AI CONSULTING FOR FOUNDERS AND SMALL BUSINESS

Most small businesses bought the AI tools.Few wired them into the business.

AI Persona is an AI consulting agency for founders and small businesses that assesses operations and tech stack, identifies high-return AI integrations, and builds them.

AI Persona starts with how you operate, finds where AI actually saves time and money, and builds the systems that get you there. Content, chatbots, email, and automation included. Flat pricing. You own all of it.

Less busywork. More business.

THE GAP

The tools were the easy part.The plan is where most stall.

You signed up for ChatGPT, the CRM, maybe a chatbot. You still copy, post, and follow up by hand. The gap is not another subscription. It is knowing which processes to fix first, how your tools should connect, who owns the output, and what to measure.

That is what we figure out, then build.

SOUND FAMILIAR?

The pains founders bring us.And what we build to fix them.

I pay for AI tools and still do everything manually

What you want: Fewer repetitive hours every week

The Back Office automations and an integrated stack that connects the tools you already own.

I do not know what to automate first

What you want: A prioritized plan with real math

The AI Audit produces a roadmap before any build work starts.

Marketing never keeps up with the business

What you want: Content and follow-up that runs without me

Dispatch, Cadence, or the Authority Retainer for the full marketing function.

Visitors leave without a clear next step

What you want: Leads captured around the clock

Concierge chatbots trained on your business with lead capture and handoff logic.

My CRM is a contact list, not a system

What you want: Pipelines and follow-up that fire on their own

GoHighLevel Activation plus Cadence email and CRM campaigns.

I cannot get a straight price from agencies

What you want: Flat scope before I pay

Published pricing on every service. Written quotes within two business days.

HOW WE WORK

We start with your business.Then we make AI pay for itself.

  1. Assess.Your operations, stack, and where time leaks out every week.
  2. Propose.A prioritized roadmap with plain math and published build costs.
  3. Integrate.Chatbots, content, email, CRM, automations, and the connections between them.
  4. Measure.Track what changed and adjust. Activity is not the goal.

WHAT WE BUILD

What we buildonce we know where AI pays off.

The roadmap points at the work. These are the systems we put in place. Flat prices on the services page.

Want the full function handled monthly? See the Authority Retainer on the services page.

BUILT FOR TRUST

Senior execution, clear ownership,and no mystery handoffs.

Human review before public-facing work ships.

Flat scope and published pricing before paid work begins.

Systems you own: website, CRM, lists, content, and workflows.

We recommend only what returns. If a tool will not pay for itself, we say so and we do not sell it.

Need production software, logins, payments, or regulated data? Our sister studio Cardinal Stacks builds it. Same operators, same flat-fee model.

WHO'S BEHIND AI PERSONA

Operators who have shippedwhere mistakes are expensive.

AI Persona is run by the team behind Cardinal Stacks, our sister software studio. Between them, the founders have built and run production systems in the industries with the highest bar for getting it right: a HIPAA mental health platform (Theryo), an SEC filing system wired into EDGAR (Filerlink), and legal case management under attorney-client privilege (Lawtime).

The operating discipline comes from 27 years running regulated filing operations at Securex Filings. Clear scope, documented handoffs, and work you can audit.

That is the background we bring to marketing and automation. You get senior operators who have shipped. The people who scope your work are the people who do it.

We are taking a limited number of founding engagements. These clients get direct operator access, priority scheduling, and full audit credit toward build work. Client results are published here with permission as engagements complete.

FOUNDER'S CLUB

For founders who want the operating layer after the roadmap is set.

Dasher and COS are pilot offers for founders who need an AI command center and Chief of Staff layer, not another disconnected tool. Take both and receive $1,000 off COS setup for the first 10 COS seats.

DASHER

AI command center for tickets, triage, and team execution.

15 pilot seats. Founder dashboards, AI ticket engine, and operating visibility. Implementation starts at $5,000.

COS

AI Chief of Staff with lifetime locked-in pricing.

10 Founder's Club seats. Operating memory, decision support, and workflow continuity. $4,500 setup, $500/mo for life.

FROM THE FIELD

Practical notesfor founders using AI in business.

Tell us what is slowing you down.We will tell you where to start.

Fifteen minutes, free, no slide deck. We will tell you if we start with The AI Audit or go straight to a build, and what it would cost.