Flowchat SOP

VA Certification ChecklistInternal use only. Complete all three phases to achieve VA certification. Phase 2 (Safety) requires 100% completion. Phase 3 (Communication) requires 80%.

Candidate Name

Trainer / Supervisor

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Not Yet Certified

Safety: 0/4 (need 100%) · Communication: 0/5 (need 4/5 — 80%)

Phase 1Technical

0 / 5 (0%)

Import 50 leads using a keyword filter

Move a lead correctly through Stages 01–10

Edit and rotate message templates in the Builder

Confirm booking link is active and working end-to-end

Archive leads that have been inactive for 21+ days

Phase 2Safety100% Required

0 / 4 (0%)

Recite the safe daily limits for warm and cold accounts from memory

Identify and correctly respond to a Facebook 'Please slow down' warning

Explain why template rotation matters for account health

Demonstrate correct manual message spacing (not bulk-sending)

Phase 3Communication80% Required

0 / 5 (0%)

Convert a 'How much does it cost?' message into a booking

Execute the full Ghosting Protocol correctly (48h bump → 7-day break-up → archive)

Perform the Double-Tap booking method correctly

Rewrite a robotic message into a natural, human-sounding response

Handle a 'Is this a bot?' reply correctly

Graduation Requirements

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Phase 2 — Safety

100% completion required. No exceptions. A VA who does not know the safety rules is a liability to the account.

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Phase 3 — Communication

80% completion required (4 of 5 items). Covers the core conversion skills needed for daily operation.

Internal Use Only

This checklist is for the operations or training team to verify readiness before a VA begins managing a live client account. Do not share this page directly with the client.