Free Guide. 7-Step Checklist.

My 7-Step Data Readiness Playbook.

Hi, I'm JC Burrows. I run ZoomReferral (zoomreferral.com). I wrote this 7-step playbook for one simple reason. Business owners always ask me how we keep their customers and staff safe when they sell old company files to AI buyers. Use my checklist below to see every step from day one to wire day.

1. What I Do.

I broker private deals between business owners and top AI labs. Firms get paid $100,000 to $2,000,000+ for old software records.

2. How It Works.

Check off each step below to see where your firm stands today. You will see how many days it takes to close your deal.

3. How It Benefits You.

You keep 100% ownership of your files. You pay $0 out of pocket, and customer names are removed before sale.

4. Why Work With Me.

I have 20+ years in business ops and have built AI systems since 2018. I sit on your side and get two AI buyers bidding for your files.

Interactive Tool. Readiness Checklist.

7-Step Deal Scorer & Day Timer.

Pick your firm type and check off the steps you have done. I will show your score and days to payout.

1. Your Firm Status.

2. Private Info in Your Files.

Check Done Steps (1 to 7).

Step 1: List Your Old Apps (15 pts). You wrote down which CRM, helpdesk, phone, or field apps your team used.

Step 2: Confirm You Own the Files (15 pts). You confirmed your firm owns its exported files and can license them once names are removed.

Step 3: Sign 2-Way NDA (15 pts). You and the AI buyer sign a two-way NDA before any sample file is checked.

Step 4: Privacy Cleaning Pass (20 pts). Software strips out every name, phone number, email, street address, and account ID.

Step 5: Buyer Checks 1% Sample (15 pts). The AI buyer checks a small 1% cleaned sample and locks in your cash offer price.

Step 6: Sign License Deal (10 pts). You sign a simple license deal where you keep 100% ownership of your files.

Step 7: Send Files & Get Wire (10 pts). Cleaned files are sent over a safe link and the buyer wires cash to your bank.

Readiness Score.

30 / 100.

Early Stage.

Est. Days Left. ~17 Work Days.

Privacy Mode. Safe-Harbor Clean.

My Next-Step Advice For You.

You listed your apps and confirmed ownership. Next, I introduce you to our AI buyer desks so you can sign the 2-way NDA in Step 3.

Each Step Explained in Plain English.

STEP 01 & STEP 02. PREP WORK.

Check Your Files and Confirm Ownership.

You do not need to clean or format anything yourself. First, I help you make a simple list of the apps your firm has used, like Salesforce, ServiceTitan, Zendesk, NetSuite, or Slack. We check how many years of records sit in those backups. Your company keeps 100% ownership of the original files at all times.

STEP 03 & STEP 04. PRIVACY & CLEANING.

Sign a 2-Way NDA and Strip Out All Personal Info.

Before a single file is tested, you sign a two-way NDA directly with the AI buyer. Next, privacy tools strip out every human name, phone number, email, home address, and bank number. If a record says "John Smith called from 555-0199," the cleaned file just shows a safe code tag. Your work logic stays intact, while your customers stay 100% anonymous.

STEP 05, STEP 06 & STEP 07. OFFER & PAYOUT.

Test a 1% Sample, Sign Your License, and Get Paid.

The AI buyer checks a small 1% cleaned sample and gives you a written cash offer. Deals typically pay between $100,000 and $2,000,000+. Because I send your package to two competing buyer desks through ZoomReferral, you see real market pricing. Once you sign the license deal, the buyer wires your payout right to your company bank account.

Other Free Tools I Built For You.

Tool 01.

5-Minute Data Value Scorecard.

Score your company's old records across 5 simple questions.

Tool 02.

Software Backup Cash Estimator.

Move 5 sliders to see Low, Mid, and High payout ranges.

Template.

1-Page Data Privacy Rule Sheet.

Build a 1-page rule sheet for your team in seconds.