12
configured tasks
Across email and workspace priority
Blueprint preview
A property owner with a growing portfolio inquires about full-service management with Harbourstone. This is a demo; payments, bookings, and messages are simulated.
Save an editable copy for $0 and change the design, questions and workflows yourself. Or let our team customize it for you.
Done for you is US$99 one-time for this system, plus a paid AuraForms plan (Launch starts at $49/month), billed separately. Our team changes this system’s flow, supported features and automations for you. We confirm the scope before you pay, and sending a request is free.
One connected customer journey
AuraFormsguidestheexperiencebeforesubmit,keepspaymentconnectedtothecustomercontext,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Converts
Completes the configured payment or deposit
Continues
Runs the configured follow-up after submit
12
configured tasks
Across email and workspace priority
Upfront
payment available in the flow
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.
Thanks, Owner First Name — Business Name received your request
Harbourstone Property Management
Sample emailto 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...
Speed to lead
The client hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
Owner inquiry: Owner First Name Owner Last Name — Property Address
Harbourstone Property Management
Sample emailto The configured team email
Owner First Name Owner Last Name · Mobile Number · Email Address Property: Property Address (Property Type) Properties: Number of Properties...
Right person, full context
Whoever handles it gets every detail before they pick up the phone.
Replaces: Forwarding details to the right person
Best leads first
High-intent requests rise to the top of your list.
Replaces: Sorting the hot leads from the rest
Your consultation request is confirmed
Harbourstone Property Management
Sample emailto Email Address
Hi Owner First Name, Property Manager Name will confirm your requested time shortly.
Speed to lead
The client hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
Reminder: your consultation with Property Manager Name
Harbourstone Property Management
Sample emailto Email Address
Hi Owner First Name, this is a reminder about your consultation with Property Manager Name today. Reply if anything has changed.
Fewer no-shows
A timely reminder keeps the appointment on their mind.
Replaces: Reminder calls before appointments
Reminder: your on-site assessment today
Harbourstone Property Management
Sample emailto 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...
Fewer no-shows
A timely reminder keeps the appointment on their mind.
Replaces: Reminder calls before appointments
Your on-site assessment at Property Address
Harbourstone Property Management
Sample emailto Email Address
Hi Owner First Name, your on-site assessment deposit has been recorded. Onsite Assessment Terms
Speed to lead
The client hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
Following up on Property Address
Harbourstone Property Management
Sample emailto 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.
No lead goes cold
Follow-up goes out on schedule, even on your busiest week.
Replaces: Remembering to follow up
Information about Business Name
Harbourstone Property Management
Sample emailto 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.
Speed to lead
The client hears back in seconds, while they are still deciding.
Replaces: Writing the first reply to every enquiry
The result
It watches, decides, sends, and remembers, so the business responds consistently without adding another manual process.
The system behind first contact
Aura doesn't stop when the conversation ends. It organizes what the customer shared, routes the request, completes the next step, and keeps follow-up moving, so your team can act with context.
The customer gets answers, shares the right context, and is guided to the next step.
1Submission captured
Answers and contact details become one organized record.
2Best path selected
Intent and answers determine the right next step.
3Booking step completed
The appointment request and customer context stay connected.
4Payment recorded
Payment status stays attached to the submission.
5Customer questions answered
Business knowledge helps customers understand the offer and next step.
6Follow-up email queued
The customer receives the right message at the right time.
Make this blueprint your own: keep what works, change any step, or add more in your workspace. Live messages, bookings, payments, and integrations remain disabled in this public demo.