Confidential Proposal
Prepared for Source 4 Industries

Your Phone Tree Is Costing You Customers.
Carolina Replaces It Entirely.

We pulled your own CallRail data: over the last two years, 5,414 people called Source 4 — and only 54% reached a person. 805 hung up on your phone menu. 1,409 went to voicemail. Carolina is a fully custom AI voice agent that answers every call naturally — no menus, no hold music, no voicemail. Already built and trained on Source 4's product lines — ready to go live.

Prepared byCosta Demetral · Iron Tiger Digital
Prepared forSource 4 Industries
DateMay 2026
Contactcosta@irontigerdigital.com · (225) 535-4918

What Your Phone Tree Is Costing You

Industrial supply is a relationship business — but relationships start on the phone. And right now, your phone tree is ending those relationships before they begin. Every caller who pressed the wrong key, gave up waiting, or hit a voicemail dead end after hours was a buying decision your system lost before your team even knew they called.

Your own numbers: 5,414 calls in two years — but only 54% reached a person. 805 callers hung up on your menu before reaching anyone. 1,409 more hit voicemail. That's 41% of everyone who called, gone before your team knew they existed. Your menu isn't screening callers — it's screening them out.
46%

Of Your Calls Went Unanswered

Across 5,414 logged calls, 46% never reached a person — 805 hung up on the menu, 1,409 went to voicemail. Each one was a buying decision your system lost.

$291

Average Revenue Per Answered Call

Your answered calls closed at $291 each across $5.9M in quotes. Apply that to the ~1,100 calls a year that never connect — that's six figures of revenue walking out the door, annually.

$0

After-Hours Revenue Captured

Purchasing managers work outside 9–5. A voicemail at 6 PM becomes a competitor's order by 8 AM. Your phone system currently captures none of this.

$38K+

Annual Cost of a Receptionist

A dedicated inbound receptionist costs $38,000–$55,000/year in salary + benefits — and still can't handle multiple calls simultaneously or work nights and weekends.

Same Departments. Same Calls. No Menu.

The biggest concern we hear from businesses with an existing IVR: "will we have to rebuild everything?" The answer is no. Every destination in your current phone tree maps directly to Carolina. The difference is how callers get there — instead of pressing a number, they say what they need.

Your team still gets the same calls. Your departments stay the same. The phone forward takes 15 minutes. Callers never notice the switch — except that someone actually answers.

What the caller says Old IVR Carolina
"I need pricing on lubrication equipment" Press 1 → Sales Instantly routes + captures 6-field spec intake
"I want to check on my bollard order" Press 2 → Orders Routes to logistics + flags urgency level
"I have a technical question about pallet rack" Press 3 → Support Routes + captures spec question + schedules callback
"Uh... hello?" Menu repeats — caller hangs up Asks what they need, handles naturally
Call at 7:00 PM All paths → voicemail Carolina answers. Lead delivered by 7:01 PM.

Current: "Press 1 for Sales, Press 2 for Orders..."

Caller hears a menu, waits for options, presses a key, gets transferred. Wrong key — start over. After hours — every menu path dead-ends in voicemail. Per your own CallRail data, 46% never reach a person. The ones who do are already frustrated.

Carolina: "Hi, this is Carolina with Source 4 — how can I help you?"

Caller speaks naturally. "I need to check on a bollard order" → routes to logistics. "I want pricing on lubrication equipment" → routes to sales and captures the full spec intake. No menu. No wrong turns. No after-hours dead end. Ever.

The migration is one phone forward. It takes 15 minutes.

Your existing number → Carolina's inbound line → Carolina answers, classifies, routes. No carrier change. No team retraining. No build phase — Carolina is already trained on Source 4's product catalog, customer patterns, and real call data. You flip the switch. Callers stop hearing a menu and start having a conversation.

Meet Carolina — Your AI Inbound Agent

Carolina is a fully custom AI voice agent built and deployed by Iron Tiger Digital. She's already been trained on Source 4's product categories, common customer questions, and real inbound call patterns. She answers every call — instantly, consistently, around the clock.

1

Call Comes In — Carolina Answers Instantly

No hold music, no prompts, no "press 1 for sales." Carolina picks up on the first ring with a professional greeting. If you currently run an IVR phone tree, Carolina replaces it entirely — callers speak naturally and reach the right person without navigating a menu. Day or night, including holidays and weekends. Multiple calls handled simultaneously — no busy signals.

2

She Qualifies the Caller and the Need

Carolina identifies the caller, their company, what product category they're asking about, urgency, and order size. She captures pricing and quote requests, product availability questions, and timing expectations, and routes complex technical questions to the right expert — capturing every detail so your team has full context before they pick up the phone.

3

Lead / Message Delivered Right After the Call

The moment the call ends, your team receives a text or email summary: caller name, company, number, what they need, and urgency level. Sales reps can call back within minutes — before the prospect even reaches a competitor.

4

Every Call Logged and Reviewable

Every conversation is recorded and summarized. Your team can review calls from the dashboard, flag corrections for Carolina's training, and see volume patterns across days, times, and product categories. Carolina gets sharper every month.

What Carolina Handles

Trained on Source 4's actual product lines — Lincoln lubrication equipment, bollard systems, pallet rack, industrial casters, and quick-ship SKUs — Carolina doesn't give generic answers. She knows your catalog.

Inbound Sales Calls

Captures product interest, pricing range, and urgency. Delivers qualified opportunity summaries to your sales team — no missed deals, no cold follow-ups.

Order Status & Lead Time Inquiries

Handles the most common call type in industrial supply: "Where's my order?" and "How long for X to ship?" Captures details, flags for your ops team.

Product & Spec Questions

Carolina knows Lincoln's 6-field lubrication spec matrix, bollard K-ratings and SKU patterns, and pallet rack intake specs. She scopes the question and routes it to the right expert with full context — no blind "let me transfer you," no dead ends.

After-Hours & Overflow Coverage

When your team is unavailable, Carolina doesn't send callers to voicemail — she handles the conversation, captures the need, and delivers a summary the moment business resumes.

Custom Routing Logic

Set rules for who hears what: new accounts vs. existing, small order vs. large, emergency vs. standard. Carolina routes and escalates based on your team's priorities, not a static call tree.

Call Analytics & Trend Reporting

Monthly reports showing call volume, peak hours, most common inquiry types, and conversion rates from call to order. Real data to inform staffing, inventory, and outreach decisions.

Already Built. Already Trained. Ready to Run.

This isn't a proposal for something we'd build from scratch. Carolina is already built, voice-tuned, and trained on Source 4's own 897 real calls — the behavior, voice, and product knowledge are all in place. What you're approving is turning her on for live calls.

897
Real calls trained on
50K
Chars of behavioral rules (inbound)
24/7
Answers every call — no menu, no voicemail
Training includes: Lincoln lubrication 6-field spec matrix + part numbers · Bollard SKU patterns, materials + K-ratings · Pallet rack 9-field intake checklist · Caster spec table · Quick-ship SKU list · Objection handling playbooks · Voicemail override script · Lead capture enforcement rules

IVR vs. Answering Service vs. Carolina

Feature Legacy IVR Human Receptionist Carolina (ITD)
Caller abandonment rate ✗ 30–67% hang up Low (if answered) ✓ Near zero — instant answer
After-hours coverage ✗ Voicemail ✗ No ✓ 24/7/365
Simultaneous calls Limited by lines ✗ 1 at a time ✓ Unlimited
Natural conversation ✗ Key presses only Yes ✓ Full natural language
Product-specific knowledge ✗ Routes only, no answers Some ✓ Deep (your catalog)
Lead delivered after every call ✗ No — just routes ✗ Manual notes ✓ Instant SMS
CSAT vs. direct answer ✗ 28–41 pts lower Baseline ✓ Natural — no menu frustration
Monthly cost $100–$400/mo carrier + maintenance $3,200–$4,500/mo See below

Carolina, on a real call

Press play — watch Carolina take a live inbound call, scope the quote, and capture it in real time. No menu, no voicemail, no wrong turns.

More demos added as we record them. Open full-screen

Simple, Predictable Pricing

No per-minute billing. No per-call fees. One flat monthly price — you know your cost going in, every month.

Month-to-month. No setup fee for Source 4 (already built & configured).

Month-to-Month. Cancel Anytime.

No multi-year contract, no setup fee, no lock-in. It's $1,200/mo, month-to-month, cancellable with 30 days' notice. Because Carolina is already built and trained, you can put her on your live line, watch the call summaries roll in, and judge her on what she actually catches. If she isn't earning her keep, you walk — but we're confident she won't give you the reason to.

Straight Answers

Will callers be annoyed they're talking to AI?

Most just experience a helpful person who picks up on the first ring and gets them where they're going faster than a menu ever did. And Carolina is honest — if someone asks whether she's AI, she doesn't pretend to be human.

What happens when she doesn't know the answer?

She doesn't bluff. For anything she can't answer — a technical spec, an engineered Lincoln system, a price — she captures the details and routes it to the right person with full context instead of guessing. Knowing her limits is built into how she works.

Can she quote prices?

No — and that's deliberate. Pricing stays with your team. Carolina captures the full quote request (items, quantities, ship-to, contact) so your reps can price it and send it fast. She never invents a number.

What about our order and inventory systems?

Live lookups (order status, stock) connect during setup. Until then she captures the request and tells the caller the team will confirm — she never makes up a status.

Is our call data secure?

Yes. Calls are recorded and summarized in your private dashboard. Nothing is shared, and you own your data.

How fast can we go live — and how do we get out?

Live within 48 hours; it's one phone forward, about 15 minutes. Out anytime with 30 days' notice. No lock-in.

Ready When You Are

Because Carolina is already trained and configured for Source 4, there's no build phase. We can move from proposal to live within 48 hours.

1

Confirm the plan — one flat $1,200/mo, no tiers, no per-call fees, month-to-month. That's the whole price.

2

Review and sign a 1-page service agreement — month-to-month, cancellable with 30 days notice. No multi-year lock-in.

3

Forward your inbound line (or provision a new number) — takes 15 minutes. Carolina goes live immediately. Your team receives the first lead summary before the end of day.

Let's Make It Official

Carolina is built, trained, and ready to answer your calls. Let's put the right structure in place so you get the full value — 24/7 coverage, full analytics, and ongoing training.

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