Logistics & Warehousing Data Referral Screening Worksheet

Short answer

Yes, SourceX provides a referral screening worksheet to help partners identify qualifying logistics and warehousing companies. This tool ensures your referrals align with the program's baseline criteria for successful introductions.

Logistics & Warehousing Data Referral Screening Worksheet: overview of Why Refer Logistics & Warehousing Companies?, How Referrals Work, Referral Screening Worksheet: Logistics & Warehousing
Covered on this page: Why Refer Logistics & Warehousing Companies? · How Referrals Work · Referral Screening Worksheet: Logistics & Warehousing

As a consultant in the logistics and warehousing sector, you often encounter companies with vast operational data. SourceX helps these businesses unlock new value by managing the licensing of their data to AI labs and data buyers. Our referral program allows you to earn rewards for connecting us with suitable companies.

This worksheet is designed to help you quickly assess if a logistics or warehousing company fits the SourceX referral program's baseline profile. By pre-screening your referrals, you increase the likelihood of a successful introduction and potential reward.

Why Refer Logistics & Warehousing Companies?

Logistics and warehousing operations generate significant data, from supply chain movements and inventory management to predictive analytics for demand. This data is highly valuable for training AI models that optimize efficiency, forecast trends, and improve operational intelligence across various industries. SourceX specializes in making these complex data licensing transactions seamless and secure.

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We do not train AI models ourselves, but facilitate the transactions that enable others to do so. Your referral helps companies generate new revenue streams from an underutilized asset: their data.

How Referrals Work

When you refer a company, you connect them with SourceX. If your introduction leads to a verified company application within the attribution window, and SourceX successfully licenses their data, you earn a reward.

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. The partner reward is a share of SourceX's fee and is never deducted from what the company receives.

Rewards become payable only after the buyer pays and SourceX receives its fee. A lead, meeting, or signed agreement alone does not trigger payment.

Referral Screening Worksheet: Logistics & Warehousing

Use this checklist to evaluate potential referral candidates in the logistics and warehousing sector. Only US companies are eligible. Ensure the company meets all criteria for the best chance of success.

Company Profile Checklist

  • US Company: Is the company based and primarily operating in the United States?
  • Employee Count: Does the company have 50 or more full-time employees at its peak operating period? (Note: Contractors are excluded from this count).
  • Operating Records: Does the company have years of established operating records, indicating a robust history of data generation?
  • Data Ownership/Rights: Does the company clearly own or have the explicit rights to license its operational data? This is crucial for legal and contractual purposes.
  • Authorized Sponsor: Is there an identified individual within the company (e.g., CEO, CIO, Head of Data, or other senior executive) who is aware of the potential for data licensing and authorized to initiate conversations or approve such initiatives?
  • Sector Alignment: Is the company primarily involved in logistics, warehousing, supply chain management, freight forwarding, inventory management, or related operational fields that generate high-value data?

Data Relevance Considerations (for your assessment – not a hard requirement for referral)

  • What types of data does the company generate (e.g., shipment tracking, inventory levels, route optimization, facility utilization, sensor data)?
  • Is this data granular, structured, and potentially useful for AI model training (e.g., for predictive analytics, operational efficiency, demand forecasting)?
  • Does the company have a general awareness of data monetization opportunities or an interest in exploring new revenue streams?

Illustrative Example for Reward Calculation:

If SourceX facilitates a licensing deal with your referred company, and SourceX collects $10,000 in eligible platform fees, your reward would be calculated as 25% of $10,000. This reward is subject to the $100,000 per company. This is a hypothetical example for demonstration purposes only. Actual rates and caps apply as per program terms.

Anyone can join the SourceX partner referral program from any supported country. Licensed professionals should check their own rules on referral fees.

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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