✏️  Edit Mode Active — Aamish, fill in your deliverables below and click Save when done.

ADVISOR AI PARTNERS · CLIENT AUDIT

Twinkle Nights &
Sun Power Lawn Care

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

$5,000

MONTHLY RETAINER

$2,000 / mo

COMPLETED

0

IN PROGRESS

0

PENDING

0

BLOCKED

0

📋

What Was Proposed

Original scope as presented to Tom Snogles — January 2026

INVESTMENT

Setup Fee (One-Time) $5,000
Monthly Retainer $2,000/mo

Note: Reduced rate offered in exchange for expected client referrals.

SERVICES INCLUDED

● AI Voice Agent (both businesses)
● AI Chatbot / Receptionist (both websites)
● Reputation Management
● A2P Text Messaging Compliance & Setup
● CRM & Workflow Automation (Go High Level)
● Knowledge Base Building (both brands)
● FAQ Development & Loading
● Terms of Service Documentation

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

🚀

Deliverables — Proposed vs. Delivered

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

OWNER: Aamish DONE

Aamish — Add your notes on this deliverable:

Service agreement signed & payment confirmed

Letter of Understanding executed Feb 2, 2026; electronic bank transfer set up

OWNER: David DONE

Kickoff call completed — Tom + full team

Sales manager, office manager, operations coordinator attended — Feb 26, 2026

OWNER: David DONE

AI CHATBOT / RECEPTIONIST

Twinkle Nights chatbot — LIVE on website

AI receptionist deployed on twinklenights.com main site (confirmed Mar 31, 2026)

OWNER: Aamish DONE

Aamish — Chatbot details (deploy date, configuration, knowledge base used, any known issues):

Sun Power Lawn Care chatbot — Built, ON HOLD

Deployment paused due to incorrect service area data; needs correction (Gainesville + surrounding areas only)

OWNER: Aamish BLOCKED

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

OWNER: Aamish DONE

Aamish — Notes on handoff configuration:

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

OWNER: Aamish/David DONE

Tom confirmed all websites A2P-ready

Tom confirmed updates live on both sites by March 11, 2026

OWNER: Tom DONE

A2P registration submitted to carrier

Pending confirmation that forms are compliant before submission

OWNER: Aamish PENDING

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

OWNER: Aamish DONE

Sun Power Lawn Care — Terms of Service

Document created and shared with Tom's team for publishing

OWNER: Aamish DONE

KNOWLEDGE BASES & FAQs

Twinkle Nights — Knowledge base built & loaded

FAQ document populated; knowledge base loaded into chatbot

OWNER: Aamish DONE

Aamish — What topics are covered? Any gaps identified?

Sun Power Lawn Care — Knowledge base built (service area needs fix)

10-question FAQ loaded; service area data incorrect and needs updating

OWNER: Aamish IN PROGRESS

Aamish — Has the service area been corrected? What's outstanding?

VOICE AI & PHONE SYSTEM

Voice AI agent — in testing

Testing underway for both businesses; increased structured testing required

OWNER: Aamish IN PROGRESS

Aamish — Voice agent current status, what's been tested, what needs testing:

Voice AI phone scripts (AI disclosure focus)

Multiple options to be generated for both Sun Power and Twinkle Nights; must disclose AI involvement to callers

OWNER: Aamish PENDING

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

OWNER: Aamish + Tom PENDING

Aamish — Has porting email been sent? What's the current status?

CALENDAR & BOOKING

Google Calendar integration — 15-min appointments configured

Automated availability syncing; Google Meet set as standard platform for initial consultations

OWNER: Aamish DONE

Amanda & Michelle — availability schedules + profile pictures finalized

Both team members need to complete calendar setup and upload profile photos

OWNER: Tom's team PENDING

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

OWNER: Aamish PENDING

Aamish — Have permissions been granted? What access level?

CRM & CUSTOM SOFTWARE

Tinsel CRM proposal template analysis — replicate in GHL

Direct integration with Tinsel CRM / Service Autopilot not possible; GHL email template replication being analyzed

OWNER: Aamish IN PROGRESS

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

OWNER: David + Aamish IN PROGRESS

Aamish — Dashboard status and what's been built:

SOCIAL MEDIA

Social media tool setup + Briana onboarding

Tool set up; Aamish to contact Briana (support@twinkle.com) to assess usage and login needs

OWNER: Aamish PENDING

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)

OWNER: Aamish PENDING

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

OWNER: Aamish PENDING

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

OWNER: Aamish → David PENDING

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

OWNER: David + Tom PENDING
🔧

Aamish — Additional Work Log

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.

⚡

Open Action Items

Everything still pending as of April 22, 2026

ACTION ITEM OWNER STATUS AAMISH NOTES
Fix Sun Power chatbot service area data Aamish BLOCKED
Generate voice AI script options (both brands) Aamish PENDING
Send phone porting email to Tom Aamish PENDING
Provide AI deployment quotes for both accounts Aamish PENDING
Forward AI agent deployment code to Naveen + Tom Aamish PENDING
Contact Briana for social media tool onboarding Aamish PENDING
Update GHL permissions — Amanda + Michelle Aamish PENDING
Inform David: Tom requests monthly meeting access Aamish → David PENDING
Tom to send porting docs (bill, account #, phone #s) Tom Snogles PENDING
Tom to send edited chatbot scripts (Sun Power + TK) Tom Snogles PENDING
Finalize calendar availability — Amanda + Michelle Tom's team PENDING
Schedule hiring automation session — David + Tom David + Tom PENDING

Advisor AI Partners · david@advisoraipartners.com · 305-254-4455 · advisoraipartners.com
Audit generated April 22, 2026 · Updated: —