Company Introduction Record Template

As an active SourceX referral partner, effectively managing your introduced companies is key to maximizing your success. This template provides a structured way to keep track of your introductions, ensuring you have all the necessary information at your fingertips, without ever holding sensitive company data.

Why Use This Template?

Using a consistent record-keeping method helps you:

• Track Attribution: SourceX attributes referrals to the first valid introduction within the attribution window. Your records help you confirm submission dates.
• Stay Organized: Keep track of multiple introductions and their key details.
• Ensure Compliance: Confirm you're only recording publicly available information and meeting SourceX's guidelines.

Important Reminders:

• No Private Company Data: This template is for your internal tracking. You must never record any private or sensitive company information, intellectual property, or confidential details of the referred company. Partners never handle company data.
• Attribution Window: Credit for a referral goes to the first valid referrer whose introduction leads to a verified company application within the attribution window. Your introduction date is critical.
• Referral Eligibility: Remember to introduce US companies with 50+ full-time employees at peak, years of operating records, rights to license the data, and an authorized sponsor.

Company Introduction Record Template

Use this template to log each company you introduce to SourceX. Make a copy for each introduction.

Company Introduction Log – [Your Partner Name]

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1. Introduction Details

• Company Name: [Name of the referred company]
• Date of Introduction: [Date you formally introduced the company to SourceX, e.g., 2024-03-15]
• SourceX Program Terms Version: [E.g., v1.2, 2024-01-10 – Refer to the version number/date of the terms you agreed to at the time of introduction]

2. Key Contact / Sponsor at Company

• Sponsor Name (if known): [Name of the authorized sponsor at the company]
• Sponsor Role/Title: [E.g., Chief Data Officer, Head of AI Strategy, VP of Business Development]
• Sponsor Department (if known): [E.g., Data & Analytics, R&D, Innovation]

3. Company Qualification Checklist (Internal Partner Reference)

• [ ] Is the company based in the US?
• [ ] Does the company have 50+ full-time employees at peak?
• [ ] Does the company have years of operating records?
• [ ] Does the company likely hold rights to license the data?
• [ ] Is there an authorized sponsor within the company for data licensing discussions?

4. Follow-up Notes (Internal Partner Reference)

• [Date]: [Your notes on follow-up actions or communications]
• [Date]: [Further notes]

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This template helps you maintain clean, actionable records, aligning with the principles of the SourceX referral program. Remember, rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment.

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