Referring a customer through Baton is fast, simple, and built to fit your workflow.
Whether it’s someone outside your service area, asking for a service you don’t offer, or moving to a new market, Baton connects them with a trusted, vetted provider in our network — and you earn referral revenue.
1) Forward the Caller to Your Baton Referral Number (Fastest and Easiest) ➡️
Your Baton Referral Number connects customers directly to our Service Pros team. We qualify the caller, match them to the right provider in our vetted network, and forward them live.
Why reps prefer this:
Works for almost any “can’t service” scenario — out of area, wrong service type, booked out, etc.
Gives an instant answer to “Do you know someone?” without needing to memorize other companies.
No follow-up needed — Baton handles the rest.
How to do it naturally:
“We don’t handle that service, but stay on the line and I’ll connect you to our partners at Service Pros — they should be able to help.”
Once connected, our team confirms details and forwards them to the vetted provider who can help.
You can also text or give the number directly if you’re not transferring the call. Once they dial, our team takes it from there.
2) Auto-Refer Form (No Login Required) 📋
If you can’t transfer the caller live, use your company’s Auto-Refer link to submit their information.
Fill out a short online form (unique to your company)
Baton matches the customer to the best provider based on your Service Area and preferences
3) Briostack Native Integration 📱
For Briostack users:
When canceling a customer for a “move” reason, select the Baton option.
If the customer consents, Briostack automatically sends us their information
We connect them with a vetted provider in the area they’re moving to
No extra steps — it’s built right into your cancellation workflow.
4) Forward Unserviceable Lead Notifications 📤
If you get lead notification emails for customers you can’t service (wrong area, service not offered, etc.):
Forward the email to team@batonleads.com
We follow up with the customer on your behalf and connect them to a provider who can help
This removes the burden from your team while still generating referral revenue.
5) Advanced Options (For Tech-Savvy Teams) 🤖
Baton API
Request an API key
Send lead data to our webhook or to new@batonleads.com for automated CRM integration
CRM-Based Exports (PestPac, PestRoutes, etc.)
Use a unique cancel reason like “Moved – Baton”
Include move location, date, and property type in notes
Export and send to team@batonleads.com weekly
Best Practices
Always get explicit customer consent before referring (especially if using the referral form)
Keep it easy and customer-focused (“Stay on the line, I’ll connect you…”)
Use Baton’s fastest methods whenever possible (live transfer > form > email)
The more consistent and thoughtful your referrals, the stronger your reputation — and the more exclusive referrals you’ll receive in return
Need help setting up your Baton Referral Number, Auto-Refer link, or integration?
📞 801-669-8059