This template is part of the quality scoring disagreements guide, which covers the inventory before a QA vendor change. Fill in the blank brief with the quality director, then check your draft against the completed Illustrative brief.
The blank brief: include and leave out
Copy both columns. The left column is filled with short phrases, numbers or "unknown". The right column is a promise and never changes.
| Include (fill in) | Leave out (always) |
|---|---|
| Company: [industry; in-house or outsourcer; full-time staff at peak] | Any recording, snippet or transcript |
| Task: settling QA scoring splits through calibration and adjudication | Agent or customer names |
| Systems: [QA platform; contact center suite; CRM] | Logins, screenshots or exports |
| Years: [evaluations since; calibration since; recordings retained for] | Guesses at value or price |
| Volume: [calibration sessions per year; adjudicated splits in total] | Opened samples |
| Record owner: [role that keeps rulings and form versions] | Promises about what SourceX will accept |
| Authorized contact: [CEO; sponsor's role] | Pressure beyond a real, dated event |
| Open question: [what nobody can confirm yet] | Client names, at an outsourcer |
| Access event: [old QA contract end or retention change, with source] | Vendor reports or analytics output |
Filling each line in one call
Company. In-house or outsourcer is the most important word in the brief. At an outsourcer, recordings usually belong to clients, which narrows what could ever be in scope.
Years. Three numbers, because they rarely match: how far back evaluations go, when calibration started, and how long the suite keeps recordings. A team that has calibrated since 2020 but keeps recordings for 18 months has rulings that outlive their audio.
Volume. Calibration reports usually show sessions and score variation without anyone opening a call. Genesys, for example, describes administrators comparing scoring variations between evaluators in calibration. A total of adjudicated splits is the strongest single number. If the team tracked a chance-corrected agreement measure such as kappa, which McHugh's review explains, it can add it; it is optional.
Authorized contact. Name the role. If unsure, use the who-can-license decision tree.
Open question. Usually one of three: what the old QA vendor will return at contract end, whether rulings were written in the platform or in email, and whether recordings still exist for older sessions.
Access event. A date with a source document. If none is written down, put "none known".
Completed brief (Illustrative)
Written for this page about a fictional 540-person regional utility with its own customer service center. Every value is invented; it is not a real client, quote or deal.
| Line | Illustrative entry |
|---|---|
| Company | Regional electricity and gas utility, in-house customer service center, 540 full-time staff at peak |
| Task | Settling QA scoring splits on billing and payment-arrangement calls through fortnightly calibration |
| Systems | QA module inside the workforce management suite; contact center suite; billing CRM notes |
| Years | Evaluations since 2017; calibration with written rulings since 2021; recordings kept 24 months |
| Volume | About 26 calibration sessions a year; roughly 400 adjudicated splits since 2021 |
| Record owner | Quality and compliance manager |
| Authorized contact | CEO, with general counsel; quality and compliance manager as sponsor |
| Open question | Whether rulings made before 2021 were recorded anywhere outside meeting notes |
| Access event | None known; the workforce management contract renews automatically |
Note what makes it credible: a count limited to the years with written rulings, an open question that admits a gap, and "none known" where no date exists.
Read it as the CEO would: what exists, for how long, how much, who keeps it, what is uncertain and what date matters. Nothing in it is a record.
Sending it
Pair the brief with a short covering note; the email templates for CX consultants give suggested wording, and the client opportunity brief generator can produce a first draft. For an owner-managed business, the warm introduction brief for a business owner is a simpler format. The first-month plan for CX consultants helps decide which clients to approach first. What a scorecard measures, item by item, is on the QA scorecard data page, and the system map helps answer the open-question line.
If the center makes outbound telemarketing calls, note it: 16 CFR 310.5 requires sellers and telemarketers to keep specified records, including call detail records, for five years, which can explain why some call records exist longer than others. It is not a basis for licensing.
What happens after the brief is read
If the decision-maker agrees to a call, the company applies and SourceX reviews record classes, rights and qualification. SourceX licenses approved business data directly from companies for AI training and evaluation, and manages the agreement, rights review, data preparation, delivery and payout. The rights position on recordings, the de-identification required, buyer interest and any offer stay unknown until that review.
The company needs 50+ full-time employees at peak (contractors excluded), a documented operating history, rights to license and an authorized contact. Companies in the U.S., Canada and the EU qualify, as do companies in the UK, Australia, New Zealand, India, Singapore, South Africa, Latin America, the UAE and Saudi Arabia when at least 90% of the data is in English. Partners sign the Channel Partner Agreement before submitting; the first valid introduction within the 90-day window is credited when the company submits a verified application. A reward becomes payable after SourceX has paid the referred company under its signed agreement and the payout conditions in the program terms are met, including finance approval and your tax and payment details.](/rewards) explains.
Next step
Refer a company. Earn up to $100,000. Default reward: 25% of Actual Supplier Payout, capped at $100,000 cumulatively per referred company. Eligibility and payment conditions apply, and a signed Schedule A or addendum can differ. A lead, meeting or signature alone does not trigger payment.
When every line is filled or marked unknown and the leave-out column still holds, register as a partner, confirm the company on who qualifies and read the program terms before the quality director forwards the brief.