Ecommerce Company Referral Screening Worksheet

Short answer

Yes, this worksheet provides a practical checklist for e-commerce consultants to screen potential referral companies based on SourceX's eligibility criteria. It helps identify US-based e-commerce businesses that are good candidates for data licensing.

Ecommerce Company Referral Screening Worksheet: overview of Why Refer E-commerce Companies to SourceX?, E-commerce Referral Screening Worksheet
Covered on this page: Why Refer E-commerce Companies to SourceX? · E-commerce Referral Screening Worksheet

As an e-commerce consultant, you're uniquely positioned to identify businesses that could benefit from licensing their valuable operational data. SourceX facilitates these data licensing transactions, connecting companies with AI labs and data buyers.

This worksheet is designed to help you quickly assess whether an e-commerce company fits the basic profile for a SourceX referral. By pre-screening, you can focus your efforts on introductions that are most likely to result in successful outcomes.

Why Refer E-commerce Companies to SourceX?

Many e-commerce businesses generate vast amounts of proprietary data – from sales and inventory to customer behavior and supply chain logistics. This data, when properly licensed, can be a significant new revenue stream. SourceX manages the entire licensing process, from sourcing and rights review to delivery and payment, allowing companies to focus on their core business.

As a referral partner, you earn a share of SourceX's fees. You receive 25% of the eligible platform fees SourceX collects from the referred company's licensing deals, up to $100,000 cumulative per referred company. This reward is a share of SourceX's fee and is never deducted from what the company receives.

E-commerce Referral Screening Worksheet

Use this checklist to evaluate potential e-commerce companies for referral. A 'Yes' to all critical points indicates a strong candidate.

Company Identification & Contact Information:

  • Company Name:
  • Primary Contact Name:
  • Primary Contact Title:
  • Primary Contact Email:
  • Primary Contact Phone:

Eligibility Criteria Checklist:

  • US-based Operation: Is the company headquartered in the United States?
  • Employee Count: Does the company have 50 or more full-time employees at its peak operating period? (Contractors are excluded from this count).
  • Operating History: Does the company have years of verifiable operating records and consistent data generation?
  • Data Licensing Rights: Does the company possess clear legal rights to license its operational data? (e.g., they own the data they collect, or have explicit permissions to license third-party data they manage).
  • Authorized Sponsor: Is there a clear, senior individual within the company (e.g., CEO, CTO, Head of Data, General Counsel) who is aware of and authorized to explore data licensing opportunities?

Data Type & Potential Value (Informational, not strict criteria):

  • What types of e-commerce data does the company generate? (e.g., product catalog, transaction history, customer behavior, inventory levels, supply chain, market trends)
  • Is this data unique, proprietary, or difficult for AI labs and data buyers to acquire elsewhere?
  • Does the company have systems in place for data governance or compliance that would facilitate licensing?

Key Considerations for Referral:

  • No data handling by partners: As a partner, you never handle the company's data. Your role is solely to make the introduction.
  • Reward Payout Trigger: 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.

This worksheet is a tool to help you identify good matches. By focusing on these core criteria, you can efficiently identify e-commerce businesses that are prime candidates for generating new revenue through data licensing with SourceX.

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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