AI & Automation Consulting

Your business rules. Executed by AI.

We build streamlined workflow automation for high-volume service operations. Now we audit small-business workflows and build AI agents that eliminate the manual work, so you can focus on growth. Built remotely on AgentAngel.io.

Written-first & async — no sales calls required. Just a clear map of where your business is leaking time.
After-hours call Web form Text / DM Agent CRM Calendar Follow-up MANUAL INPUTS CLEAN OUTCOMES
Where growth stalls

A ceiling built out of manual work

Disconnected software, endless spreadsheets, and leads slipping through after hours. It's rarely a people problem — it's a process problem.

The leaky front door

Calls after hours go to voicemail, and the job goes to whoever picks up first. The lead was there — the process wasn't.

The data silo

Capable staff spend hours re-typing the same information between platforms that don't talk to each other.

The scale ceiling

You have the demand — but hiring more people to do repetitive work quietly eats the margin that demand should create.

Twenty years of operations, translated

Enterprise-grade discipline, small-business scale

First Notice of Loss
High-volume lead intake

Capturing every inbound contact, fast, without dropping the ones that matter.

Catastrophe Response
Surge & emergency management

Building processes that hold when volume triples overnight instead of collapsing.

TPA Administration
Process auditing

Measuring a workflow honestly, then proving the fix in the numbers.

Who you're working with

Built by operators, not theorists

Two decades inside high-volume operations

We're operators who automated — not technologists who read about operations. Two decades running first-notice-of-loss desks, catastrophe surge response, and third-party-administration audits taught us one thing that transfers to every small business: the front door and the follow-through are where money quietly leaks, and both can be measured and fixed. We bring that discipline to your workflows, remotely, in writing — every build hosted on the AgentAngel.io platform.

20 yrs claims & catastrophe opsFNOL & intake systemsTPA program auditingAI agents · LangGraph · self-hostedMBA-led
Services

Fixed scope. Flat fees. Measurable deliverables.

Every engagement starts with measurement. Nothing gets built that an audit didn't first find.

The diagnostic

The Automation Audit

$2,500 flat
  • Map your workflow and where data moves by hand
  • Identify your top automation opportunities
  • Scored report + fixed-price roadmap to build them
The upkeep

Optimization Retainer

from $750 /mo
  • Ongoing monitoring of your automated workflows
  • Script iteration as your business changes
  • Month-to-month — the report earns its renewal
How we work
Meetings are expensive. Architecture is forever.

We run a written-first practice. We map your problems asynchronously — you receive scored documents, logic diagrams, and recorded walkthroughs. Live sessions when you want them, never required.

STEP 01

You authorize

A short written go-ahead. No test or change touches anything you don't own.

STEP 02

We measure

We map the workflow remotely and score where time and leads leak out.

STEP 03

You see the leak

A plain-language report and a fixed-price roadmap. You decide what to build.

Get started

See where your business is leaking time.

Request a free workflow audit. We'll send back a clear map of your biggest manual bottleneck and exactly how it gets automated — in writing, on your schedule.

Request a free workflow audit
LOCATION  Dallas, TXTEL  754-999-0710EMAIL  joshuadshipman@gmail.com
No phone number required to start. You'll get the next step in writing.
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