Company qualification checklist for referrers

Qualify a Company for Referral: Your Checklist

Identifying the right companies to refer to SourceX is key to maximizing your referral success. This checklist helps you quickly assess if a business has the profile that generally aligns with AI buyer demand and SourceX's data licensing partnerships.

Essential Qualification Criteria:

Before introducing a company, consider these fundamental aspects:

Operating Maturity: Does the company have a stable operational history? Many buyer programs seek businesses with significant tenure and a team of, for example, 20 or more full-time employees. While smaller specialists might still be considered for specific programs, a solid foundation is often preferred. Original Proprietary Documentation: Does the company possess a wealth of internal, self-created documentation? Look for evidence of: Standard Operating Procedures (SOPs) Internal knowledge bases Detailed project histories Quality Assurance (QA) records Customer support workflows and tickets Any other structured, operational data they generated themselves. Clear Licensing Rights: Can the company legally license its data? It must own the material or have explicit rights to license it without violating client confidentiality, employee privacy, or existing third-party contracts. This is a critical legal consideration. Authorized Sponsor: Is there an executive, owner, or designated decision-maker within the company who understands the value of their data and is willing to discuss potential licensing partnerships with SourceX? Introductions without an authorized sponsor's knowledge are unlikely to proceed. Relevance to Buyer Demand:* While SourceX ultimately assesses this, consider if the company's operational data seems relevant to a specific industry or operational process that AI buyers might be interested in. The material must align with existing or emerging buyer programs.

What Generally Isn't a Good Fit:

Understanding what doesn't qualify is just as important:

Personal Consumer Data: SourceX does not deal with individual consumer data. Scraped or Uncontrolled Data: Data that the company does not fully own or control, such as publicly scraped web data without significant added proprietary value, is typically not suitable. Client-Owned Material: If the data primarily belongs to the company's clients rather than the company itself, it's usually not a fit. One-Off Files Without Context: Companies that only want to sell a single data file without accompanying documentation, context, or ongoing operational insights are generally not sought. Unapproved Introductions:* Do not introduce a company without the explicit knowledge and potential approval of a decision-maker. Unsolicited introductions often fail.

Program-Specific Nuances:

Remember that buyer programs vary significantly. A company that doesn't fit one program might be ideal for another. Criteria can differ based on company size, operating history, geography, language, and specific data categories. SourceX evaluates each opportunity against the requirements of specific, active buyer programs.

For a preliminary, non-binding assessment of a company's fit, consider using our company fit checker.

Familiarize yourself with the full how it works process to understand the journey a referred company takes.