Free worksheets: data inventory and offer comparison
Two worksheets for owners thinking about licensing company records: one to list your systems and decide what is in scope, and one to put offers side by side. Excel (fillable) and PDF (printable). Free.
Data inventory worksheet
List each system, its history and who can export it, and mark what holds customer data under contract, HR data or regulated data. Then decide include, exclude or ask your lawyer. Includes a checklist for before anything leaves your systems.
Offer comparison worksheet
Up to three offers on the same terms: guaranteed amount, revenue share, payment timing, exclusivity, scope, de-identification, deletion and fees. It calculates the guaranteed amount after fees and flags exclusivity.
Get both worksheets
General information, not legal or financial advice. Related: preparing a data inventory · comparing offers.