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.
AI CONSULTING
Find where AI pays off.Then build it.
AI Persona is an AI consulting agency for founders and small businesses. We learn how your business runs, find where AI saves time and money, and build the integrations to get you there. Content, chatbots, email, and automation are how we deliver.
THE GAP
The tools were the easy part.The plan is where most stall.
Founders and small business operators bought the subscriptions and ran the pilots. Adoption is common. Returns are rare. The gap is usually the plan, not the technology: which processes to target first, how the tools connect, who owns the output, and how you measure the payback.
That plan is what we build, and then we build the systems behind it.
SOUND FAMILIAR?
The pains founders bring us.And what we build to fix them.
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.
THE MODEL
We start with your business.Then we make AI pay for itself.
- Assess.Your operations, stack, and where time leaks out every week.
- Propose.A prioritized roadmap with plain math and published build costs.
- Integrate.Chatbots, content, email, CRM, automations, and the connections between them.
- Measure.Track what changed and adjust. Activity is not the goal.
THE FRONT DOOR
The AI Audit
$2,500 fixed
$2,500 fixed. Credits in full toward any build or retainer you start within 90 days.
A working session for founders and operators who want a plan before the next build. You leave with a prioritized roadmap and real numbers, whether you build with us or take the plan elsewhere.
- Working session with the people who run the business
- Review of your current tools, data, and workflows
- Prioritized roadmap: what first, what later, what to skip
- Build plan with ballpark costs, across marketing and automation (AI Persona) and custom software (Cardinal Stacks)
- A clear next step, with the audit fee credited if you move forward
Know exactly what you need? Skip the audit and request a quote on any service.
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 to deliver it.
Dispatch
Blog content, written with AI and edited by a human, published to your site and posted to your social accounts every month.
CadenceEmail sequences built and deployed in your own platform. Welcome flows, follow-ups, re-engagement.
ConciergeAn AI chatbot trained on your business. Answers questions, captures leads, and hands off when it matters.
PresenceA clean launch website built fast, with search and AI-answer visibility built in from the start.
The Back OfficeMarketing and operations automations that retire the manual tasks eating your day.
GoHighLevel ActivationGoHighLevel configured into a working system, with your contacts migrated in.
The Authority RetainerYour ongoing AI operating partner: content, email, chatbot, automations, and site upkeep in one monthly number.
The Authority Retainer at $3,197/mo: your ongoing AI operating partner after the roadmap is set. See full scope.
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.
Not sure where to start?That is what the call is for.
Fifteen minutes, free, no slide deck. We will tell you if we start with The AI Audit or go straight to a build.