Heritage Web

Brandon Austin

Instant, exclusive client matches—pay only for the leads you want

Paid Leads

What “paid referrals” are and why they outperform other lead sources

Paid Referrals Overview

Step-by-step guide to purchasing your first client lead

Quick Start: Your First Lead Purchase

How we verify, validate, and classify every referral to ensure you receive genuine, high-intent clients

Understanding Lead Quality & Our Vetting Process

Key advantages that drive higher conversion rates

Benefits of Our Paid Referral Service

Optimize your listings, specialties, and settings to increase qualified lead volume through Heritage Web's matching engine.

Setting Up Your Profile for Maximum Matches

Navigate your central hub for managing, filtering, and purchasing matched referral opportunities

Understanding Your Leads Dashboard

Choose between instant dashboard access or convenient email purchase based on your workflow and device

Dashboard Purchase vs. Email Purchase

Maximize conversion with strategic multi-channel outreach and persistent follow-up in the critical first two days

Best Practices: First 48 Hours After Purchase

Getting Started with Paid Leads

Find, evaluate, and purchase qualified client leads matched to your profile

Leads Dashboard Overview

Quickly find relevant opportunities using search, geographic filters, and industry sorting

Filtering and Searching for Leads

Preview comprehensive lead information before purchase and access complete contact details after buying

Understanding the Lead Details Page

Organize your dashboard by removing non-relevant leads while maintaining a permanent archive in the Hidden tab

Hiding and Managing Hidden Leads

Paid Lead Management

Six-filter matching engine that connects client requests with qualified professionals and businesses

How Referrals Are Matched to Your Listings

Learn how Heritage Web connects you with qualified clients through our matching system.

Understanding the Six-Filter Matching System

Navigate your lead pipeline efficiently with clear status definitions for New, Purchased, Hidden, and Analytics tabs

Understanding Lead Status Types

Learn about email and dashboard purchase methods to secure exclusive leads quickly with transparent pricing

Purchasing Referral Leads

Convert more leads with proven response strategies, follow-up sequences, and organization systems for long-term success

Managing Your Purchased Leads

Understand the 60-day lead lifecycle, 24-hour sponsor advantage, and strategic timing for maximizing your purchase opportunities

Lead Expiration and Availability Windows

Maximize lead matches by including languages spoken by your staff, colleagues, and team members in your listings

How Team Languages Improve Your Matches

Optimize your geographic coverage by adjusting the default 75-mile radius to balance lead volume with service capability

Setting and Adjusting Your Service Radius

Paid Lead Matching System

Stop receiving email notifications for matched referrals

Unsubscribing from Matched Referrals

Email Notifications for New Matched Leads

Understanding the 24-Hour Sponsor Priority Window

What Happens If No One Purchases a Lead (72-Hour Follow-up)

Paid Lead Notifications & Timing

Why referrals cost $9–$128 and how to budget for them

Referral Pricing & Payment Terms

Learn how specialties and case complexity create fair, transparent pricing from $29 to $395 per lead.

Why Some Referrals Cost More Than Others

Learn how client responses reveal case value, determine pricing multipliers, and help you make smarter purchasing decisions

Understanding Qualifying Questions and Price Multipliers

Access complete transaction history, download PDF invoices, and manage your referral expenses with transparent billing documentation

Referral Purchases, Invoices & Billing

Add, manage, and select payment methods for purchasing individual leads through your dashboard

Payment Methods for Lead Purchases

Access, download, and organize individual PDF invoices for every lead purchase from your payment history

Understanding Lead Purchase Invoices

Paid Lead Pricing & Payments

How We Protect Client Privacy

Understand our 7-day good-faith guarantee, valid refund criteria, and step-by-step process for resolving lead quality issues

Refunds & Disputes: Policy & Procedures

Review the complete legal framework governing your participation, obligations, and rights across all Heritage Web referral programs

Referral Program Terms of Service

Troubleshoot common issues preventing leads from appearing in your dashboard, from approval status to settings

Why You're Not Seeing Leads

Understanding the 7-day window, valid reasons, and case-by-case evaluation process for lead refund requests

7-Day Refund Policy Explained

Troubleshooting: Approved Listing But No Leads

Paid Lead FAQ & Troubleshooting

Tailored white-label, automated distribution, and industry-specific solutions requiring custom development agreements

Custom Referral Solutions

Paid Leads for Firms & Organizations

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