ADVISOR AI PARTNERS · CLIENT AUDIT
Tom Snogles · Proposal vs. Delivered Reconciliation
Last updated: —
CLIENT
Tom Snogles
BRANDS
Twinkle Nights · Sun Power Lawn Care
CONTRACT DATE
February 2, 2026
SETUP FEE
MONTHLY RETAINER
TOTAL SAVINGS
$2,500 + $1,000/mo
COMPLETED
0
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IN PROGRESS
0
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PENDING
0
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BLOCKED
0
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Original scope as presented to Tom Snogles — January 2026
INVESTMENT
★ PARTNER RATESERVICES INCLUDED
SCOPE DELIVERY PROGRESS
Across all 0 in-scope deliverables
0
Completed
0
In Progress
0
Pending
0
Blocked
ENGAGEMENT TIMELINE
JAN 20–21, 2026
Initial meeting + Proposal sent
JAN 29 – FEB 2, 2026
Agreement signed · Payment confirmed
FEB 26, 2026
Kickoff call · A2P punch list sent
MAR–APR 2026
Build-out · Testing · Check-ins
APR 21, 2026
Latest check-in · This audit
Click any status badge to cycle through statuses · Edit mode lets Aamish add notes
PLATFORM & INFRASTRUCTURE
Go High Level sub-account setup — both businesses
GHL platform configured for Twinkle Nights + Sun Power Lawn Care
Aamish — Add your notes on this deliverable:
Service agreement signed & payment confirmed
Letter of Understanding executed Feb 2, 2026; electronic bank transfer set up
Kickoff call completed — Tom + full team
Sales manager, office manager, operations coordinator attended — Feb 26, 2026
AI CHATBOT / RECEPTIONIST
Twinkle Nights chatbot — LIVE on website
AI receptionist deployed on twinklenights.com main site (confirmed Mar 31, 2026)
Aamish — Chatbot details (deploy date, configuration, knowledge base used, any known issues):
Sun Power Lawn Care chatbot — LIVE on sunpowerlawncare.com
Service area corrected (5 wrong cities removed Apr 2); widget live Apr 14 — Tom confirmed "Looks great"
Aamish — Current status of SPLC chatbot fix + what's needed to unblock:
Chatbot handoff logic & AI transparency language
Content refined for professional tone; human takeover logic implemented during active conversations
Aamish — Notes on handoff configuration:
TN chatbot — Round 1 & 2 refinements completed
Tent sizing logic, smart conversation flow, concise responses, 4 varied fallbacks, photo handling — Mar 13, 2026
TN chatbot — Major update: landscape, commercial & mandatory intake
Permanent install rules, 811 Dig, ~$500/fixture pricing, RGBW, commercial routing, 10-question commercial KB, mandatory address + photo — Apr 13–14, 2026
Aamish — Any follow-up refinements needed?
SP voice agent — AmandaBot v2 full rewrite
Renamed Tom → AmandaBot; persona = Amanda McCauley; banned word list; live transfer routes to Tom; after-hours handling; wrap-up offers callback — Apr 22, 2026
TN voice + chat widget code → Naveen for deployment
Code sent Apr 21 — Tom: "I'll have a few people test it as soon as it's live." Naveen deploying now.
SP voice + chat widget code → Naveen for deployment
Code sent Apr 22 in same thread as TN — both sites deploying together.
TN KB — Service-type payment terms separation
Christmas vs. events vs. rentals — different payment terms per service. Michelle building out.
Aamish — Has Michelle sent the payment terms breakdown yet?
A2P TEXT MESSAGING COMPLIANCE
A2P compliance punch list delivered to Tom
Phone field optional, two SMS consent checkboxes, Privacy Policy/ToS links — sent Feb 26, 2026
Tom confirmed all websites A2P-ready
Tom confirmed updates live on both sites by March 11, 2026
A2P registration submitted to carrier
Pending confirmation that forms are compliant before submission
Aamish — Has A2P been submitted? What is the current registration status?
LEGAL DOCUMENTATION
Twinkle Nights — Terms of Service
Document created and shared with Tom's team for publishing
Sun Power Lawn Care — Terms of Service
Document created and shared with Tom's team for publishing
KNOWLEDGE BASES & FAQs
Twinkle Nights — Knowledge base built & loaded
FAQ document populated; knowledge base loaded into chatbot
Aamish — What topics are covered? Any gaps identified?
Sun Power Lawn Care — Knowledge base built & service area corrected
Website crawl + FAQ loaded Mar 4; 5 wrong cities removed Apr 2 — now Gainesville/Alachua County only
Aamish — Has the service area been corrected? What's outstanding?
TN KB — 196-page website crawl + FAQ Q&A loaded
Full site crawl plus Tom + Michelle Q&A sheet loaded — Mar 4, 2026. Service-type expansion ongoing.
TN KB — Tent capacity calculation bug fixed
Calculation error in tent sizing logic identified and fixed same day — Mar 27–31, 2026
TN KB — Landscape lighting + commercial KB added
Permanent install, 811 Dig, ~$500/fixture, RGBW; 10-question commercial KB — Apr 13, 2026. Permanent trim FAQ still gap (handled manually).
SP KB — Full updated services list from Amanda
Aeration, hydroseeding, roof blowoff, gutter cleaning — need Amanda to confirm/deny. Once received, Aamish updates KB + voice prompt.
Aamish — Has Amanda provided the services list?
VOICE AI & PHONE SYSTEM
Luna (TN) & AmandaBot (SP) — Voice AI agents live & synced
Luna fully synced with TN chatbot (live transfers, no-answer fallback, First Response Rule) — Apr 14; AmandaBot v2 built Apr 22
Aamish — Voice agent current status, what's been tested, what needs testing:
TN voice agent opening script — 3 options sent, Tom choosing
3 options sent Apr 21 (natural/humorous, AI-disclosed, 190-char max). Aamish sets live the same day Tom picks.
Aamish — Paste your voice script options here or describe status:
Phone number porting — Nextiva → GHL
Decision made Apr 21 to port for cost efficiency; Tom needs to provide bill + account number; porting email to be sent by Aamish
Aamish — Has porting email been sent? What's the current status?
Missed call text-back — TN & SP both built
Automatic SMS triggers when a call goes unanswered — built in GHL Apr 8–9, 2026
Voicemail greetings uploaded — TN & SP
Files received from Tom and uploaded to GHL — Apr 8–9, 2026
TN phone lines → GHL forwarding confirmed
(844) 820-4613, (352) 325-2225, (904) 325-6351 all forwarding to GHL +1 (352) 736-7746 — confirmed Apr 21, 2026
SP phone line → GHL forwarding confirmed
(352) 507-5296 forwarding to GHL +1 (352) 766-1739 — confirmed Apr 21, 2026
TN menu-driven SMS workflow — 4-option flow
Options 1 (callback), 2 (AI chat), 4 (leave note) in active build. Option 3 (schedule) awaiting Tom's booking link. No-reply 24h timeout also building.
Aamish — Current build status of each option:
TN 844 toll-free number — approved by Tom
TN serves 6+ area codes; local 352 looks wrong to out-of-area callers. Tom approved 844 strategy Apr 17, 2026.
844 number verification — 15-min call with Tom required
Aamish tried independently but carrier requires Tom's participation. Must complete BEFORE SMS workflow goes live. Gate item.
Aamish — Has this call been scheduled? Status?
SP post-call automations — contact creation, notifications, email
Contact creation, Amanda notification, confirmation email. SMS component activates after A2P fully approved.
CALENDAR & BOOKING
Google Calendar integration — 15-min appointments configured
Automated availability syncing; Google Meet set as standard platform for initial consultations
Amanda & Michelle — availability schedules + profile pictures finalized
Both team members need to complete calendar setup and upload profile photos
Aamish — Has this been completed? Any follow-up needed?
GHL ACCESS & PERMISSIONS
GHL full permissions — Amanda McCauley & Michelle Jones
Both team members need full access granted within GHL system
Aamish — Have permissions been granted? What access level?
CRM & CUSTOM SOFTWARE
Tinsel CRM analysis — verdict: keep it ($800/yr)
Full 7-page Sawgrass PDF analysis Apr 7. Verdict: GHL cannot replace Tinsel — dual pricing + interactive checkboxes irreplaceable. Recommendation: keep Tinsel at $800/yr.
Aamish — What has been done on CRM replication? What's the plan?
Custom CRM dashboards — Notion / requirements definition
David building custom CRM; Amanda + Michelle to define dashboard requirements; Notion dashboards in progress
Aamish — Dashboard status and what's been built:
⚠️ Revenue risk — Tinsel missing follow-up automation
Flagged Apr 14: estimated 25–50% revenue loss on open proposals due to no follow-up automation in Tinsel. Potential fix: GHL automation triggered by Trello stage changes. Aamish exploring.
Aamish — What have you explored so far on the Trello/GHL automation fix?
GHL opportunities/pipeline for TN — requirements pending
Tom's dashboard requirements pending from Michelle + Amanda. GHL event proposals (to replace manual Tinsel events) also planned.
Stripe customer record setup for Tom
Tom currently pays via ACH. New Stripe customer record needed for platform charge transparency.
SOCIAL MEDIA
Social media tool setup + Briana onboarding
Tool set up; Aamish to contact Briana (support@twinkle.com) to assess usage and login needs
Aamish — Has Briana been contacted? What's the status of the social media tool?
AI DEPLOYMENT QUOTES & NEXT PHASE
Deployment quotes for both accounts
Tom requested quotes for both Sun Power and Twinkle Nights AI deployment options (Apr 21 meeting)
Aamish — Paste deployment option quotes or pricing tiers here:
AI agent deployment code forwarded to Naveen + Tom
Code and relevant deployment documentation to be shared
Aamish — Has deployment code been sent? To whom and when?
ONGOING RELATIONSHIP
Tom's request: attend monthly AI update meetings
Tom wants to attend our monthly team meetings for AI updates; Aamish to inform David
Aamish — Has David been informed? What was decided?
Hiring process automation — dedicated session with Tom
David + Tom to schedule review focused on hiring topics and potential automation builds
Services delivered that were not included in the original proposal — provided as part of our partnership commitment
0
EXTRA ITEMS
LEGAL & COMPLIANCE (NOT IN ORIGINAL SCOPE)
Terms of Service — drafted for both businesses
ABOVE SCOPEFull ToS documents written from scratch for Twinkle Nights and Sun Power Lawn Care — not a standard deliverable in the original 8-service proposal
SOCIAL MEDIA (NOT IN ORIGINAL SCOPE)
Social media management tool — setup & team onboarding
ABOVE SCOPESocial media tool provisioned and configured; Briana being onboarded for Instagram content workflow — not part of original proposal
CUSTOM SOFTWARE DEVELOPMENT (NOT IN ORIGINAL SCOPE)
Custom CRM build — pipeline & dashboard development
ABOVE SCOPEDavid building custom CRM software with dashboards tailored to Tom's businesses — original scope covered GHL automation only, not bespoke software development
Tinsel CRM proposal template analysis & GHL replication
ABOVE SCOPEDeep-dive analysis of Tom's existing Tinsel CRM output and replicating proposal logic inside GHL email templates — strategic consulting work beyond standard setup
HIRING & OPERATIONS AUTOMATION (NOT IN ORIGINAL SCOPE)
Hiring process automation — planning & strategy session
ABOVE SCOPEDedicated advisory session to analyze and automate Tom's hiring workflows — entirely new initiative outside original service agreement
Aamish — Add any additional above-scope work you've done that isn't listed here:
TOTAL ESTIMATED VALUE ABOVE SCOPE
Based on standard agency rates for these service types
$0
Anything built, configured, or completed that isn't listed above — add it here
Aamish's additional work log will appear here once Edit Mode is completed and saved.
Check off items as they're completed — saves automatically · Edit mode adds note fields
Aamish
Technical Lead · Advisor AI Partners
Tom Snogles
Owner · Twinkle Nights & Sun Power
Michelle Jones
Director Sales & Design · Twinkle Nights
Amanda McCauley
Operations / Admin · Sun Power Lawn Care
Naveen Verma
Website Developer · upworknaveen1@gmail.com
Everyone involved in this engagement
Tom Snogles
Owner · Twinkle Nights & Sun Power
✉ tom@twinklenights.com
📞 C: 352-514-5890 · O: 844-820-4613
Michelle Jones
Director Sales & Design · Twinkle Nights
✉ michelle@twinklenights.com
📞 C: 352-318-1063 · O: 352-325-2225
Amanda McCauley
Operations / Admin · Sun Power Lawn Care
✉ admin@sunpowerlawncare.com
📞 352-507-5296
Brianna
Social Media · Twinkle Nights
✉ support@twinklenights.com
GHL TRAINING IN PROGRESS
Naveen Verma
Website Developer · Contract
✉ upworknaveen1@gmail.com
DEPLOYING WIDGETS NOW
Aamish (Mohd Aamish Aaftab)
Technical Lead · Advisor AI Partners
✉ aamish@advisoraipartners.com
GHL Platform · AI Config · Workflow Builds
David Ortiz
Account Lead · Advisor AI Partners
✉ david@advisoraipartners.com
📞 (305) 254-4455
Designed and ready to build · Deferred until core agent work completes
Problem: Amanda spending 20+ hrs/week on hiring
Auto-apply spam on Indeed. Candidates claim experience they don't have. Roles: Crew Members ($19/hr) and Team Leads ($20/hr). David added to Indeed account Mar 26, 2026.
DESIGNED 4-STEP SCREENING FLOW
Indeed Sync
New applicant on Indeed triggers intake into GHL pipeline
SMS Consent
Automated text asks candidate to opt-in to AI phone screening
AI Voice Screen
Voice agent interviews candidate — experience, availability, role-fit questions
Results to Amanda
Amanda reviews qualified candidates only — AI handles the rest
ATS INTEGRATION
Indeed → GHL research in progress. Core agent work takes priority.
BUILD STATUS
Deferred to Phase 2. Begins after TN/SP core agent work completes.
Advisor AI Partners · david@advisoraipartners.com · 305-254-4455 · advisoraipartners.com
Audit generated April 22, 2026 · Updated: