Forwardable introduction blurb template: the paragraph an owner can pass on
A forwardable introduction blurb is a two-paragraph description of the opportunity that works without the sender: what the program is, what the company controls, and the first step. It contains no records or reward amounts, so an owner can forward it to a CFO or co-owner safely.
What a forwardable introduction blurb is
A forwardable blurb is a two-paragraph description of the opportunity that makes sense on its own, so an owner can paste it into a message to a CFO, co-owner or board member without you in the thread. It carries no records, figures or private detail, only what the program is and what the next step costs the reader.
Use it when the person you are talking to is not the final decision-maker. Owners often need a co-owner's or CFO's view, and a blurb written by someone else is easier to forward than a rewritten summary of a phone call.
The two-paragraph blurb
Paragraph one says what the opportunity is. Paragraph two says what happens next and what stays under the company's control.
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Keep the blurb to about 150 words. If a reader has to scroll, they will not forward it.
Versions for different forwarders
| Who forwards | Add to the blurb | Remove |
|---|---|---|
| Owner to co-owner | One line on why the owner thinks the company may fit | Any personal commentary about the other owner |
| Owner to CFO | A request to check that the finance system has several years of history | Language that sounds like a decision has been made |
| Partner to the owner's assistant or chief of staff | A scheduling ask and the best times | Detail beyond the two paragraphs |
| Owner to outside counsel | A request to review the rights position before any call | Anything that reads as a recommendation to sign |
The advisor-side emails that lead to a forward are in the wealth advisor templates, and sell-side advisors can pair this with the transaction advisory introduction template.
How to write the blurb in your own voice
- Open with the person who made the connection, using a name the reader recognizes.
- State what the program does in one sentence, without jargon like "monetization" or "AI-ready."
- Say what the reader controls: ownership, scope, price and the decision to sign.
- Name the first step and its cost in the reader's time, such as a short call.
- Add one line on fit: 50+ full-time employees at peak (contractors excluded) and several years of history.
- Leave out any claim about price, buyers or timing you cannot support. The only timing fact is that, once a company is deal-ready, buyers typically respond within about two weeks.
A subject line that survives forwarding
A forwarded subject line gets a new "Fwd:" prefix and a new audience, so it has to make sense to a stranger. A plain subject such as "Question about company records and AI licensing" is safer than a clever one. More options are on the subject line page.
Disclosure and what never goes in the blurb
If you will receive a reward, say so in the message you send the owner, not only in the blurb. A reader forwarded the text later should still see that the sender may be paid.
- Do not include typed reward amounts, promises of payment or implied approval.
- Do not describe or attach confidential records, customer names or financial results.
- Do not call the program a certainty. A fit screen is preliminary and non-binding.
- Do not forward the blurb to people the owner did not choose.
Partners earn 25% of the eligible platform fees SourceX actually collects from the referred company's licensing deals, capped at $100,000 cumulative per referred company, paid only after the buyer pays and SourceX receives its fee. The reward is never deducted from what the company receives, and no reward is guaranteed.
After the forward
| Timing | Action |
|---|---|
| Day of the forward | Send the owner a thank-you and offer to answer questions |
| Day 3 to 5 | If no reply, send one nudge asking whether a call is wanted |
| After a reply | Let the owner and SourceX talk directly; step back |
| After silence | Stop. Revisit at the next natural planning date |
The company introduction email template covers the full email around the blurb, and the introduction email builder helps you prepare an owner-approved version. Check the baseline on the who qualifies page before you forward to anyone.
Next step
Draft your blurb, read it aloud once, and cut anything the reader could not act on. Then register as a partner so your referral link is ready to include.
- 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
How long should a forwardable blurb be?
Two short paragraphs, roughly 150 words. The reader should grasp what the program is, what the company controls and what the next step is without scrolling. Longer blurbs get rewritten by the forwarder, which defeats the purpose and introduces errors about terms.
Can the blurb mention the reward I receive?
Mention it in your message to the owner, with plain disclosure, rather than inside the forwarded text. Never type reward amounts. If your profession has rules on referral fees or disclosure, check them first, and read the program terms before describing how rewards work.
Is it safe to forward a blurb to someone outside the company?
The blurb contains no confidential records, so the risk is low, but the owner should decide who receives it. Outside counsel or an advisor is usually reasonable. Avoid sending it to people who could read it as a pitch the owner has not chosen to make.
What does the blurb ask the reader to do?
One thing: agree to a short qualification call. The screen covers size, history, data breadth and rights. No records are shared at that stage, and nothing is binding until the company agrees price and terms and signs. A small, clear ask is easier to say yes to than a broad one.
Should I tailor the blurb for each company?
Change the opening line and the fit sentence, and keep the rest stable. The first line should reference the person who made the connection, and the fit sentence should reflect what you know without guessing about their systems. Do not add figures or claims about the company's data.
Related pages
- Introduction email templates for wealth advisors with business-owner clients
- Introduction email template for transaction advisory and QoE partners
- Introduction email subject lines for data licensing introductions
- Company introduction email template
- Prepare an owner-approved company introduction email
- Which US businesses are a fit for a SourceX data licensing introduction
Free resources
- NPV calculator — Net present value with a discounted cash flow table.
- Time value of money calculator — Future and present value with optional regular payments.
- Business DSCR calculator — Debt service coverage from cash flow and loan terms.
- All free tools · MCP resource center
By SourceX Partnerships Team · Published 2026-10-09 · Updated 2026-10-09
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