Online Optimisers · Diamond Brief · V2C
Confidential
AMP DISTRIBUTION EVERGREEN SOLAR SOLAR SYNDICATE NEXA LENDING MORELL GROUP PROPERTY MAX

You asked if we'd hold our own.

Here's our side.

For Al Morell Wed 2026-04-22 Online Optimisers
OO · V2CHypothesis02 / 20
The Thesis

You're Already Building the Algorithm

"$100-150k to build the algorithm. $50k/month to maintain. Small realtors haven't touched the data - 4 weeks later, still haven't used it."

Al Morell, Monday call
Your investment

$100-150k

Data infrastructure already built. Intent signals already flowing. Algorithm already learning.

The gap

End-user adoption

Small realtors not activating the data. Weeks pass. The algorithm waits.

OO's role

AI visibility layer

We extend your algorithm into AI search - where buyers and agents already look. Per-lead Opus personalisation at record level.

Online Optimisers
OO · V2CPortfolio03 / 20
6 Entities

The Al Morell Portfolio

Distribution Hub

AMP

Storm Sniper platform. Per-lead agent assignment. $3k/install, 15% commissions.

HUB
Solar · Florida

Evergreen Solar

evergreen4life.com. 3-brand-identity problem. Audit complete.

CRITICAL
Solar · National

Solar Syndicate

Wholesale solar distribution. Audit in progress.

PENDING
Mortgage · Florida

NEXA Lending

Tidalwave + Chat&Social AI verified. NMLS #1660690. Not pitching NEXA-wide.

AI-NATIVE
Holdings

Morell Group

Parent holding entity. Citation anchor role. Audit in progress.

PENDING
SaaS · Proptech

PropertyMax

propertymaxsaas.com. Realtor data activation. Audit in progress.

PENDING
Online Optimisers
OO · V2CArchitecture04 / 20
Where OO Plugs In

The AI Layer Cake

Four distinct layers. Each extends your existing algorithm investment - none replace it.

01

Per-lead Opus personalisation

Bespoke copy from your schema at the VIN / property / realtor level. Not a template - a generated message per record.

AI GENERATION
02

Schema + entity for AI citations

Structure your portfolio for ChatGPT, Perplexity, Google AI Overviews. When buyers ask AI, your properties appear.

AI VISIBILITY
03

Attribution feedback loop

Closed-loop signal from AI citation back to your algorithm. Each AI referral trains the next intent-scoring cycle.

DATA LOOP
04

Agent economy settlement

Future layer: micro-settlement per AI-referred lead. Aligns with your AMP commission architecture.

ROADMAP
Online Optimisers
OO · V2CLayer 0105 / 20
AI Layer 1

Per-Lead Personalisation at Scale

Input: your schema

  • VIN, vehicle year, make, model
  • Realtor name, brokerage, zip, volume
  • Property address, sq ft, prior enquiry
  • Financing signal from NEXA layer

Process: Opus at record level

Each row runs through Claude Opus. Three copy variants generated per record. Best-scored variant auto-selected for send.

Output: bespoke outreach

VARIANT A - GENERATED
"Hi Mark - saw your 2024 volume in Ocoee jumped 18%. We have solar data on 340 homes in your coverage zip that no agent has touched yet. The algorithm flagged yours as the highest-intent match for this batch..."
Generated from real schema. Not a template.
Online Optimisers
OO · V2CLayer 0206 / 20
AI Layer 2 - Live Example

Schema + Entity: Evergreen Solar

CURRENT STATE

What AI sees today

  • No LocalBusiness schema markup
  • No SolarEnergyCompany entity
  • Three brand names, zero cross-reference
  • evergreen4life.com not linked to home-energy brand
  • ChatGPT does not surface Evergreen for Florida solar queries
90-DAY STATE

What AI will see after OO

  • Schema deployed: LocalBusiness + SolarEnergyCompany + sameAs links
  • One canonical brand entity, supporting domains pointing to it
  • 30+ citation sources seeded
  • Evergreen cited for 3+ Florida solar queries in ChatGPT
  • AI visibility: 16 - 65+
Online Optimisers
OO · V2CLayer 0307 / 20
AI Layer 3

Attribution Feedback Loop

Every AI-referred lead trains the next scoring cycle. The loop closes the gap between citation and algorithm.

01

AI query

Buyer asks ChatGPT. Evergreen cited.

02

Click + form fill

UTM-tagged. Source = AI citation tracked.

03

CRM signal

Lead type, source, geo logged against your schema.

04

Algorithm update

AI-citation leads feed back into intent scoring. Loop tightens.

Online Optimisers
OO · V2CLive Demo08 / 20
Live Demonstration

Opus Personalisation: 3 Variants, 1 VIN Record

Opus generates three distinct copy approaches from a single data record. Same input, different intent angles. 20 real Orlando-zip records run live on call.

VARIANT A - VALUE

"Mark, your 2024 volume in Ocoee puts you in the top 8% of local agents. We have 340 homeowner solar signals in that exact zip no agent has touched. Want first access?"

VARIANT B - URGENCY

"Mark - three agents in your zip are already in this pipeline. The data's live. Are you in or do I move to the next name on the list?"

VARIANT C - PEER

"Mark, James at KW zip 32819 closed 4 deals from this same signal pool last quarter. You're a natural fit for the next batch. 15 minutes?"

On call: we'll run your live schema through Opus and show 20 generated records in real time. You pick the winning angle.

Online Optimisers
OO · V2CMonday Call09 / 20
What We Heard

The Real Problem You Named

"Small realtors haven't touched the data. 4 weeks later, they still haven't used it."

Monday call, core pain

What that costs

  • Algorithm investment sits idle. No feedback loop building.
  • $50k/month maintenance cost with sub-optimal ROI per install.
  • Churn risk from agents who can't see value in week one.
  • Slower path to the 30-install threshold.

Root causes

A

No personalised hook at sign-up

Agents get raw data access. No AI-generated warm-up showing their specific zip signal.

B

No AI visibility for AMP itself

When realtors ask AI "what is AMP Storm Sniper," nothing surfaces. Trust gap at first touch.

C

Attribution gap

Installs not tied back to lead quality. Agents can't see whether the data converts.

Online Optimisers
OO · V2CMonday Call10 / 20
The Upside

$90k / Month at 30 Installs

30
Target installs
$3k
Per install
$90k
Monthly at target
15%
Commission rate

OO's role in reaching 30

1

Per-agent onboarding copy

Day-1 Opus personalisation shows each agent their exact zip signal. Activation rate rises.

2

AMP AI visibility

Agents Googling or asking AI about AMP find content and structured data. Not silence.

3

Commission attribution dashboard

Agents see their AI-citation referral count monthly. Retention through visible ROI.

Online Optimisers
OO · V2CPortfolio Audit11 / 20
5 Businesses Scored

Audit Scorecard

Current score 90-day projection. Sparkline = trajectory. Hover any cell for detail.

Business AI Visibility Tech Health Citations GBP Priority Verdict
Critical Opportunity Strong Pending Audits completing Wed 2026-04-22
Online Optimisers
OO · V2CEvergreen 1/312 / 20
Evergreen Solar · AI Visibility

16 / 100. $300k / Year at Stake.

16
AI Visibility Score
0/6
AI queries cited
0
Schema types
3
Competing brand names

Competitors with comparable install histories appear in every Florida solar AI query. Evergreen does not appear in any.

Why $300k

  • Average solar deal value: approx. $25k installed
  • Florida AI search volume for solar: growing 40%+ YoY
  • Conservative: 1 AI-cited lead/month missed = $300k floor annually
  • At 3 leads/month missed: $900k exposure

Urgency signal

Google AI Overviews appear on 30%+ of local service queries. Early movers hold citation position - this window is narrow.

Online Optimisers
OO · V2CEvergreen 2/313 / 20
Evergreen Solar · Brand Identity

Three Brand Names. Zero Cross-Reference.

BRAND 1

Evergreen Solar

Consumer-facing name. No schema. No entity relationship to other domains.

evergreen4life.com
BRAND 2

Home Energy Solutions FL

Operational domain. Used for some outreach. No canonical link to Evergreen brand.

homeenergysolutionsflorida.com
OO FIX

One Canonical Entity

sameAs schema links both domains to one parent entity. AI treats them as one business. Citation authority consolidates.

+30-40 pts AI visibility projected

Why this matters for AI

AI models build knowledge graphs. Fragmented brand signals produce fragmented entity records. Consolidated schema = single citable entity with accumulated authority. One fix, permanent compounding effect.

Online Optimisers
OO · V2CEvergreen 3/314 / 20
Evergreen Solar · Roadmap

60-90 Day Fix Timeline

Days 1-30
Foundation
Schema deployment
Brand entity consolidation
GBP claim + optimisation
Citation audit (top 40 dirs)
Days 31-60
Amplification
30 new citation sources
AI-targeted content (3 articles)
Perplexity + ChatGPT monitoring
Competitor gap analysis
Days 61-90
Velocity
AI citation confirmed
Score target: 65+
Attribution loop live
Monthly reporting begins

At 30 days

  • Schema live on both domains
  • GBP fully claimed and optimised
  • 40 accurate citations locked

At 90 days

  • AI visibility: 16 to 65+
  • First confirmed AI citation
  • Attribution dashboard live
Online Optimisers
OO · V2CPortfolio15 / 20
Remaining Portfolio

Solar Syndicate · Morell Group · PropertyMax

Full audits completing Wed. Initial signals below from domain and entity-layer analysis.

Solar Syndicate

National wholesale solar

AI VisibilityPending
SchemaMissing
PriorityP2

Wholesale B2B - AI visibility strategy differs from consumer. Full audit Wed.

Morell Group

Parent holding entity

AI VisibilityPending
SchemaPartial
PriorityP3

Corporate layer - valuable as citation anchor for sub-entities.

PropertyMax

SaaS · realtor data activation

AI VisibilityPending
SchemaMissing
PriorityP2

When agents ask AI "what is PropertyMax," there's no answer yet. Blocks AMP adoption.

Online Optimisers
OO · V2CCredibility16 / 20
NEXA Lending

NEXA Is Already AI-Native. We're Not Pitching It.

NEXA has deployed real AI infrastructure. We're noting it as a credibility anchor, not a target.

VERIFIED

NEXA AI stack (PRNewswire-confirmed)

  • Tidalwave AI platform deployed
  • Chat&Social AI stack live
  • Al Morell NMLS #1660690 verified
  • Source: PRNewswire press release

Our position on NEXA

  • NEXA-wide rollout not in scope for this proposal
  • Al's NMLS = individual license - we pitch Al, not the franchise
  • NEXA infrastructure validates that Al's teams build and operate real AI systems
  • This creates peer-to-peer framing, not "we're teaching you AI"

You're already an AI builder. OO adds visibility and feedback loops - not fundamentals you don't have.

Online Optimisers
OO · V2CAMP17 / 20
AMP / Storm Sniper

Your Distribution Layer

$995
Entry price
$2,500
Standard price
$3k
Per install
15%
Commission rate

What OO builds for AMP

  • Schema + entity so AI can answer "what is Storm Sniper"
  • Per-agent activation copy at sign-up (Opus layer)
  • AI citation monitoring for AMP brand queries
Screen-share probe - on call

We'd love 30 seconds with the AMP dashboard

We haven't been able to audit AMP's internal structure - no public surface to scrape. If you're comfortable doing a quick screenshare, we can give you a live entity-gap read in real time.

Completely optional. One line answer either way is fine.

This is a question, not a commitment ask.
Online Optimisers
OO · V2CStructure18 / 20
Partnership Architecture

4 Tiers. AI Thread Through All of Them.

1

Residual - Evergreen AI Visibility

Monthly retainer. AI visibility for Evergreen Solar. Schema, citations, monitoring, attribution. OO owns delivery.

$7,500 / mo
2

Execution - AMP Agent Onboarding

Per-agent personalisation copy at sign-up. OO generates Opus copy per record, delivered via API or batch.

REV-SHARE / INSTALL
3

JV D2C - Solar + Realtor AI Campaigns

Joint campaign targeting solar-intent homeowners and active realtors via AI-indexed content. OO runs traffic, Al provides data layer.

SHARED UPSIDE
4

Portfolio Strategy - OO Deep Brief

Full portfolio AI strategy across all 5 businesses + AMP. Delivered 2026-05-02. One-off engagement.

$4,800 FLAT
Online Optimisers
OO · V2CCommercial19 / 20
Pricing + 30-60-90

Numbers

Evergreen Retainer

Monthly retainer
AI visibility, schema, citations, monitoring
$7,500 / mo
Setup fee
Month 1 only - tech stack, entity build, GBP claim
$0
Minimum commitment
3 months - AI citations compound over 60+ days
3 months

Portfolio Deep-Strategy Doc

All 5 businesses + AMP
Full strategy delivered 2026-05-02
$4,800 flat
Month 1
Foundation
Schema + GBP + entity build. 40 citations seeded. Pilot vertical live.
Month 2
Amplification
30 more citations. AI-targeted content. Attribution loop live. First citation data.
Month 3
Reporting
Score: 16 to 65+. AI citations confirmed. Monthly report. Expand to next business?
Online Optimisers
OO · V2CClose20 / 20
Wednesday 2026-04-22

4 Asks for the Call

01
DocuSign - Evergreen AI Visibility retainer
3-month minimum. $7,500/mo. Send before call for review.
02
Pick a pilot vertical for AMP personalisation
Which segment first: realtors, solar, or mortgage? One vertical to start with Opus layer.
03
3-way intro - Al + Donal + Dallas contact
Expand AMP reach into Dallas market via warm introduction.
04
OO Portfolio Deep-Strategy Doc - yes / no
$4,800. All 5 businesses + AMP. Delivered 2026-05-02.

What happens next week if we go

  • Day 1: schema deployed on evergreen4life.com
  • Day 3: GBP claimed, citation audit complete
  • Day 7: 40 citations seeded, monitoring live
  • Day 14: first AI citation report delivered
Donal + Tomas

nextouthalf@gmail.com

Schema already drafted from the audit. We could go live 48 hours after green light.

Online Optimisers