In Baton, you’re receiving exclusive, qualified referrals from vetted pros (not a shared list or ad click). Here’s what happens, end to end.
1) A customer is referred with consent 🤝
A provider (or Baton’s Service Pros referral team) encounters a job they can’t take — out of area, different service, booked out, etc. With the customer’s express consent, the referral is submitted to Baton, and the customer also receives your business details so they know you might be contacting them. They may also reach you on their own.
2) We match the referral to you 🔍
We check your service types, ZIP coverage, bid, business hours, and budget/balance. If you’re the best fit and active, we route the referral to you.
Note: If you’ve elected the Pledge to Protect, it governs post-referral contact expectations; it’s optional.
3) Delivery & notifications (depends on your billing model) 🔔
Per Referral (most accounts)
You’re notified as soon as the referral is issued (email/text/webhook).
In parallel, the referring company or our team may cold-transfer the caller to you, or the customer may call you directly using the details you receive.
Per Call
You’re only notified and charged when the caller connects to you via your Baton tracking number.
A brief whisper plays (“This call came from Baton.”). We can remove or customize that on request.
4) What you receive 📩
Customer name and contact info
Service requested and notes (when available)
ZIP/location
Source (e.g., referred by a network partner or Service Pros team)
Follow up quickly. The highest conversion rates come from answering live or calling back within minutes.
5) Billing, disputes, and credits 🧾
When you’re billed
Per Referral: Charged at issuance if the referral matches your Service Area criteria and you’re active (budget/balance available).
Per Call: Charged when the call connects to your tracking number.
If you believe a referral is invalid (no contact, out of area, service not offered, bad info, etc), you can submit a dispute in My Referrals. See our Disputing a Referral article for accepted reasons and the review process.
6) Want better volume or fit? 🧩
Adjusting ZIPs/services or bids can help — but changes affect volume and cost quickly.
Work with your Account Manager for strategy (or email support@batonleads.com) before making big changes. Our client-facing tools are still evolving, and we’ll help you tune settings without overspending.
Questions or customizations (e.g., whisper message)?
Email support@batonleads.com or contact your Account Manager.