ONLINE OPTIMISERS
Partnership Brief · Confidential · April 2026
Report 04 / 2026 · AL MORELL PORTFOLIO

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

Portfolio audit and partnership proposal for Al Morell. One fully audited business, four queued, one proposed pilot.
Contents
  1. Cover and context01
  2. Portfolio audit summary02
  3. Evergreen Solar deep dive03
  4. Partnership pricing04
  5. Close and next steps05
Brief Detail
ClientAl Morell
NMLS1660690
BaseOcoee, FL
Prepared byTomas + Donal / OO
Date22 April 2026
Meeting15:00 ET
ClassificationConfidential
ONLINE OPTIMISERS · AI Visibility & Local SEO
PAGE 1 OF 3
ONLINE OPTIMISERS
Portfolio Audit Summary

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

Exhibit 2 of 5
Key Takeaway
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 Solar1 Solar / home services 16 / 100 #35 / 35 $300k P0
NEXA Lending2 Mortgage / finance n/an/an/a QUEUED
Morell Group2 Data / B2B platform n/an/an/a QUEUED
Solar Syndicate2 Solar / residential n/an/an/a QUEUED
PropertyMax2 Real estate SaaS n/an/an/a QUEUED
Methodology
Each business scored across six AI model citation tests: ChatGPT, Perplexity, Gemini, Claude, Copilot, and Google AI Overviews.
Priority Logic
P0 = active revenue loss measurable today. Queued = audit scheduled upon partnership approval.
Why Evergreen First
Home-services verticals convert intent fastest. Solar keyword volume in Ocoee is steady and the competitive gap is wide open.
1 Full technical audit of evergreen4life.com completed 18 April 2026. 2 Remaining four audits scheduled on partnership approval; no pre-audit claims made.
SOURCE: Online Optimisers AI-visibility audit, April 2026 (evergreen4life.com). Local pack rank observed in Ocoee, FL, 18 April 2026.
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ONLINE OPTIMISERS
Evergreen Solar Deep Dive

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

Exhibit 3 of 5
Key Takeaway
Foundation is the problem, not the market. Three domains, zero schema markup, no entity coherence. Fixes are mechanical.
AI Visibility Score
16 / 100
evergreen4life.com, April 2026
AI citation tests0 / 6
Local pack rank#35 / 35
Schema markupNone
Est. lost revenue$300k / yr
Domains detected3
01
Fragmented brand identity
Three domains operating in parallel, no canonical entity signal.1
02
Zero schema markup
Search and AI engines have no structured data to cite.2
03
Last place in local pack
Ranked #35 of 35 competing Ocoee solar businesses.3
04
Estimated revenue loss
Lead-flow gap at current local search volume.4
Fix Sequencing
1. Consolidate domains. 2. Publish schema. 3. Rebuild GBP. 4. Content pass.
Timing
Phase 1 pilot: 60 days. Measurable lift expected in local pack and AI citation tests by week 10.
"Don't make the top three mistakes." Al Morell, discovery call, 08:49
1 Crawl audit of all three domains, 18 April 2026. 2 Schema.org validator scan, null result. 3 Google Maps local pack observation, Ocoee, FL, 18 April 2026. 4 Revenue estimate based on local solar search volume and average install value.
SOURCE: Online Optimisers AI-visibility audit of evergreen4life.com, April 2026.
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ONLINE OPTIMISERS
Partnership Pricing

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

Exhibit 4 of 5
Key Takeaway
Phase 1 is a flat-fee pilot scoped to Evergreen Solar. No lock-in until the numbers move. Phases 2 and 3 activate by mutual agreement.
PhasePriceDeliverablesAl's anchor
Phase 1 · Pilot60-day Evergreen fix
$4,800 flat
Entity consolidation (3 domains to 1). Schema markup. GBP rebuild. AI citation foundation. Written report at close.
"10 installs a month, I'm a happy camper."Al Morell, 17:12
Phase 2 · ScaleFull portfolio, ongoing
$7,500 / mo
Audits for 4 remaining businesses. Monthly AI visibility reporting. Content and schema maintenance. Weekly alignment call.
"30 installs a month, that's $90k a month."Al Morell, 17:12
Phase 3 · JVPerformance-aligned
Rev-share
OO takes a share of attributed installs. Zero fixed cost. Scope and rate negotiated on Phase 2 results. Al retains full operational control.
"I'm open to anything."Al Morell, discovery call
Entry Logic
Phase 1 is designed as a low-commitment test. $4,800 is recoverable in one Evergreen install. No Phase 2 commitment required.
Activation
Phase 2 activates when Evergreen results are visible (target week 10). Phase 3 activates when Phase 2 milestones are verified.
No-Risk Framing
Al can exit after Phase 1 with a full audit report and all schema markup in place. The work is his regardless.
SOURCE: Pricing anchored to Al Morell discovery call, 16 April 2026. Phase 1 scoped to Evergreen Solar only.
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ONLINE OPTIMISERS
Close and Next Steps

Four asks, one pilot, 48-hour start.

Exhibit 5 of 5
Key Takeaway
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 McKinsey-tier strategy across all 5 businesses. Delivered 2026-05-02. Priced separately.
Your move.
48-Hour Start
On verbal agreement: DocuSign sent same day. Kickoff call booked within 48 hours. Evergreen audit deep-dive begins immediately.
What OO Covers
All technical work, copy, schema, GBP management. Al provides domain access and one brand decision call in week 1.
"Are you guys willing to hold your own?" Al Morell, 21:39
SOURCE: Online Optimisers · Tomas Lynch, Donal Lynch · 22 April 2026.
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