Most small businesses leak half their revenue to missed calls and slow callbacks. We build AI agents that answer, qualify, and book — then hand a warm, structured lead to your team. Every lead delivered is already qualified, so you stop wasting time on tire-kickers. 24/7, across voice, email, and SMS.
Our app turns every call into a job card. See today's schedule, yesterday's quotes, and the revenue that came from both — without touching a computer. And if you'd rather stay in text messages, that works too.
The numbers tell the story — and understanding them is the first step to capturing every opportunity that reaches your phone.
30-minute discovery call. No pitch — we'll review your real call flow.
Your next hire speaks your script, quotes your prices, books your calendar — and never takes a lunch break.
Every call gets a professional, friendly answer — nights, weekends, holidays, or while you're on another call. No more voicemail graveyards.
Agents collect the right details and return a deterministic, auditable price on the call — not "we'll get back to you." No LLM math, real pricing logic.
Agents book jobs at times that actually work for you — and text you when they do. No apps to learn, no calendar to check. Your phone rings less, but the right calls come through.
The same quote engine that answers calls answers forwarded email requests. One source of truth, three channels, one consistent experience.
Every qualified lead hits your inbox and text messages within seconds — full transcript, structured fields, and the quote we gave.
Each agent is custom-built with your brand name, tone, pricing rules, and workflow. Not a generic chatbot — a teammate.
We meet you where you already are — your phone. Every new job, every quote, every question from a customer shows up as a text. That's the whole interface.
Customer's name, what they need, the quote we gave, and their number. One tap to call them back. That's it — nothing to log into.
When an agent wants to book a time, we text it to you. Reply "yes" and the customer gets a confirmation. Reply "no" and we offer them another slot. No calendar app required.
Paper planner on the truck seat? Dry-erase board in the shop? Google Calendar? All fine. We'll sync to whatever you've got, or we'll just text you the day's jobs every morning at 7am.
If you'd rather see it all in one place, our upcoming ClearShield app shows today's jobs, yesterday's calls, and the quotes that turned into money — without forcing you to learn it on day one.
We sit with you to learn your business, your voice, your pricing logic, and the calls you're missing. No cookie-cutter templates — every agent is custom.
We stand up your agent, wire it to your calendar, pricing rules, and notification channels, then forward your business line. Typical launch: 3–7 days.
We review real call transcripts together, tune prompts, refine pricing, and add capabilities as your business evolves. You're never stuck with v1.
Bearded Movers answered phones during business hours, but every after-hours call went to voicemail. Every email quote took 10–15 minutes of manual lookup. Leads went to whichever competitor called back first — often not them.
A custom AI voice agent (Alex) answers every call 24/7, qualifies the lead with structured move details, runs them through a real pricing engine covering residential and commercial logistics, gives the caller a ballpark on the call, and books a confirmation slot with the owner — handing a warm, qualified lead to the team with the transcript and intake notes ready. The same engine handles forwarded email quotes.
100% of inbound calls and quote emails now get a real answer. Quote turnaround dropped from 10+ minutes to under 30 seconds, with every quote logged and auditable. Owners get a full transcript and structured lead within seconds of hangup.
One plan, no surprises. Every call answered, every lead qualified, every appointment booked — at the same flat rate.
No credit card pressure. Spin up your agent and see the savings live.
Every industry has its own intake questions, its own qualifying criteria, and its own definition of a warm lead. Our agents adapt to the intake, scheduling, and hand-off needs of each.
We started ClearShield Advisory because we saw a gap: growing businesses were being sold enterprise-grade phone systems and CRM stacks — but nobody was building voice automation for their size, their budget, or their reality.
We work with businesses across every industry. We know your challenges because we've spent years solving them. Every AI agent we ship is designed for how your team actually works — not how a Fortune 500 contact center does.
No jargon. We explain how the agent works in language you actually use.
We're your front-desk team, not a vendor. In it with you for the long run.
We tune the agent before missed leads cost you, not after.
Enterprise-grade voice automation, built without enterprise budgets.
Schedule a free 30-minute discovery call. No sales pitch — we'll review your current call flow and show you exactly what an AI agent answering, qualifying, and handing off to your team would look like.