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
Click to filter
IN PROGRESS
0
Click to filter
PENDING
0
Click to filter
BLOCKED
0
Click to filter
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
MAY 18, 2026
Build phase complete · Handoff in progress
Live status of all deliverables · Click badges to update · Edit mode for Aamish
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 — Naveen deployed. Both TN widgets LIVE.
SP voice + chat widget code → Naveen for deployment
Code sent Apr 22 — Naveen deployed. SP widgets LIVE.
TN KB — Service-type payment terms separation
Christmas vs. events vs. rentals payment terms separation complete — Michelle delivered.
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
Amanda to provide complete services list. Email being sent to Amanda requesting full services confirmation.
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
Opening script finalized with Tom on call. Voice agent live.
Aamish — Paste your voice script options here or describe status:
Phone number porting — Nextiva → GHL
Porting instructions shared with Tom Apr 22. Waiting on Nextiva billing statements, account numbers, and phone list from Tom.
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
⚠️ Active bug — Harvey/Marco caller ID issue
Calls coming in under same contact (Harvey/Marco). Root cause: Nextiva forwarding sends GHL the TN business number (+1 352-571-1089) instead of the caller's number. Fix: Nextiva config change OR port numbers directly to GHL. Resolves when Tom sends porting docs.
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 — decided not to proceed
AI voice agent handles all incoming calls — SMS menu not needed. Removed from scope.
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
Verification call completed April 22, 2026 with Tom & Aamish — 15-min call done
Aamish — Has this call been scheduled? Status?
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
Michelle completed description text and end-to-end calendar testing.
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:
Database reactivation — last remaining scoped deliverable
Aamish setting this up this week. Final item to close out the original contracted scope.
SOCIAL MEDIA
Social media tool setup + Briana onboarding
GHL social media access granted. Brianna walkthrough session completed with Aamish. Ongoing support available.
Aamish — Has Briana been contacted? What's the status of the social media tool?
AI agent deployment code forwarded to Naveen + Tom
AI agent deployment code sent to Naveen — both sites live.
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
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 SCOPEAI hiring pre-screening system designed for Sun Power — 4-step flow (Indeed → SMS consent → AI voice screen → results to Amanda). In progress.
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
Tom's Team
Michelle · Amanda · Brianna
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: