Partnership Brief · Confidential

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

Portfolio audit and partnership proposal for Al Morell. One business audited, four queued, one pilot proposed.
Evergreen AI Visibility
16 / 100
Bottom 20% of audited solar businesses in Ocoee, FL. Recoverable with foundation fixes.
Estimated Revenue Loss
$300k / yr
Lead-flow gap at current local search volume. Present lost revenue, not projected.
Prepared for
Al Morell · NMLS 1660690 · Ocoee, FL
Prepared by
Online Optimisers · Tomas Lynch, Donal Lynch
Date
22 April 2026 · Meeting 15:00 ET
ONLINE OPTIMISERS1

One business is bleeding; four are queued. Evergreen is
the fastest P0 in the portfolio.

Exhibit 2 of 5
Evergreen Solar scores 16 of 100. The other four businesses have audits scheduled on partnership approval; no pre-audit claims are made.1
Evergreen Solar
Solar / home services
16 / 100
AI Visibility
#35 / 35 local pack
P0 · $300K LOST
NEXA Lending
Mortgage / finance
n/a
Audit Queued
n/a
QUEUED
Morell Group
Data / B2B platform
n/a
Audit Queued
n/a
QUEUED
Solar Syndicate
Solar / residential
n/a
Audit Queued
n/a
QUEUED
PropertyMax
Real estate SaaS
n/a
Audit Queued
n/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 market, 18 April 2026.
SOURCE: Online Optimisers AI-visibility audit, April 2026 (evergreen4life.com). Remaining four audits scheduled on partnership approval.
ONLINE OPTIMISERS | 2

Evergreen is last in the Ocoee pack; the top three
score four to five times higher on AI visibility.

Exhibit 3 of 5
Competitors are winning with schema markup and consolidated brand signals, not bigger budgets. Foundation fixes close roughly 80% of the gap.
AI Visibility Score by Ocoee Solar Competitor · 0 to 100
Solar Pros FL
82
SunRise Energy
74
BrightPath Solar
68
Orlando Solar Co.
61
Ocoee Solar Pros
55
Central FL Solar
48
GreenLeaf Install
41
Solar Direct Inc.
32
Evergreen Solar
16
0255075100
Evergreen Score
16 / 100
AI citations0 / 6
Local pack#35 / 35
SchemaNone
Est. loss$300k / yr
Root Cause
Fragmented brand
3 domains, no entity
Signal Gap
Zero schema
0 / 6 AI citations
Rank Result
#35 of 35 pack
Dead last, Ocoee
Business Cost
$300,000 / yr
Lead-flow gap today
SOURCE: Online Optimisers AI-visibility audit of evergreen4life.com, April 2026. Competitor scores illustrative, based on same methodology applied to visible top-ranked Ocoee solar businesses, 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 until the numbers move. Phases 2 and 3 activate on Al's terms.
Phase 1 · Pilot
$4,800 flat
60-day Evergreen Solar fix. No ongoing commitment required.
  • 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 across all 5 businesses.
  • 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. OO earns only when results are attributed.
  • OO takes a share of attributed installs
  • Zero fixed cost when Phase 3 active
  • Scope and rate negotiated on Phase 2 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.
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.
Phase 1 ROI
$4,800
One Evergreen install recovers the entire pilot cost. Average install value in Ocoee: $18-25k.
Pilot duration60 days
Start time48 hours
Risk if no resultsFull audit kept
Lock-inNone
SOURCE: Online Optimisers · Tomas Lynch, Donal Lynch · 22 April 2026.
ONLINE OPTIMISERS | 5