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
A fixed-fee working session for founders and SMB operators who need a plan before another build.
If you build with AI Persona, the full audit fee credits toward the work within 90 days.
- Working session with the people who run the business
- Review of your current tools, data, and workflows
- Prioritized integration roadmap: what first, what later, what to skip
- Build plan with ballpark costs from our published services
- Clear next step: build with us or take the plan elsewhere
Know exactly what you need? Skip the audit and book a call for a direct 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.
NewsroomYour announcement, sent across a national press network. Flat rate. No word limit.
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 account configuration, pipelines, automations, and contact migration.
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.
Production software with logins, payments, or regulated data routes to Cardinal Stacks, our sister company.
EARLY CLIENTS
We are bookingfounding engagements now.
AI Persona is new as a client-facing agency. The systems we sell are the same ones we built and ran while operating Theryo, a mental health application, and across our own ventures. Early clients get operator access, priority scheduling, and full audit credit toward build work.
When we have your permission, we will publish real results here. Until then, you get the roadmap, the deliverables, and flat pricing written down before you pay.
BUILT IN PRODUCTION
Built in production,not in a slide deck.
AI Persona is new as a client-facing agency. The systems we sell are the same ones we built and ran while operating Theryo, a mental health application, and across our own ventures. Securex Filings, 27 years in regulated operations, is where the discipline comes from: clear scope, documented handoffs, and work you can audit.
You get senior operators and flat pricing, not a junior account team learning on your business.
Not sure where to start?That is what the call is for.
Tell us what you run today, what you bought, and what still eats your week. We will tell you if we start with The AI Audit or go straight to a build.
REQUEST A BRIEF REVIEW
Tell us what is slowing you down.We will tell you how we would fix it.
Share what you are trying to accomplish, what tools you use now, and what is slowing the business down. We reply with a recommended path, whether that is The AI Audit or a direct service quote, within two business days.