Heritage Web

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

Brandon Austin

Getting Started with Paid Leads

Create a custom design with text, images, and links

Heritageweb.com

Your Dashboard

Dashboard

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