If you’ve ever wondered how to turn a Facebook group into a predictable appointment engine, today’s newsletter breaks down the exact SOP we use to book appointments from Facebook.
Now, what you will read below is an example of how we structure our SOP but you can tweak that to come up with your version using Chat GPT
Feel free to swipe, tweak, or hit reply with questions.
📘 SOP – Facebook Group to Sales Call
Purpose: Use this SOP to convert qualified group members into booked sales calls through 3-step DM sequences.
🔍 Step 1: Targeting Filters
✅ Framework: Who you DO want to reach out to:
[insert type of agency] owners based in [insert geography]
Agencies in niches like [insert niche 1], [niche 2], [niche 3]
[insert growth stage: "startups looking to get first 10 clients", "agencies doing 10-50k/mo looking to scale"]
Profiles with [insert credibility marker: "real name", "profile photo", "activity in groups or posts"]
❌ Framework: Who you DO NOT want to reach out to:
[insert business types not relevant to the offer]
People who [insert disqualifier: "sell the same services", "target ecom brands", etc.]
Profiles with [insert low-credibility indicators: "no photo", "new account", "no recent activity"]
Individuals from [insert regions you want to exclude]
🧠 Step 2: Audience Pain Points & Desires
🎯 Framework: Insert common pain points your audience faces
[insert pain: "Inconsistent outbound leads"]
[insert pain: "Founder stuck doing outreach manually"]
[insert pain: "Low show-up or close rates"]
[insert pain: "No automation, follow-up, or proper systems"]
✅ Framework: Insert the desires they want fulfilled
[insert outcome: "10–15 qualified sales calls on autopilot"]
[insert system: "AI + cold email/LinkedIn system that scales"]
[insert goal: "More free time + higher ROI from outreach"]
🔑 Step 3: Messaging Funnel — 3-Touch DM Flow
✍️ DM 1 — Welcome + Qualifying
WHEN: Send when the member joins or if they’ve never been messaged before
GOAL: Warm connection + qualify with one simple question
Framework:
Hey {firstname}, welcome to the [insert group name] group!
This group is for [insert niche: "agency founders"] looking to [insert transformation: "book more qualified sales calls using AI + multi-channel outbound systems"] without [insert pain: "hiring setters" / "relying on referrals" / "doing manual outreach"].
Just curious — are you currently [insert context-based question: "doing outreach manually or using any automation yet?"]
✍️ DM 1 (Alternate) — For Old/Existing Members
WHEN: Use for members already in the group, but never messaged
GOAL: Same as above — qualify + open convo
Framework:
Hey {firstname}, noticed you’ve been part of the [insert group name] group for a while now.
This group is for [insert niche] looking to [insert transformation or end goal] without [insert pain].
I’m curious — are you currently [insert qualifying question]?
✍️ DM 2 — Value Giveaway
WHEN: Send 5 days after DM 1 if no response or cold response
GOAL: Deliver value (AI resource library, training, etc.) and reopen the loop
Framework:
Hey {firstname},
We’re giving a few [insert niche: "agency owners"] early access to our [insert value: "library of AI Outbound Guides / mini-course / SOP vault"] to help them [insert outcome: "build a predictable appointment-setting system using AI, cold email + LinkedIn"].
Want me to send it over?
✍️ DM 3 — Re-engagement + Audit/Call
WHEN: 2 days after DM 2
GOAL: Final touch — offer a free audit or invite for a walkthrough call
Framework:
Hey {firstname}, just circling back to see if you got a chance to check my last message.
Also, happy to share a [insert offer: "free audit of your outbound strategy"] or walk you through how we help [insert ICP: "agencies"] [insert result: "book 10–15+ qualified sales calls/month using AI + LinkedIn + cold email"].
Would you be open to that?
📌 Bonus DM — For Engaged Members (Commented or Liked Posts)
WHEN: Send when they interact with group content
GOAL: Start conversation while they’re warm
Framework:
Hey {firstname}, saw your comment on [insert post topic or keyword].
Quick Q — are you currently [insert qualifying question: "doing outreach manually or have something automated in place?"]
We help [insert ICP] build [insert transformation: "a scalable system using AI + outbound to book 10–15 calls/month"].
Want me to break down how this could work for you?
🛠 Step 4: Setup & Daily Execution Plan
Insert a daily action plan for your team:
Task | Owner | Notes |
|---|---|---|
Message 10–15 new group members | Setter/VA | Use DM 1 Script |
Track responses + next steps | CRM or Sheet | Use columns: Name, Status, DM1/2/3, Booked Y/N |
Follow up with DM 2 or DM 3 | Setter | Based on timing rules |
Flag high-potential replies | Team Lead | For personal follow-up or call booking |
📈 Step 5: Track & Optimize
Insert KPIs to measure outreach success:
Metric | Target | Notes |
|---|---|---|
DM 1 → Reply Rate | 30–40% | Personalization increases reply rate |
DM 2 → Engagement | 20%+ | Value drop = re-opens convo |
Calls Booked from DM Flow | 10–15 per week | Use calendar link |
Qualified Call % | 70%+ | Ensure proper targeting upfront |
Want the Full SOP?
I packaged the entire workflow—scripts, triggers, ClickUp checklist, and KPI tracker—into a single PDF.
Reply “SOP” and it’s yours.
Talk soon,