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
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