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
Lead Imports
Quality & Compliance
VA Certification Checklist
Client Resources
Client Quick-Start Guide
Operations
30-Day Optimization Review
Best Practices & Skills
Flowchat SOP
Playbooks
Lead Imports
A specialized form to track and export lead acquisition status. Input lead details, manage group connectivity, and download reports for your records.
General Lead Information
Enter the primary details for the lead import
Lead Full Name
Overall Joined Status
Joined
Not Joined
Groups Tracking
Manage the list of groups this lead has interacted with
Facebook Community
LinkedIn Professional Group
Export Data
Download the current lead information in your preferred format
Download PDF
Standard Report Format
Download Excel
spreadsheet / CSV Data