For Operations Teams

Your ops team, running at full speed. All the time

Operations teams at logistics companies, real estate groups, and agencies deploy Persona to handle the high-volume work that falls through the cracks.

Your ops roster

M

Marcus

Sales Ops

Sends outreach sequences, monitors prospect email threads, runs a pipeline report every Monday at 8am.

J

James

Research & Intelligence

Tracks competitor pricing, flags data anomalies, delivers a briefing every Friday morning.

E

Eli

Admin & Coordination

Books meetings, sends follow-ups, escalates anything overdue before your team notices.

P

Priya

Content & Comms

Writes client updates, produces SOPs from recorded workflows, and surfaces a weekly brief.

What they run for ops teams

Carrier Rate Monitoring

Employee: James

Trigger: Daily market data

Output: Anomaly alert if rates moved >5% vs 30-day avg

SOP Documentation

Employee: Priya

Trigger: New workflow recorded

Output: Formatted SOP doc delivered to shared drive within 24h

Meeting Notes + Action Items

Employee: Eli

Trigger: Post-meeting transcript

Output: Formatted notes with owner-assigned action items distributed within 30 min

Stalled Deal Follow-Up

Employee: Marcus

Trigger: Deal inactive 7+ days

Output: Personalized follow-up email sent from Marcus's account

40hr/week

recovered per ops manager

72hr

to first live deployment

3x

tasks vs contractor

0

handoff failures since launch

“We stopped chasing contractors for status updates. The work just gets done.”

Operations Director, logistics pilot client

See the ops team in action

Book an enterprise demo