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.

Website & Funnel Builder

Elevate your online presence

Create stunning websites & turn clicks into clients.

From stunning websites to high-converting sales funnels, our intuitive platform empowers you to thrive online. Say goodbye to complexity and hello to results-driven simplicity.

Payments, Invoices & Contracts

We Put Your Back Office on Autopilot

Need a secure way to request and receive payments?

Say goodbye to financial headaches and hello to seamless transactions with our Payments & Invoices feature. Process payments securely & send professional invoices. Stay organized, get paid faster, and focus on growing your business hassle-free.

Calendars & Appointments

Optimize your schedule

Effortlessly manage appointments, bookings, and events with our Calendar feature. Perfect for busy local business owners, it keeps your schedule organized, clients happy, and business booming.

Unified Inbox

All your leads

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.

Missed Call Text Back

Avoid losing sales while you're away

Tired of missing out on client calls when you're busy?

Our Missed Call Text Back feature automatically responds to missed calls with personalized messages, ensuring no lead goes unanswered. Maximize your conversions and grow your business effortlessly.

Courses & Communities

Build something that lasts forever

Have a loyal following that wants more from you?

We build custom courses & communities, and would love to help you turn those loyal fans, into loyal customers.

Forms & Surveys

Easier for leads to become clients

Looking for a way to onboard clients and collect their details?

We create custom forms that capture leads, and gather feedback effortlessly. This is the ultimate way to create a Database for your customers.

Workflows & Automations

We Build Systems That Run Your Business For You

Stop chasing leads and doing everything manually.
We design powerful automations that handle follow-ups, reviews, reminders, nurturing, scheduling, and client engagement — so you can focus on what actually grows the business.

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 routing

  • 1× 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.