Screening Worksheet: Education and Training Data Referrals

Short answer

Yes, this worksheet provides a structured approach for SourceX partners to screen education and training businesses. It focuses on key criteria like company size, operating history, data rights, and sponsor authorization.

Screening Worksheet: Education and Training Data Referrals: overview of Education and Training Business Referral Screening Worksheet
Covered on this page: Education and Training Business Referral Screening Worksheet

As a SourceX partner, identifying the right education and training businesses for data licensing can significantly boost your referral success. This worksheet helps you pre-qualify potential referrals against SourceX's core requirements, ensuring your efforts are focused on the most promising leads.

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We help businesses monetize their valuable data assets.

Education and Training Business Referral Screening Worksheet

Use this worksheet to evaluate whether an education or training company is a good fit for referral to SourceX. Mark 'Yes' if the criterion is met, 'No' if not, and 'Unsure' if more information is needed.

CriterionCheck ConfirmsYesNoUnsure
:----------------------------:-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------:--:--:-----
1. US Company BaseThe company is legally established and primarily operates within the United States. SourceX focuses on US companies.[ ][ ][ ]
2. 50+ Full-Time Employees (Peak)The company has had 50 or more full-time employees at its peak operating period. Contractors are excluded from this count.[ ][ ][ ]
3. Years of Operating RecordsThe company has a substantial history of operations, indicating a sustained track record and accumulated data.[ ][ ][ ]
4. Rights to License DataThe company possesses clear legal rights and ownership to license its data. This confirms they can legally enter into licensing agreements.[ ][ ][ ]
5. Authorized SponsorThere is an identified individual within the company who is authorized to discuss and approve data licensing initiatives. This ensures a clear point of contact for SourceX.[ ][ ][ ]

What Each Check Means for Your Referral

  • US Company Base: SourceX currently prioritizes collaborations with companies headquartered in the United States. While anyone from any supported country can be a partner, the referred company needs to be US-based.
  • 50+ Full-Time Employees (Peak): This criterion helps ensure the referred company has the scale and operational history typically associated with valuable, licensable datasets. SourceX seeks companies with established data streams.
  • Years of Operating Records: A long operating history often correlates with a richer, more diverse dataset. This suggests the data has sufficient depth and breadth for AI labs and data buyers.
  • Rights to License Data: This is fundamental. SourceX's role is to manage data licensing, and this is only possible if the company unequivocally owns or has the necessary rights to share its data. The partner reward is a share of SourceX's fee and is never deducted from what the company receives.
  • Authorized Sponsor: Engaging with an authorized sponsor streamlines the process. This ensures that initial conversations and subsequent steps are productive and avoid unnecessary delays.

Rewards for Successful Referrals

By successfully referring companies that meet these criteria and go on to complete licensing deals, partners 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. Refer US companies with 50+ full-time employees at peak, years of operating records, rights to license the data and an authorized sponsor.

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.

Common questions

What type of companies does SourceX prioritize for data licensing?

SourceX prioritizes collaborations with US-based education and training companies that have had 50 or more full-time employees at their peak. These companies should also have a substantial history of operations and clear rights to license their data.

What makes an education or training business a good referral for SourceX?

A good referral is a US company with over 50 full-time employees at its peak, a substantial operating history, and clear legal rights to license its data. It also needs an authorized sponsor to discuss licensing initiatives.

How are partners rewarded for successful referrals to SourceX?

Partners earn 25% of the eligible platform fees SourceX collects from a referred company's licensing deals. Rewards are capped at $100,000 cumulatively per referred company and are payable after the buyer pays and SourceX receives its fee.

What criteria are essential for a company to license data through SourceX?

Essential criteria include being a US company with 50+ peak full-time employees, a long operating history, and clear legal rights to license its data. An authorized sponsor within the company is also required to facilitate discussions.

Free resources

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

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