Network Opportunity Discovery Worksheet for SourceX Referrals

Short answer

A reusable network opportunity discovery worksheet should guide partners in identifying potential SourceX referrals by focusing on key criteria from the company baseline and program rules. It helps pre-qualify contacts without collecting sensitive company or personal data.

Network Opportunity Discovery Worksheet for SourceX Referrals: overview of Why use this worksheet?, What SourceX looks for in a referred company, Reusable Network Opportunity Discovery Worksheet
Covered on this page: Why use this worksheet? · What SourceX looks for in a referred company · Reusable Network Opportunity Discovery Worksheet

This worksheet is designed to help you systematically review your professional network for companies that might be a good fit for SourceX. It focuses on publicly available information and the specific criteria outlined in the SourceX referral program. Remember, this is for your internal use to identify potential leads, not for collecting or storing sensitive data.

Why use this worksheet?

As a SourceX referral partner, you earn 25% of the eligible platform fees SourceX collects from referred companies, up to $100,000 per company. To maximize your earning potential, it's beneficial to identify companies that align with our core requirements early on. This worksheet helps you pre-qualify prospects efficiently, focusing on the company baseline and program rules.

What SourceX looks for in a referred company

SourceX is the enterprise data transaction layer for AI, managing data licensing from sourcing and rights review to delivery and payment. We are looking for US-based companies that meet specific criteria:

  • Location: Based in the United States.
  • Size: 50+ full-time employees at their peak (contractors are not counted).
  • Operational History: Years of established operating records.
  • Data Rights: Possess the rights to license the data they hold.
  • Authorized Sponsor: Have an authorized sponsor capable of engaging in data licensing discussions.

Reusable Network Opportunity Discovery Worksheet

This template helps you think through your contacts without needing to collect or store any proprietary company data or personal contact details here. It's a prompt for your memory and research.

FieldPurpose & Relevance to SourceX ProgramField Name Contact (optional) Contact (optional) Company Name (e.g., "Acme Corp") Type of Data (e.g., "customer transactions") Estimated FTE count (e.g., 60) Notes on Data Rights (e.g., "clear ownership") Known Sponsor Role/Dept. (e.g., "Head of Data Strategy") Initial Thoughts/Action Item (e.g., "Reach out to Sarah to learn more")
  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.

Free resources

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

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