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Getting started
What do I actually have to do?
Three things, in this order. One: register a company you know in your portal, before you bring it up with them; the name alone is enough. Two: we accept it, usually within 5 business days. Three: send one warm email introducing the decision-maker to Taylor, using the wording in your portal. That is the whole job. We handle every conversation after that.
How long does it take me?
About ten minutes per company: two to register it, one to send the introduction once it is accepted. Everything else is our time, not yours.
Why do I have to register the company before I talk to the owner?
Registration is what ties the company to you. The first partner to register a company is the one credited for it, for 12 months from acceptance. If you mention the program first and someone else registers the company, it is theirs. Register first, every time, even with just the company name.
What if I only know the company name and nothing else?
That is enough to register. Name the company, pick an industry if you know it, and leave the rest blank. We fill in what is missing during the check. You can add the decision-maker's details later from the company's page.
Do I need to sign anything before I start?
Yes, the partner agreement: two pages, read and typed signature, five minutes, done in the portal. It sets out the fixed amount, when it is paid, and the few things you may not do (name the lab, quote figures, or promise outcomes). Your signed copy stays under Documents.
I signed. What is the very first thing to do?
Register one company today. Not the perfect one, the first one that comes to mind: a client or vendor with 20 or more people in the office, a friend's family business, a former employer. We check the fit for you. The second and third get easier.
What you earn, and when
What do I earn?
A fixed $25,000 for every company you introduce that signs a data partnership with the lab and the program pays us. It is a fixed amount, not a share of anything, and it is the same for every company whatever the size of its deal.
When am I paid?
Within 10 business days of the program's payment landing with us, by ACH to the account you give us. The program pays us roughly 15 to 30 days after it accepts the company's data, which happens after the company signs. So from a signed company to money in your account is typically one to two months. That timing is the lab's and can change; the 10-day part is ours and does not.
Is there a cap on how many companies I can introduce?
No. Every company that signs and the program pays us is another $25,000. Most partners find their first two or three in their phone; after that it is about asking who else is in the room.
Does registering a company or sending the introduction earn anything by itself?
No. Nothing is owed until the company signs with the lab, the lab accepts its data and the program's payment reaches us. Your portal shows each of those steps with its date, and the Earnings page keeps potential, earned and paid as separate numbers so nothing is ever counted before it is real.
What does DataReferrals get paid?
The lab pays us a referral fee when a company we introduced signs and its data is accepted. Your fixed $25,000 is paid out of that fee. We are only paid when you are, and in the same order: the lab pays us first, then we pay you.
What if the company signs but the lab never pays?
Then nothing is owed to anyone, including us. Your fixed amount is conditional on the program's payment actually landing with us; that is in section 4 of the agreement. We show you the date the lab accepts the data so you can see the clock start.
Is the amount ever different from the fixed amount?
No. It does not go up for a bigger deal and does not go down for a smaller one. The agreement you sign fixes it, and companies you register stay on the version you signed even if a later version changes it.
Who to introduce
Which companies qualify?
Established companies with 20 or more full-time desk employees, at least 2 years operating, based in the US, Canada or Europe with most of the team there, working mostly in English, running on three or more business software tools (Gmail or Outlook, Slack, a CRM, QuickBooks, a support or project tool) with years of history they own and can license, and that have not already licensed that data to anyone. Staffing and recruiting firms, marketing agencies and media companies are not a fit.
Which industries work best?
Software, agencies other than marketing, professional services (law, accounting, engineering, consulting), logistics and operations, trades with a real office, e-commerce, property and construction, and any established company with a few years of records in a few systems. The lab is less interested in the industry than in the depth and age of the operating history.
Who does not qualify, and why?
Companies under 20 desk staff, under 2 years old, based mostly outside the US, Canada or Europe, with records mostly in a language other than English, with little digital history, with no right to license their records, or that have already licensed them. Staffing, recruiting, marketing agencies and media are excluded by the lab's rules. These are the lab's criteria, not ours, so we cannot make exceptions.
The company has 20 to 29 desk staff. Is that enough?
Register it and say so. 20 is the floor the lab's partnerships lead gave us; the lab's public page says 30. Companies in the 20 to 29 band get a quick check with the lab before you make any introduction, so you never approach an owner about a company that will be declined.
What counts as a desk employee?
Someone whose work happens in email, documents and business software: office, sales, operations, support, management. Field crews, drivers, warehouse and retail floor staff do not count toward the 20, even though they are employees. A trades company with 60 staff and 8 in the office is an 8-desk company for this purpose.
Can I introduce a company that is bankrupt or winding down?
Yes. Companies that have closed or are winding down are some of the best fits: the records are deep and whoever holds them is usually motivated. The lab runs a separate track for them, so register the company and say in the notes that it is closed or closing. The decision-maker is whoever can still access the records and has the authority to license them: often the former owner or founder, or the trustee or counsel for the estate if they hold the records and can sign.
What should I find out about a company that has closed?
Four things, and they speed everything up: that the company is in fact dissolved, defunct or actively winding down; who holds the records now, and whether any systems or assets were sold off with them; roughly how many desk employees it had at its peak; and that it was US-based. Put what you know in the notes when you register it. If you do not know, register it anyway and we will ask.
Can I introduce my own company?
Yes, if it meets the criteria. Register it like any other company and say in the notes that it is yours. We will confirm with you how it is handled before anything is sent to the lab.
Can I introduce a company based outside the US, Canada or Europe?
Not at the moment. The lab's program is limited to companies based in the US, Canada or Europe with most of the team there. A company headquartered there with some staff elsewhere is fine; a company mostly elsewhere is not.
What if the company already talked to the lab, or applied on its own?
Tell us anyway when you register it. Attribution depends on the company applying through our referral link. If it already applied another way, we cannot be credited, so you would not be paid for it; we will check and tell you straight rather than let you spend time on it.
What if someone else already registered the same company?
The first registration wins, and the portal tells you at once if the company you are entering matches one already registered. We check names and web domains, so a different spelling does not create a second claim. If you believe you knew the company first, say so and Taylor looks at it; but as a rule, register fast and talk later.
Making the introduction
What exactly do I say to the owner?
Before the company is accepted, say nothing. Once it is accepted, your portal gives you the exact words, which you can send as they are: "I know someone who works with an AI data lab that pays established businesses to license their historical business data. Want me to connect you?" Then the introduction email itself, also provided, connecting the decision-maker with Taylor. Add a line of personal context if you like. Do not add figures, timing, terms or the lab's name.
Can I text instead of emailing?
For the first nudge, yes: the Reach out page in your portal has approved texts you can send from your own phone, and it tracks who you have reached so it can remind you to follow up. The introduction itself is an email, because it has to connect the owner and Taylor in one thread.
Why can't I tell them how much the company could be paid?
Because only the lab decides that, after its own review, and a number you quote becomes a promise you cannot keep. The published range is $100,000 to $2M+, set by the lab after review, and we show the company the lab's own materials. Your agreement asks you not to quote figures for exactly this reason; it protects you.
Why can't I name the lab?
The lab's identity is shared with partners under the agreement, not publicly, and the lab wants companies to hear about the program from us, with its own materials, rather than second hand. If the owner asks, say "Taylor will tell you exactly who it is on the first call."
Who should the introduction go to?
Whoever owns the decision to license the company's records: the owner, founder, CEO, president, COO, or in a bankruptcy the trustee or counsel. Not a manager who would have to ask. If you only know a manager, introduce them and ask them to bring the owner in.
What if the owner asks me a question I can't answer?
Say "Taylor is the right person for that" and make the introduction. You are not expected to explain the program, and it is better that you do not: Taylor has the lab's materials and answers every question in the first call. You can also send the owner our public FAQ and one-minute self-check at datareferrals.com/qualify, which never name the lab.
Is there something I can send the owner to read first?
Yes: the one-page flyer in your portal (Materials you can send), the public how-it-works page, and the 60-second self-check at datareferrals.com/qualify. All three were written for owners, none names the lab, and the self-check tells them in a minute whether they fit. Register the company here before you send any of them.
After the introduction
What happens after I make the introduction?
We explain the program to the owner, have the company apply through our referral link so it is attributed to us, and introduce it to the lab's partnerships lead. The lab reviews what the company holds, usually over a few weeks, then offers a data partnership under its own agreement. The company signs, the lab accepts the data, and payments follow. Each step appears on the company's page in your portal with its date, and you get an email each time something changes.
How will I know where a company stands?
Open the company in your portal: a step tracker shows registered, accepted, introduced, in review, signed, data accepted, payment received, paid, each with its date. You also get an email at each change. If nothing visible has happened for three weeks, we send you a short note confirming it is still in progress and what comes next, so silence never means dead.
A company I registered says 'in review'. Should I follow up with the owner?
No. Once the introduction is made, the conversation is between the lab and the company, and a partner nudging the owner reads as pressure. If we need you to do anything, it shows as "Your move" on your overview and comes by email.
What if the owner says no?
Nothing is lost. Tell us or mark it on the company's page, and it moves to closed. The registration still stands for 12 months, so if the owner changes their mind later and signs, it is still yours.
How long does a company stay attributed to me?
12 months from the day we accept your registration. If the company signs inside that window, you are paid for it even if the conversation took most of that time.
Can I see what the lab offered the company?
No. The data partnership is between the company and the lab, on the lab's terms, and we are not a party to it. We never see the company's data, and the commercial terms are theirs. You see the dates that matter to your payment: signed, data accepted, payment received, paid.
Your account, taxes and rules
Do I need a company or an LLC to be a partner?
No. You can sign as yourself. Before any payment we need a W-9 (or a W-8 if you are outside the US), uploaded once in the portal, so we can pay you and report it correctly. You can upload it on day one or when your first company is accepted; it is not needed to start.
How are taxes handled?
We pay you as an independent referral partner, not an employee. US partners who are paid $600 or more in a year receive a 1099-NEC from Honey Financials LLC in January. Nothing is withheld; the fixed amount is paid in full and the tax is yours to handle. We are not tax advisers, so check with yours.
Why is there no password?
Sign-in is by email: enter your address, and we send you a one-time link and an 8-digit code. Tap the link, or type the code if the link opens in a different browser than the one you started in. Nothing to remember, nothing to leak.
The sign-in link didn't work. What now?
Type the 8-digit code from the same email into the sign-in page instead; that always works. If the email never arrived, check spam and that you used the address we invited. Still stuck? Email taylor@datareferrals.com.
Can I bring in other people to introduce companies?
Yes, and the simplest way is for them to become partners themselves at datareferrals.com/join: each person signs their own agreement and is paid the fixed amount directly by us for the companies they register. We do not pay partners for recruiting partners, only for companies that sign.
Is this a job or a sales role?
Neither. You never sell, pitch, negotiate or discuss terms; you introduce one person to another, once, and we do the rest. There is no quota, no target, and no obligation to introduce anyone. Your account stays open if you go quiet.
What am I not allowed to do?
Four things, from the agreement: do not name the lab; do not quote dollar figures, timing or terms to a company; do not promise or imply any outcome; and do not approach a company about the program before registering it here and seeing it accepted. Everything else, say it in your own words.
Can I stop being a partner?
Any time, by emailing taylor@datareferrals.com. Companies you already introduced stay yours until they finish, and you are still paid for any that sign inside their attribution window.
Who operates DataReferrals?
Taylor Tomblin, through Honey Financials LLC, based in Sheridan, Wyoming. Taylor founded the program and runs every company conversation personally. Reach Taylor at taylor@datareferrals.com.
Not here? Ask.
No question is too small or too blunt. Partners ask what to text a friend; owners ask what happens to their customer list. Taylor would rather answer it now than have you guess.
Or email taylor@datareferrals.com.
Ask anything about the program
Answers come from our own notes, instantly. Anything they don't cover goes to Taylor in person.