Data Opportunity Handoff Checklist: Helpdesk Migration

Helping companies leverage their historical data during a helpdesk migration presents a significant opportunity. For CX consultants, identifying and referring these opportunities to SourceX means helping clients unlock value from their customer interactions while also earning a reward.

This checklist provides a structured approach to assessing and handing off a data licensing opportunity arising from a helpdesk migration. It ensures all critical information is gathered to meet SourceX's referral criteria.

Data Opportunity Handoff Checklist: Helpdesk Migration

• Company Profile Verification

• [ ] Confirm the company is based in the United States.
• [ ] Verify the company has 50 or more full-time employees at its peak (excluding contractors).
• [ ] Ascertain if the company has years of operating records, indicating a substantial data history.
• [ ] Understand that SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment.

• Data Licensing Rights & Ownership

• [ ] Confirm the company possesses the full legal rights to license the data it holds.
• [ ] Ensure there are no existing legal or contractual restrictions preventing data licensing.
• [ ] Note that the partner reward is a share of SourceX's fee and is never deducted from what the company receives. SourceX manages data licensing and does not train AI models.

• Authorized Sponsor Identification

• [ ] Identify a specific individual within the company who is authorized to sponsor and oversee the data licensing process.
• [ ] Confirm this sponsor is aware of and interested in exploring data licensing opportunities.

• Archive Types and Data Scope

• [ ] Understand the types of data archives available from the helpdesk migration (e.g., ticket histories, chat logs, voice transcripts, knowledge base articles).
• [ ] Gain a general understanding of the volume and nature of the historical data.
• [ ] Reiterate that partners do not handle any company data directly. Your role is solely to identify and refer.

Important Considerations for Partners

As a SourceX partner, you earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals. Rewards are capped at $100,000 cumulative per referred company. Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting or signed agreement alone does not trigger payment. Credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window. Anyone can join, from any supported country. Licensed professionals should check their own rules on referral fees.

Refer a company · How rewards work