Cross-Border Introduction Email and Handoff Checklist

A cross-border introduction email should confirm the referred company meets SourceX's baseline criteria, highlight their interest in licensing data, and mention the referrer's involvement. The handoff checklist ensures all critical information is shared for a smooth transition.

For our international partners, a clear introduction is key to successfully connecting US companies with SourceX. This template and checklist will help you ensure all essential information is conveyed for a smooth handoff, especially when referring companies across borders.

Introduction Email Template

This template is designed for you to send to your contact at the US company you're referring. Remember to personalize it and briefly explain why you see a good fit with SourceX.

``` Subject: Introduction to SourceX: Unlock Value from Your Data

Dear [Contact Name],

I hope this email finds you well.

I'm writing to introduce you to SourceX, an enterprise data transaction layer for AI that helps companies manage data licensing from sourcing and rights review to delivery and payment. They specialize in connecting valuable datasets from companies like yours with AI labs and data buyers, enabling new revenue streams from your existing data assets.

Given [Company Name]'s significant operating history and the nature of your data, I believe there's a strong potential for you to benefit from SourceX's platform. They work with US companies that typically have 50 or more full-time employees and established records, rights to license their data, and an authorized sponsor ready to explore opportunities.

SourceX is headquartered in Los Angeles, California, and focuses exclusively on managing data licensing transactions. They do not train AI models themselves; their expertise is in facilitating the secure and compliant exchange of data.

Would you be open to an introductory call with SourceX to learn more about how they can help you license your data? I'd be happy to facilitate the connection. Please let me know your availability.

Best regards,

[Your Name] [Your Organization, if applicable] ```

Handoff Checklist for Partners

Once the company is interested, this checklist ensures you provide SourceX with all necessary details for a successful follow-up. This information is crucial for SourceX to verify eligibility and understand the scope of their data licensing needs.

  • Company Profile Confirmation:
  • [ ] Confirm the company is based in the United States.
  • [ ] Confirm the company has 50+ full-time employees (at peak).
  • [ ] Confirm the company has years of operating records.
  • [ ] Confirm the company holds the rights to license the data they intend to offer.
  • Authorized Sponsor Details:
  • [ ] Full Name of the authorized sponsor/primary contact at the company.
  • [ ] Title/Role of the authorized sponsor.
  • [ ] Direct email address of the authorized sponsor.
  • [ ] Direct phone number of the authorized sponsor (if available and permissible).
  • [ ] A brief note on their authority to discuss data licensing opportunities.
  • Data Licensing Interest & Scope:
  • [ ] What type of data is the company interested in licensing (e.g., text, images, audio, video, sensor data)?
  • [ ] What is the approximate volume or scale of data they might be looking to license?
  • [ ] Are there any specific use cases or industries they are targeting for data licensing?
  • [ ] What are the company's primary objectives for licensing their data (e.g., new revenue, market insights)?
  • Referral Context:
  • [ ] Briefly explain your relationship with the company or contact.
  • [ ] Note that you are participating in the SourceX Partner Program and stand to earn a share of the fees SourceX collects, up to $100,000 per company, if this introduction leads to a successful licensing deal. This reward is a share of SourceX's fee and is never deducted from what the company receives.
  • [ ] Any specific notes or preferences for SourceX's initial outreach.

Completing this checklist ensures that SourceX has the full picture, allowing for a more targeted and efficient engagement with the referred company. Remember that rewards become payable only after the buyer pays and SourceX receives its fee.

Refer a company · How rewards work

  1. Step 1Share your linkSend your personal link to a company you know.
  2. Step 2Company appliesThe company applies itself at /apply.
  3. Step 3Buyer selects and paysThe buyer selects and pays for the data and SourceX receives its fee.
  4. Step 4You get your rewardYour share of SourceX fees becomes payable.

Free resources

By SourceX Partnerships Team · Published 2026-10-09 · Updated 2026-10-09

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