Automation System · Starter
Lead Capture & Follow-Up System
The foundational growth system: a lead form on your site feeding a structured database, instant confirmation to the lead, alert to you, scheduled follow-up reminders, and a simple pipeline dashboard.
The problem it solves
Built for a specific pain
Inquiries arrive and evaporate — answered late, tracked nowhere, followed up never.
Designed for
- Local service businesses
- Contractors
- Coaches
- Real estate agents
Product brief
The operating model behind the interface
Aura products are not generic templates. Each one is configured around the client's stages, terminology, inputs, controls, and reporting expectations.
- 01
System class
Automation System · Starter
- 02
What feeds it
Form submissions · Ad and channel leads · Manual lead entry
- 03
What it produces
Structured lead records · Instant confirmations and alerts · Follow-up queue
- 04
Deployment and ownership
Live within days; runs on your site and your spreadsheet/CRM.
Form fields, statuses, and follow-up cadence set to your sales motion; upgrade path to AI qualification.
How it works
From input to insight
- TriggerForm submitted
- LogicValidation
- ActionAuto-response
- ActionFollow-up reminders
- ReportPipeline view
Inputs
- Form submissions
- Ad and channel leads
- Manual lead entry
Outputs
- Structured lead records
- Instant confirmations and alerts
- Follow-up queue
- Pipeline view
Key features
What's inside
- Branded lead form (site or landing page)
- Lead database with source and status
- Auto-confirmation email to the lead
- Owner notification on new inquiries
- Follow-up reminders with overdue flags
- Simple conversion dashboard
Integrations
Your website · Google Sheets / CRM · Email
Customization
Form fields, statuses, and follow-up cadence set to your sales motion; upgrade path to AI qualification.
Deployment
Live within days; runs on your site and your spreadsheet/CRM.
Support & optimization
Setup walkthrough included; extendable under any tier.
Related services
How we deliver and extend it
- Automation Engineering
Workflow automation built with real engineering discipline — n8n, Make, APIs, webhooks, scheduling, conditional logic, ETL, and RPA.
- Websites & Digital Experiences
Websites with business logic — lead forms, quote calculators, booking flows, and CRM connections — not brochures.
- Advanced Spreadsheets
Professional Excel and Google Sheets systems — CRMs, trackers, calculators, and dashboards with real logic, validation, and alerts.
Ready for a lead capture & follow-up system?
Tell us about your workflows in a consultation and we'll scope the configuration, timeline, and tier that fits.