Data Referral Screening Worksheet for Consulting Firms

As a management consultant, you often work with companies that possess valuable operational data. SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing to payment. Our partner program offers an opportunity to earn a referral reward for connecting us with suitable companies.

This worksheet is designed to help you quickly assess whether a company in your network might be a good fit for SourceX, maximizing your time and ensuring your referrals are high-quality. It's tailored to the specific profile of companies SourceX seeks, helping you focus on the most promising leads.

Why Refer to SourceX?

SourceX facilitates data licensing for AI labs and data buyers, allowing companies to monetize their data securely and compliantly. As a referral partner, you can earn 25% of the eligible platform fees SourceX collects from a referred company's licensing deals, up to $100,000 cumulative per company. Rewards become payable after SourceX receives its fee; a lead, meeting, or signed agreement alone does not trigger payment.

Referral Screening Worksheet for Consulting Firms

Use this checklist to evaluate potential US company referrals. The goal is to identify companies with robust operational data that they are authorized to license.

Section 1: Company Profile Basics

• 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 (excluding contractors)?
• Operating History: Does the company have years of operating records, indicating a substantial history of data generation?

Section 2: Data & Licensing Authority

• Data Ownership/Rights: Does the company possess the clear rights to license its operational data?

• Consider: Are there any existing agreements or privacy policies that might restrict data sharing or licensing?
• Consider: Is the data unique, proprietary, or valuable for training AI models?

• Data Types (Illustrative - no specific requirements): Does the company generate data that could be valuable in aggregated, anonymized, or specific licensed formats? Examples might include: operational logs, transaction histories, usage patterns, sensor data, or customer interaction records.

Section 3: Internal Sponsorship & Readiness

• Authorized Sponsor: Is there an authorized sponsor within the company who is interested in exploring data licensing opportunities? This individual should have the authority to initiate and champion such a project.

• Consider: Is this individual aware of their company's data assets and potential for monetization?

• Strategic Alignment: Does data monetization align with the company's current strategic goals or explore new revenue streams?

Section 4: Your Role & Relationship

• Existing Relationship: Do you have an established professional relationship with this company or a key decision-maker within it?
• Introduction Readiness: Are you able to make a direct, warm introduction to the authorized sponsor?

Summary & Next Steps

If you've checked off most of the items above, especially those in Sections 1 and 2, the company may be an excellent candidate for a SourceX referral. Remember, credit for a referral goes to the first valid referrer whose introduction leads to a verified company application within the attribution window.

Your reward is a share of SourceX's fee and is never deducted from what the company receives. SourceX manages data licensing transactions and does not train AI models.

This worksheet is a guide, not a guarantee. Every referral is evaluated on its own merits, but using this tool helps ensure you bring forward the most promising opportunities.

Refer a company · How rewards work