What happens after you check your fit.

It starts with four answers and a first call. You approve the scope and every term before anything is signed.

The five steps in full.

Check your fit
Answer four questions about your business and tell us how to reach you. We'll schedule a call.
First call
Talk us through your business and the systems it runs on. We explain how licensing works and whether a closer look makes sense.
A closer look
If you decide to go ahead, tell us more about your systems so we can describe what you have.
Sourcing the right deals
We put a summary of your records, without your name, in front of buyers looking for work like yours. Each buyer is vetted on who it is and how it would use the records, so only serious offers reach you.
Terms and payment
We read any offer with you and explain what each term means for your business. If you sign, you're paid on the dates the license sets.
What leaves your business:
The records the license covers, sent from your own systems with personal information taken out.

Where you have the final say.

After the first call, you decide whether to take a closer look.
You choose which systems and years go in, and you can name anything to keep out.
You agree how personal information comes out before any record is prepared.
Every fee and obligation is in writing before you sign.

How personal information comes out.

Every personal detail is swapped for a tag before a record leaves your business, so the work still reads clearly. You see the copy and approve it first.

In your systemExample

Marcus Bell emailed from marcus.bell@example.com about order 4471. His card ending 8812 was charged twice. Call him at (415) 555-0188. Marcus wants the second charge refunded.

In the licensed copyExample

Customer 1 emailed from Email 1 about order 4471. His Card 1 was charged twice. Call him at Phone 1. Customer 1 wants the second charge refunded.

Replacements

Marcus BellCustomer 1
marcus.bell@example.comEmail 1
card ending 8812Card 1
(415) 555-0188Phone 1

Common questions

Nothing. You can stop after the first call or turn down any offer later.

You tell us how your business runs and which systems hold its records, and we explain how licensing works. If your records aren't a fit, you hear it before the call ends.

A first call to start. If you go ahead, whoever runs your systems answers most of the questions that follow.

Names and contact details are swapped for numbered tags, like Customer 1 and Email 1, before any copy of a record is made. You see the cleaned copy before it goes to an AI company.

Yes, and AI companies often ask for them, because email and chat hold the reasons behind the work. Staff and customer names are swapped for tags before any copy is made, and HR files stay out.

No AI company learns your name until you say it can. Until then, AI companies see a summary of your records with your name left off.

The license you sign sets how payment is structured. Depending on the offer, you're usually paid at set milestones as the license moves forward, and you see that schedule before you agree to it.