Lead follow-up with a human handoff
Baton Runner connects website leads, automated email and text follow-up, and an assigned human conversation. Build a sequence, pass the prospect to an advisor, and keep the communication history together.
From the form to the follow-up call
Bring leads from your website into a funnel. Email and SMS permission are recorded separately. A handoff step assigns a call task and holds the sequence while your team takes the next step.
Keep the history behind each conversation
Review the prospect's messages, consent evidence, and provider outcomes. Firms that enable managed protected archiving also receive protected record copies, retention controls, integrity checks, and archive exports.