Professional Services & Consulting
Qualify opportunities, book paid consultations, collect agreements, and prepare every first meeting with useful context.
Conversation experience
The customer conversion system for professional services
Guide prospects through fit, goals, budget, scheduling, payment, and onboarding without another email chain.
The usual way
One example inquiry
An hour of free advice for a client who never pays.
Waits overnight
Email back-and-forth
No questions asked up front
With Aura
Tap a step to see it
Two minutes. Qualified and a paid consult on your calendar.
Fit qualified
What would you like Daniel to help you work through?
One connected workflow can collect context, guide the decision, complete the next step, and keep your team informed.
Use voice-first screening to listen for 'fit' indicators,budget, timeline, and professional tone.
Eliminate 'free loaders' by requiring payment via Stripe before a calendar invite is ever sent.
Give busy executives the luxury of 'speaking' their requirements into your system instead of filling out long spreadsheets.
Send the right confirmation, reminder, or team alert while the request is still active.
Start with the customer moment that matters most, then add the other systems as your process grows.
Professional Services
ConversationTurn serious inquiries into paid consultation appointments.
Professional Services
One at a timePaid advisory and strategy calls
Professional Services
One at a timeContent agencies and freelancers
Use conditional paths to keep each professional services request relevant, then organize the response for the people handling it.
Show the right questions and next steps based on each answer.
Add booking, payment, files, or signatures where the workflow requires them.
Configure confirmations, reminders, and internal notifications from the same system.
Budget and fit surface up front, so you can say yes quickly or decline without a call.
Consultations are paid when booked, which filters for serious clients.
New clients finish onboarding right after they commit, while momentum is high.
Agreements are signed in the flow, not chased across email.
Follow-up references what the client told you, so it reads like attention and not a template.
Start small. Grow when it works.
Publish the first system free, then add more workflows, automation, and volume as your team grows.
Compare every plan and limitBuild and publish your first customer system.
$0/mo
Run the customer workflows your business uses every day.
$49/mo
Add more systems, automation, usage, and insight as you grow.
$99/mo
See how AuraForms fits the customer journey and operating process behind your professional services business.
AuraForms can guide high-value lead qualification, paid strategy session booking, executive client onboarding, then trigger the appropriate confirmation or team handoff.
Yes. Start from a blueprint or build your own workflow, then adapt the copy, questions, logic, brand, media, and next steps for your professional services business.
Yes. Add a configured scheduling step, Stripe payment, signature, file upload, or another completion step where it fits the customer journey.
Responses stay organized in AuraForms. You can also configure email, SMS, internal notifications, and supported integrations for the handoff your team needs.
Create a professional intake that qualifies fit and moves the right clients toward paid work.
