What would you do if
That's not a dream.
It’s what happens when your systems, strategy, and follow-up finally work together.
Scale your business, without the chaos.
We build the system, strategy, and follow-up engine your business has been missing-- so you can finally grow with clarity.
What you get with Persona Socials
Stop juggling 25 different tools. We build and manage one streamlined system for your entire business — customized to you.
SmartSites: Websites that Grow Your Business
Your website should do more than sit there. We build a site that brings in customers, collects leads, and makes your business look legit.
Send Payments & Invoices
Send invoices in a few clicks and let customers pay online. See what’s been paid or missed at a glance.
Book Appointments & Stay Organized
Make it effortless for people to book you anytime. Your calendar updates itself, sends reminders, and keeps your day organized.
Send SMS & Email Marketing
Stay in front of your customers automatically. We set up simple text and email follow-ups that help you get more replies and more reviews.
Manage Pipelines & Deals (CRM)
Keep track of every lead without the chaos. You’ll always know who reached out, who needs a follow-up, and who’s ready to buy.
Build Courses & Communities
Want to teach online or build a membership? We’ll set up the course area for your business — and you’ll be able to check out our own premium trainings if you ever want to go even deeper.
Launch E-commerce Stores
Need to sell products or digital offers? We build a simple online store that lets people browse, buy, and check out without friction.
Build a Database with Forms & Surveys
We create clean, easy forms for new clients/customers, sign-ups, quotes, and more. Everything goes straight into your system so nothing gets lost. Ever.
Your Entire Business In Your Pocket
Respond faster, stay organized, and keep your business running smoothly with real-time notifications and a single mobile inbox.
Social Media Made Simple (For Real This Time)
Connect your socials, schedule your content, reply from one inbox. Social media has never been easier.
Get paid without any headaches in just a few clicks.
Need a secure way to request and receive payments? Send quick invoices to customers via text or email. We integrate with Stripe, Square, PayPal, and more! Which means secure payments straight to your bank account.
See Your Entire Business at a Glance
Your business performance in one clean, simple dashboard — updated in real time.
Book Appointments & Start Conversations Instantly
Add a booking calendar and chat widget to your website so visitors can schedule with you or text you instantly. No waiting. No friction. More conversations, more appointments.
All your communication
in one place
Tired of juggling different platforms to talk with clients?
Reply to your Facebook messages, Instagram DMs, SMS, WhatsApp conversations, and Emails from one integrated inbox. Never let a prospect slip through the cracks again.
Your business, on autopilot.
We set up automated systems that book appointments, handle follow-ups, request reviews, and keep customers engaged — all without you touching a thing.
Connects with the tools you're already using
It's Time To Actually Grow.
Choose the plan that matches where your business is headed.
Elevate
$297 /mo
$499 Setup Fee
Perfect for small businesses ready to organize, simplify, and finally stop missing opportunities.
Included:
Unified Inbox
Social Planner Access
Custom Lead Capture Form
Google Business Profile Optimization
Custom Business Phone Number for Marketing SMS
Missed-Call Text-Back
Basic Automation Setup
– New lead notifications
– Basic follow-up messages
– Simple lead routing1× Monthly Strategy Check-In (1 Hour)
Review Request Automation & Social Sharing
Custom Dashboard
Custom Pipeline for tracking Customer Journey
Custom SMS Chat Widget on Website
Reactivation Campaign for past customers
Email Support
Accept Payments and Send Invoices
Momentum
$497 /mo
$799 Setup Fee
For businesses that want automation, booking systems, and consistent follow-up that works for them 24/7.
Included:
Everything in Elevate, plus:
Smart Booking Calendar
- Custom services
- Custom availability
- Confirmation & reminder automation
Reputation Management System
Up to 3 Custom Dashboard's
Lead Source Tracking Setup
Priority Support
Set Up Subscriptions for your Services
Need a website or AI system instead?
We also build custom websites and AI-powered systems for businesses that want something more advanced than our packaged plans.
Custom Websites — Starting at $699
Clean, modern, and built to convert.
We design your site around your goals — pages, funnels, booking, integrations, forms, and everything in between.
Final pricing is based on the scope of your project.
AI Smart Systems
We plug AI directly into your day-to-day — website chat, missed calls, lead follow-up, FAQs, scheduling, and internal tasks — so the busywork happens in the background while you focus on revenue, customers, and growth.
Pricing depends entirely on the scope of automation and integrations.
FAQ
What exactly does Persona Socials do for my business?
We build and run the system most small businesses never have time to set up. That means: a high-converting website, a CRM that tracks every lead, automated follow-up, a unified inbox for calls/texts/social, and simple dashboards so you always know what’s working. You focus on running the business—we make sure opportunities don’t slip through the cracks.
What’s the difference between your Elevate and Momentum packages?
Elevate – Gives you the full Persona Socials system, core automations, and support so your business stops leaking leads.
Momentum – Includes everything in Elevate plus more aggressive automations, content or campaign support, and deeper strategy so you can grow faster, not just stay organized and grow.
On your call, we’ll look at your goals and current setup, then recommend whichever is honestly the better fit for you.
Can I still use my current tools (email, phone number, calendar, etc.)
In most cases, yes. We integrate with what you already use when it makes sense (Google Workspace, Outlook, existing numbers, etc.), or we help you transition into a cleaner, more unified setup. The goal isn’t to blow up everything you have—it’s to make it all finally work together.
Do you just give me software, or do you actually set everything up?
We do it with you and for you.
You’re not buying “another platform” you have to figure out. We configure your account, build your core automations, plug in your branding, create your forms & calendars, and test everything. You end up with a working system—not a login and a confusing to-do list.
What do you need from me to get started?
A quick onboarding call, a simple intake form, and a few assets (logo, brand colors, links to current pages, and any existing forms or scripts you use). From there, we set up the system, show you how to use it in plain English, and support you as you roll it out with your team.