When a current customer moves outside your service area, it doesn’t have to be the end of the relationship — or the value they bring.
Through Baton, you can refer moving customers to a vetted provider in their new area and earn referral credit when the referral is accepted and billed.
Why Moving Referrals Matter 🚚
Moving customers are often:
Already loyal to your brand and trust your recommendation
In immediate need of service at their new home
Highly likely to convert when referred to a trusted provider
Other Baton partners are eager to serve these customers, especially when they arrive as exclusive, qualified referrals.
Step 1: Identify the Move 📬
When a customer calls to cancel due to relocation, collect:
New city and state (ZIP code if possible)
Move date (or general timeline)
Property type (single-family, apartment, etc. — optional)
Step 2: Get Consent and Explain the Referral 👍
Here’s a retention agent script you can use:
“I’m sorry we won’t be serving your new home, but we work with a trusted partner network through Baton. If you’d like, I can connect you to a reputable provider in your new area so you don’t have to start from scratch looking for service. Can I share your info with them so they can reach out?”
Once they say yes, proceed to submission.
Step 3: Submit the Referral 📤
You have three options:
A) Batch Email from CRM
Create a specific cancel reason in your CRM, e.g., “Moved – Baton”
Tag customers with that reason to signal consent has been given
Export the list weekly and email it to team@batonleads.com
Include destination city/state, move date, and property type when possible
B) Use the Baton Referral Form
The form link is the same for all companies and is located in the Submit a Referral page of your Baton dashboard
Enter the customer’s details directly into the form
Baton matches them to the right provider based on their new location and service needs
C) Automate via CRM Trigger
Set your CRM to send an automated email to new@batonleads.com whenever “Moved – Baton” (or similar) is selected as a cancel reason
Include customer contact info, move details, and current subscription/service type
Example automated email:
Step 4: Baton’s Role 👤
Once submitted:
Baton verifies the referral details
Matches the customer to a vetted partner in their new area
Sends the referral directly to that partner
Step 5: Earn Referral Credit 💵
If the receiving company accepts and is billed for the referral:
50% of their bid amount is issued to you as referral credit
Credits can be rolled forward to cover referrals you receive or taken as a payout if your balance is positive
Tip: Train your customer service team to use the script and process every time a customer cancels due to moving — these are some of the highest-converting, easiest-to-refer opportunities on Baton.
For help configuring CRM triggers or batch submissions, contact client.success@batonleads.com or call 801-669-8059.