Turn every inbound call into a closed quote
Most small businesses lose half their leads to voicemail and slow callbacks. We build AI agents that answer, qualify, and quote in real time — so you stop leaking revenue.
Answering, qualifying, quoting, and booking — 24/7, across voice, email, and SMS
Every missed call is a lost lead
The numbers tell a clear story — and understanding them is the first step to capturing every opportunity that reaches your phone.
of callers hang up rather than leave a voicemail
of leads go with the first business to respond
of inbound calls to SMBs happen after business hours
average annual revenue lost per missed lead source
That's where we come in.
AI Voice Agents, built for your business
Your next hire works 24/7, speaks your script, and never takes a lunch break.
24/7 call answering
Every call gets a professional, friendly answer — nights, weekends, holidays, or while you're on another call. No more voicemail graveyards.
Real-time quoting
Our agents collect the right details and return a deterministic, auditable price on the call — not a "we'll call you back." No LLM math, real pricing logic.
Calendar booking
Agents check your real calendar availability and book appointments directly — with automatic SMS + email confirmation to the customer.
Email & SMS parity
The same quote engine that powers the call answers forwarded email requests, too. One source of truth, three channels, one consistent customer experience.
Instant lead handoff
Every qualified lead arrives in your inbox and text messages within seconds — with the full transcript, structured fields, and the quote we gave.
Built in your voice
Each agent is custom-built with your brand name, your tone, your pricing rules, and your workflow. Not a generic chatbot — a teammate.
What a real call sounds like
Andray: Hey there. Bearded Movers, this is Andray. Thanks for calling in. What's your name?
Caller: Mike. I need a quote on moving some servers.
Andray: Nice. How many server units are we talking about?
Caller: About 25, around 50 pounds each.
Andray: Got it. What are the ZIP codes for the current location and the destination?
Caller: Two nine six oh seven to two nine two two nine.
Andray: Perfect. One moment while I put this together...
Agent calls calculateQuote(itemCount: 25, weight: 50lbs, fragility: highValue, origin: 29607, dest: 29229) → returns $1,327.25
Andray: Alright Mike, for 25 high-value servers moving locally in Greenville, your quote comes out to thirteen hundred twenty-seven dollars and twenty-five cents. How does that sound?
What just happened
- Caller answered instantly — no voicemail, no "we'll call you back"
- Agent collected structured data (count, weight, fragility, ZIPs) in conversational back-and-forth
- Quote engine computed a real, auditable price — not an LLM guess
- Full transcript + structured lead emailed and texted to the owner in seconds
- Caller got a final number before hanging up, ready to book
How we build your agent
1. Discover
We meet 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.
2. Deploy
We stand up your agent, wire it to your calendar, pricing rules, and notification channels, and forward your business line to it. Typical launch: 3–7 days.
3. Optimize
We review real call transcripts with you, tune the prompts, refine the pricing, and add new capabilities as your business evolves. You're never stuck with v1.
Ready to stop losing leads to voicemail?
30-minute discovery call. We'll review your call flow and show you exactly what an AI agent would do differently.
Schedule a discovery callHow Bearded Movers stopped saying “we'll call you back”
A real-world deployment across voice and email — from first missed call to live auto-quoting in under two weeks.
Bearded Movers was answering phones during business hours, but every after-hours call went to voicemail. Every email quote request took 10–15 minutes of manual lookup, pricing, and typing. Leads were going to whichever competitor called back first — often not them.
A custom AI voice agent (Andray) answers every call 24/7, collects structured move details, runs them through a real pricing engine — covering both residential moves and commercial/specialty logistics — and delivers a final number on the call. The same pricing engine answers forwarded email quote requests automatically.
100% of inbound calls and quote emails now get a real answer — day or night. Quote turnaround dropped from 10+ minutes of manual work to under 30 seconds, with every quote logged and auditable. Owners get a full transcript and structured lead in their inbox within seconds of the call ending.
Download the full case study
See the architecture, the pricing formulas, and the real numbers — in a one-page PDF built for sharing with your team.
Download case study (PDF)Cybersecurity consulting for growing businesses
While we're busy answering your phones, we can also protect your business. Every service is right-sized — no enterprise bloat, no one-size-fits-all packages.
Security assessments
We identify your vulnerabilities before attackers do. You get a clear, prioritized action plan -- not a 200-page report that collects dust.
Incident response planning
When a breach happens, panic is the enemy. We build your team a step-by-step playbook so everyone knows exactly what to do.
Security awareness training
Your team is your first line of defense. We train them to recognize threats with engaging, non-condescending programs they'll actually remember.
Compliance guidance
HIPAA, PCI DSS, SOC 2, CMMC -- we translate complex regulations into straightforward steps and get you audit-ready, not audit-anxious.
Virtual CISO services
Get a seasoned security leader on your team without the six-figure salary. Strategic guidance, board-ready reporting, and ongoing oversight.
AI threat advisory
AI is making attacks smarter. We help you understand the evolving AI-powered threat landscape and build defenses that keep pace.
Simple. Transparent.
One plan. No surprises. Cancel anytime. Cybersecurity consulting quoted separately based on scope.
All plans include
- AI receptionist answering calls
- Lead qualification
- Appointment booking with calendar integration
- SMS confirmation to customers
Best for small businesses trying the AI receptionist or needing backup call coverage.
- Includes
- 100 minutes included (~30–40 calls)
- Additional usage
- $0.75 per minute
Best for service businesses receiving calls daily.
- Includes
- 300 minutes included (~100 calls)
- Additional usage
- $0.75 per minute
Best for higher call volume businesses or companies running ads.
- Includes
- 800 minutes included (~250 calls)
- Additional usage
- $0.60 per minute
We speak your industry's language
Every industry has unique workflows to automate and unique threats to defend against. Below you'll find the security side — but our AI agents adapt to the intake, scheduling, and quoting needs of any of them.
Healthcare
Threats you face
- Patient data breaches (healthcare accounts for 32% of all data breaches)
- Phishing attacks targeting staff with access to EHR systems
- Ransomware shutting down clinical operations
- HIPAA violation penalties up to $1.5M per incident category
How we help
- HIPAA security risk assessments with clear remediation plans
- Staff training tailored to clinical workflows and EHR systems
- Phishing simulations that mimic real healthcare attack patterns
- Incident response plans that meet breach notification requirements
Financial services
Threats you face
- Business email compromise (BEC) resulting in $2.77B in losses industry-wide
- PCI DSS 4.0.1 compliance requirements (mandatory since April 2025)
- Client financial data theft and credential harvesting
- Regulatory audit pressure from SOX, GLBA, and state requirements
How we help
- PCI DSS and SOX compliance readiness assessments
- BEC-focused phishing simulations for finance teams
- Access control reviews and vendor risk management
- Audit preparation with documentation that regulators expect
Manufacturing
Threats you face
- Ransomware targeting production (68% of all industrial ransomware hits manufacturing)
- IP theft of proprietary designs, processes, and trade secrets
- Operational technology (OT) vulnerabilities in connected equipment
- Supply chain compromise and vendor-introduced risk
How we help
- IT/OT security assessments that cover both office and production floor
- Ransomware prevention and recovery planning for manufacturing
- IP protection strategies and access control hardening
- CMMC readiness for defense supply chain contractors
Professional services
Threats you face
- Client data exposure and breach of confidential communications
- Business email compromise targeting partners and senior staff
- Mobile workforce vulnerabilities (remote access, personal devices)
- Ethical obligations to protect privileged information
How we help
- Security policies designed for mobile and hybrid work environments
- Email security and encryption for sensitive client communications
- Employee training focused on social engineering and BEC
- Data classification and access control for confidential materials
Real estate
Threats you face
- Wire fraud -- the industry's most devastating cyber risk ($500M+ in losses in 2024)
- Deepfake voice cloning targeting agents during closings (700% surge)
- Business email compromise impersonating title companies or buyers
- Client personal and financial data theft
How we help
- Wire fraud prevention training and verification procedures
- Email security for closing processes and fund transfers
- Phishing simulations mimicking real estate-specific attack patterns
- Client data protection policies and secure communication tools
Patient data protection, HIPAA compliance, and staff training for clinics, dental practices, and health agencies. Healthcare accounts for 32% of all data breaches.
Our approach: HIPAA security risk assessments, EHR-focused phishing simulations, and incident response plans that meet breach notification requirements.
PCI DSS compliance, BEC prevention, and audit readiness for accounting firms, credit unions, and wealth managers. BEC caused $2.77B in industry losses in 2024.
Our approach: PCI DSS readiness assessments, finance-focused phishing simulations, and audit documentation that regulators expect.
IP protection, ransomware prevention, and OT security for machine shops, food production, and aerospace suppliers. Manufacturing saw a 71% surge in threat activity in 2025.
Our approach: IT/OT security assessments, ransomware recovery planning, and CMMC readiness for defense supply chain.
Client confidentiality, mobile workforce security, and BEC prevention for law firms, consulting companies, and engineering practices.
Our approach: Hybrid work security policies, encrypted communications, and training focused on social engineering tactics targeting professional services.
Wire fraud prevention, deepfake protection, and email security for brokerages, title companies, and property management. Wire fraud caused $500M+ in losses in 2024.
Our approach: Wire verification procedures, closing process email security, and real estate-specific phishing simulations.
Trusted by growing businesses
Your automation & security partner
We started ClearShield Advisory because we saw a gap: growing small and mid-size businesses were being told they needed enterprise-level tools — for both automation and security — but nobody was building 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, every assessment, every training program we build is designed for how your team actually works — not how a Fortune 500 company does.
Remote-first
Serving growing businesses across the United States
Let's build your agent
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 (or a cybersecurity engagement) would look like for your business.
What to expect
- A 30-minute call with a real security consultant (not a sales rep)
- An honest assessment of your current security posture
- Practical recommendations you can act on immediately
- No obligation, no pressure, no hard sell