Company Fit Screening Worksheet for SourceX Referrals

As a SourceX referral partner, your introductions are valuable. To maximize your time and ensure your referrals align with SourceX's needs, a simple company fit screening worksheet can be incredibly helpful. This guide outlines the essential fields to include, directly tied to the SourceX program's requirements.

Why a Screening Worksheet?

SourceX is focused on facilitating enterprise data licensing for AI. This means we're looking for specific types of companies. A structured screening process helps you quickly determine if a company is a good potential fit, increasing the likelihood of successful referrals and, ultimately, your rewards.

Remember, your reward is earned only after SourceX collects its fee from successful licensing deals, so focusing on high-potential leads is key. Using a worksheet helps ensure you introduce companies that meet the [baseline criteria (F06)](https://refer.sourcex.si/who-qualifies).

Crucially, this worksheet is for your internal use to assess fit. It should never contain confidential company data, specific data sets, or personal identifying information of any individuals. Your role is to refer, not to handle sensitive data about the referred company or its employees.

Essential Worksheet Fields

Here’s a breakdown of the fields your reusable screening worksheet should include, with explanations linking back to SourceX's program facts:

Company Basic Information (Publicly Available)

• Company Name: For identification.
• Website: To verify public presence and business focus.
• Primary Industry: Helps understand the nature of their data.
• Headquarters Location (State/Country): Must be a US company to qualify for the program.

Eligibility Criteria (Based on SourceX Baseline)

• Employee Count (FTEs at Peak): SourceX seeks US companies with "50+ full-time employees at peak." This is a critical filter.
  • _Checklist Item:_ [ ] Confirmed 50+ FTEs at peak?
• Years of Operating Records: SourceX looks for companies with "years of operating records." This implies stability and data history.
  • _Checklist Item:_ [ ] Appears to have years of operating records?
• Data Licensing Rights: The company must have "rights to license the data." This is fundamental.
  • _Checklist Item:_ [ ] Appears to have rights to license data (e.g., proprietary data owner)?
• Authorized Sponsor: They need "an authorized sponsor" willing to engage. This indicates internal readiness.
  • _Checklist Item:_ [ ] Appears to have an authorized sponsor who might engage?

Fit & Potential (Your Assessment)

• Type of Data (General description): What kind of data might they have? (e.g., consumer behavior, sensor data, scientific research, historical archives). Keep this high-level; no specifics.
• Potential Use Case (AI labs/data buyers): How might AI labs and data buyers benefit from their data? (e.g., model training, analytics, trend analysis). This is your initial hypothesis.
• Initial Assessment Notes: Any other observations that suggest a strong or weak fit.

Sample Worksheet Structure

```

SourceX Company Fit Screening Worksheet

Date: _____________ Your Name/Partner ID: _____________

Company Details

• Company Name: _________________________________________
• Website: _____________________________________________
• Primary Industry: ______________________________________
• Headquarters Location (State/Country): _____________________

SourceX Baseline Criteria Check (F06)

• Employee Count (FTEs at Peak): ___________ (Required: 50+ FTEs)
  • [ ] Confirmed 50+ FTEs at peak?
• Years of Operating Records: ________________ (Required: Years of records)
  • [ ] Appears to have years of operating records?
• Data Licensing Rights: ______________________ (Required: Rights to license data)
  • [ ] Appears to have rights to license data (e.g., proprietary data owner)?
• Authorized Sponsor Potential: _______________ (Required: Authorized sponsor)
  • [ ] Appears to have an authorized sponsor who might engage?

Data & Potential Assessment (High-Level)

• General Type of Data: ___________________________________________________
• Potential Benefit for AI labs/data buyers: _____________________________________

Overall Assessment

• Initial Fit (Good/Moderate/Poor): ________________
• Next Steps: ____________________________________________________________
• Notes (for your records only): ____________________________________________

```

This worksheet is a tool for your efficiency. It helps you focus on relevant companies and avoid expending effort on those that don't meet the [defined criteria (F06)](https://refer.sourcex.si/who-qualifies). Remember, SourceX is the enterprise data transaction layer for AI (F09), and we're looking for companies that can contribute to this ecosystem.

Refer a company · How rewards work