Flowchat SOP

Introduction

FlowChat Client Walkthrough & VA Management GuideClient Walkthrough & VA Management Guide. This document covers everything the VA needs to set up FlowChat correctly, run daily operations, manage conversations, maintain account health, and optimize performance monthly.

Purpose

This SOP ensures that the VA can execute every phase of the FlowChat system with clarity and consistency. The goal is to generate qualified conversations and booked calls in a structured, scalable way.

Set up FlowChat correctly
Run daily lead generation operations
Manage conversations properly
Maintain account health
Optimize performance monthly

VA Role

The VA is not just sending messages. The VA is managing a full lead pipeline.

System SetupConfigure FlowChat, integrations, and pipelines correctly before any outreach begins.

Daily Automation MonitoringReview automation queues, check for blocks, and ensure the system is running cleanly.

Manual Messaging & NurturingHandle all replies personally to build rapport and move leads toward a booked call.

Performance TrackingLog acceptance rates, reply rates, and booking rates. Identify drop-off points weekly.

Platform ComplianceOperate within social media rules. Protect the account from restrictions or bans.

The 4-Step System

FlowChat is a structured messaging system that turns conversations into booked calls and closed deals.

Import Leads

Pull targeted prospects from Facebook groups and other sources.

Start Conversations

Send personalized friend requests and opening messages.

Book Calls

Qualify the lead through staged nurture questions and invite them to a call.

Close Deals

The client handles the sales call. VA ensures pipeline is full.

Core Principle

This system is not spam. Every interaction is human-like, personalized outreach. Fully implementable within 30 days when followed consistently.

SOP Ownership

Owner: Operations / Training Team

Review Frequency: Quarterly, or when FlowChat updates occur