Partners play a crucial role in identifying and preparing companies for the SourceX referral program. To streamline this process and ensure referred companies meet the baseline criteria, a structured worksheet can be incredibly helpful. This guide outlines the essential fields for a reusable worksheet, designed to align directly with SourceX's requirements.
Why a Data Inventory Preparation Worksheet?
SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. For a company to be eligible for referral, it must meet specific criteria. A preparation worksheet helps ensure a smooth introduction by confirming these points upfront, saving time for both the partner and the referred company. Remember, partners are never involved with the actual data content, only the eligibility factors.
Key Worksheet Sections and Fields
This worksheet focuses on the critical information needed to confirm a company's fit for SourceX, directly referencing our program's rules and baseline requirements.
1. Company Profile and Operations
This section addresses the foundational aspects of the company, ensuring it meets the basic operational criteria for SourceX referrals. (FACTS: F06)
- Company Legal Name: Full legal name of the entity.
- Primary Business Address: Location for legal and operational identification.
- Number of Full-Time Employees (Peak): This refers to the highest number of full-time employees the company has had, excluding contractors. (Requirement: 50+ FTEs at peak).
- Years of Operating Records: Confirmation of sustained business operations over time.
- Industry/Sector: Brief description of the company's main line of business.
2. Data Licensing Readiness
This section ensures the company is prepared to license its data, focusing on legal rights and authorization. (FACTS: F06)
- Rights to License Data: Confirmation that the company legally owns or has the explicit rights to license the data it wishes to offer. (Crucial for eligibility).
- Data Types Potentially Available: (e.g., historical transaction data, operational logs, sensor data, anonymized customer behavior). Note: No actual data content or specific PII should ever be requested or shared here.
- Internal Data Governance/Compliance Frameworks: (e.g., GDPR, CCPA, HIPAA awareness). This indicates readiness for data transactions.
3. Authorized Sponsor Information
An authorized sponsor is essential for moving forward with any potential licensing opportunity. (FACTS: F06)
- Sponsor Name: The name of the authorized individual within the company.
- Sponsor Title: Their official role, confirming their authority (e.g., CEO, Head of Data, General Counsel).
- Sponsor Contact Email: Professional email address for the sponsor.
- Sponsor Contact Phone (Optional): Direct line for the sponsor.
4. Partner Notes & Next Steps
This section is for internal partner use, helping to track the referral process.
- Partner Internal Notes: Any specific observations or context relevant to the referral.
- Date Completed: When this preparation worksheet was finalized.
- Referral Status: (e.g., "Ready to Refer," "Needs More Information").
Important Considerations
- No Company Data Content: This worksheet is strictly for gathering profile and eligibility information. It should never contain actual company data, proprietary information, or personal identifiable information (PII) of any individuals other than the designated sponsor's contact details. (FACTS: F06)
- Reward Structure: As a partner, you earn 25% of the eligible platform fees SourceX 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. A lead, meeting or signed agreement alone does not trigger payment. (FACTS: F01, F02, F03)
- Attribution: Credit for a referral goes to the first valid referrer whose introduction leads to a verified company application within the attribution window. (FACTS: F04)
By utilizing a structured worksheet, partners can efficiently guide prospective companies through the initial eligibility assessment, setting the stage for successful referrals to SourceX.