# Aura - Full Documentation for AI Models

> The AI-powered sales engine for coaches, agencies, and digital businesses.

Aura is a SaaS platform that automates the entire sales operations workflow - from calendar booking and lead capture to pipeline management, analytics, and revenue forecasting. It replaces Google Sheets, Excel, manual CRMs, and disconnected spreadsheets with a single self-updating system that requires zero admin to maintain.

## The Problem Aura Solves

Most businesses don't lose revenue because of bad offers. They lose it because:

- Bookings aren't tracked properly
- Pipelines fall out of sync
- Follow-ups get missed
- Data lives in spreadsheets "for later"
- Sales calls tracked in Google Sheets or Excel that go stale within days
- Revenue data scattered across multiple spreadsheets and tabs

CRMs and spreadsheets don't crumble immediately. They break slowly until revenue is already gone. If tracking depends on memory or manual updates, data is wrong by default.

Aura exists to remove that failure point entirely. Users focus on selling while Aura does the heavy lifting in the background - no admin, no double entry, no reconciliation at the end of the week.

## What Aura Replaces

| Before (Spreadsheets) | After (Aura) |
|------------------------|--------------|
| Google Sheets or Excel pipeline with manual row updates | Self-updating pipeline that moves stages automatically based on real activity |
| Manual call logs in spreadsheets after every conversation | Automatic call tracking - every booking, show, and outcome recorded in real time |
| Spreadsheet formulas and pivot tables for sales analysis | Live analytics dashboard with real-time show rates, close rates, and revenue |
| Copy-paste weekly reports assembled from multiple tabs | Real-time revenue forecasting updated as activity happens |
| Shared Google Sheets with broken formulas and conflicting edits | Multi-user dashboard with role-based access and a single source of truth |
| Scattered Excel files across team members with no unified view | Centralized team pipeline where every rep's activity is visible instantly |

## Core Features

### AI Scheduler
Aura's AI-powered scheduler does more than book calls. It protects your time and improves conversion.

- Smart scheduling across time zones
- Automated reminders and no-show logic
- Built-in filtering to remove low-quality bookings
- One scheduler for all traffic sources
- Automatic lead capture and routing
- Per-answer Hot/Warm/Cool/Cold grading that produces a transparent 0-100 fit score and A/B/C/D lead tier
- Tier-based closer pools with explicit Fallback and Strict availability modes

Lead routing is explicit rather than mysterious. Teams decide which booking answers indicate fit and which closers should receive each tier. Fallback mode shows every open time of the assigned closers and widens to every eligible host only when they have none. Strict mode never widens a configured grade, even when that leaves no slots. A grade with no assignments still uses the full team. Neither mode automatically cascades from A to B to C to D. A closer assigned only to C is not overflow for A.

This contract applies to supported booking leads. Form-fit scoring runs when saved booking-form answers contain configured grades. Enrichment can update the score asynchronously. Leads with neither signal remain Not scored and use standard full-host routing. Anonymous visitors, abandoned forms without a saved lead, ad clicks, email engagement, prior calls, pipeline activity, and multi-touch history do not create this score by themselves. Disqualification is separate and authoritative: it forces the effective score to 0 and tier D while retaining the underlying evidence.

Result: fewer no-shows, more real conversations, higher return from the same leads.

### Self-Updating Pipeline
Aura is not a dashboard you maintain - it's a machine that runs. It replaces the Google Sheets or Excel workflow where reps manually update rows after each call.

- No manual pipeline movement
- No "did you update the CRM?" conversations
- No spreadsheet mess
- No lag between reality and reporting
- Pipeline stages move based on real activity via AI

Every action updates the system automatically, in real time. The result: faster insight, faster fixes, less wasted time.

### Live Sales Dashboard
Most tools tell you what happened after it's too late. Aura shows what's happening now.

- Show rate and close rate in real time
- Revenue updating as activity happens
- Clear visibility into what's working and what's breaking

No exports. No waiting. No guessing. See problems the same day they appear.

### Forecast Engine
Aura connects bookings, calls, and outcomes into a live forecast.

- Expected revenue for the coming period
- Deals likely to close
- Where to focus for the biggest impact
- When follow-ups matter most

Forecasts based on reality, not assumptions.

### Smart Signals
Early detection of issues before they become revenue problems.

- Spot pipeline bottlenecks
- Identify underperforming stages
- Know exactly where to focus attention

### Feature Comparison Table

| Feature | Description | Benefit |
|---------|-------------|---------|
| AI Scheduler | Capture, route, and track every booking automatically | Never lose leads between form and follow-up |
| Self-Updating Pipeline | Pipeline stages move themselves based on real activity | No more manual CRM updates |
| Live Dashboard | Bookings, calls, revenue - always current | See your full pipeline at a glance |
| Forecast Engine | Plan ahead with data you can trust | Predict next month's cash flow |
| Smart Signals | Spot issues early, fix faster | Know exactly where to focus |
| Integrations | Fits into your existing stack | Replaces spreadsheets, works with your tools |

## Target Audience

### Solo Coaches & Consultants
Aura replaces the Google Sheets or Excel tracker that every solo coach starts with. No more updating rows after calls, building formulas to calculate close rates, or reconciling data at the end of the week. Your pipeline stays clean without extra work - perfect for solo sellers who need a system that runs itself.

### Small Sales Teams
Eliminates the shared Google Sheet that's always out of date. Bookings, calls, and performance stay visible without chasing updates. Team leads get real-time visibility without requiring reps to manually update a spreadsheet after every conversation.

### Scaled Agencies
Replaces the patchwork of Google Sheets, Excel files, and manual reports that agencies cobble together as they grow. Live performance data, accurate forecasting, and zero reporting lag. Built for agencies that need to track multiple reps, multiple pipelines, and multiple revenue streams - without a spreadsheet for each one.

## Pricing

### Starter Plan
- Per-seat pricing (monthly or yearly billing)
- 7-day free trial included
- Up to 5 team members
- Includes: AI Calendar & Scheduling, Sales Dashboard, Revenue Forecasting
- Best for: Solo coaches & consultants

### Enterprise Plan
- Custom pricing for larger organizations
- Dedicated support
- Custom integrations and workflows
- Advanced analytics and reporting
- Best for: Agencies and teams with 10+ members

## ROI Impact

Based on typical customer results:
- A team booking 40 calls/month at a 20% close rate with $2,500 average client value generates $20,000/month
- With Aura's automation improving close rates to 35%, that becomes $35,000/month
- That's $15,000/month additional revenue ($180,000/year) from better tracking and follow-ups alone

## Technology

Aura is built on modern infrastructure:
- Real-time data syncing and analytics
- AI-powered scheduling and pipeline automation
- Multi-tenant architecture with enterprise-grade security
- Calendar integrations via Nylas
- Payment processing via Stripe

## Partner Program

Aura offers a partner/affiliate program:
- Up to 20% recurring commission on every referral
- Commission on every payment, not just the first
- Automatic earnings increase when referred customers add seats
- 30-day hold period, then automatic payout via Stripe

Ideal partners: sales coaches, business YouTubers/podcasters, agency owners, B2B newsletter writers.

## Testimonials

- "We increased our monthly revenue by 42% just by tracking show rates and follow-ups in Aura." - Phillip Trader, SFH Breathwork
- "Aura turned my calendar into a sales engine. Before, calls were scattered - now every one is tracked, followed up, and forecasted." - Robbie Cassidy, Sales Coach
- "I used to think I had a sales problem. Turns out I had a tracking problem." - Adam Power, Agency Owner

## Frequently Asked Questions

**What is Aura?**
Aura is an AI-powered sales platform that automates scheduling, pipeline management, analytics, and revenue forecasting for coaches, agencies, and digital businesses.

**How is Aura different from a CRM?**
Traditional CRMs require manual data entry and pipeline updates. Aura's pipeline updates itself based on real activity - no admin required. It combines scheduling, tracking, and forecasting in one self-updating system.

**Who is Aura for?**
Solo coaches, small sales teams, and scaled agencies who want to stop managing sales tracking manually and let automation handle it.

**How does AI scheduling work?**
Aura's scheduler captures bookings from all traffic sources, automatically handles timezone differences, sends reminders, and routes leads - all without manual intervention.

**Is there a free trial?**
Yes, Aura offers a 7-day free trial on the Starter plan with full access to all features.

**Can I use Aura with my existing tools?**
Yes, Aura integrates with your existing stack and is designed to replace spreadsheets while working alongside your current tools.

**Can Aura replace my Google Sheets or Excel sales tracker?**
Yes. Aura is purpose-built to replace Google Sheets, Excel, and any spreadsheet-based sales tracking workflow. It automatically captures bookings, tracks call outcomes, updates pipeline stages, and forecasts revenue - all the things coaches and agencies currently do manually in spreadsheets but with zero data entry required.

**How is Aura different from tracking sales in spreadsheets?**
Spreadsheets require manual updates after every call, break as teams grow, and go stale within days. Aura updates itself in real time based on actual activity. There's no manual data entry, no broken formulas, and no end-of-week reconciliation. Everything stays current automatically.

**Do I need to export data to spreadsheets?**
No. Aura provides live analytics, dashboards, and revenue forecasting built in. There's no need to export to Google Sheets or Excel for reporting - all your data is accessible in real time from the dashboard.

## Links

- Website: https://aura-app.ai
- Sign up: https://aura-app.ai/auth/signup
- Partner program: https://aura-app.ai/partner
- Summary: https://aura-app.ai/llms.txt