Referral Screening Worksheet for Marketing Agencies

Short answer

Yes, this article provides a practical referral screening worksheet tailored for marketing agencies to identify suitable companies for the SourceX data referral program. It focuses on key criteria like company size, location, data ownership, and readiness to license.

Referral Screening Worksheet for Marketing Agencies: overview of Understanding the Ideal Referral, Marketing Agency Referral Screening Worksheet, Why These Criteria Matter
Covered on this page: Understanding the Ideal Referral · Marketing Agency Referral Screening Worksheet · Why These Criteria Matter

As a marketing agency, you likely have deep relationships with numerous businesses. Many of these companies possess valuable proprietary data, often untapped, which could be licensed to AI labs and data buyers through SourceX. Our referral program offers a unique opportunity for your agency to earn rewards by connecting us with these data-rich businesses.

This worksheet is designed to help you quickly assess whether a company in your network fits the SourceX referral criteria. By focusing on these key points, you can streamline your efforts and identify high-potential referrals.

Understanding the Ideal Referral

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We're looking for companies with established operations and significant data assets. Your role as a referrer is to introduce us to these businesses.

Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, up to $100,000 cumulative per referred company. Rewards become payable only after the buyer pays and SourceX receives its fee.

Marketing Agency Referral Screening Worksheet

Use this checklist to evaluate potential referrals from your client base or network. Focus on US companies that meet the baseline criteria.

  • US Company Confirmation: Is the company based and operating primarily in the United States? (We currently focus on US companies for referrals.)
  • Employee Count Check: Does the company have a history of employing 50 or more full-time employees at its peak? (Contractors do not count towards this number.)
  • Established Operations: Does the company have years of operating records, indicating a stable and long-standing business? (This suggests a greater likelihood of substantial data assets.)
  • Data Ownership & Licensing Rights:
  • [ ] Does the company generate or possess proprietary data (e.g., customer behavior, market trends, operational insights, historical archives)?
  • [ ] Does the company clearly own the rights to license this data? (They must have the legal authority to share or sell it.)
  • [ ] Are there any known restrictions or privacy concerns that might prevent them from licensing their data?
  • Authorized Sponsor/Decision Maker:
  • [ ] Is there an identified individual within the company who is aware of their data assets and authorized to explore licensing opportunities?
  • [ ] Is this person receptive to learning about new revenue streams for their data?
  • No Prior Introduction: Has this company not been previously referred to SourceX by another partner? (Credit goes to the first valid referrer.)

Quick Self-Assessment for Your Agency:

  • Do you have a direct relationship with a key decision-maker at this company?
  • Are you comfortable making an introduction for SourceX to discuss data licensing?

Why These Criteria Matter

The criteria outlined above help us identify companies that are most likely to succeed in licensing their data through SourceX. Larger, established companies with clear data ownership and an authorized sponsor are better positioned to navigate the licensing process. This ensures that your referral efforts are well-placed, increasing the chances of a successful engagement and subsequent reward for your agency.

Remember, your referral simply needs to lead to a verified company application within the attribution window. SourceX handles all the complexities of data licensing, from sourcing and rights review to delivery and payment, so the company you refer does not need to handle data directly or train AI models.

By leveraging your network and this screening worksheet, your marketing agency can unlock new revenue opportunities through the SourceX referral program.

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.

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

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