Text messages are your choice

Texts from Sara, SNRG's AI assistant

Sara is SNRG's AI assistant to its owner, Geoff Montalvo. She texts SNRG's existing business clients, their staff, and business contacts Geoff works with, one to one, from (661) 766-5621, about meetings, scheduling, project status and requests, and replies to their messages. Texts Sara starts are approved by Geoff first. No marketing, promotions, lead generation, or purchased or shared lists. Every first message names SNRG and says Sara is an AI assistant. Her texts never include patient or health information.

People agree in one of three ways:

1. They text Sara at (661) 766-5621 first. Sara replies in that conversation. Before she starts any later text, she asks in the chat if she may keep texting them about meetings and projects with Geoff; only a YES reply turns that on. Her ask, word for word: May I keep texting you about meetings and projects with Geoff? Reply YES. We keep the reply, the time it was sent and its message ID. Until the carrier registration for her texts is approved, Sara may also start a text about a meeting with Geoff, approved by Geoff first, to someone who texted her before. After that, only a YES turns on texts she starts.
2. They open a personal invite link from SNRG, https://snrg.me/map-my-business#invite=[token], and check an unchecked SMS box beside this disclosure:

   I agree to receive text messages from Sara, the AI assistant for SNRG Consulting, Inc., at (661) 766-5621, about meetings, scheduling, project status and requests. Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is optional and not a condition of purchase or service. No promotional texts.

   When Geoff would like Sara to reach someone, Sara emails them the link. It opens our Map My Business page in a short texting view with their name filled in. Before the box, the page says: If you check the box below, Sara, an AI assistant for Geoff Montalvo at SNRG, will text you from (661) 766-5621 about meetings, scheduling and projects with Geoff. It is optional, and only you can say yes. The person types their mobile number, which must be the number SNRG has for them, and checks the box only if they want the texts. The link is only for them, works once and expires after 14 days. [token] stands for the one-time key in each real link; the address exactly as written opens a read-only sample of the same view.

   These screenshots show the live invite view on October 3, 2026, Pacific time, opened from a real one-time link issued to SNRG's own test entry (named "Evidence"). The SMS box is unchecked, the phone field is empty, and no personal data is shown. Open either image to read it at full size.

   

   

3. They tell Geoff directly, in person, on a call, or by email, that Sara may text them about meetings with Geoff, after being told the texts come from Sara, SNRG's AI assistant, at (661) 766-5621. Sara may later ask by text to add projects; only a YES adds them. Geoff records the yes in his own words, naming the person. Someone else saying it is fine never counts. Sara starts using a yes given this way once the carrier registration for her texts is approved. Until then, Sara can email you a personal sign-up link, or you can text her first.

What we keep

SNRG records name, number, date and time, method, and the proof: Geoff's note of the spoken yes, their YES text, or the form version and IP. An illustrative record for each way, in the fields we store. These are examples, not real people's records.

1. Texted first, then replied YES

Name

[Name]

Mobile number

(***) ***-0122

Method

replied_yes (answered Sara's ask in the chat)

Topics

meetings_and_projects

Their words

YES

Date and time

2026-10-05 10:42 AM Pacific

Message ID

SM************************ (Twilio's message ID for their reply)

2. Personal invite link

Name

[Name]

Mobile number

(***) ***-0122, matched to the number SNRG has for them

Method

web_form (checked the SMS box on their personal invite)

Topics

meetings_and_projects

Words agreed to

The disclosure quoted above, word for word

Form version

2026-10-03-sara-v1 (notice before the box: 2026-10-03-v1)

Date and time

2026-10-05 2:15 PM Pacific

IP and browser

203.0.113.***, Mozilla/5.0 (iPhone ...)

3. Told Geoff directly

Name

[Name]

Mobile number

(***) ***-0122

Method

told_owner_directly (heard by phone)

Topics

meeting_logistics (projects only after a later YES)

Geoff's note of the spoken yes

"[Name] told me on the phone today that you can text her about meetings."

Date and time

2026-10-05 9:05 AM Pacific, with the ID of Geoff's stored message

Sara's first text, and the confirmation

Sara's first text to each saved contact names SNRG and Sara, says she is an AI assistant, and says msg frequency varies, msg and data rates may apply, Reply HELP for help, Reply STOP to opt out. For example, after an invite yes:

Hi [Name], it's Sara, Geoff Montalvo's AI assistant at SNRG. I'll only text you about meetings and projects with Geoff. Geoff says your new booking page is ready to review. Does Tue at 10 AM or 2 PM Pacific work to walk through it? Msg frequency varies, msg and data rates may apply. Reply HELP for help. Reply STOP to opt out.

A YES to her ask is confirmed with the same terms, in the same chat:

Thanks, you're all set. I'm Sara at SNRG, and I'll text you about meetings and projects with Geoff. Msg frequency varies, msg and data rates may apply. Reply HELP for help, STOP to opt out.

Every text Sara starts is approved by Geoff first and goes out between 8 AM and 8 PM in your time zone. Reply STOP at any time, or tell Geoff you want to stop, and Sara stops texting you.