Flowchat SOP

VA Setup

VA OnboardingComplete every item in this checklist before the client session and before any automation is turned on.

1. Account Readiness

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Verify that all technical requirements are in place before running any walkthrough or campaign setup with the client.

FlowChat Access

Confirm login and that the account is active with no pending restrictions.

Facebook & Integrations

Check that Facebook is connected and syncing properly. Confirm any other linked platforms.

Booking Link

Test the booking link end-to-end. Confirm it loads and sends a confirmation.

CRM or Calendar Sync

Verify that booked calls appear in the correct calendar or CRM. No gaps in the handoff.

Walkthrough Training Video

Review the training video inside the FlowChat platform before any client session.

Manual Testing

Run a test conversation manually from start to finish before the client is present.

2. Strategy Clarification

Confirm the following details with the client before each session. Document everything. These inputs drive the entire campaign setup.

Target Niche

The specific market or industry the client serves.

Ideal Customer Profile (ICP)

Detailed description of the exact type of person to target.

Offer and Pricing

What is being sold and at what price point. This affects message tone.

Weekly Call Goal

How many discovery or sales calls per week the client wants.

Revenue Goal

Monthly or quarterly revenue target. Drives volume decisions.

Document Everything

After every strategy call, update a shared document with the confirmed ICP, offer details, and weekly targets. Never run a campaign based on unconfirmed assumptions.