THE RECORDS BEHIND YOUR BUSINESS
What business data can you license?
Business data can include the messages, documents and system history that explain how your team gets things done.
01 / RECORD TYPES
Conversations
Email, team chat, meeting notes
What the context can explain
The question, the discussion and the decision—not just an isolated message.
What to prepare
Describe the date range and business purpose. Identify confidential threads and material owned by others.
02 / RECORD TYPES
Documents & guides
Process guides, internal wikis, project documents
What the context can explain
How work is planned, reviewed and improved over time.
What to prepare
Distinguish company-created material from client deliverables, licensed content and restricted files.
03 / RECORD TYPES
Operational records
CRM, support tickets, project and billing systems
What the context can explain
What happened after a decision: a resolved issue, completed job or changed plan.
What to prepare
Identify related records and duplicates. Agree on fields, dates and exclusions before export.
04 / RECORD TYPES
Specialist work
Engineering, design and technical project files
What the context can explain
The expertise and reasoning behind a completed piece of work.
What to prepare
Confirm ownership, third-party rights and whether enough context survives any required exclusions.
Start with an inventory, not an upload.
List the system, the years available, approximate volume, the work it captures and who can approve its use. Leave credentials, personal details and confidential examples out of your initial description.
Prepare for the first conversation →KEEP THE CONTEXT. PROTECT THE DETAILS.
Plan what stays private
A useful workflow may include personal or confidential information. Some companies prepare records by removing or changing identifying details. Agree exclusions and access first, then ask how the prepared data is reviewed. Removing names alone is not a guarantee of anonymity or permission to license.
How de-identification works →Examples are educational. A particular system or record type does not establish buyer demand or permission to share.