← → arrow keys
Partnership Brief

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

For Al Morell • Follow-up to 2026-04-16 discovery call • Prepared by Tomas and the Online Optimisers team

Data platform partner Execution layer Residual affiliate
Wed 2026-04-22 • Online Optimisers
What We Heard Monday

Your portfolio, in your own words

"I have a partner in Dallas, Texas, and we have a platform that we are able to retrieve in-market consumer data... I supply data to a $150 million window company in Arkansas, 28-state real estate company, timeshare elimination, roofing, pools, HVAC."
AL MORELL • 2026-04-16 discovery call, 00:03:50 / 00:04:12
THE AMP (data platform)
Hub • Storm Sniper / In-Market Consumer • launching ~2026-04-30
Evergreen Solar
Founder • FL • SunPower Elite
Morell Group
Capital vehicle • syndication
Solar Syndicate
Partner • pooled solar capital
Vanguard
Gold-token cross-border rails
PropertyMax SaaS
Founder • property mgmt
NEXA Lending
Loan Officer only • not signing authority
Dick (Dallas)
AMP co-owner / partner
Data Millionaire
Public brand • ask on Wed
Reading: The AMP is the commercial hub. Six satellites feed it, buy from it, or run parallel. Our brief for Wed maps our partnership to this shape, not to a single business.
Where The Money Is Leaking

The gap is execution, not data

"I gave a realtor 2,500 data records four weeks ago. His message to me is 'just as ridiculous as I can'. Starting to get to them. I'm avoiding giving this to small players because they don't appreciate it."
AL MORELL • 00:18:49 / 00:19:25
"They don't see that they have to put it through the marketing process. You got to make your email something compelling. Otherwise you're boring and people will look at it and leave."
AL MORELL • 00:19:25 / 00:08:27

What's being lost

  • X Residuals you never collect because the client couldn't close
  • X Small-player accounts you actively want off your plate
  • X Upmarket deals stalled waiting for you to verify execution capacity
  • X Personalisation at scale (VIN-postcard idea) bottlenecked on copy + infra

What we heard, restated

You sell the best in-market data in the US. What your clients keep proving is that buying data isn't the same as executing on it. Big clients can. Small clients can't. Either way, you're the one carrying the cost of the gap.

Live Proof • Built This Week

We already ran one for your own portfolio

Evergreen Solar Solutions • AI visibility audit

We ran a full AI-search visibility audit on evergreen4life.com before this call. The findings translate directly to every solar / roofing / window client you supply data to.

16/100
AI Visibility
0/6
AI Citations
$300K+
Est. Lost Rev
Root cause: evergreen4life.com 301-redirects to homeenergysolutionsflorida.com. Zero JSON-LD schema. Brand fragmented across two identities. Ranked #35 of 35 in local pack despite 4.9 star GBP. Fixable in 60-90 days.
View full 7-section audit →

Why this matters for the AMP

Every client you supply data to has a version of this same problem. The best data in the world still dies at an unindexed schema-less site. We audit it, fix it, build the nurture + landing pipeline, and the data converts.

Pilot candidate #1: Run the same playbook on Evergreen itself. Your own business, zero external risk, full case-study rights to show your B2B clients.
Speed proof

Donal spun up a basic Solar Syndicate site during the Monday call. That's the baseline pace. The full Evergreen audit was built on top of it before Wed.

Solution Architecture

Four ways we stack with you

Tier 1 • Easy-yes baseline
Residual affiliate programme

You already offered this. We formalise and activate it this week. Our Dream 100 feeds qualified upmarket intros directly into the AMP.

  • Qualified intros only (HVAC, solar, roofing, windows, real estate, $150M+ ops)
  • US-only, TCPA-safe
  • Residual % paid per your DocuSign template
Tier 2 • Primary pilot
Execution layer — your data, our pipes

The VIN-postcard you described, industrialised. AI per-lead personalisation on every record, email sequences, landing pages, opt-in gates, attribution back to your dashboard.

  • TCPA-safe email-first nurture pipelines
  • Per-record personalisation at scale (Claude / Opus)
  • Landing pages built in 48h per vertical
  • Attribution data flows back to the AMP
Tier 3 • Blue-sky JV
Direct-to-consumer plays

Build premium-vertical D2C funnels on your data, sell interested leads back into your buyer network, or keep the margin. You said "open to anything" Monday. This is the ceiling slide.

  • Premium verticals only (solar install, high-ticket real estate)
  • Smart-contract settlement layer on top of Vanguard rails
  • Rev-share, not fee-for-service
Tier 4 • Portfolio work
Your own businesses as OO clients

Evergreen, Solar Syndicate, Morell Group — anywhere you have signing authority, we can run as standard agency clients. Zero external risk. Case-study fuel for Tier 1 and 2.

  • Standard SEO + AI visibility + content + paid
  • Evergreen audit already live (16/100 → 80+ in 90 days)
  • Monthly retainer
We'd open with Tier 2 on Evergreen. Your own business, your own data, your own upside. Proof artifact in 30 days. Tier 1 activates in parallel. Tier 3 we map together after.
Pricing & Timeline

Structured to your own ladder

"If I can get 10 a month I'm happy camper. If I can get 30 a month I'm making 90 grand a month."
AL MORELL • 00:17:27 • your own target, your own words
Phase 1 • Month 1
Pilot vertical
$4,800 flat
  • One vertical of your choice (Evergreen or one buyer client)
  • Full execution stack: nurture + landing + attribution
  • VIN-postcard-style personalisation demo on real data
  • Case-study rights included
Phase 2 • Months 2-3
Three verticals live
$7,500/mo
  • Three of your buyer clients on the execution layer
  • Weekly campaign iteration, cross-vertical learning
  • Attribution dashboard wired to the AMP
  • Tier 1 residual pipeline active
Phase 3 • Month 6+
Portfolio-wide + JV
Rev-share on outcomes
  • Every data-buyer client on managed execution
  • Tier 3 JV D2C funnels live in 1-2 premium verticals
  • Smart-contract residual settlement on Vanguard rails
  • Fees scale as a fraction of your $90k/month target
Partnership rules (yours)
"I take care of my side, you take care of your side. I'm not ever going to ask you to help fund my payroll."
Our commitment back
Zero infra ask. We cover our full stack: dev, AI, hosting, copy, landing pages. You supply data + intros. That's the line.
Next Steps

What we'd like to agree on Wed

1

Tier 1 residual paperwork signed this week

You send the DocuSign template. We sign. Our intro pipeline activates in 48 hours. Zero-risk baseline.

2

Phase 1 pilot kick-off by AMP launch (2026-04-30)

Pick one vertical. Evergreen is pre-packaged and ready. Or nominate one of your buyer clients most bottlenecked on execution. We start inside 5 days.

3

Portfolio deep-strategy doc delivered post-call

Optional upsell: McKinsey-tier written strategy across the AMP + Evergreen + Morell Group + Solar Syndicate + Vanguard. We'd deliver by 2026-05-02 as a premium follow-up. Separate scope, separate fee.

4

Dick (Dallas) looped in for Tier 2+

Once Tier 2 crosses one buyer-client boundary, bring Dick in for a 30-min three-way. His call as co-owner of the AMP.

You said "I'm open to anything."
We came back with four tiers, one pilot, and a 48-hour start. Your move.
1 / 7