Readiness checklist
Tick each item that applies. Five or more ticks usually means it’s worth requesting an estimate.
- ☐ We have 2+ years of history in at least one core system
- ☐ Our records show discussion and decisions, not just notifications
- ☐ We work in a specialized domain (technical, legal, financial, regulated)
- ☐ We have 30+ employees (micro1’s stated threshold)
- ☐ We have documented SOPs, wikis or knowledge bases
- ☐ Most of our data is ours, not held on behalf of clients
- ☐ Our support tickets or CRM records include notes and back-and-forth
- ☐ We can export our core systems
- ☐ Leadership and counsel are open to licensing
- ☐ We’re willing to exclude sensitive areas (HR, legal, DMs)
Not sure if your data qualifies? The intake takes a few minutes.
Pre-transfer checklist (condensed)
- Map systems, owners and date ranges
- Exclude client-held, privileged, HR and regulated data
- Review customer, vendor and employee agreements
- Agree the anonymization method and sample review
- Agree scope, use, term and exclusivity
- Agree retention, deletion and confirmation
- Confirm price, payment timing and no fees
- Have counsel review warranties and indemnity
Full detail: 15-term contract checklist.
Glossary
Operational data: The working record a business produces by operating: chat, email, CRM, tickets, documents, recordings, finance exports.
Data license: A contract granting defined rights to use defined data for a defined term, while you keep ownership.
Non-dilutive: Money that doesn’t require giving up equity or taking on debt.
PII (personally identifiable information): Information that identifies a person, such as a name, email, phone number or account number.
Anonymization / de-identification: Removing or replacing identifying information so individuals can’t reasonably be identified.
Pseudonymization: Replacing identifiers with consistent placeholders (“Person A”) so the data keeps its structure.
Synthetic rewrite: Rewriting text to keep its reasoning and structure while changing wording and details.
RL gym / RL environment: A simulated environment where AI agents practice tasks using reinforcement learning. Operational data helps make these realistic.
Evaluation (evals): Tests that measure how well an AI model or agent performs a task.
Exclusive license: Only one licensee may use the data. Non-exclusive licenses allow you to license it elsewhere.
Net 30–60: Payment due 30 to 60 days after a trigger event, such as data approval.
DPA (data processing agreement): A contract governing how one party processes personal data for another.
Frontier AI lab: A company building the most advanced AI models.