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THE GUIDE

The guide to selling your data to AI labs.

What to prepare, what to ask, and what to agree before sharing data.

Your preparation packet
RECORDSArchive inventorySystems mapped
RIGHTSAuthority questionsReviewers identified
TERMSDecision notesScope defined
Example record structure
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01 · Find your starting point

List the tools your team uses and the history they contain: conversations, documents, project records, tickets, CRM activity, or repositories. Start with a description rather than a data export.

02 · Keep the context

A useful archive shows how work gets done. Preserve the relationship between a problem, the decision, the action, and the outcome. Volume alone does not explain quality.

03 · Establish authority

Identify who controls the records and what contractual, confidentiality, privacy, or third-party restrictions may apply. Being able to access a record does not by itself establish authority to license it.

04 · Share a profile first

Describe the company, systems, categories, and years of records. Agree the review process before sharing samples. Avoid putting raw confidential or personal records into an initial inquiry.

05 · Compare the agreement

Review permitted use, recipients, exclusivity, duration, acceptance, preparation duties, fees, and payment terms. Compare the complete agreement rather than the headline price.

06 · Agree the handoff

Define the authorized dataset, required preparation and review, transfer method, and acceptance evidence before delivery. Keep the final agreement and transaction records.

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BEFORE YOUR FIRST CONVERSATION

Your preparation checklist

Keep this on your device while you work through the guide.

0 of 5 prepared

01AN ARCHIVE INVENTORY

Find the records that explain real work

Begin with a simple inventory organized around business activity rather than file type. For each team, identify the tools used to receive requests, discuss decisions, record actions, and capture outcomes. Those events may sit across several systems. A completed support case, for example, may link a ticket, an internal discussion, a product change, and a customer response. Note the relationships you can actually reconstruct.

Then add the history available and the person who understands each source. Distinguish an active system from an old export and a complete archive from a partial backup. Record known gaps without trying to solve every problem immediately. Your first goal is to understand what exists well enough to describe it accurately, including where apparent volume does not translate into connected or interpretable records.

Inventory the connected work
Business activity
01Requests entering systems
02Decisions explaining judgment
03Actions showing progress
04Outcomes completing context
Illustrative connected archive
02A DESCRIPTIVE PROFILE

Explain usefulness without exposing records

Write a short account of one representative workflow using ordinary language. Describe the original problem, the steps taken, the decisions recorded, and the outcome. Explain which systems preserve those parts and which are missing. Use a hypothetical or generalized description for the initial profile, rather than copying a customer conversation or confidential document to demonstrate what the archive contains.

Add context that would help someone outside the company understand the description. Identify specialist terms, changes in tools, and differences between teams or periods. Avoid presenting assumptions as measured facts. If you do not know the number of complete cases, say so and explain how that number could be established. A candid profile is more useful than a confident estimate that cannot be traced to the records.

Describe without exposing records
Raw example

Customer conversation copied

Confidential detail included

Descriptive profile

Workflow explained plainly

Gaps stated honestly

Illustrative comparison
03AN AUTHORITY MAP

Identify the approvals before the request

Create a list of the people who need to be involved before any sample or transfer. Include the business owner, the person responsible for the systems, and anyone who reviews contractual or privacy restrictions. Explain which categories may contain customer, employee, supplier, or licensed third-party material. This map helps prevent a technical ability to export records from being mistaken for permission to license them.

Keep possible exclusions attached to the archive description. Removing an attachment, identity field, or related conversation may change the meaning of the remaining material, so scope and usefulness need to be reviewed together. Where the answer depends on specialist judgment, record the question and the person who can address it. You do not need to resolve those questions through this website before creating a descriptive assessment brief.

Map the approval questions
PersonResponsibility to clarify
Business ownerLicensing authority
System ownerArchive coverage
Relevant reviewerRestrictions and permissions
Example planning view
04A DECISION PACKET

Bring the questions together before agreeing

When a potential opportunity becomes concrete, combine the company profile, archive description, authority questions, and proposed terms into one working packet. Ask what the recipient wants to do, which material is needed, and what preparation is required. Compare the license, acceptance conditions, fees, and payment process. Keep versions together so a change in scope does not disappear inside a later commercial discussion.

Use the chapters and checklist as preparation aids, not as approval for a transaction. Reading the guide does not establish ownership, complete a privacy review, or authorize a transfer. The local assessment download can preserve your description for a later conversation. Before anything is shared, the relevant parties still need to agree the exact scope, responsibilities, recipients, and evidence showing that the handoff has been completed.

Bring the decision packet together
  1. 01
    Describe the archiveScope and limitations
  2. 02
    Review the proposalRights and responsibilities
  3. 03
    Agree before sharingApproval and evidence
Illustrative workflow