Blueprint preview

Property Owner Management Consultation Concierge

A property owner with a growing portfolio inquires about full-service management with Harbourstone. This is a demo; payments, bookings, and messages are simulated.

About this demo

A property owner with a growing portfolio inquires about full-service management with Harbourstone. This is a demo; payments, bookings, and messages are simulated.

Experience

Guided layout

Theme

Cobalt Studio

Submissions stay private

Payments and automations are off

Bookings and messages are simulated

One connected customer journey

From first answer to next action.

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

Automatic actions

Active in this starting system

Delivery channels

Email · Workspace priority

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.

Follow the customer journey

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

AuraForms automation

Delivered automatically

to 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: The configured team email

Team notification emailEmail

Owner inquiry: Owner First Name Owner Last Name — Property Address

AuraForms automation

Delivered automatically

to The configured team email

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

AuraForms automation

Delivered automatically

to 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

AuraForms automation

Delivered automatically

to 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

AuraForms automation

Delivered automatically

to 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

AuraForms automation

Delivered automatically

to 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

AuraForms automation

Delivered automatically

to 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

AuraForms automation

Delivered automatically

to 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.

The system behind first contact

Every first contact keeps moving.

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.

Property Owner Management Consultation Concierge

Intake17Routing9PaymentBookingEmail Follow-upKnowledge Assistant

Customer-facing

First contact experience

Aura answers questions, gathers the right context, and guides the customer through the next step.

First contact complete

Backend workflow

Aura turns first contact into action

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.

Payment recorded

Payment status stays attached to the submission.

Customer questions answered

Business knowledge helps customers understand the offer and next step.

Follow-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.