EOS Rock examples for a 90-day data licensing exploration
A well-formed EOS Rock for exploring a data license has one owner, a measurable result and a date inside the quarter, such as a metadata-only systems inventory plus a go or no-go recommendation by week 12. It explores a SourceX fit check; it does not commit the company to any license.
What does a well-formed Rock for exploring a data license look like?
A good Rock names one owner, one measurable result and a date inside the quarter, for example: "Complete a metadata-only inventory of our records systems and bring a go or no-go recommendation to the leadership team by the end of week 12." It explores a license; it does not promise one. Nothing is binding until the company agrees price and terms and signs.
This page gives EOS implementers and Integrators adaptable wording for company Rocks and individual Rocks, plus a way to score each Rock before it goes on the V/TO or the quarterly Scorecard. SourceX is a data licensing platform: the company keeps ownership, licenses its operational records to AI labs and data buyers, and receives one all-in price. A Rock is simply the vehicle for deciding, in 90 days, whether that is worth pursuing.
When does a data license deserve a Rock?
Give it a Rock when the question has stopped being a hallway idea and needs an owner and a deadline. Keep it on the Issues List when the leadership team has not yet decided whether to look at it at all; the IDS example on records licensing shows how to resolve that first.
A Rock fits when at least three of these are true:
- The company has 50+ full-time employees at peak (contractors excluded) and several years of documented operations.
- Records sit in many systems, such as email, Slack or Teams, CRM, finance, support, engineering and operations tools.
- Someone in the room can authorize a decision: the owner, CEO, CFO or another authorized representative.
- A system retirement, migration or archive clean-up is already on the calendar, which creates a natural deadline for deciding.
Which Rock examples can be adapted?
The table shows five Rocks at different levels of ambition. Every one ends in a decision or a deliverable, never in a sale.
| Rock | Owner | Measure of done | Typical quarter |
|---|---|---|---|
| Complete a metadata-only inventory of all systems that hold operational records | Integrator or IT lead | One-page list: system, years of history, who can export, whether it is archived | First half of the quarter |
| Confirm rights to license internal records | CFO or general counsel | Short memo covering client contracts, employee notices and vendor terms, signed off by counsel | Mid-quarter |
| Decide go or no-go on a SourceX fit check with the owner | Visionary and Integrator | Decision recorded in the L10 notes, with the reason | End of the first 90 days |
| Preserve complete exports before the legacy CRM is retired | IT lead | Verified export stored and its location documented | Same quarter as the migration |
| Name one executive sponsor and one data steward | Integrator | Both names on the Accountability Chart | Early in the quarter |
"Metadata only" matters. The inventory lists systems and date ranges, not the records themselves, and nobody opens or copies confidential content to complete it. The data inventory builder helps structure that list.
How do you write the Rock so it passes the SMART test?
Run each draft through five checks before the team accepts it.
- Specific: one result, not "look into data licensing".
- Measurable: a count, a document or a recorded decision that anyone can verify as done or not done.
- Achievable: the owner controls the inputs, or the Rock names who they need.
- Relevant: it ties to a 1-year goal such as a systems migration, a cash decision or an exit plan.
- Time-bound: a date in the quarter, with a mid-quarter checkpoint at week 6 or 7.
Rewrite weak drafts. "Explore AI data opportunities" becomes "Deliver a one-page inventory of records systems and a go or no-go recommendation by March 28." The Integrator is usually the right person to hold the pen. See Integrator responsibilities in a data licensing project for how the seat maps to each step.
Rock templates to copy
Use these as starting wording and change the names, systems and dates.
How do you personalize a Rock for your client?
| Client situation | Change this in the Rock | Why |
|---|---|---|
| Records live mostly with a client or outsourcer | Add a rights-first step before the inventory | Data that belongs to someone else without consent is a red flag |
| An acquired company with its own archive | Name the acquired company's system and its export owner | Acquired companies can still qualify if the data exists |
| Owner not yet convinced | Make the Rock a decision, not an application | Keeps the commitment small and honest |
| Strong IT, weak legal | Split into an inventory Rock and a separate rights Rock | Different owners finish different pieces |
What should the quarterly rhythm look like?
Review the Rock at each weekly Level 10 meeting as on track or off track, as with any other Rock. A sensible pattern is week 2 for sponsor and steward, week 6 for the inventory draft, week 9 for the rights memo, and week 12 for the decision. If rights or the sponsor are unresolved by week 6, say so early and drop the Rock rather than carrying it forward out of habit. The operations audit checklist is a useful companion for the inventory step.
What should never go into a Rock?
- Confidential records, sample files or screenshots of customer data.
- Any promise that a license will happen, or when a buyer will respond.
- Any payment amount or target for the company or for you as partner.
- Instructions for staff to export or upload data before the company has agreed terms and de-identification rules with SourceX.
How do partner rewards work for an implementer?
Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 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, and no reward is guaranteed. The reward is a share of SourceX's fee and is never deducted from what the company receives. Check your own engagement letters and any disclosure expectations with your clients, and see the program terms. Management consultants can compare their position on the consultant page.
Next step
Pick one client with a migration or an exit conversation on the calendar and draft the first Rock from the templates above. Then register as a partner, or use the network opportunity finder to see which other clients to screen first. The who qualifies page lists the company baseline.
- Step 1Share your linkSend your personal link to a company you know.
- Step 2Company appliesThe company applies itself at /apply.
- Step 3Buyer selects and paysThe buyer selects and pays for the data and SourceX receives its fee.
- Step 4You get your rewardYour share of SourceX fees becomes payable.
Common questions
Should a data licensing exploration be a company Rock or an individual Rock?
Make the go or no-go decision the company Rock, owned by the Integrator, because it needs the sponsor, finance and IT. Make the inventory, the rights memo and any export preservation individual Rocks that roll up to it. That keeps each owner accountable for something they control.
How many Rocks should one quarter hold for this?
One company Rock and two or three supporting individual Rocks is plenty. Leadership teams already carry their own Rocks, so a data licensing exploration should not crowd out the priorities that run the business. If capacity is thin, make the inventory the only Rock this quarter.
What if the owner says no at week 12?
A recorded no is a successful Rock because the question is answered. Note the reason in the L10 notes, such as rights uncertainty or an unwilling sponsor, and revisit only if circumstances change, for example a system migration or a change in ownership.
Does the Rock require anyone to export or share data?
No. The inventory is metadata only: system names, years of history, export owners and archive status. Any later export, de-identification or redaction is agreed with the company first, and data is delivered only after an executed agreement and the company's authorization.
Can a company with fewer records than expected still use the template?
Yes, as long as the company meets the baseline of 50+ full-time employees at peak (contractors excluded) and several years of documented operations. If the inventory shows only a few thin systems, the Rock still did its job by producing a clear answer.
Related pages
- An EOS IDS example: should we license our operating records?
- Build a metadata-only business data inventory
- EOS Integrator responsibilities in a data licensing project
- Operations audit checklist that maps workflows, records and archives
- Referral opportunities for management consultants
- Map your network to potential US data referral opportunities
Free resources
- AI readiness assessment — Ten questions, five dimensions, a score out of 100.
- EBITDA calculator — Reported and adjusted EBITDA from net income.
- MOIC calculator — Multiple on invested capital from realized and unrealized value.
- All free tools · MCP resource center
By SourceX Partnerships Team · Published 2026-10-09 · Updated 2026-10-09
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