Flowchat SOP

Getting Started

The FlowChat VA SOP Growth BlueprintA complete operating system for Virtual Assistants managing FlowChat for clients. Six modules covering every stage from setup to scale.

The Six Modules

Strategic RoadmapFlowChat Client Walkthrough & VA Management Guide

Operational SystemThe 30-60-90 Daily Schedule & Weekly Audits

The PlaybookMessaging Scripts, Rebuttals, and Pivot Language

Reporting HubDaily Operations Report Template

Quality ControlVA Readiness & Certification Checklist

Client RelationsQuick-Start Guide & Crisis Protocols

PurposeThis SOP guides Virtual Assistants to do three things correctly and consistently:

1Explain and demonstrate FlowChat to clients with confidence.

2Implement and manage FlowChat for a business as a daily operator.

3Maintain, optimize, and scale the system responsibly over time.

Core Objective

Structured lead generation, efficient conversations, and predictable booked calls — every week, at scale.

Daily Walkthrough At a GlanceThe client walkthrough spans four days. Each day has a specific objective. Click any day to read the full guide.

Day 1

FlowChat Overview & Strategy AlignmentAlign the client with the 4-step system. Confirm understanding before any technical setup begins.

Day 2

Lead Import & Conversation LogicIdentify target groups, set up qualification filters, and configure the friend request and first message flow.

Day 3

Manual Messaging & NurturingHandle replies manually, run the ghosting protocol, and use the double-tap booking method.

Day 4

Automation, Scaling & Revenue LogicConfigure pipeline triggers, scale with fresh lead sources, and connect outreach volume to weekly call targets.