Email Migration & Data Licensing: Your Handoff Checklist

A data opportunity handoff checklist for an email platform migration should include verifying the company meets SourceX's baseline criteria, possesses clear licensing rights, has an authorized sponsor, and identifies relevant data types like archive email.

As a Managed Service Provider (MSP), you're often at the forefront of significant IT changes for your clients, like email platform migrations. These migrations frequently involve large volumes of historical data, which can represent a valuable opportunity for AI training and development.

SourceX facilitates the licensing of enterprise data to AI labs and data buyers. When you're managing an email migration, you're in a prime position to identify companies whose data could be a fit. This checklist helps ensure a smooth handoff to SourceX, making sure your referral meets the key criteria.

Data Opportunity Handoff Checklist for Email Platform Migrations

  • Company Profile Verification
  • [ ] Is this a US company?
  • [ ] Does the company have 50 or more full-time employees at peak operation (excluding contractors)?
  • [ ] Does the company have years of operating records?
  • [ ] Can the company provide evidence of rights to license the data, or is it the original data owner?
  • Licensing Rights Confirmation
  • [ ] Has the company confirmed it has the legal rights and permissions to license its data (e.g., historical email archives, communications data) for external use?
  • [ ] Are there any known restrictions, industry-specific regulations, or privacy considerations that need to be clearly understood regarding this data?
  • Authorized Sponsor Identification
  • [ ] Has an authorized sponsor within the company been identified? This individual should be empowered to make decisions regarding data licensing and engage with SourceX.
  • [ ] Is the sponsor aware of the potential value of licensing their historical data to AI labs?
  • Data Type and Archive Readiness
  • [ ] What types of data are primarily involved in the email migration (e.g., active mailboxes, legacy archives, PST files, journaling logs)?
  • [ ] Is the company open to exploring the licensing of these historical data archives?
  • [ ] Are there existing data retention policies or processes that could impact data availability for licensing?
  • Important Note for Partners: As a referral partner, you will never handle or transmit any of the referred company's data. Your role is to make the introduction; SourceX will directly engage with the company for all data-related discussions, rights verification, and technical processing.

Rewards for Successful Referrals

When your referred company successfully licenses its data through SourceX, you earn 25% of the eligible platform fees SourceX actually collects from the company's licensing deals. This reward is capped at $100,000 cumulative per referred company. Rewards become payable only after the buyer pays and SourceX receives its fee. The partner reward is a share of SourceX's fee and is never deducted from what the company receives.

Refer a company · [How rewards work](/earn]

  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.

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

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