PERSANA PLAYBOOKS

Discover Whether Companies are SOC 2 Compliant with Persana AI

Discover SOC 2 Compliance Instantly — with Persana AI

The Challenge

Compliance Data Isn’t Where You Think It Is

SOC 2 compliance is a major buying signal.
If a company is investing in security certifications, it’s usually investing in new tools, processes, and infrastructure too.

But here’s the problem:
There’s no SOC 2 filter on any enrichment platform.
No database that tells you who’s compliant, who’s renewing, or who’s just starting the process.

Teams end up guessing — manually scanning websites, security pages, or trust centers — and calling it “research.”
That’s hours of effort, for data that’s outdated the moment it’s found.

With Persana AI, that entire process becomes autonomous.

Identify compliant or near-compliant companies as prime prospects.

Identify compliant or near-compliant companies as prime prospects.

Automate research that once took hours into real-time discovery.

Automate research that once took hours into real-time discovery.

Launch outreach with verified, context-aware messaging.

Launch outreach with verified, context-aware messaging.

Turn compliance data into an actual pipeline accelerator.

Turn compliance data into an actual pipeline accelerator.

The persana Workflow

Compliance Intelligence in Real Time

Compliance Intelligence in Real Time

Compliance Intelligence in Real Time

Persana’s SOC 2 Discovery Workflow continuously monitors your target accounts and reveals where companies stand in their compliance journey.

Detect live SOC 2 mentions across company sites

Detect live SOC 2 mentions across company sites

Detect live SOC 2 mentions across company sites

Persana’s AI scans trust pages, documentation, and badge placements — identifying verified SOC 2 indicators in real time.

Enrich with verified contact data automatically

Enrich with verified contact data automatically

Enrich with verified contact data automatically

Once a compliant company is flagged, Persana enriches your list with the right decision-makers — validated emails, phones, and roles included.

Convert insight into action

Convert insight into action

Convert insight into action

Trigger outreach sequences or campaigns instantly.
Instead of cold pitching, your team engages with precision — talking to the right buyer, at the right time, with the right context.

  • Automated Data Syncing

  • Highest-Quality Leads

  • Real-Time Enrichment, Fully Automated

  • No credit card required.

  • 50 Free Enriched Leads

See It in Action

How Teams Use It

See how GTM teams use Persana AI to surface SOC 2 signals automatically — and engage accounts the moment they’re ready to buy.

View the workflow 👉

By Sales & Growth Specialists

Trusted by Sales and Marketing Teams Everywhere

Sales and Marketing Teams Love Us

Sales and Marketing Teams Love Us

"We’ve been using Persana AI at Alpaca and it’s honestly been a game-changer. It’s super easy to get started with, and it has made our outreach efforts way more targeted and efficient."

Imad Badreddine

Apalca Leads

"The most cost effective way to automate research. Persana has also been a great creative partner to help execute unconventional go-to-market strategies"

Richard Purcell

MoxieGTM

"Persana AI has been awesome for us to use AI automation at scale. I love the templates and saving prompts! Saves me hours of research. I definitely recommend Persana"

Maddie Bell

Scheduler AI