Data Opportunity Handoff Checklist for Annual Client Reviews

For accountants and consultants, annual client reviews are a prime opportunity to identify new avenues for value creation. For companies sitting on valuable data, licensing that data to AI labs and data buyers can unlock significant revenue streams. SourceX streamlines this process, managing data licensing from sourcing to payment. This checklist helps you prepare your client for a successful introduction to SourceX, ensuring a smooth handoff and maximizing their potential.

Preparing for a Data Opportunity Handoff

Before introducing a client, verify they meet SourceX's baseline criteria. This proactive step ensures your referral is well-aligned, benefiting both your client and your referral efforts. Remember, as a partner, you earn 25% of the eligible platform fees SourceX collects, up to $100,000 per referred company, once fees are received by SourceX.

Your Data Opportunity Handoff Checklist

Use this checklist during your annual client reviews to identify and prepare companies for data licensing opportunities:

• Company Profile Verification

• [ ] Confirm the client is a US company.
• [ ] Verify the company has 50+ full-time employees at peak (excluding contractors).
• [ ] Ensure the company has years of operating records.

• Data Licensing Rights & Sponsorship

• [ ] Confirm the company has the legal rights to license the data it holds.
• [ ] Identify an authorized sponsor within the company who can champion the initiative and make decisions regarding data licensing.

• Archive Types & Data Readiness

• [ ] List the types of data archives available for licensing (e.g., historical sales data, sensor readings, customer interaction logs, research datasets).
• [ ] Briefly understand the nature and scope of these archives. SourceX can help assess data suitability in detail later.

• Understanding the SourceX Role

• [ ] Explain to the client that SourceX is the enterprise data transaction layer for AI, managing data licensing transactions.
• [ ] Clarify that SourceX does not train AI models and your client retains full control over their data until a licensing deal is finalized and approved by them.

Important Considerations for Partners

• No Data Handling: As a SourceX partner, you never handle any of the referred company's data. Your role is solely to make a qualified introduction.
• Reward Structure: Your rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment.
• Attribution: Credit for the referral goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.
• Illustrative Example: If SourceX collects $100,000 in fees from a licensing deal, and the partner reward rate is 25%, the partner would earn 25% of that fee, up to $100,000 total for that company. This is illustrative and not a guarantee of specific deal values or earnings.

By systematically reviewing these points with your clients, you can efficiently identify high-potential data licensing opportunities and make informed referrals to SourceX.

Refer a company · How rewards work