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Agency Project Qualification System
Prospects share budget, urgency, scope and who decides. You respond to the right projects and politely pass on the rest.
They sign the agreement before they leave.
They pick a real time from your calendar.
They can add a photo or file, so you see what they mean.
It works in every experience: one page, one question at a time, or a conversation they talk through.
Our setup guarantee
Your system, branded for your business and ready for your review. If we miss the 48-hour deadline, you can claim a full refund of your setup fee.
100%
setup fee back
48-hour setup promise
The 48-hour clock starts after payment when you share your website or brand materials and grant build access. These are elapsed hours, including weekends. The promise is a setup ready for review; publishing follows your approval. We guide you through any account connections needed for live delivery. Request the setup-fee refund through Contact Support if we miss the deadline. Your AuraForms subscription and usage charges are separate.
Thissystemdoesmorethancollectarequest.Thecustomercanchooseanavailableappointmentwithoutleavingtheintakeorwaitingforschedulingback-and-forth.
Scheduling is part of the workflow
The customer can reserve the next step while their request and business context are still connected.
The commercial path
Connected to the submissionCustomer reserves
The request and scheduled time stay connected
The business receives the customer’s context with the appointment, so the team can prepare before the conversation begins.
Preview bookings are simulated. Live scheduling requires the owner’s calendar connection.
System instructions
These instructions capture the intended customer experience, business context, and next-step workflow. Copy and adapt them, or add the complete system to your workspace above.
Qualify budget urgency scope and decision readiness. This ready-to-customize system captures the information, commitment, and next action needed to keep the business moving.
One connected customer journey
AuraFormsguidestheexperiencebeforesubmit,keepsbookingconnectedtothecustomercontext,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Books
Secures the appointment while intent is high
Continues
Runs the configured follow-up after submit
7
configured tasks
Across email and text message
Booking
available on the matching path
Seconds
reply timing when conditions match
Nothing hidden behind “automation”
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
First Name, Signal House Studio received your request
Sample Marketing Agencies Business
Sample emailto Email Address
Hi First Name, Avery Chen received what you shared about What do you need built? . Avery will review fit, readiness, and the most useful first conversation.
Speed to lead
The client hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
See Whether Signal House Fits Your Project: First Name Last Name
Sample Marketing Agencies Business
Sample emailto avery.chen@signalhousestudio.example
First Name Last Name completed See Whether Signal House Fits Your Project. Choice: What do you need built? Timing: When should work begin? Review their...
Right person, full context
Whoever handles it gets every detail before they pick up the phone.
Replaces: Forwarding details to the right person
Sample Marketing Agencies Business
Automated customer follow-up
Speed to lead
The next step lands on their phone while the request is still fresh.
Replaces: Calling back to confirm next steps
The result
It watches, decides, sends, and remembers, so the business responds consistently without adding another manual process.
What this helps you launch
Behind the customer experience
Ready to make this system yours?
Use the included system instructions as a starting point, or add the complete customer experience and workflow to your workspace above.
This blueprint is your starting point. Keep the design and make a few changes, or customize the questions, content, and workflows for your business.
Checking whether your Aura plan changes today's total…
Share your website or brand materials. An Aura-approved specialist will customize this blueprint for you, including:
We configure the setup around your preferences, using the features available on your Aura plan and the services you connect.
Approve temporary build access to continue.
Sign in or create a free account before checkout.
Your blueprint copy is free and unpublished until you choose to launch it. Aura setup is optional. Plan requirements and any subscription or usage fees apply when you run the system and are separate from the setup fee.
Walk through the finished setup with your specialist. Check your branding, messages and next steps before you approve publishing.
Have a question once you’re using your setup? Open Contact Support in your workspace. Send the details to our team and get a reply by email.
Speed to lead decides who gets the business. Each response triggers a clear operational path in seconds, not hours. Preview the system to see how the customer experience and backend workflow connect.
Submission captured
Answers and contact details become one organized record.
Best path selected
Intent and answers determine the right next step.
Booking step completed
The appointment request and customer context stay connected.
Follow-up email queued
The customer receives the right message at the right time.