Platform | Holistically Simple PMA

One Platform. Zero Compromises.

Replace 8+ fragmented tools with one unified operating system. CRM, AI automation, marketing infrastructure, and strategic training—all included in your PMA membership.

$16,968/year

Average SaaS savings by replacing HubSpot, ClickFunnels, ActiveCampaign, Calendly, ChatGPT Plus, Zapier, and 10+ other tools

AI Automation: Work While You Sleep

Enterprise-grade AI that captures leads, creates content, manages reputation, and automates workflows—24/7, without your involvement.

🤖 Why This Matters

The Problem: Most operators spend 15+ hours weekly on repetitive tasks: lead follow-up, content creation, review management, data entry. This time doesn't scale—it's bottleneck work that prevents growth.

The Solution: AI handles the repetitive work. You focus on strategy, client delivery, and high-leverage activities. Members average 10+ hours reclaimed weekly.

💬

Conversational AI

24/7 chatbot and voicebot that qualifies leads, answers questions, and books appointments—across all time zones while you sleep.

  • Natural language conversations (not robotic)
  • Lead qualification based on your criteria
  • Direct calendar booking integration
  • Multi-language support (15+ languages)
  • Intelligent escalation to human when needed
37% Conversion rate
24/7 Always on
✍️

Content AI

Generate blog posts, social media content, email campaigns, and marketing copy in your brand voice—10x your content output.

  • Blog articles (500-2,000 words)
  • Social media posts (all platforms)
  • Email sequences and campaigns
  • Website copy and landing pages
  • Ad copy and promotional materials
10x Content output
8 hrs Saved weekly

Reviews AI

Automated review requests, reputation monitoring, and response management across 50+ review platforms—maintain 4.8+ star rating.

  • Automated review request timing
  • Multi-platform monitoring (Google, Yelp, Facebook, etc.)
  • AI-powered response suggestions
  • Sentiment analysis and alerts
  • Review showcase widgets for website
4.8+ Avg rating
50+ Platforms
⚙️

Workflow AI

Custom automation builder that handles repetitive tasks, data entry, and follow-ups without your involvement—reclaim 10+ hours weekly.

  • Drag-and-drop workflow builder
  • Trigger-based automations
  • Multi-step sequences with delays
  • Conditional logic (if/then routing)
  • 100+ pre-built workflow templates
100+ Templates
10 hrs Saved weekly

Client Management: Complete Visibility

Track every prospect and client in one unified system. Pipeline visibility, automated follow-ups, and client portals that reduce admin time by 60%.

📊 The CRM Problem

Reality Check: Most operators lose 20-30% of potential revenue to poor follow-up, missed appointments, and disorganized client data. Spreadsheets don't scale. Email inboxes aren't CRMs.

The Fix: Unified CRM with pipeline visibility, automated follow-ups, and 90-day revenue forecasting. Know exactly where every deal stands—and what actions move them forward.

🎯

Unified CRM

Track every prospect and client interaction in one place. Pipeline visibility, automated stage progression, and 90-day revenue forecasting.

  • Unlimited contacts and deals
  • Customizable pipeline stages
  • Activity tracking and timeline
  • Email and SMS history
  • Revenue forecasting and reporting
90 days Pipeline view
100% Data visibility
📅

Calendar & Scheduling

Smart booking that syncs with your availability. Automated reminders, time zone detection, and no-show reduction—37% fewer missed appointments.

  • Customizable booking pages
  • Buffer time between appointments
  • Team scheduling (round-robin, collective)
  • Automated email/SMS reminders
  • Zoom/Google Meet integration
37% Fewer no-shows
4 hrs Saved weekly
📱

Missed Call Text Back

Automatically sends SMS when you miss a call. Captures leads you'd otherwise lose—37% conversion rate on missed calls.

  • Instant SMS when call is missed
  • Customizable message templates
  • Include booking link in message
  • Two-way SMS conversations
  • Automatic CRM contact creation
37% Convert missed
Instant Auto-response
🔐

Client Portal

Branded portal where clients access documents, schedules, and resources. Reduces admin time by 60%—clients self-serve instead of emailing you.

  • White-labeled with your branding
  • Secure document sharing
  • Project/task management
  • Payment and invoice access
  • Two-way messaging
60% Less admin
24/7 Client access

Marketing Infrastructure: Built to Convert

Build websites, create funnels, launch campaigns, and track every dollar spent—all from one unified marketing command center.

🚀 Marketing Fragmentation Kills ROI

The Trap: Most operators use 5-8 disconnected marketing tools (website builder, email platform, landing page tool, social scheduler, analytics). Data doesn't sync. Attribution is impossible. You're flying blind on what actually generates revenue.

The Alternative: Unified marketing stack where everything talks to everything. Track every lead from first click to closed deal. Know exactly what works—and double down on it.

🌐

Website & Funnel Builder

Drag-and-drop builder for websites, landing pages, and sales funnels. Mobile-optimized, conversion-focused templates—no coding required.

  • 100+ conversion-optimized templates
  • Drag-and-drop editor (no coding)
  • Mobile-responsive design
  • A/B testing built-in
  • Custom domain connection
100+ Templates
3.2x Conversion lift
📧

Email & SMS Campaigns

Segmented campaigns, automated sequences, A/B testing—unified inbox for all communications. 41% average open rate.

  • Unlimited email sends
  • SMS campaigns (bulk and automated)
  • Segmentation by behavior
  • Drip sequences and nurture
  • Unified inbox (email + SMS + chat)
41% Open rate
8.3% Click rate
📱

Social Media Planner

Schedule posts across Facebook, Instagram, LinkedIn, Twitter. Content calendar, analytics, engagement tracking—30 days scheduled in 2 hours.

  • Multi-platform scheduling
  • Visual content calendar
  • Bulk upload and queue
  • Best time to post recommendations
  • Engagement tracking and replies
30 days In 2 hours
4 Platforms
📊

Analytics & Attribution

Track ROI on every marketing channel. Know which activities generate revenue. Make data-driven decisions—not guesses.

  • Multi-touch attribution
  • Revenue tracking by source
  • Campaign performance dashboards
  • Conversion funnel analysis
  • Custom reports and exports
100% Revenue view
Real-time Data updates

Cost Comparison: The Math Is Simple

See exactly how much you save by consolidating 8+ tools into one PMA membership.

Tool Category Typical Tool Monthly Cost PMA Platform
CRM & Automation HubSpot Professional $800/mo ✓ Included
Email Marketing ActiveCampaign Plus $299/mo ✓ Included
Website & Funnels ClickFunnels Platinum $297/mo ✓ Included
Workflow Automation Zapier Professional $99/mo ✓ Included
Scheduling Calendly Professional $20/mo ✓ Included
AI Content ChatGPT Plus + Jasper $79/mo ✓ Included
Review Management Birdeye Essentials $299/mo ✓ Included
Social Media Planner Buffer Business $99/mo ✓ Included
TOTAL MONTHLY COST $1,992/mo From $97/mo
ANNUAL SAVINGS Up to $16,968/year

Ready to Consolidate Your Tech Stack?

Take our 10-minute Scale Assessment to see exactly how the PMA platform replaces your current tools—and how much you'll save.

Take the Scale Assessment