Eaton Custom Homes · Indianapolis, IN

Meet Sara, your AI phone assistant that books discovery calls for you.

A natural-sounding voice answers your line, qualifies your marketing leads, and puts real Discovery Calls on John's calendar — around the clock, with no manual work.

2AI assistants: one inbound, one outbound
24/7Sara never misses a call or a lead
0Manual steps — the CRM updates itself

Client

Eaton Custom Homes

Service

AI Phone Assistant

Document

Pre-Delivery · July 2026

01

What we delivered


Two AI phone assistants, both named Sara and both using the same natural voice, working two different jobs for Eaton Custom Homes. One answers the calls that come in; one reaches out to the leads who ask to be called.

Sara InboundAnswers calls

Picks up your dedicated AI line, answers questions about building a custom home, and books a Discovery Call on John's calendar.

Job: answer & book Discovery Calls
Sara OutboundCalls leads

Automatically calls every warm lead who opts in through your marketing funnel, qualifies them, and live-transfers the good ones straight to John.

Job: qualify leads & transfer to John
Everything below is live and ready to test today. The rest of this page walks through each assistant and shows you exactly how to try them yourself.
02

Sara Inbound — call in to test her


Sara answers your dedicated AI line. She can talk through building a custom home, pricing and timeline questions, and — when the caller is ready — book a Discovery Call directly on John's calendar.

How it works on your main line

Calls to your main business line ring your team first. If nobody picks up after about 8 rings, Sara steps in automatically so the call is never lost. To test her directly, just call the dedicated AI number below and she'll answer right away.

Call this number to talk to Sara

+1 463 444 7599

Sara answers on the first ring. Talk to her exactly like a prospective client would.

On mobile? Tap the number to call.

What to try

Ask her about building a custom home — what the process looks like, what Eaton offers.

Ask a pricing or timeline question and see how she handles it.

Ask to book a Discovery Call. Sara will collect your first name, last name, and phone number, then book a slot on John's calendar.

03

Sara Outbound — automatic lead calls


Sara calls the warm leads who opt in through your marketing funnel, qualifies them against your criteria, and hands the good ones straight to John — live, on the phone.

You don't have to do anything to trigger these calls. The moment a lead opts in by submitting the funnel form, Sara calls them automatically. No lists to upload, no buttons to press, no timing to manage — it just runs.

How a lead moves through the call

1

Lead opts in

A prospect submits the form in your marketing funnel. That's the only trigger Sara needs.

2

Sara calls automatically

Within moments of the opt-in, Sara dials the lead and opens the conversation.

3

Sara qualifies the lead

She checks the three things that matter before John's time is spent.

4

Live transfer to John

If the lead qualifies, Sara transfers the call in real time to John's line so he speaks with a ready-to-go prospect.

Qualification criteria

Budget over $750,000 Building in Indiana Timeline confirmed

Only leads that meet all three are transferred, so John's phone rings only for genuinely qualified prospects.

When a lead qualifies, Sara transfers the call to John at 317-979-4304

Try it yourself — have Sara call you

Want to hear Sara Outbound before go-live? Enter your name and phone number below and she'll call you right now. It's the exact same call your real leads receive.

The call arrives within about a minute. Make sure your phone isn't on Do Not Disturb, and answer it the way one of your leads would.

The call is real and free for the person receiving it. Use your own phone number.

In everyday operation you won't use this form at all — real leads trigger Sara automatically the moment they opt in through your marketing funnel. This is just the quickest way for you to hear her.

04

What happens after every call


Both assistants keep your CRM up to date on their own. The moment a call ends, the record is written — no data entry, no follow-up chores.

Contact created or updated

The caller's details are saved to the CRM — a new contact is created, or the existing one is updated automatically.

Appointment booked

For inbound Discovery Calls, the slot is placed directly on John's calendar — ready and confirmed.

Call summary logged as a note

A note with the summary of what was discussed is attached to the contact, so anyone on your team can see exactly what happened on the call — with zero manual work.

05

How to test


Two quick checks and you'll have seen both assistants end to end.

  1. Call Sara Inbound. Dial +1 463 444 7599, ask a few questions about building a custom home, then ask her to book a Discovery Call. Afterward, check that the contact, the appointment, and the call note appear in your CRM.
  2. Have Sara Outbound call you. Use the "Try it yourself" form in the Sara Outbound section above — enter your name and phone number and she'll call within about a minute, qualify you, and (if you match the criteria) transfer you to John's line. In everyday operation this happens automatically the moment a real lead opts in through your marketing funnel.
Make sure your phone isn't on Do Not Disturb when you test the outbound call, and answer it the way a real lead would. Anything that feels off? Send it to the Infrastrutture AI team and we'll fine-tune Sara before go-live.