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Sales Rep Quick Reference Guide
Sales Rep Quick Reference Guide

Maximize each month using Statflo with this quick reference guide. Complete three outreach attempts to increase conversion.

Updated over 3 months ago

Welcome to Statflo

Make sure to watch our product training video for a smooth start.

Why Statflo?

95% of business texts are read within 3 minutes.

Statflo helps you connect with your customers effectively, build stronger relationships, and drive more in-store visits.

How do I log in?

  1. Visit app.statflo.com

  2. Tap Forgot Password?

  3. Type in your work email address and click RESET PASSWORD

  4. You will receive a Password Reset email

TIP: Log into Statflo 3X each shift (at the beginning, middle, and end) for 10 minutes minimum.

Summary

Become the best salesperson you can be.

  1. Reach out

    Send your 1st Attempts to 100% of your Smart List contacts.

  2. Respond

    If contacts reply, respond as soon as possible — at most 24 hours.

  3. Follow up

    If contacts don't reply, send your 2nd and 3rd Attempts.
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PHASE 1 - INITIATE

1st to the 10th of the month

GOAL: Reach out to 100% of your contacts in your Smart Lists

STEP 1: Find accounts to contact

  • Click on Conversations on the navigation bar on the left side of the screen
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  • Click on the Smart Lists tab, then click the Filters icon. Using the Filter by Smart List filter, select your Smart List. Work on one Smart List at a time, starting with your most time-sensitive ones (e.g. renewals, promotions, etc)

  • Using the Filter by Next Action filter, select 1st Attempt to get the list of accounts who have not yet been contacted — this is your first outreach attempt. Hit Apply

TIP: Using the Store filter, if you work out of multiple locations, view customers who purchased at a specific store.



STEP 2: Send your 1st Attempts

  • Click on the account at the top and start the conversation with a Chat Starter
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  • Use Chat Starters that best relate to your Smart List and pick one you like best

  • Fill out the mandatory fields and hit Send!
    (Note: Once you send a Chat Starter, you will not be able to contact the customer for 5 days or until they reply. Also, you can only send texts from 8am to 9pm in your time zone)

TIP: If you have Bulk Messaging enabled, instead of Steps 1 and 2, complete your 1st Attempts by sending a bulk message. Learn how to send a bulk message here.



STEP 3: Reply promptly

  • Aim to respond within 24 hours to maintain engagement — or within one hour if you’re up for the challenge! 🏆

PHASE 2 - FOLLOW UP

11th to the 20th of the month

GOAL: Engage any ongoing conversations and re-engage with customers who haven’t replied
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STEP 1: Follow up with customers who sent the last text in an ongoing conversation

  • Find these customers by clicking the Filter icon, and using the Filter by Status filter, select SMS In Progress
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  • Think of SMS In Progress as your “active conversation alert” — never leave a customer hanging!
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  • For interested customers, ask about their experience. For those less engaged, spark interest by discussing specific features before gently transitioning into discussing relevant offers
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STEP 2: Follow up with customers to whom you sent the last text in an ongoing conversation

  • Find these customers by clicking the Filter icon, and using the Filter by Status filter, select No SMS Reply
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  • Think of No SMS Reply as there’s no reply from them at the moment — gently nudging them might reignite the conversation!
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  • Let the customer know that you’re following up on the text you sent them earlier

STEP 3: Send your 2nd Attempts to customers who didn't reply

  • Find these customers by clicking on the Filter icon, and using the
    ​Filter by Next Action filter, select 2nd Attempt — this is your second outreach attempt for this group of customers who haven’t responded during this campaign

  • Send a follow-up message to rekindle interest

TIP: The best follow-up strategy is to switch mediums. We have found that the conversion rate is the highest when you start with a text (Chat Starter) before giving them a call. If they don’t pick up, send them another text. If the customer has previously indicated a preferred communication channel, honor that choice to accommodate their preference.

PHASE 3 - CLOSE THE LOOP

21st to the end of the month

GOAL: Complete your lists, finish following up, and get ready for a new month!
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STEP 1: Continue active conversations

  • Use insights from previous messages to keep the conversation relevant and engaging

TIP: Refer to our Quality Conversations: Texting Guide for example responses.



STEP 2: Send your 3rd Attempts to customers who didn't reply

  • Find these customers by clicking on the Filter icon, and using the Filter by Next Action filter, select 3rd Attempt — this is your third outreach attempt for this group of customers who still haven’t responded during this campaign

  • Send another follow-up message — this one might just do the trick!



STEP 3: Drive to action

  • Ensure each conversation ends with a clear next step — such as a scheduled call or an in-store appointment. Remember to share your availability (days/times) so your customer can see you!
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  • If the customer starts asking about an offer, steer the conversation to book an in-store appointment as it’s easier to sell in person
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  • After the next step is established, in a customer’s conversation, click Log an Activity

    • Using the Interaction filter, select SMS/Call

    • Using the Outcome filter, select Sale in Progress

    • Using the Explain filter, select Scheduled a Call/Meeting
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How to Add a Lead Manually

  1. Click on Smart Lists
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  2. Click on the Leads tab and click the + Add a New Lead button

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  3. Read the pop-up and ask the new lead:


    ​“Do you agree to be contacted about promotions and updates from our company? You can withdraw your consent to receive electronic messages from us at anytime.”
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    Click the Yes button
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  4. Add the new lead’s information
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  5. Click the Add button

Guidelines for DNC (Do Not Contact)

GOAL: Ensure that you mark customers as DNC when requested.
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Mark DNC

Manually:

  1. In a customer’s conversation, click Log an Activity on the upper right side of the screen

  2. Using the Interaction filter, select SMS/Call

  3. Using the Outcome filter, select Requested DNC

Automatically:

  • When a customer replies via text with UNSUBSCRIBE, STOP, STOPALL, CANCEL, END, or QUIT

Do NOT set DNC if...

  • There has been no prior contact with the customer

  • The customer has not responded to the Chat Starter

  • The customer is simply not interested in continuing the conversation. In this case:

    • In a customer’s conversation, click Log an Activity

    • Using the Interaction filter, select SMS/Call

    • Using the Outcome filter, select Not Interested

Related Articles
How do I use Smart Lists?
How do I log an activity?
Log an Activity
Cheat Sheet
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