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Refer by leveraging the Baton Referrals Team

Tiffany Marzette Smith avatar
Written by Tiffany Marzette Smith
Updated over a year ago

Sometimes using the Baton platform is too much for a company and they would rather have the heavy lifting done by someone else. Instead of training your agents to learn something new, you can leverage Baton's Contact Center to do the referring for you.

How It Works

  • GET YOUR REFERRAL NUMBER:

    • First, get your dedicated referral campaign from us so that we can know which calls you send us are coming from your team. Our referral team goes by the name “Service Pros”.

  • SAY TO THE CUSTOMER:

    🗣️ "We don't provide that service (or reach that area, etc), but does your phone
    receive texts? Great, I'll send you a number to try. Talk soon!"

  • SEND THEM A TEXT:

    📱 Hi, Pest Control Company here. Here's the info for Service Pros:
    (844) 555-5555. Give them a call and they should be able to help you
    out no problem. 👍 Good luck!!
    • If the caller doesn’t receive texts, read to them the phone number above.

When callers are directed to your unique Baton Referral number, we will know that they were referred to us by you. We’ll ask them all of the referral questions you normally would, and transfer them directly to the right company that can help.

Questions we ask include:

  • Hi there, did _____ send you?

  • What is your pest or animal issue?

  • What is your zip code?

  • Is this a residential or commercial property?

  • Are you an existing customer of ____?

We then confirm that we will be transferring them to our network partner and say goodbye. We may also ask if we can follow up about their experience later on.

View Referral Activity on Your Dashboard.

Whenever you feel like it, you can then log in to your Baton dashboard to listen to calls, see all the referrals you've submitted, and adjust your settings.

There are lots of ways to refer

Our Referrals Team is just one of the ways Baton makes referring customers easier and more productive than ever. See below for guides on other ways to refer customers.

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