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OO Confidential
Al Morell - Partnership Brief - April 22, 2026

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

Mapped to yours, line by line. Your data. Our execution layer. What that looks like at scale.

Presented by
Tomas Lynch
Online Optimisers
For
Al Morell
The AMP - 5-Business Portfolio
The Build You Already Made

$100-150k to build the algorithm. $50k a month to maintain it.

"The algorithm, just to make one, it's 100 and something thousand, 150,000. And if you're going to maintain it, it can be 50,000 a month."
- Al Morell, Discovery Call [17:42]
You own
The Data

In-market consumer intent. Shadow IDs. 28-state real estate, windows, solar, auto.

You own
The Infrastructure

The AMP. The algorithm. The platform launching April 30, 2026.

We add
The Execution Layer

AI copy at record level. Schema and entity infrastructure. Attribution closed-loop.

This is not a lead-gen pitch. You don't need more leads. You need the pipeline that converts what you already have.

The Portfolio

Six businesses. One data engine.

Hub
THE AMP
Data platform
Evergreen Solar
Solar install
Solar Syndicate
Solar
Morell Group
Real estate
PropertyMax
SaaS
NEXA Lending
LO role only
Storm Sniper
Hail intel - live

OO operates across the four owned businesses. NEXA shown for context. Storm Sniper is live at storm-sniper.com.

Where OO Fits

Four AI layers on top of your data stack.

1

Per-lead personalisation at scale

Opus generates individual copy from each data record. VIN, zip, beacon score, intent signal. One template becomes 2,500 unique messages.

Claude Opus
2

Schema and entity for AI citations

Your businesses appear when prospects ask AI tools: ChatGPT, Perplexity, Google AI Overviews. Most competitors are not there yet.

GEO / AEO
3

Attribution feedback loop

Closed-loop signal. Which records converted. Which copy variant won. Data goes back into your algorithm. Your platform learns from every install.

Data loop
4

Agent-economy settlement

Smart-contract residual settlement as AI agents transact autonomously. Layer 3 roadmap item. Full architecture available post-Wednesday.

Layer 3+
AI Layer 1

2,500 records. 2,500 unique messages.

"The postcard that he's going to send out is going to actually have the owner's car VIN and say, listen folks, if you still have your 2015 Tacoma, we'd love to have it on trade."
- Al Morell [23:56]

That is what Opus does at record level. Not one postcard for 2,500 people. 2,500 postcards, one per person, generated in minutes. VIN, make, model, zip, intent signal. All in.

The Kansas City Cadillac dealer demo you described. We industrialise it across every vertical in your portfolio.

Per record, Opus generates
1

Email subject and body personalised to intent signal

2

SMS or postcard copy with specific asset detail: VIN, address, vehicle year and model

3

3 copy variants for A/B split. Winning variant reported back to your algorithm.

2,500
unique outputs per data drop
AI Layer 2

Your businesses, visible in AI answers.

When someone asks ChatGPT "best solar company in Orlando," most local businesses get zero mentions. We fix that. It's called GEO: Generative Engine Optimisation.

Right now, Evergreen Solar scores 16/100 on AI visibility. That is not an opinion. That is a measured gap. Our audit quantifies exactly what is missing and in what order to fix it.

Live example: Evergreen Solar
AI visibility score16 / 100
Structured schemaNone
AI citations found0
Revenue at risk / yr~$300,000
What we fix, in order
1

Schema markup

LocalBusiness, Service, FAQ, Review. Signals to AI what the business does and where.

2

Entity consistency

One name, one address, one phone across 40+ directories. NAP is the identity signal AI systems trust.

3

Direct-answer content

Pages built to answer the exact questions AI tools receive. Cited sources are cited businesses.

4

Third-party validation

Reviews, PR mentions, industry directories. AI systems cite what they have seen cited elsewhere.

AI Layer 3

Every convert feeds back into your algorithm.

You paid $100k+ to build the algorithm. Right now, most of your install partners send nothing back. The data loop is one-way. We close it.

Attribution tracking at the record level: which person from which batch, which copy variant, which channel, how long to close. Structured and piped back into your platform.

Over time, the algorithm gets better with every batch you run through an OO-managed execution layer. That is the compounding return on what you already built.

1. Your data out

2,500 intent records from the AMP. Intent signal, beacon score, shadow ID.

v
2. OO execution

AI copy generated per record. Schema live. Outreach delivered. Conversions tracked.

v
3. Signal back to you

Conversion data, variant wins, record-level attribution. Back into your algorithm.

Live Demo

20 real Orlando records. 60 personalised postcards. 3 minutes.

"The postcard is going to actually have the owner's car VIN and say, listen folks, if you still have your 2015 Tacoma, we'd love to have it on trade."
- Al Morell [23:56] - this is what we built

VIN Postcard Demo - 20 Records x 3 Variants = 60 Outputs

20 in-market Orlando records. For each: Opus generates 3 postcard variants. Side-by-side view: data record to generated copy. Scroll to see all 60.

onlineoptimisers.github.io/audits/al-morell-vin-demo.html

Open in browser to demonstrate live during call

This is not a mock-up. Opus runs live. Scale this to 2,500 records and you have the Kansas City Cadillac floor, running every morning.

What We Heard

You're losing residuals to clients who can't execute.

"My message to me is just as ridiculous as I can... four weeks later, small realtors haven't touched the data. I'm avoiding giving this to small players."
- Al Morell [18:49]

You supply 2,500 intent records. The buyer does nothing for four weeks. Then blames the sick mother. The $3,000 install never happens. That's lost residual.

You said it yourself: "You can't sell steaks to vegetarians." The problem isn't the data. The problem is who is executing on the other side.

The five execution failures

Small clients receive data and don't run it. Four weeks, no contact. Zero follow-up cadence.

No AI-generated copy at record level. One generic template for 2,500 unique people.

TCPA risk from phone calls. Email-only delivery reduces channel options without the right copy.

SunPower bankruptcy: $600k written off. Execution risk is real at every tier.

No attribution feedback. You don't know which records converted or why.

The Upside

30 installs. $90,000 a month. Happy camper.

"If I can get 10 a month, I'm a happy camper. If I can get 30 a month, I'm making 90 grand a month."
- Al Morell [17:12]

You said $30 installs at $3,000 residual each. That is the target. Our job: make sure every client you hand data to converts at the $3k install level.

That is not lead-gen. That is execution assurance on your existing data supply. You don't change the product. We change what happens after the handoff.

Your numbers, your math
$3,000
per solar install (residual)
10
installs / mo
$30k/mo
30
installs / mo
$90k/mo
OO Phase 1 fee: fraction of one install. Zero infrastructure ask.
Portfolio Audit

Five businesses. One scorecard.

Business AI Visibility Tech Health Citations GBP Priority
Evergreen Solar
homeenergysolutionsflorida.com
34/100 DR 21, 63 links 0/6 Not found P0
Solar Syndicate
solarsyndicate.com
14/100 DR 0, 44 links 0/6 Not found P0
NEXA franchise
nexamortgage.com - franchise, not Al
44/100 DR 419, 92K links 0/6 for Al Listed Context
Goldmine Data
goldmine-data.com - The AMP hub
7/100 DR 0, 0 links 0/6 Not found P0
PropertyMax HOA
real-propertymax.com
7/100 DR 0, 4 links 0/6 Not found Wed clarify Al role

Five live audits: Evergreen Solar 34, Solar Syndicate 14, NEXA franchise 44 context, Goldmine Data 7, PropertyMax HOA 7. Morell Group = Goldmine Data (verified). PropertyMax HOA is at real-propertymax.com - Al role to clarify Wednesday. All scores from live API data - no invented numbers.

Evergreen Solar - AI Visibility Baseline

16 out of 100. $300,000 a year, left on the table.

AI Visibility Score
16
out of 100
ChatGPT mentions0
Perplexity citations0
Google AI Overviews0
Structured schemaNone

Every month Evergreen Solar is invisible in AI answers, calls and form fills that should land on Evergreen go to a competitor who shows up.

At average solar install value in Florida ($15,000-20,000), losing 15-20 AI-influenced leads per year is a conservative $300,000 in annual revenue exposure.

Three critical gaps

Zero schema markup. AI tools don't know what Evergreen does, where it operates, or how to cite it.

Three competing domain identities. Each one dilutes the entity signal. Details on next slide.

GBP partially optimised. Reviews present but NAP inconsistent across directories.

Evergreen Solar - Identity Problem

Three brands. One business. AI sees three strangers.

AI ranking depends on entity consistency. One name, one address, one phone, across every surface. Evergreen Solar is running under three competing identities right now.

Brand 1
Evergreen Solar Solutions
evergreen4life.com

Primary trade name

GBP profile exists

Reviews present

Brand 2
Home Energy Solutions FL
homeenergysolutionsflorida.com

Separate domain and entity

Different NAP across directories

Dilutes Brand 1 signal directly

Brand 3
Evergreen 4 Life
URL slug variation of the domain

URL doesn't match trade name

AI reads domain as entity cue

Adds a third conflicting signal

Fix: canonicalise to one brand. Redirect secondary domains. Unify NAP across all directories. That single action lifts the entity score for all three AI platforms at once.

Evergreen Solar - Fix Timeline

60-90 days from invisible to cited.

Month 1
Foundation
  • Schema markup: LocalBusiness, Service, FAQ, Review
  • NAP audit and correction across 40+ directories
  • GBP optimisation: categories, services, photos
  • Brand canonicalisation: one name, one domain
  • Baseline AI visibility test across all three platforms
Month 2
Content and Entity
  • Direct-answer content for top 10 AI queries
  • Solar FAQ structured for AI extraction
  • Industry directory citations: 20+ targeted
  • Review velocity: 10+ new reviews minimum
  • Mid-point AI visibility retest
Month 3
AI Visibility Live
  • Perplexity and ChatGPT: first verified citation
  • Google AI Overview eligibility: 3+ queries
  • Attribution tracking active: citation-to-call
  • Score target: 55+ / 100 (from 16)
  • Handoff: what's live, what to measure next

This is the pilot vertical. Proof of concept for the full portfolio. If Evergreen moves from 16 to 55 in 90 days, we run the same playbook across Solar Syndicate, Morell Group, and PropertyMax.

Portfolio Signal

Three audits. Same pattern. Same fix.

Evergreen Solar
homeenergysolutionsflorida.com
AI visibility34/100 AMBER
Tech healthDR 21, 63 links
Citations0/6
GBPNot confirmed

Competitors AI cites: SunVena (DR 216), Solar Optimum (DR 210). No verified GBP listing found. Zero AI citations despite DR 21 base.

Solar Syndicate
solarsyndicate.com
AI visibility14/100 RED
Tech healthDR 0, 44 links
Citations0/6
GBPNot found

Competitors AI cites: Solaria (DR 204), PES Solar (DR 277), Solar Source (DR 244). No LocalBusiness schema. Zero entity signals.

NEXA franchise (context)
nexamortgage.com
AI visibility44/100 AMBER
Tech healthDR 419, 92K links
Citations for Al0/6
Al presenceFooter NMLS only

Franchise has authority - Al does not inherit it. Competitors at other shops with personal LO pages are in AI results. Al is not.

Live audits: Evergreen, Solar Syndicate, NEXA franchise. Morell Group has no public web presence. PropertyMax is a Real Numbers product where Al is advisory board only - reframed, not scoped.

Operational proof: Storm Sniper

storm-sniper.com is live. Real-time hail-event intelligence platform with exclusive Goldmine Data integration and direct Morell Group feed. This demonstrates the portfolio's AI infrastructure is already in production, not planned.

Context Only

NEXA AI is real. We're not pitching NEXA.

Before this call, we confirmed what NEXA Mortgage is building. This is not speculation.

NEXA Tidalwave - confirmed

NEXA Mortgage publicly announced Tidalwave: an AI-powered mortgage lead generation and conversion platform. National rollout.

Source: PRNewswire
NEXA Chat and Social AI - confirmed

AI-powered social media and chat tools rolled out to NEXA loan officers. Al has access to this infrastructure as a NEXA LO.

Source: PRNewswire
Why this matters on Wednesday
1

Al is a NEXA loan originator, not C-suite. He does not sign NEXA-wide decisions. We are not pitching NEXA.

2

NEXA's own AI stack means Al has seen real AI-at-scale inside a major mortgage network. He is not sceptical. He is a believer already.

3

The wedge: NEXA franchise has DR 419 and 92K backlinks. Al personally has 0 AI citations. The franchise authority does not transfer to Al as an individual LO - it covers the brand, not the person. Competitors at other shops have their own LO pages being cited in AI. Al does not.

4

NMLS #1660690 verified in footer of nexamortgage.com and nexalending.com. No personal LO page exists. That is the gap - build Al's personal entity layer so the franchise authority finally has a named loan officer to route to.

5

Pitching OO to NEXA-wide would require Mike Kortas. That is a separate conversation, post-pilot, if Al makes the intro.

The AMP

$995 for 2,500 records. $3,000 per install. 15% commission.

AMP pricing - Al's stated figures
Base SKU$995 for 2,500 intent records
Solar install residual$3,000 per close
Commission to introducers15% of residual
Platform launch~April 30, 2026

Al volunteered all four figures unprompted. These are his anchors. OO fee is a fraction of the $3,000 residual per install, not additional cost on top of the platform.

Storm Sniper - verified operational

Live at storm-sniper.com. Real-time hail-event intelligence platform. Exclusive integration with Goldmine Data and Morell Group. Not vaporware.

Real Numbers LLC - team behind the AMP
JZ
John Ziglar - Zig's NEPHEW (not grandson)

His father 'Judge' Ziglar was Zig's brother. Trained alongside Zig on 18yr seminar tour, 1.5M+ attendees (1970s-80s). Real Numbers LLC est. January 2015.

NG
Nick Gugliuzza - M&A network anchor

Founder, Empire Business Brokers est. 1981. 71 US + 13 intl offices. 45yr career. 500+ brokers trained. ABB/FCBI/CBB/CMEA/SBA credentials.

AMP screen-share probe
"Al, we'd love a 30-second look at the AMP interface when you're ready. Just so we're building the execution layer on top of what you actually see, not what we imagine."

Tomas's call on timing. Don't lead with it. Use it after the scorecard lands, when trust is high.

Partnership Architecture

Four tiers. Start anywhere. AI runs through all of them.

Tier 1
Residual Intro
OO introduces clients to Al's data platform. 15% of residual per install. No execution required. Al proposed this on the first call.
15% residual
Tier 2 - Pilot
Managed Execution
OO runs the full execution layer for one pilot vertical. AI copy, schema, attribution. Al supplies data. OO converts it. Wednesday's ask.
$4,800 flat
Tier 3
JV D2C
Joint venture on a direct-to-consumer product. OO co-funds the build. Both parties own the asset. High-ticket verticals only: solar install, large real estate, premium medical.
50/50 on asset
Tier 4
Portfolio-Wide
Full AI execution across all four owned businesses. Per-lead personalisation, schema, attribution, agent settlement. Post-pilot, Month 4+.
$7,500/mo

Each tier builds on the last. Tier 1 is agreed in principle already. Tier 2 is Wednesday's ask. Tiers 3 and 4 are the roadmap if the pilot converts.

Roadmap

Month 1 pilot. Month 3 proof. Month 6 portfolio.

Month 1 - Pilot
One vertical. Evergreen Solar.
$4,800
  • Schema and entity foundation live
  • AI copy layer for first data drop
  • Attribution tracking active
  • AI visibility retest at Day 30
  • Zero infrastructure ask to Al
Months 2-3 - Proof
Expand. Measure. Report.
$7,500/mo
  • Full execution layer running
  • AI visibility score target: 55+/100
  • Install attribution confirmed in reporting
  • Two additional verticals scoped
  • Rev-share on any OO-introduced installs
Month 4-6 - Portfolio
All four businesses. Full AI layer.
Rev share
  • Per-lead personalisation across all verticals
  • JV D2C: one product built together
  • Agentverse settlement wired in
  • Portfolio-wide attribution dashboard
  • Deep-Strategy Doc delivered May 2, 2026

Deliberately low-ball entry: $4,800 flat pilot. No risk to Al. If Month 1 installs cover the fee, Month 2 is a zero-cost decision.

Wednesday's Four Asks

"As long as you can take care of your side, I take care of my side."

1

DocuSign: Tier 2 pilot agreement

Evergreen Solar. $4,800 flat. Month 1 scope. Al signs. We start Monday.

2

Pilot vertical confirmation

Evergreen Solar is the recommendation. Al confirms or nominates a different vertical. One business. Clean proof point for the portfolio play.

3

Dick intro - the AMP 3-way

Al's Dallas partner. We'd like a 30-minute intro after Tier 2 is signed. Platform architecture, execution layer alignment. Not required on Wednesday. Just flag it's coming.

4

Screen-share: 30 seconds of the AMP

When timing feels right. "Just so we're building on top of what you actually see."

Optional offer for Wednesday
OO Portfolio Deep-Strategy Document - delivered May 2, 2026

One document. All five businesses. Full AI and execution strategy per business. 30-60-90 roadmap. Path to $90k/month at 30 installs. Delivered as a paid standalone if Al wants the full picture before committing to Month 4+.