OFFICIAL BATTALION BIZ ONBOARDING COMMAND

Welcome to Your Battalion Biz Account

Mission Readiness & Feature Activation Funnel

Congratulations on securing your new Battalion Biz platform. We’ve designed this step-by-step welcome path to guide you effortlessly through setting up your tools, launching your booking calendars, and automating customer communication — with clear video walk-throughs for every single feature.

~45 min Total Course

10 Video Briefings

Self-Paced & Tech-Friendly

Video Introduction02:30

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Battalion Account Briefing

Getting Started & Onboarding Roadmap

STRUCTURED STEP-BY-STEP TOPICS

Battalion Feature Activation Path

Click "Watch Video" on any module below for a guided screen-share tutorial. When you finish, click "Complete Task" to track your progress.

1. Welcome & Command Center Tour4 minsFundamentals

Navigate your new Battalion dashboard with ease and discover core features.

Pro Tip:Keep the mobile app downloaded for instant lead notifications while in the field.

2. Team Members & User Permissions5 minsFundamentals

Invite team members, assign tactical roles, and control permission levels.

Pro Tip:Assign calendar and lead routing directly during employee profile creation.

3. Reputation & Review Management6 minsFundamentals

Automate 5-star review requests and connect your Google Business Profile.

Pro Tip:Sending review requests within 1 hour of job completion raises response rates by over 40%.

4. Testimonials & Social Proof Showcase5 minsFundamentals

Display customer praise on funnels, websites, and sales follow-ups.

Pro Tip:Highlight verified military and local business endorsements to establish immediate community authority.

5. Calendars & Appointment Booking7 minsCommunication

Connect Google/Outlook calendars, set availability, and prevent double bookings.

Pro Tip:Turn on 'Look Busy' and minimum scheduling notice so leads don't book same-hour meetings unexpectedly.

6. Business Information & Branding5 minsFundamentals

Complete company details, timezones, legal disclosures, and brand logos.

Pro Tip:Accurate business info is required for A2P 10DLC mobile carrier compliance.

7. Emails & SMS Text Messaging8 minsCommunication

Set up your sending domain, purchase dedicated phone numbers, and verify A2P.

Pro Tip:Always test a 2-way text to your personal cell phone to confirm inbox notifications ring immediately.

8. Forms, Surveys & Web Lead Capture6 minsLead Capture & Automation

Build drag-and-drop lead intake forms, survey qualifiers, and web chat widgets.

Pro Tip:Keep initial inquiry forms to under 5 fields for maximum conversion rates, then use surveys for deeper qualification.

9. DNS & Custom Domain Connection7 minsGo Live

Point your website and funnel domain records (CNAME & A Records) with confidence.

Pro Tip:Cloudflare proxy should be set to 'DNS Only' (grey cloud) during initial verification.

10. Go Live & Launch Execution!5 minsGo Live

Complete your end-to-end test drive and begin taking automated leads.

Pro Tip:Schedule your onboarding strategy review call with your Battalion dedicated commander if you need a second pair of eyes.

ACCOUNT ACTIVATION IN PROGRESS

Complete All 10 Steps to Unlock Full Flight Readiness

You have finished 0 of 10 onboarding tasks. As soon as you mark off the remaining items, your official Battalion Biz Certificate of Readiness and Launch Activation will trigger.

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BATTALION MOBILE COMMAND

Take Your Command Center Everywhere

Never miss a lead while you're in the field. Install the official Battalion mobile app to get instant lead alerts, reply to texts on the go, and keep your pipeline moving — right from your phone.

Instant lead alerts
Two-way SMS on the go
Live pipeline updates

Download on Google Play

New Lead Alert

Just now

"Hi, I saw your site — can I book a consult this week?"

Hot LeadReply →

BATTALION SUPPORT & CONCIERGE

Need Guidance or a Second Set of Eyes?

You are never alone in the field. Battalion Biz provides complete tactical support to ensure your account is primed for high-converting lead capture, automated booking, and client retention. Tap a button below to book a session or send a quick request.

1-on-1 Strategy Review

Book a live 20-minute Zoom session with a dedicated Battalion onboarding commander.

Request Onboarding Help

Complete the form and a Battalion onboarding specialist will reach out within one business day.

Live Priority Chat

Get rapid answers directly from your Battalion portal dashboard 7 days a week.

Open Support Ticket

Mobile App Access

Respond to leads, 2-way text clients, and book appointments right from your smartphone.

Download the App