3
Automatic actions
Active in this starting system
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Customer experience
Accounting Client Intake
Which service are you looking for?
First Name
Last Name
Standard · One at a time · VoiceExplore demo
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Accounting firms
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.
standard section-based layout; conditional sections; follow-up email automation
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
3
Automatic actions
Active in this starting system
2
Delivery channels
Email · Text message
3
Messages and internal actions
2 customer messages · 1 team alert
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.
First Name, Maple Ledger Group received your request
AuraForms automation
Delivered automaticallyto Email Address
Hi First Name, Olivia Grant received what you shared about Which service are you looking for? . Olivia will send the correct document checklist and consultatio...
Why this matters
The customer gets a consistent answer without someone writing and sending it manually.
Tell Us What Accounting Help You Need: First Name Last Name
AuraForms automation
Delivered automaticallyto olivia.grant@mapleledgergroup.example
First Name Last Name completed Tell Us What Accounting Help You Need. Choice: Which service are you looking for? Timing: When do you need help? Review...
Why this matters
The right person receives the submission context and can respond without checking the dashboard all day.
AuraForms
Automated customer follow-up
Why this matters
The next step reaches the customer on their phone while the request is still fresh.
The result
AuraForms watches, decides, sends, and remembers—so the business can respond consistently without adding another manual process.
What this helps you launch
Behind the customer experience
Ready to make this system yours?
Use the included system instructions as a starting point, or add the complete customer experience and workflow to your workspace above.
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Share your website or brand materials. An Aura-approved specialist will customize this blueprint for you, including:
We configure the setup around your preferences, using the features available on your Aura plan and the services you connect.
Approve temporary build access to continue.
Sign in or create a free account before checkout.
Your blueprint copy is free and unpublished until you choose to launch it. Aura setup is optional. Plan requirements and any subscription or usage fees apply when you run the system and are separate from the setup fee.
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.
Speed to lead decides who gets the business. Each response triggers a clear operational path in seconds, not hours. Preview the system to see how the customer experience and backend workflow connect.
Submission captured
Answers and contact details become one organized record.
Best path selected
Intent and answers determine the right next step.
Customer questions answered
Business knowledge helps customers understand the offer and next step.
SMS message queued
A concise text keeps the next step moving.