Partnership Brief · Confidential

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

Portfolio audit and partnership proposal for Al Morell.
Prepared for
Al Morell
NMLS 1660690
Ocoee, Florida
Prepared by
Online Optimisers
Tomas Lynch, Donal Lynch
Date
22 April 2026
Meeting 15:00 ET
ONLINE OPTIMISERS1

Evergreen Solar is bleeding today; the other four
businesses are queued for audit.

Exhibit 2 of 5
Evergreen Solar scores 16 of 100 on AI visibility, ranks #35 of 35 in the Ocoee local pack, and is losing an estimated $300k per year in solar leads.1
Business Vertical AI Visibility Local Pack Est. Loss / Yr Priority
Evergreen Solar Solar / home services 16 / 100 #35 / 35 $300k P0
NEXA Lending Mortgage / finance n/an/an/a QUEUED
Morell Group Data / B2B platform n/an/an/a QUEUED
Solar Syndicate Solar / residential n/an/an/a QUEUED
PropertyMax Real estate SaaS n/an/an/a QUEUED
1 AI visibility measured across six model citation tests (ChatGPT, Perplexity, Gemini, Claude, Copilot, Google AI Overviews). Local pack rank observed in Ocoee, FL, 18 April 2026. Revenue loss estimate based on local solar search volume and average install value.
SOURCE: Online Optimisers AI-visibility audit, April 2026 (evergreen4life.com). Remaining four audits scheduled on partnership approval.
ONLINE OPTIMISERS | 2

Evergreen's position is recoverable; four fixes address
~80% of the visibility gap.

Exhibit 3 of 5
Foundation is the problem, not the market. Three domains, zero schema markup, no entity coherence. 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 detected
Est. lost revenue$300k / yr
01
Fragmented brand identity
Three domains, no entity coherence across web presence.
Root cause
02
Zero schema markup
Search and AI engines have no structured data to cite.
0 / 6 citations
03
Last place in local pack
Ranked #35 of 35 competing Ocoee solar businesses.
#35 / 35
04
Estimated revenue loss
Lead-flow gap at current local search volume.
$300k / yr
SOURCE: Online Optimisers AI-visibility audit of evergreen4life.com, April 2026. Local pack rank observed in Ocoee, FL market, 18 April 2026.
ONLINE OPTIMISERS | 3

A three-phase ramp starts at the lowest-risk entry point
and scales with results.

Exhibit 4 of 5
Phase 1 is a flat-fee pilot scoped to Evergreen Solar. No lock-in, no rev-share until the numbers move. Phases 2 and 3 activate on Al's terms.
Phase 1 · Pilot
$4,800 flat
60-day Evergreen Solar fix
  • Entity consolidation (3 domains to 1)
  • Schema markup across all pages
  • GBP rebuild and citation audit
  • AI citation foundation (target 3 of 6 tests)
  • 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
  • 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 partnership
  • 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
SOURCE: Pricing anchored to Al Morell discovery call, 16 April 2026. Phase 1 scoped to Evergreen Solar only. Phases 2 and 3 activate by mutual agreement.
ONLINE OPTIMISERS | 4

Four asks, one pilot, 48-hour start.

Exhibit 5 of 5
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.
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.
04
Optional: Portfolio Deep-Strategy Doc
Full strategy across all 5 businesses. Delivered 2026-05-02. Priced separately.
Your move.
SOURCE: Online Optimisers · Tomas Lynch, Donal Lynch · 22 April 2026.
ONLINE OPTIMISERS | 5