You already know which clients run established, well-organized businesses with years of records. That's the core of a good AI data licensing referral: an introduction to an owner who might want to know what their records are worth, made by someone they already trust.
Who this is for
Advisors with a book of established clients, often professional-service firms, that have real teams and several years of records in their own systems. Which companies qualify is set by the program; see industry guides for the kinds of firms that often keep the right records.
How it works
- Introduce only clients you know who want to hear about it. Never use purchased lists or mass email.
- The client talks to the program directly. You never handle client data or logins.
- If a Qualified Deal closes, the program pays the referral fee. It isn't deducted from the client's payment.
Rules and conflicts to check
- Some professions have rules about accepting referral fees or commissions, and some require written disclosure or client consent. Check your licensing body's rules before you join.
- Always disclose that you may earn a fee.
- Don't give legal, tax or investment advice about the license. Point clients to their own counsel.
Never use bought lists, mass email, or touch company data or logins.
A simple, honest way to bring it up
“Some established businesses are licensing a de-identified copy of their operating records to AI builders. You keep your originals, and checking is free. I'm a referral partner, so I'd be paid a fee by the program if a deal closes. Want me to send the overview?”
Referral fee terms
Greater of $50K or 6% for US-HQ companies on the first five Qualified Deals; 6% with no minimum outside the US; final written terms apply. Not a guarantee of income; see how affiliates earn.
Get the free guide
Outreach scripts and a 30-day plan. Educational only.
FAQ
Can CPAs accept referral fees?
It depends on your licenses, your state and the client relationship. Some rules require disclosure and client consent, and some restrict fees for attest clients. Check with your state board or ethics counsel before you join.
Do I have to sell anything?
No. You make an introduction. The program handles review, offers and contracts.
How much can I earn?
Fees are greater of $50K or 6% for US-HQ companies on the first five Qualified Deals; 6% with no minimum outside the US; final written terms apply. They're paid only on closed Qualified Deals. Many introductions don't close. Not a guarantee of income.