Client Resources

What Your VA Is Doing

Your Virtual Assistant manages your Facebook outreach pipeline end-to-end. Here is a breakdown of the four core activities happening on your account every day.

Lead Outreach

Sends personalised first messages to qualified prospects on your behalf, following your approved templates and tone.

Follow-Up Sequences

Systematically follows up with warm leads at set intervals — 48-hour check-ins, 7-day re-engagement — to keep conversations alive without being pushy.

Booking Coordination

Moves interested leads from conversation to booked call, confirming availability and sending calendar links.

Pipeline Management

Keeps your CRM accurate by updating lead stages, archiving dead leads, and ensuring no one falls through the cracks.

The Daily System

Your VA follows the same structured routine every working day to keep your pipeline moving consistently.

  1. 1

    Import new qualified leads into the CRM and assign them to the correct stage.

  2. 2

    Send warm, personalised outreach messages — spaced throughout the day, never blasted.

  3. 3

    Follow up with leads who haven't replied within 48 hours.

  4. 4

    Move leads through the pipeline as conversations progress.

  5. 5

    Archive stale leads (21+ days with no response) to keep the inbox clean.

  6. 6

    Confirm or reschedule any bookings and sync the calendar.

  7. 7

    Submit the Daily Operations Report at the end of each working day.

Account Protection

Keeping your Facebook account safe is the highest priority. Your VA follows strict protocols to minimise restriction risk.

✓

Daily message volume is capped to stay within safe platform limits.

✓

Messages are spaced throughout the day — not sent all at once.

✓

Templates are rotated regularly to avoid triggering spam detection.

✓

Any warning from Facebook (restrictions, slow-down notices) triggers an immediate pause and report.

If Your Account Gets Flagged

Occasional platform warnings can happen even with disciplined outreach. Here is exactly what happens when one occurs.

1

Your VA pauses outreach immediately

No messages are sent until the account status is reviewed.

2

You receive a same-day report

The VA documents what happened, when it happened, and any suspected cause.

3

Recovery plan is activated

The account enters a rest period. Outreach resumes at reduced volume only after the warning clears.

4

Root cause is addressed

Templates, volume settings, or timing are adjusted before full activity resumes.

How You Can Help

The best results come from a smooth partnership. A few simple habits on your end make a significant difference.

  • Keep your Facebook profile active and complete — a dormant profile increases flag risk.

  • Respond to your VA's daily report promptly so any blockers can be cleared quickly.

  • Let your VA know about any calendar changes at least 24 hours before a scheduled call.

  • Do not send bulk messages or automated DMs from the same account your VA manages.

  • If you receive an unusual notification from Facebook, screenshot it and share it with your VA right away.

Your VA submits a structured report at the end of every working day covering messages sent, leads moved, bookings confirmed, account health, and any blockers. If you ever have questions about the day's activity, that report is the best place to start.