As a valued SourceX referral partner, you have the opportunity to introduce multiple US companies that fit our criteria and earn rewards for each. Keeping track of your introductions, their status, and the rewards earned against the per-company cap can help you manage your outreach and maximize your impact.
This simple worksheet is designed to help you organize your referral activity. Remember, SourceX focuses on US companies with 50+ full-time employees at their peak, years of operating records, the rights to license their data, and an authorized sponsor. These companies contribute to the data licensing ecosystem for AI labs and data buyers.
Your Repeat Partner Activity & Outcome Worksheet
This template allows you to log each company you introduce, track its progress, and monitor the rewards associated with successful referrals. Fill in the `[ ]` sections as appropriate for your records. Remember, all reward figures are based on the actual fees SourceX collects from licensing deals.
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Partner Referral Tracking Worksheet
Partner Name: `[Your Name/Entity]` Date Started: `[YYYY-MM-DD]`
| Company Introduced | Introduction Date | Status (e.g., Introduced, Verified, Deal Signed, Fees Paid) | Cumulative Reward Earned | Reward Cap Remaining | Notes |
|---|---|---|---|---|---|
| :--------------------------- | :---------------- | :-------------------------------------------------------- | :----------------------- | :------------------- | :------------------------ |
| `[Company A Name]` | `[YYYY-MM-DD]` | `[Status]` | `[e.g., $X,XXX.XX]` | `[e.g., $Y,YYY.YY]` | `[e.g., Initial contact made]` |
| `[Company B Name]` | `[YYYY-MM-DD]` | `[Status]` | `[e.g., $X,XXX.XX]` | `[e.g., $Y,YYY.YY]` | `[e.g., Follow-up needed]` |
| `[Company C Name]` | `[YYYY-MM-DD]` | `[Status]` | `[e.g., $X,XXX.XX]` | `[e.g., $Y,YYY.YY]` | `[e.g., New introduction]` |
| `[Add more rows as needed]` |
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Key Information for Your Reference
- Reward Rate: Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals. (Source: F01)
- Reward Cap: Rewards are capped at $100,000 cumulative per referred company. (Source: F02)
- 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. (Source: F03)
- Attribution: Credit goes to the first valid referrer whose introduction leads to a verified company application within the attribution window. (Source: F04)
- Qualified Companies: Introduce US companies with 50+ full-time employees at peak, years of operating records, rights to license the data and an authorized sponsor. (Source: F06)
- Reward vs. Company Proceeds: The partner reward is a share of SourceX's fee and is never deducted from what the company receives. (Source: F07)
Illustrative Example of Tracking
Let's consider a hypothetical scenario for `Company Alpha`:
- Initial Introduction: `2024-01-15`
- Status: Fees Paid for first deal
- Hypothetical SourceX Fee Collected: $100,000
- Hypothetical Partner Reward (based on 25%): If 25% were 20%, reward would be $10,000.
- Cumulative Reward Earned: $10,000
- Reward Cap Remaining (based on $100,000): If $100,000 were $100,000, $90,000 remains.
As `Company Alpha` engages in further licensing deals through SourceX and more fees are collected, your 'Cumulative Reward Earned' would increase, and 'Reward Cap Remaining' would decrease, until the $100,000 is reached for that company.
This worksheet is a tool for your planning and record-keeping, helping you visualize your earnings potential as you continue to connect SourceX with qualified companies.
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