Worksheet for discussing a potential data scope

Worksheet for Discussing Potential Data Scope

This worksheet is designed to help partners and referred businesses prepare for initial discussions with SourceX. It focuses on clarifying the types of operational data a company might possess and its potential relevance for licensing to AI buyers, all without requiring the sharing of any confidential information. The goal is to facilitate an informed conversation about a company's data assets and their fit with SourceX's programs.

1. Understanding Operational Data

SourceX looks for valuable proprietary operational data that businesses generate through their daily activities. This is distinct from personal consumer data or data not controlled by the company.

What kind of operational documentation does the company create internally? Illustrative: Standard Operating Procedures (SOPs), training manuals, internal knowledge bases, project documentation, QA records, support workflows, internal audit reports. Is this material original and created by the company itself? Focus on documentation that reflects the company's unique processes and expertise. Does the company have clear rights to license this material? Consider if licensing would breach client confidentiality, employee privacy, or existing third-party contracts. Only material the company owns or can license without breach is eligible.

2. Assessing Eligibility and Fit

Several factors determine if a company and its data are a good fit for SourceX's buyer programs. This initial screening helps focus discussions.

Operating Maturity: Does the company typically have at least 20 full-time employees and several years in operation? (Note: some programs may have higher thresholds, but smaller specialists can still be considered). Decision-Maker Access: Is there an owner, executive, or designated sponsor who can approve a discussion about data licensing? Data Control: Does the company own the material it creates, or can it license it without issue? *What kind of material would generally not be a fit? Personal consumer data, scraped data, or data the company does not control. Material that belongs to the company's clients rather than the company. Businesses that only want to sell a one-off file with no documentation or context.

3. Preparing for SourceX Review

When you make an introduction, SourceX will review the opportunity against specific buyer program requirements. This includes assessing operating history, documentation, data rights, and relevance to buyer demand.

What industry or sector does the company operate in? What specific operational challenges does the company solve for its clients or internally? (This can hint at unique proprietary processes). Are there any specific data categories that seem particularly strong or unique within the company's operations?*

Remember, you as a partner do not need to export, upload, or describe confidential records. The company controls whether to proceed, what scope to offer, and the terms it accepts. SourceX manages the evaluation, permissions, contracting, preparation, delivery, and payment collection. Only metadata-level discussion, with owner consent, is expected initially.

For a preliminary, non-binding screening, you can encourage the company to try our company fit checker.

If you're ready to make an introduction, visit how it works.