Payment built in
Customer completes
Property Assessment Deposit
$99
The configured payment is collected before the customer leaves the flow.
Shown when the saved customer condition is met
OWNER CONSULTATION AUTOMATION
Also available in the Property Management Client & Resident Suite packageTurn an owner inquiry into a prepared management consultation.
Collect the property, portfolio, and pain-point context a property manager needs before recommending the right service and next step.
Intake24
Revenue moment built in
Turn intent into a booked, paid next step.
Thissystemdoesmorethancollectasubmission.Thecustomercanchooseatimeandcompletetherequiredpaymentwhiletheirintentisstillhigh.
Revenue is part of the workflow
The valuable next step happens before the customer leaves for another tab or another day.
The commercial path
Connected to the submission Booking built in
Customer reserves
Owner consultation: Owner First Name Owner Last Name
Google Calendar30-minute availability
Shown when the saved customer condition is met
One connected commercial journey
The business receives the submission, payment status, and appointment context together without matching records across separate tools.
Preview payments and bookings are simulated. Live use requires the owner’s Stripe and calendar connections.
System instructions
See how this system is structured
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.
aura-system-instructions.txt
Owner portfolio context, service routing, and an optional configurable paid on-site assessment path.
One connected customer journey
From first answer to next action.
AuraFormsguidestheexperiencebeforesubmit,keepspaymentandbookingconnectedtothecustomercontext,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Converts
Completes payment and secures the booking
Continues
Runs the configured follow-up after submit
9
Automatic actions
Active in this starting system
2
Delivery channels
Email · Workspace priority
9
Messages and internal actions
7 customer messages · 1 team alert · 1 workspace action
Nothing hidden behind “automation”
See your business automation, step by step.
This is the system's starting automation. After activation, adjust the triggers, timing, recipients, and message copy to fit how your business actually works.
01Customer email
Email the customer: Thanks, Owner First Name — Business Name received your request
- Trigger
- Personalized owner confirmation: When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Thanks, Owner First Name — Business Name received your request
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, Thank you for sharing details about Property Address. Property Manager Name is reviewing what you sent and will follow up based on you...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
02Team email
Alert the team: Owner inquiry: Owner First Name Owner Last Name — Property Address
- Trigger
- When Email Address is provided
- Timing
- Immediately after submission
- Destination
- Internal Alert Recipient
Team notification emailEmail
Owner inquiry: Owner First Name Owner Last Name — Property Address
A
AuraForms automation
Delivered automaticallyto Internal Alert Recipient
Owner First Name Owner Last Name · Mobile Number · Email Address Property: Property Address (Property Type) Properties: {{Number of Properties}...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
03Priority routing
Mark the submission as high priority
- Trigger
- Immediate-need alert: When Current management arrangement is Self-managed; or Portfolio-opportunity alert: When Number of Properties is greater than 1
- Timing
- As soon as the submission arrives
- Destination
- The submissions workspace
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
04Customer email
Email the customer: Your consultation request is confirmed
- Trigger
- Consultation confirmation: When What would you like next? is Book my consultation now
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Your consultation request is confirmed
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, Property Manager Name will confirm your requested time shortly.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
05Customer email
Email the customer: Reminder: your consultation with Property Manager Name
- Trigger
- Reminder on the day of the phone consultation: When Preferred consultation method is Phone call; or Reminder on the day of the video consultation: When Preferred consultation method is Video call
- Timing
- On Choose a consultation time
- Destination
- Email Address
Customer emailEmail
Reminder: your consultation with Property Manager Name
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, this is a reminder about your consultation with Property Manager Name today. Reply if anything has changed.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
06Customer email
Email the customer: Reminder: your on-site assessment today
- Trigger
- Reminder on the day of the on-site assessment: When Preferred consultation method is On-site property assessment
- Timing
- On Choose an on-site assessment time
- Destination
- Email Address
Customer emailEmail
Reminder: your on-site assessment today
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, this is a reminder that Property Manager Name is visiting Property Address today for your on-site assessment. Reply if anything has ch...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
07Customer email
Email the customer: Your on-site assessment at Property Address
- Trigger
- Paid-assessment confirmation: When Preferred consultation method is On-site property assessment
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Your on-site assessment at Property Address
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, your on-site assessment deposit has been recorded. Onsite Assessment Terms
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
08Customer email
Email the customer: Following up on Property Address
- Trigger
- Delayed follow-up when no booking occurs: When What would you like next? is Send me information first
- Timing
- 3 days after submission
- Destination
- Email Address
Customer emailEmail
Following up on Property Address
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, just checking in. Property Manager Name is happy to answer questions or schedule a consultation whenever it's useful.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
09Customer email
Email the customer: Information about Business Name
- Trigger
- Helpful research-stage response: When What would you like next? is Still researching, no booking yet
- Timing
- Immediately after submission
- Destination
- Email Address
Customer emailEmail
Information about Business Name
A
AuraForms automation
Delivered automaticallyto Email Address
Hi Owner First Name, here is an overview of how Business Name supports property owners. Reach out any time you're ready to talk.
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Watching for submissions
Reading every answer
Choosing the response
Writing the message
Remembering the follow-up
Watching for submissions
Reading every answer
Choosing the response
Writing the message
Remembering the follow-up
The result
The follow-up runs. Your team stays human.
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
Property owner inquiry, portfolio context, and management consultation preparation
An address alone is not a prepared owner conversation.
Owner inquiries often leave the property manager to uncover portfolio size, current management arrangement, and operational pain points before offering a useful recommendation.
Gathering portfolio and property facts manually
Uncovering current pain points across follow-ups
Coordinating phone, video, or on-site consultation logistics
Preparing the first consultation conversation
Estimated 20-35 minutes of discovery and consultation preparation replaced per owner inquiry.
The property manager normally gathers property and portfolio context manually. The first confirmation and consultation instructions are otherwise sent manually. Actual savings depend on portfolio complexity and inquiry readiness.
Illustrative estimate based on the manual steps this system can replace. Actual time saved depends on inquiry volume, configuration, and the property manager’s current process.
Customer journey
A polished experience for the customer, useful context for your team.
Property and portfolio context
The owner shares the property address, type, unit count, and occupancy status.
Current situation
The experience gathers current management arrangement, services needed, and operational problems.
Consultation preference
The owner chooses a phone call, video call, or on-site property assessment.
Prepared response
The owner receives a relevant confirmation and the property manager receives a structured opportunity brief.
Immediately after submission
What your team receives
- Property and portfolio size
- Occupancy status and current management arrangement
- Operational problems and desired start date
- Tenant/lease and maintenance context
- Preferred consultation method
Where to deploy it
Professional implementation
What the specialist configures
- Manager and business branding
- Portfolio and property questions
- Service-need and pain-point branches
- Consultation method and optional paid assessment path
- Customer email and manager brief
- Test submissions and publishing readiness
Questions
Before you launch
Turn the next owner inquiry into a prepared conversation.
Preview the owner journey, add it to your workspace, or have a specialist configure the questions, consultation paths, and alerts.