High-Value Lead Qualification
Use voice-first screening to listen for 'fit' indicators,budget, timeline, and professional tone.
Professional Services & Consulting
Turn 'Pick Your Brain' Into Paid Consultations.
Qualify opportunities, book paid consultations, collect agreements, and prepare every first meeting with useful context.
Protect expert time without slowing good clients down.
One connected workflow can collect context, guide the decision, complete the next step, and keep your team informed.
Paid Strategy Session Booking
Eliminate 'free loaders' by requiring payment via Stripe before a calendar invite is ever sent.
Executive Client Onboarding
Give busy executives the luxury of 'speaking' their requirements into your system instead of filling out long spreadsheets.
Follow up automatically
Send the right confirmation, reminder, or team alert while the request is still active.
A polished first step for serious clients.
Guide prospects through fit, goals, budget, scheduling, payment, and onboarding without another email chain.
Lead qualification
Paid consultation booking
Client onboarding
Agreements and signatures
Client workflows for high-value service work.
Start with the customer moment that matters most, then add the other systems as your process grows.
Professional Services
Paid Advisory Checkout
Paid advisory and strategy calls
Consultation + Payment
- Customer starts the conversation
- 9 guided questions
- Appointment booked
- Payment collected
- Workflow completed
Professional Services
Retainer Invoice Approval
Recurring client billing
Invoice + Payment
- Customer starts the conversation
- 6 guided questions
- Appointment booked
- Payment collected
- Workflow completed
Professional Services
Content Retainer Intake
Content agencies and freelancers
Service Intake + Payment
- Customer starts the conversation
- 10 guided questions
- Appointment booked
- Payment collected
- Workflow completed
Professional Services
Strategy Session Funnel
Consulting lead generation
Lead + Booking
- Customer starts the conversation
- 9 guided questions
- Appointment booked
- Follow-up sent automatically
- Workflow completed
The customer sees one clear journey. Your team gets the complete handoff.
Use conditional paths to keep each professional services request relevant, then organize the response for the people handling it.
Route with context
Show the right questions and next steps based on each answer.
Complete the transaction
Add booking, payment, files, or signatures where the workflow requires them.
Keep the team moving
Configure confirmations, reminders, and internal notifications from the same system.
Lead qualification
Customize the questions, logic, brand, and handoff for the way your organization works.
Paid consultation booking
Customize the questions, logic, brand, and handoff for the way your organization works.
Client onboarding
Customize the questions, logic, brand, and handoff for the way your organization works.
Agreements and signatures
Customize the questions, logic, brand, and handoff for the way your organization works.
Personalized follow-up
Customize the questions, logic, brand, and handoff for the way your organization works.
Start small. Grow when it works.
Plans for growing professional services workflows.
Publish the first system free, then add more workflows, automation, and volume as your team grows.
Compare every plan and limitFree
Build and publish your first customer system.
$0/mo
Launch
Run the customer workflows your business uses every day.
$49/mo
Automate
Most capableAdd more systems, automation, usage, and insight as you grow.
$99/mo
Questions before you build?
See how Aura Forms fits the customer journey and operating process behind your professional services business.
What can Aura Forms handle for professional services?
Aura Forms can guide high-value lead qualification, paid strategy session booking, executive client onboarding, then trigger the appropriate confirmation or team handoff.
Can we customize the questions and customer experience?
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.
Can the workflow include booking or payment?
Yes. Add a configured scheduling step, Stripe payment, signature, file upload, or another completion step where it fits the customer journey.
How does our team receive the information?
Responses stay organized in Aura Forms. You can also configure email, SMS, internal notifications, and supported integrations for the handoff your team needs.
Turn expertise into a clear client journey.
Create a professional intake that qualifies fit and moves the right clients toward paid work.