Purchasing Referral Leads
Quick Answer
You can purchase referral leads two ways: click "Purchase Lead" in email notifications for Stripe checkout, or click "Purchase for $XX" in your dashboard for in-app payment. Both methods require an approved listing and valid payment method, deliver instant contact information, and cost the same ($29-$395). Purchases are final with a 7-day quality guarantee, and the lead immediately becomes exclusively yours with full contact details accessible via email and your Purchased tab.
Overview
Purchasing referral leads is a straightforward process designed for speed and transparency. Whether you prefer email notifications or dashboard browsing, the system ensures you have all necessary information before committing to a purchase. Understanding both purchase methods, the payment process, and post-purchase access helps you respond quickly to valuable opportunities while managing your investment effectively.
Two Ways to Purchase
Method 1: Email Purchase
How It Works:
Receive email notification about new match
Review lead description and qualifying questions
Click "Purchase Lead" button in email
Redirect to Stripe's secure checkout
Complete payment
Receive follow-up email with contact info
Lead appears in dashboard Purchased tab
Best For:
Quick decisions on familiar lead types
Mobile purchasing
Time-sensitive opportunities
Professionals who prefer email workflow
Method 2: Dashboard Purchase
How It Works:
Log into Leads Dashboard
Browse New tab for available leads
Optional: Click to Lead Details page
Review all information except contact details
Click "Purchase for $XX" button
Complete payment in pop-up window
Access full contact info immediately
Receive confirmation email
Best For:
Comparing multiple opportunities
Detailed evaluation before purchase
Bulk purchasing sessions
Desktop-based workflow
Pre-Purchase Evaluation
Information Available Before Buying
In Email Notification:
Lead category/specialty
Brief description
Qualifying question responses
Location
Exact price
Source publication
In Dashboard (New Tab):
All email information plus:
Days until expiration
More detailed preview
Ability to compare leads
Filtering/sorting options
In Lead Details Page:
Complete description
All qualifying responses
Special requirements
Timeline needs
Everything EXCEPT name/contact
Evaluating Lead Quality
Green Flags - Strong Indicators:
Indicator | Why It's Good | Action |
Clear, specific needs | Higher conversion | Purchase quickly |
Urgent timeline | Motivated to hire | Respond within 1 hour |
High-value qualifying answers | Better ROI | Worth premium price |
Exact specialty match | Your expertise fits | High priority |
Local + language match | Trust factors | Excellent opportunity |
Red Flags - Caution Signs:
Warning Sign | Concern | Action |
Vague description | Unclear needs | Skip or investigate |
Already has provider | May be comparing | Consider passing |
Unrealistic expectations | Difficult client | Evaluate carefully |
Outside expertise | Can't serve well | Hide lead |
Too far away | Service challenges | Check virtual options |
Price Evaluation Framework
Quick ROI Calculation:
(Average Case Value × Your Conversion Rate) ÷ Lead Price = ROI Multiple
Example:
Average case: $3,000
Conversion rate: 15%
Expected value: $450
Lead price: $125
ROI Multiple: 3.6x (good)
The Purchase Process
Email Purchase Detailed
Step 1: Email Arrival
What You See:
Subject: "New Lead Match: [Category]"
Lead description
Qualifying details
Price clearly stated
"Purchase Lead" button
Step 2: Click Purchase Button
What Happens:
Redirects to Stripe checkout
Secure external page opens
Invoice auto-generated
Your email pre-filled
Step 3: Stripe Checkout
Payment Page Shows:
Lead reference number
Exact amount due
Payment form
Security badges
Terms acceptance
Step 4: Enter Payment
Options Available:
Saved card (if returning customer)
New credit/debit card
Accepted: Visa, Mastercard, Amex, Discover
Billing address required
Step 5: Confirmation
Immediately After Payment:
Stripe confirmation page
Email receipt from Stripe
Follow-up from Heritage Web
Contact information delivered
Dashboard Purchase Detailed
Step 1: Access Dashboard
Navigation:
Log into Heritage Web
Click "Leads Dashboard"
Default to "New" tab
See available matches
Step 2: Review Options
Available Actions:
Sort by most recent
Filter by location/industry
Click for Lead Details
Compare multiple leads
Step 3: Lead Details Review
What's Visible:
Everything about the case
All qualifying responses
Urgency indicators
Special requirements
NO contact info yet
Step 4: Click Purchase
Button Shows:
Exact price
"Purchase for $125"
Clear call-to-action
One-click access
Step 5: Payment Pop-up
In-App Window Contains:
Payment form
Saved cards dropdown
New card option
Security verification
Purchase button
Step 6: Instant Access
After Successful Payment:
Lead moves to Purchased
Full contact visible
Email confirmation sent
Can contact immediately
Payment Methods & Security
Accepted Payment Types
Credit Cards:
Visa
Mastercard
American Express
Discover
Debit Cards:
Must have Visa/Mastercard logo
Processed as credit
Same protections apply
Not Accepted:
PayPal
Bank transfers
Checks
Cash
Cryptocurrency
Gift cards
Security Features
Payment Protection:
PCI-compliant processing
SSL encryption
Stripe's fraud detection
No card storage on Heritage Web
Tokenized transactions
3D Secure when required
Managing Payment Methods
Adding New Card:
Go to Account Settings
Select Payment Methods
Add new card details
Set as default (optional)
Save for future use
Using Saved Cards:
Dropdown in purchase pop-up
One-click selection
No re-entry needed
CVC may be required
Can change per purchase
Post-Purchase Access
Immediate Delivery
What You Get Instantly:
Full name
Email address(es)
Phone number(s)
Preferred contact method
Best times to call
Language preferences
Complete case details
Where to Find Information
Email Delivery:
Follow-up email within minutes
Contains all contact details
Reference number included
Direct link to dashboard
Dashboard Access:
Purchased tab updated
Full Lead Details page
Permanent access
Export capabilities
First Actions After Purchase
Critical First Hour:
Review complete information
Call immediately if possible
Send introductory email
Text if appropriate
Schedule follow-up
Documentation Steps:
Save contact to CRM
Note purchase price
Track in your system
Set follow-up reminders
Record initial contact
Purchase Rules & Policies
Exclusivity Guarantee
What Exclusivity Means:
Only you get contact info
Lead removed from all other dashboards
No competing purchasers
Permanent ownership
No sharing with others
Finality of Purchase
Purchases Are Final:
No cancellations
No returns for non-conversion
No price adjustments
No transfers to others
7-day quality guarantee only
The 7-Day Quality Guarantee
Valid Refund Reasons:
Completely fake contact info
Client already hired someone
Significant service mismatch
Technical error in delivery
Duplicate lead (rare)
Invalid Refund Reasons:
Client chose not to hire
Price too high for client
Changed their mind
Your response too slow
Normal non-conversion
How to Request Refund
Contact support within 7 days
Provide lead ID and issue
Document contact attempts
Explain specific problem
Wait for review (48 hours)
Bulk Purchasing Strategies
Efficient Dashboard Sessions
Morning Routine:
Review all new matches
Sort by best fit
Purchase top 3-5
Hide non-matches
Process payments together
Weekly Batch Process:
Set aside purchase budget
Review accumulated leads
Buy best opportunities
Track weekly spending
Analyze ROI patterns
Managing Multiple Purchases
Same Session Tips:
Open multiple tabs
Compare before buying
Purchase best first
Track total spending
Save cards for speed
Budget Controls:
Set daily limits
Track in spreadsheet
Review Analytics weekly
Adjust based on ROI
Maintain reserves
Common Purchase Scenarios
Scenario 1: Urgent Opportunity
Situation: Personal injury lead, not at fault, surgery required Action: Purchase immediately via email. Response: Call within 30 minutes Result: Higher conversion likelihood
Scenario 2: Comparison Shopping
Situation: Three similar family law leads Action: Review all in dashboard Response: Purchase best match Result: Better ROI on selection
Scenario 3: Budget Constraint
Situation: Only $200 remaining this month Action: Filter by price, buy two best Response: Focus on conversion Result: Maximized budget efficiency
Troubleshooting Purchase Issues
Payment Failures
Common Causes:
Issue | Solution | Prevention |
Expired card | Update payment method | Set reminders |
Insufficient funds | Use different card | Check balance first |
Wrong CVC | Re-enter carefully | Save correct info |
Billing mismatch | Verify address | Update account |
Bank decline | Call bank | Notify of purchases |
Technical Issues
Email Purchase Problems:
Button not working → Try different browser
Stripe not loading → Check popup blocker
Payment spinning → Refresh and retry
Dashboard Purchase Problems:
Pop-up blocked → Allow popups
Payment form missing → Clear cache
Error message → Screenshot for support
Access Issues
Can't See Purchased Lead:
Check Purchased tab
Refresh dashboard
Check email for confirmation
Verify payment completed
Contact support if needed
Important Notes
Both purchase methods cost the same
Sponsors see leads 24 hours early
Purchases are immediate and final
Contact info never expires once purchased
60-day window for unpurchased leads
Can't purchase the same lead twice
FAQs
Q: Is it cheaper to buy through email or the dashboard? A: No, prices are identical regardless of purchase method. Choose based on your workflow preference.
Q: Can I reserve a lead to purchase later? A: No, leads are first-come, first-served. Another professional or business could purchase while you wait.
Q: What if I accidentally purchase the wrong lead? A: Purchases are final, but contact support immediately. In clear error cases, exceptions might be considered.
Q: Can I use different cards for different purchases? A: Yes, you can select payment method for each purchase or save multiple cards to your account.
Q: How quickly should I contact after purchasing? A: Immediately. Best practice is within 2 hours. The faster you respond, the higher your conversion rate.
Q: Can I purchase leads for another professional? A: No, purchases are tied to your account and can't be transferred or resold to others.
Next Steps
Add a payment method to your account
Set up email notifications for instant alerts
Practice the dashboard purchase flow
Create a purchase evaluation checklist
Set daily budget limits
Track your conversion by purchase method
Develop response templates for quick action
Related Articles
Managing Your Purchased Leads
Payment Methods and Security
Understanding Lead Pricing
Best Practices: First 48 Hours After Purchase
Refunds & Disputes: Policy & Procedures
Converting Purchased Leads to Clients