Open the session by framing what FlowChat is and what it is not. The client needs a clear mental model before any pipeline setup or automation is shown.
Opening Statement
“FlowChat is a structured messaging system that turns conversations into booked calls and closed deals.”
Simple
The system works through defined stages. No guesswork.
Repeatable
The same process runs for every lead, every time.
Scalable
More leads follow the same structure. Volume increases without chaos.
Walk the client through each step clearly before moving to the next. Do not rush.
Import Leads
Pull targeted contacts from Facebook groups and other sources. Quality of leads determines quality of conversations.
Start Conversations
Send personalized friend requests followed by a custom opening message once accepted.
Book Calls
Move the conversation through nurture stages. Ask qualifying questions. Invite qualified leads to a call.
Close Deals
The client handles the sales call. The VA ensures the pipeline stays full and well-managed.
Before ending Day 1, ask the client to explain the flow back to you in their own words. Do not proceed to Day 2 until the client can accurately describe all four steps and the purpose of the system.