at /apply.
- Step 3Buyer selects and paysThe buyer selects and pays for the data and SourceX receives its fee.
- Step 4You get your rewardYour share of SourceX fees becomes payable.
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By SourceX Partnerships Team · Published 2026-10-09 · Updated 2026-10-09
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