Partnership Brief

You asked if we'd hold
our own. Here is our side.

Portfolio audit and partnership proposal for Al Morell. One business fully audited, four queued, one pilot proposed. Prepared by Online Optimisers, Tomas and Donal Lynch, for the meeting of 22 April 2026.

Evergreen AI Visibility
16 / 100
Bottom of the Ocoee solar pack. Recoverable with four foundation fixes.
Est. Revenue Loss / Yr
$300k
Lead-flow gap at current local solar search volume. Today, not projected.
Businesses Queued
4
NEXA Lending, Morell Group, Solar Syndicate, PropertyMax. Audits on partnership approval.
Phase 1

The Portfolio

Five businesses mapped. One in active bleed, four queued for audit. Priority logic: P0 is measurable revenue loss today. Queued is audit-on-partnership-approval.

The Five Businesses

P0 · Active Revenue Loss
Evergreen Solar
Solar and home services, Ocoee FL. Three domains, zero schema markup, dead last in local pack. Fully audited 18 April 2026.
AI Visibility
16 / 100
Local Pack
#35 / 35
Est. Loss
$300k / yr
Queued · Mortgage
NEXA Lending
Mortgage and finance. Signing authority with Kortas, not Al. Framing for context, no pitch.
AI Visibility
n/a
Local Pack
n/a
Est. Loss
n/a
Queued · Data Platform
Morell Group
Data and B2B platform. Central to Al's data distribution thesis; audit scheduled on approval.
AI Visibility
n/a
Local Pack
n/a
Est. Loss
n/a
Queued · Residential Solar
Solar Syndicate
Second solar brand in the Morell portfolio. Differentiated from Evergreen; audit sequenced second.
AI Visibility
n/a
Local Pack
n/a
Est. Loss
n/a
Queued · Real Estate SaaS
PropertyMax
Real estate SaaS. Domain availability pending verification; flagged at intake.
AI Visibility
n/a
Local Pack
n/a
Est. Loss
n/a

Scorecard

BusinessVerticalAI VisibilityLocal PackEst. Loss / YrPriority
Evergreen SolarSolar / home services16 / 100#35 / 35$300kP0
NEXA LendingMortgage / financen/an/an/aQueued
Morell GroupData / B2B platformn/an/an/aQueued
Solar SyndicateSolar / residentialn/an/an/aQueued
PropertyMaxReal estate SaaSn/an/an/aQueued
Phase 2

Evergreen Deep Dive

Evergreen's position is recoverable. Foundation is the problem, not the market. Three domains, zero schema markup, no entity coherence. The fixes are mechanical, not creative.

AI Visibility Score
16 / 100
evergreen4life.com, April 2026
AI citation tests0 / 6
Local pack rank#35 / 35
Schema markupNone
Domains detected3
Est. lost revenue$300k / yr
01
Fragmented brand identity
Three domains operating in parallel. No canonical entity signal across the web, so search and AI engines can't resolve which is the authoritative brand.
Root cause
02
Zero schema markup
No structured data published. AI models have nothing to cite when answering Ocoee solar queries, so Evergreen is absent from every test.
0 / 6 citations
03
Last place in local pack
Ranked #35 of 35 competing Ocoee solar businesses in Google Maps, despite a 4.9 GBP rating. Ranking signal is broken, not reputation.
#35 of 35
04
Estimated revenue loss
Lead-flow gap at current local search volume, averaged across twelve months, using local solar average install value.
$300k / yr
Phase 3

Pricing Ladder

A three-phase ramp starts at the lowest-risk entry point and scales with results. Phase 1 is a flat-fee pilot, no lock-in. Phases 2 and 3 activate on Al's terms.

Phase 1 · Pilot
$4,800 flat
60-day Evergreen Solar fix. No ongoing commitment required.
  • Entity consolidation (3 domains to 1)
  • Schema markup across all pages
  • GBP rebuild and citation audit
  • AI citation foundation (target 3 of 6)
  • Full written report at close
"10 installs a month, I'm a happy camper."Al Morell, 17:12
Phase 2 · Scale
$7,500 / mo
Full portfolio, active optimisation across all five businesses.
  • Audits for all 4 remaining businesses
  • Monthly AI visibility reporting
  • Content and schema maintenance
  • Local pack position monitoring
  • Direct access, weekly alignment call
"30 installs a month, that's $90k a month."Al Morell, 17:12
Phase 3 · JV
Rev-share
Performance-aligned. OO earns only when results are attributed.
  • OO takes a share of attributed installs
  • Zero fixed cost when Phase 3 active
  • Scope and rate negotiated on results
  • Activates after Phase 2 milestones hit
  • Al retains full operational control
"I'm open to anything."Al Morell, discovery call
The Ask

Four asks, one pilot,
48-hour start.

The pilot is scoped, the timeline is 60 days, and the first result is measurable. Everything below can be done this week.

01
Sign the Tier 1 residual agreement
DocuSign sent within 24 hours of verbal go-ahead. No commitment to Phases 2 or 3.
02
Name the pilot vertical
Evergreen Solar is the recommendation. Confirm or redirect.
03
Three-way intro with Richard Woodward
Al, Tomas, and Richard on one call to align on the data layer and residual mechanics.
04
Optional: Portfolio Deep-Strategy Doc
Full strategy across all 5 businesses, delivered 2026-05-02. Priced separately. Paid follow-up.
Your move.