Flowchat SOP

Getting Started

SOP Growth Blueprint

VA Role & Daily Rhythm

Platform Limits & Safety

Client Walkthrough

Overview & Purpose

VA Readiness

Pre-Call Protocol

Compliance & Limits

Daily Walkthrough

Day 1 Overview & Strategy

Day 2 Lead Import & Logic

Day 3 Messaging & Nurturing

Day 4 Automation & Scaling

Growth System

Maturity Roadmap

Weekly Growth Audit

Playbooks

Script Playbook

Daily Operations Report

Quality & Compliance

VA Certification Checklist

Client Resources

Client Quick-Start Guide

Operations

30-Day Optimization Review

Best Practices & Skills

Flowchat SOP

Growth System

Weekly Growth AuditComplete this audit every Friday. It gives a full picture of pipeline health and identifies exactly where to focus next week.

VA Name

Week Ending

Phase Identifier — What stage are we in this week?

Stage 1 — Build

Stage 2 — Scale

Stage 3 — Invite

Stage 4 — Optimize

Stage 1 & 2 — Pipeline Health (Inputs)

New Leads Imported

Target: 100–500

Daily Connection Requests

Target: 10–20+

Acceptance Rate

Target: ≥ 30%

Reply Rate

Target: ≥ 10%

Stage 3 & 4 — Conversion Health (Outputs)

Initial Messages Sent (10+ daily target?)

Manual Replies (100% inbound handled?)

Booking Links Sent

Calls Booked (confirmed)

No-Show Rate

Quality Control Checklist

0 / 4 confirmed

Audience Integrity

Imported leads match the Ideal Client criteria defined in Stage 1.

Messaging Sequence

Sequence has been updated or rotated in the Builder this week.

The Double-Tap

VA is capturing email/phone numbers immediately after sending every booking link.

Follow-ups

Leads are receiving at least 5+ follow-up touches before archiving.

Bottleneck Identified

What is stopping progression? (e.g. Leads not accepting; ghosting after link sent)

Required Adjustment

What specific change will address the bottleneck? (e.g. Change Stage 06 opener; refresh FB group source)

Goal for Next Week

Next Week Focus — Choose one priority

Improve targeting

Improve opener message

Improve call invite script

Increase outreach volume

Reduce volume for account safety

Manager Note

If the VA is consistently hitting Stage 2 numbers but Stage 3 calls are not materializing, the issue is almost always messaging tone or lead quality — not volume. Use the Script Playbook to sharpen manual replies before increasing imports.