Which Program Is Right for You?

Quick Answer

Choose your Heritage Web program based on your business model and risk tolerance.

Paid Referrals ($29-$395 per lead) work best for professionals and businesses wanting immediate, pay-as-you-go leads.
Pro Bono (free or $25/month unlimited) suits those fulfilling professional obligations or building a reputation.
Real Estate (25-35% commission at closing) is ideal for licensed agents preferring zero upfront costs.
Enterprise Partnerships provide customized solutions for organizations with two or more professionals requiring centralized management.

Program Selection Guide

Choose Paid Referrals If You:

Want control over which leads you purchase
Prefer pay-per-lead with no contracts
Need leads across various practice areas
Like immediate access to contact information
Want to start/stop anytime without commitment
Have a budget for upfront lead costs ($29-$395)
Value exclusive access to each client

Best For: Lawyers, doctors, therapists, accountants, consultants, businesses

Choose Pro Bono If You:

Have professional obligation requirements (bar, medical boards)
Want to build reputation and experience
Serve underserved communities
Need compliance tracking and reporting
Seek referrals through community goodwill
Want free access (3/month) or unlimited for $25/month

Best For: Lawyers needing pro bono hours, healthcare providers, new professionals

Choose Real Estate If You:

Hold an active real estate license
Prefer commission-based payment (no upfront costs)
Want pre-qualified buyer/seller leads
Are comfortable with 25-35% referral fee
Value managed service with personal support
Can maintain performance standards

Best For: Licensed real estate agents and brokers only

Choose Enterprise Partnership If You:

Manage 2+ professionals in your organization
Need bulk listing creation and management
Want team collaboration features
Require custom pricing or terms
Need compliance reporting
Want dedicated account management

Best For: Law firms, medical practices, financial services firms, large organizations

Decision Matrix

Factor	Paid Referrals	Pro Bono	Real Estate	Enterprise
Upfront Cost	$29-$395/lead	Free or $25/mo	None	Custom
Payment Timing	Immediate	Optional monthly	At closing	Varies
Risk Level	Pay per lead	Minimal	Zero upfront	Negotiated
Lead Quality	High (verified)	High (verified)	High (verified)	High (verified)
Exclusivity	Yes	Yes	Yes	Varies
Volume Control	Full control	3/mo or unlimited	Managed flow	Custom
Contract Required	No	No	Yes	Yes
Best ROI For	Selective buyers	Mission-driven	Volume agents	Teams

Financial Considerations

Budget Planning

Limited Budget:

Start with Pro Bono (free tier)
Use Real Estate (no upfront cost)
Purchase selective Paid Referrals

Moderate Budget:

Mix of Paid Referrals and Pro Bono
Sponsor status for priority access
Target $75-$150 paid leads

Substantial Budget:

High-volume Paid Referrals
Enterprise partnership
Multiple sponsor listings

ROI Expectations

Paid Referrals:

Typical spend: $500-$2,000/month
Conversion: 10-15% average
Break-even: 1-2 conversions
Best for: High-value services

Pro Bono:

Cost: $0-$25/month
Indirect ROI through referrals
Compliance value
Reputation building

Real Estate:

Cost: 25-35% of commission
Higher conversion rates
No failed lead costs
Volume-based success

Program Combinations That Work

Legal Professional Strategy

Primary: Paid Referrals for paying clients
Secondary: Pro Bono for compliance/reputation
Result: Balanced practice growth

Healthcare Provider Strategy

Primary: Paid Referrals for new patients
Secondary: Pro Bono for community service
Result: Full appointment schedule

Real Estate + Other Services

Primary: Real Estate for property clients
Secondary: Paid Referrals for related services (mortgage, insurance)
Result: Multiple revenue streams

Firm/Organization Strategy

Primary: Enterprise Partnership for team
Secondary: Individual Pro Bono tracking
Result: Centralized management with flexibility

Getting Started Checklist

Step 1: Assess Your Needs

☐ Define your target client type
☐ Calculate your lead budget
☐ Determine risk tolerance
☐ Identify compliance requirements
☐ Evaluate team size

Step 2: Choose Your Program(s)

☐ Select primary program
☐ Consider complementary programs
☐ Review program requirements
☐ Understand payment terms

Step 3: Create Your Listing(s)

☐ Submit appropriate listing type
☐ Include all specialties (up to 7)
☐ Add languages (including staff)
☐ Set service radius
☐ Wait for approval (1-3 days)

Step 4: Optimize for Success

☐ Consider sponsor status
☐ Configure notifications
☐ Set up payment method
☐ Review response protocols

Special Considerations

License Requirements

Most Programs: Professional license helpful but not required
Real Estate: An Active real estate license is mandatory
Pro Bono: Often requires professional credentials
Enterprise: Varies by team member role

Geographic Factors

Urban Markets: All programs viable
Rural Markets: Expand radius, focus on Paid/Pro Bono
National Practice: Immigration/Bankruptcy lawyers excel
Multi-State: Real Estate requires state-specific licenses

Language Advantages

Programs perform 25-50% better when you offer language matching:

List all languages you speak
Include staff/colleague languages
Serve cultural communities
Build trust through alignment

Important Notes

All programs require at least one approved listing
You can participate in multiple programs simultaneously
Sponsor benefits apply across programs (except Real Estate)
Real Estate operates separately with a custom workflow
Enterprise partnerships include team management features
Conversion is never guaranteed in any program

FAQs

Q: Can I switch programs later? A: Yes! You can add or remove programs at any time. Paid Referrals and Pro Bono have no contracts. Real Estate and Enterprise require agreements, but can be modified.

Q: Which program has the highest conversion rate? A: All programs perform 25-50% better than the industry average due to cultural/language matching. Real Estate often sees the highest conversion due to its zero upfront cost, which encourages volume.

Q: Do I need different listings for different programs? A: No, one approved listing can work for multiple programs. However, Real Estate requires a specific agent profile with license information.

Q: Which program is best for new professionals? A: Start with Pro Bono to build experience and reputation, then add Paid Referrals as your practice grows. The combination provides both experience and revenue.

Q: Can a firm use multiple programs? A: Yes! Many firms use Enterprise Partnership for centralized management while individual attorneys also use Pro Bono for compliance tracking.