BPO Data Referral Screening Worksheet

As a BPO advisor, you frequently engage with a diverse range of companies that manage vast amounts of data. Many of these businesses might be sitting on valuable datasets that AI labs and data buyers are actively seeking. SourceX provides the infrastructure to facilitate these complex data licensing transactions, managing everything from sourcing and rights review to delivery and payment.

Our referral program offers an opportunity to earn rewards by connecting qualified US companies with SourceX. To help you identify the best potential candidates among your BPO clients, we've developed a straightforward screening worksheet. This ensures that the companies you refer align with SourceX's core requirements, making the referral process efficient and rewarding.

By using this worksheet, you can quickly assess whether a BPO client meets the baseline profile for a successful referral, focusing on critical aspects like company size, data ownership, and the presence of an authorized sponsor.

Referral Screening Worksheet for BPO Companies

Use this checklist to evaluate potential BPO referrals. A 'Yes' to all key criteria indicates a strong candidate for introduction to SourceX.

Company Profile & Eligibility

• Is the company based in the United States? (Source: [F06])
• Does the company have 50 or more full-time employees at its peak operating period? (Contractors are excluded from this count.) (Source: [F06])
• Does the company have years of operating records? (This indicates a history of data generation.) (Source: [F06])

Data Licensing & Authorization

• Does the company possess the legal rights to license its data? (This is crucial for any data transaction.) (Source: [F06])
• Is there an authorized sponsor within the company? (This individual should be empowered to make decisions regarding data licensing.) (Source: [F06])

Understanding SourceX & the Opportunity

• Does the company understand that SourceX is the enterprise data transaction layer for AI? (We manage data licensing from sourcing and rights review to delivery and payment.) (Source: [F09])
• Does the company understand that SourceX does not train AI models? (We focus solely on managing data licensing transactions.) (Source: [F10])

Referral Program Basics for Advisors

• Do I understand that I earn 25% of the eligible platform fees SourceX actually collects? (Source: [F01])
• Do I understand that rewards are capped at $100,000 cumulative per referred company? (Source: [F02])
• Do I understand that rewards are payable only after SourceX receives its fee, not just from a lead or meeting? (Source: [F03])
• Do I understand that the partner reward is a share of SourceX's fee and is never deducted from what the company receives? (Source: [F07])

Why these criteria matter:

These criteria ensure that referred companies are well-suited for the SourceX platform and have the necessary operational history and legal standing to engage in data licensing. By pre-qualifying your referrals, you increase the likelihood of successful introductions and maximize your earning potential.

Remember, anyone from any supported country can join our referral program. However, if you are a licensed professional, it's important to check your own rules regarding referral fees. (Source: [F05])

Refer a company · How rewards work