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DeployAIBots · Internal Status Review

Client Status Board

Generated Jul 17, 2026 Clients 2 Bots in scope 3 (Oasis Housing · Turbo Tint Aurora · Turbo Tint Arvada)
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BAD Marketing is in active recovery — today is day 1 of 6

Turbo Tint bookings fell from ~20+/week to 1–2/week on flat ad spend. The client threatened to fire DAB on a Jul 16 call and gave a week and a half to show recovery, with two weeks of contract runway left. The "Code Red" plan started this morning — see the checklist on that tab.

Jul 27fire-threat checkpoint (6 working days)
Jul 30contract runway ends (9 working days)
1–2 / 20+bookings per week, now vs. before

Oasis Housing

oasishousingco.com · Roeben Garcia · insurance-relocation housing placement
Stage: Discovery & access-gathering (pre-build)

Progress

Every tracked metric for this bot, in one place — the breakdown for each of these lives in its own section further down.

Overall0% · 0/35
Action Items Need Access To Start0% · 0/10
Phase 0 · Close blockers0% · 0/10
Phase 1 · Pure automation first0% · 0/4
Phase 2 · Bot steps, human-in-the-loop only0% · 0/4
Phase 3 · Testing / evaluation0% · 0/4
Phase 4 · Graduated autonomy0% · 0/3

Bot 1 of 1

Claim & Landlord Bot

Ingests insurance-relocation claims from email, logs them to the claim board, searches Furnished Finder (and Zillow/Redfin as backup) for matching rentals within budget and a 5-mile radius, sends the landlord-required initial outreach message, answers basic logistics questions (pets, timing, availability) over Quo, and generates a proposed "family sheet" with Oasis's markup and vendor fees applied for Ana/Roeben to approve before it goes to the insurance rep. Hard-flags to a human the instant pricing or negotiation comes up.

Action Items Need Access To Start

Check off as each is delivered — the progress bar above tracks this list.

Recommended build & rollout sequence

DAB engineering judgment applying the playbook's automation/bot/human principles to its own dependency structure — each phase gates the next. Check off items as they close.

Phase 0 — Close blockers0/10

Resolve all 10 blockers before building anything client-facing — each one underpins a whole category of downstream steps, not just one.

Phase 1 — Pure automation first0/4

Every deterministic step, no LLM judgment needed — lowest risk, and it directly hits Oasis's own pain point: claims take ~2 minutes by hand today and "speed is key" was their own phrase on the kickoff call.

Phase 2 — Bot steps, human-in-the-loop only0/4

Language/judgment steps, but every one drafts-then-a-human-sends — no autonomous sends yet. Validates difficulty scoring, priority setting, and drafting quality against real human review.

Phase 3 — Testing / evaluation0/4

Run the bot against sample or historical claims before it ever touches a live family or landlord. The playbook flags this phase as entirely unscoped (D-13) — the four items below are a starting point DAB would still need to define with Oasis, not sourced from the document.

Phase 4 — Graduated autonomy0/3

Remove human-in-the-loop only on individually-approved, low-risk steps first. Every hard guardrail stays human-gated indefinitely, regardless of phase, until each is separately re-approved with the client.

BAD Marketing — Turbo Tint

Window-tint shop chain · GoHighLevel DM-setter bots for two locations
Stage: Active crisis recovery (Code Red, day 1 of 6)

Progress

Every tracked metric for this recovery, in one place — the breakdown for each lives in its own section further down.

Overall · Code Red recovery checklist0% · 0/22
Phase 1 · Stop the bleeding0% · 0/9
Phase 2 · Put a human in front of the leads0% · 0/4
Phase 3 · Mine the previous agency's wins0% · 0/4
Phase 4 · Rebuild the workflow layer0% · 0/5
Mon Jul 27 · the fire threat

What has to be true by then

  • Bookings visibly climbing, bot + setter combined, posted every weekday since Jul 20
  • Zero conflicting-message reports in the 5 working days after the automation shutoff
  • No new "doesn't sound human" complaints since the Claude switch
  • Wins landing in the client's own pipeline automatically
Thu Jul 30 · runway ends

The consequence

  • Two weeks from the Jul 16 call is when the client decides on installers and the contract
  • If conversions haven't recovered by Jul 27, this is when it's decided — the 3 days after are notice, not recovery time

Turbo Tint — Aurora Bot

5.9 / 10

DM-setter for the Aurora, CO shop: qualifies inbound leads over SMS/DM, quotes pricing, sends the $29/30 deposit link, confirms payment, books in Shopmonkey.

Scope grading as of Jul 1 · superseded by the recovery plan below
  • Core flow exists: intake, qualification, pricing, deposit link, Shopmonkey booking.
  • Confirmed bug: collects a $29 deposit against a contracted $30.
  • No deposit_resume.py recovery path (Arvada has one) — stalled bookings aren't reclaimed.
  • Payment/booking flow not verified end-to-end on live traffic.

Turbo Tint — Arvada Bot

6.5 / 10

DM-setter for the Arvada, CO shop: same flow as Aurora, plus a script that resumes stalled bookings once a deposit link goes cold.

Scope grading as of Jul 1–2 · superseded by the recovery plan below
  • Same core flow, plus a deposit_resume.py recovery path Aurora lacks.
  • Same $29-vs-$30 deposit bug confirmed here too.
  • Slack escalation channel is hardcoded to Aurora's channel ID — cross-contamination risk.
  • get_pricing.py has 12–16 undifferentiated backup files — ongoing pricing instability.
1–2 / wk
20+ / wk before

Live bookings — the metric the client is actually watching, not the 15-item scope score above.

Needed for 100% (beyond surviving Jul 27)

  • Ship every Phase 1–4 item on schedule and clear the Jul 27 checkpoint criteria above.
  • Fix the confirmed $29-vs-$30 deposit bug on both Aurora and Arvada.
  • Fix the Slack channel cross-contamination (Arvada's fallback hardcoded to Aurora's channel).
  • Get the payment / Shopmonkey booking flow verified end-to-end on live traffic, not just the two bookings seen so far.
  • Close out the remaining amber/red items on the original 15-item scope checklist for both locations.
  • Taper the human setter back out once the bot's conversion rate holds on its own for a week.

Recovery checklist

Sourced from DAB's internal "Code Red" tracker, built off the Jul 16 client call. All dates/times are US Eastern; weekends don't count as working time. Check items off as they ship — this drives the progress bar above.

Phase 1 · Stop the bleedingFri Jul 17 · today, end of day0/9

Nothing in later phases starts until this ships — tone and the automation cleanup are the two things the client can see and feel immediately.

Phase 2 · Put a human in front of the leadsMon Jul 200/4

The client wants conversions now, not a bot on principle. A human DM setter buys the runway the Phase 4 rebuild needs.

Phase 3 · Mine the previous agency's winsMon Jul 20 → Wed Jul 220/4

The old stack tagged every converted lead "MindFlowed AI Win" — a free, pre-labelled dataset of what actually worked on this account.

Phase 4 · Rebuild the workflow layerTue Jul 21 → Fri Jul 240/5

Working theory: the previous agency's edge was a thick automation stack around a thin bot, not a better bot. Phase 1 stripped that layer — this puts DAB's own back under it.