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Referring Enterprise Clients: Pre-Contact Requirements

Brandon Austin avatar
Written by Brandon Austin
Updated this week

Referring Enterprise Clients: Pre-Contact Requirements

Learn the special process for referring large organizations to ensure proper tracking and maximize your enterprise commission potential.

Quick Answer

Enterprise referrals require special coordination BEFORE you make the introduction. Email [email protected] with details about the enterprise opportunity, get confirmation that tracking is configured, then proceed with your referral. This ensures you receive your 30% commission on potentially thousands of dollars in bulk listings, subscriptions, and ongoing services. Standard cookie tracking doesn't work for bulk account creation.

Why Enterprise Referrals Are Different

Bulk Account Creation

  • Enterprises often create 10-100+ accounts at once

  • Heritage Web uses templates for bulk setup

  • Standard cookie tracking can't handle bulk creation

  • Manual attribution required for all accounts

Higher Stakes

  • Enterprise deals range from $5,000 to $50,000+ annually

  • Your 30% commission could be $1,500 to $15,000+

  • One enterprise client equals dozens of individual referrals

  • Critical to ensure proper attribution

Complex Sales Process

  • Multiple stakeholders involved

  • Longer decision cycles

  • Custom agreements needed

  • Special pricing structures

  • Managed implementation

The Enterprise Referral Process

Step 1: Identify Enterprise Opportunity

Qualifying Characteristics:

  • 10+ professionals needing listings

  • Organization-wide implementation

  • Bulk services needed

  • Custom requirements

  • Significant budget allocated

Common Enterprise Types:

  • Law firms (10-200+ attorneys)

  • Medical practices and hospitals

  • Accounting firms

  • Real estate brokerages

  • Financial services companies

  • Therapy/counseling centers

  • Nonprofit organizations

Step 2: Contact Heritage Web FIRST

Email [email protected] BEFORE introducing the client

Include in your email:

  • Organization name and size

  • Number of expected accounts

  • Services they're interested in

  • Your relationship to the organization

  • Expected timeline

  • Contact person details

  • Any special requirements

Example Email:

Subject: Enterprise Referral - ABC Law Firm (25 Attorneys)

I'm about to refer ABC Law Firm with 25 attorneys who need Profile listings and sponsor subscriptions. They're also interested in your Pro Bono Unlimited program.

Contact: Jane Smith, Managing Partner Timeline: Decision within 30 days Budget: Approved for annual subscriptions

Please confirm tracking is set up before I make the introduction.

Step 3: Wait for Confirmation

Heritage Web will respond with:

  • Confirmation that tracking is configured

  • Your unique enterprise tracking code (if applicable)

  • Any special instructions

  • Point of contact for the deal

  • Expected commission structure confirmation

Do NOT proceed without confirmation - This protects your commission

Step 4: Make the Introduction

Once confirmed, you can:

  • Introduce the enterprise client to Heritage Web

  • Provide them with any special links or codes

  • CC [email protected] on introduction emails

  • Facilitate the initial discussion

  • Stay involved as appropriate

Step 5: Heritage Web Handles Sales

The Heritage Web team will:

  • Conduct needs assessment

  • Provide custom pricing

  • Negotiate agreements

  • Set up bulk account creation

  • Manage implementation

  • Apply your attribution to all accounts

Step 6: Track Your Commission

Monitor progress through:

  • Regular updates from Heritage Web team

  • Commission appearing in Affiliate Portal

  • Bulk attribution confirmation

  • Payment processing for large commissions

What Generates Commission in Enterprise Deals

Initial Setup Fees

  • Bulk Listing Creation: $50-$100 per listing

  • Account Setup: One-time fees

  • Custom Development: If required

  • Training Services: Implementation support

Ongoing Subscriptions

  • Sponsor Subscriptions: $25/month or $240/year per listing

  • Pro Bono Unlimited: $500-$2,000/month organization-wide

  • Custom Advertising: Banner ads, featured placements

  • Managed Services: Monthly retainers

Future Purchases

  • Lead Buying: Ongoing lead purchases by team members

  • Additional Listings: As organization grows

  • Service Upgrades: Enhanced features

  • Renewal Fees: Within 12-month window

Commission Examples

Small Law Firm (10 Attorneys)

  • Bulk setup (10 listings × $75): $750 → $225 commission

  • Annual sponsors (10 × $240): $2,400 → $720 commission

  • Monthly lead purchases ($2,000): $600/month commission

  • Year 1 Total: $8,145 commission

Medical Practice (50 Providers)

  • Bulk setup (50 listings × $75): $3,750 → $1,125 commission

  • Annual sponsors (50 × $240): $12,000 → $3,600 commission

  • Pro Bono Unlimited ($1,000/month): $300/month commission

  • Lead purchases ($5,000/month): $1,500/month commission

  • Year 1 Total: $26,325 commission

Real Estate Brokerage (30 Agents)

  • Bulk setup (30 listings × $75): $2,250 → $675 commission

  • Monthly sponsors (30 × $25): $750/month → $225/month commission

  • Commission program participation: Additional opportunity

  • Year 1 Total: $3,375+ commission

Best Practices for Enterprise Referrals

Building Relationships

  • Network Strategically: Attend industry events

  • Identify Decision Makers: Connect with C-suite and managers

  • Understand Needs: Learn their pain points

  • Position Solutions: Show ROI clearly

  • Maintain Contact: Regular touchpoints

Making the Pitch

  • Focus on bulk discounts

  • Emphasize team collaboration features

  • Highlight cultural community connections

  • Show lead generation ROI

  • Explain sponsor benefits (no login wall)

  • Mention Pro Bono for compliance/CSR

Following Up

  • Stay involved during sales process

  • Assist with internal buy-in

  • Provide references if needed

  • Track implementation progress

  • Ensure all accounts are created

  • Monitor commission attribution

Common Enterprise Concerns

"How do we manage multiple accounts?"

Heritage Web provides:

  • Bulk creation templates

  • Team management features

  • Centralized billing (custom)

  • Dedicated support

  • Training resources

"What about compliance and reporting?"

  • Pro Bono tracking for legal requirements

  • Analytics and reporting tools

  • Custom reports available

  • API access (coming 2025)

"Can we get custom pricing?"

  • Volume discounts available

  • Annual payment savings

  • Custom packages negotiable

  • Enterprise agreements possible

Important Warnings

Never Skip the Pre-Contact Step

  • Lost attribution can't be recovered

  • No retroactive commission possible

  • Cookie tracking won't work

  • Manual process is mandatory

Document Everything

  • Save email confirmations

  • Track introduction dates

  • Document stakeholder contacts

  • Keep commission estimates

  • Monitor account creation

Be Patient

  • Enterprise sales take time (30-90 days)

  • Multiple approvals needed

  • Implementation is complex

  • Commission is worth the wait

FAQs

What if I've already introduced an enterprise client? Contact [email protected] immediately. If accounts haven't been created yet, attribution might still be possible.

Can I negotiate higher commission for enterprise deals? The 30% rate is standard for all referrals. Focus on the volume—enterprise deals generate substantial commissions at the standard rate.

How long does enterprise implementation take? Typically 2-4 weeks from agreement to full implementation, depending on organization size.

What if only some accounts end up being created? You earn commission on all accounts actually created and any purchases they make within 12 months.

Can I refer government organizations? Yes, but note that government sales cycles are longer and may have special requirements.

Next Steps

  • Identify potential enterprise clients in your network

  • Prepare a list of organizations to approach

  • Email [email protected] before any introductions

  • Document all enterprise opportunities

  • Track progress through implementation

Related Articles

  • What Purchases Generate Commission

  • Manual Attribution for Missed Referrals

  • Understanding Commission Reports and Sales Cycles

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