Planbrand Personas
Planbrand Personas are the pre-defined profiles of every type of contact your brand will engage with — outlining their pain points, desired outcomes, motivations, and demographics. More importantly, each persona maps the exact journey they should follow inside your brand ecosystem.
Group your contacts by peronsas
Choose a profile image or upload your own to visually define each persona.
Every persona stays clear and recognisable across your workspace.
Attach a form to this persona.
Every submission is automatically tagged and added to the right audience.
No manual sorting. No extra steps.
When someone submits a form:
The persona is assigned instantly
The correct journey starts
Tasks, reminders, and actions are triggered
Everything moves forward automatically.
Personas: organise people before you organise work
Personas let you group people by who they are and how they relate to your brand. Instead of treating everyone the same, you define clear roles and journeys, so every action, message, and product stays relevant.
This is the foundation for clear communication and smarter automation across Planbrand.
Create clear persona types like follower, trial user, customer, or partner
Define a journey for each persona, step by step
Link the right products, forms, and pages to each persona
Keep your team aligned by knowing exactly who you’re dealing with
Personas make sure the right thing happens to the right person, every time.
Design journeys that run themselves
Here you turn a persona into a real, working journey. When someone is tagged with this persona, Planbrand automatically creates their plan and tasks — so nothing is missed and no one has to remember what to do next.
You define the stages once. Planbrand repeats them perfectly for every new contact.
Create journey stages like welcome, engagement, and conversion
Add clear tasks inside each stage for your team or yourself
Auto-assign tasks and timing when a persona is added
Every new contact gets the same proven path, instantly
This is how one decision becomes a system — and your brand runs consistently without manual work.
Every step to turn a contact into a lifetime customer
This is where all the actions live that move one person from first contact to long-term value. Every task is intentional, timed, and connected to the same journey — so relationships grow in a structured, human way.
Nothing is random. Nothing is forgotten.
Welcome and position your brand clearly from the first touch
Build trust through value, follow-ups, and engagement
Guide the contact towards the right offer at the right time
Keep improving the relationship after conversion
This is how single actions become long-term customers — one clear task at a time.
Deal size is defined by the products linked to the persona
By linking products to a persona, you’re not just showing interest — you’re setting the expected value of the relationship. Planbrand understands what this contact is worth based on what they are connected to.
The linked products define the potential deal size
Every contact carries a clear revenue expectation
Journeys, tasks, and follow-ups align with that value
Your team knows how much care, time, and effort to invest
This turns contacts into measurable opportunities, not guesses — and keeps your focus on what truly matters.
If this feels clear, simple, and powerful, you don’t need a demo to imagine it. You’re already using it right now.
Create your account and start building your own brand in Planbrand — free.
Planbrand Personas
The Heart of Your Brand Intelligence
From form submissions to purchases, every action can trigger the right persona journey automatically — assigning tasks, teams, and goals without manual setup. Personas make your brand intelligent: they turn interest into structured progress, helping you deliver the right experience every single time.
More Questions & Answers
Get clarity on who you should target
Persona support
Personas guide who you speak to, what you say, and how people move through your brand. If you’re unsure, stuck, or want to improve your Persona setup, share the details here and we’ll help you shape a clearer, stronger strategy.
Planbrand systemises and automates brand operations, so fast-moving businesses can launch quickly, adapt easily, and scale without operational drag.
Company Number: 15574003 - Incorporated on 18 March 2024
8 Clock House Parade, North Circular Road, London, England, N13 6BG
131-133 Upper Richmond Rd, London SW15 2SH
+44 204548 2924
info@planbrand.com
