4
Automatic actions
3 active · 1 prepared for activation
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New leads
Also available in the Real Estate Client Growth System packageRespond while their interest is fresh. Understand their move and give buyers and sellers a direct path to a consultation.
This blueprint is your starting point. Keep the design and make a few changes, or customize the questions, content, and workflows for your business.
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.
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.
A combined buyer, seller and investment planning journey with requested follow-up and a prepared agent brief.
One connected customer journey
AuraFormsguidestheexperiencebeforesubmit,keepseveryanswerorganized,thencontinueswiththerightfollow-upaftersubmission.
Guides
Captures the answers and customer context
Adapts
Changes the path based on saved rules
Continues
Runs the configured follow-up after submit
4
Automatic actions
3 active · 1 prepared for activation
2
Delivery channels
Email · Workspace priority
4
Messages and internal actions
2 customer messages · 1 team alert · 1 workspace action
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.
Your next move, First Name
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Thank you for sharing your plans with me. You chose: What would you like to do? . #if What would you like to do? = "Buy" For your home searc...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
A planning check-in you requested
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, You asked me to check in about your plans to What would you like to do?. Have your priorities or timing changed since you shared them? Email me...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Lead brief: First Name — What would you like to do?
AuraForms automation
Delivered automaticallyto The configured team email
Requested next step What would you like to do?: What would you like to do? First Name: First Name Email Address: Email Address Phone Number: Phone Number...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
Why this matters
Important submissions are separated from routine responses so the team knows where to focus first.
The result
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
New leads
The lead chooses buying, selling, both, investing or exploring. Relevant questions build their plan without repeating contact details. They choose a consultation request, written overview, planning information or no follow-up.
The agent currently collects these details and sends the same routine messages manually. Messages and alert destinations must be configured.
Actual time saved depends on inquiry volume, configuration and your existing process. No fixed time or revenue result is promised.
Customer journey
The lead chooses buying, selling, both, investing or exploring. Relevant questions build their plan without repeating contact details. They choose a consultation request, written overview, planning information or no follow-up.
Start the conversation knowing their goals, property context, timing and requested next step.
Share the hosted or personalized system link.
Share the hosted or personalized system link.
Share the hosted or personalized system link.
Share the hosted or personalized system link.
Share the hosted or personalized system link.
Share the hosted or personalized system link.
Professional customization
Review the customer journey and let Aura configure the details, messages and next steps.
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.
Use the same lead link all year. Add known recipient details without rebuilding it.
Questions
Yes. Duplicate the property check-in and companion, replace the address, image, listing and brochure links, date, times and highlights, then test and publish. To stay within Launch’s five live forms, retire the previous property pair after its follow-up is complete before launching another. Existing submissions remain available.
Consultation booking uses your authorized Google Calendar or Cal.com event after verification and setup. Without that connection, it collects availability requests. Private showing requests still require coordination and confirmation of property access.
No. Email is the default. Property texts are optional, only for visitors who request them, and require SMS configuration and remaining quota or credits. There is no unlimited SMS promise.
Every rating has the same optional Google review link. Recovery signals remain visible to you. Clients can copy an introduction and share it themselves; they do not need to enter another person’s private contact information.