Al Morell Portfolio Audit

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

Portfolio audit and partnership proposal for Al Morell. One business fully audited, four queued, one pilot proposed.

Evergreen AI Visibility

16 / 100

Bottom of the Ocoee solar pack. Recoverable with 4 foundation fixes.

Est. Revenue Loss / Yr

$300k

Lead-flow gap at current local solar search volume. Today, not projected.

Businesses Queued

4

NEXA, Morell Group, Solar Syndicate, PropertyMax. Audits on partnership approval.

Prepared for

Al Morell · NMLS 1660690 · Ocoee, FL

Prepared by

Online Optimisers · Tomas Lynch, Donal Lynch

Date

22 April 2026 · Meeting 15:00 ET

Exhibit 2 of 5

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

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.

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/a	n/a	n/a	QUEUED
Morell Group	data / B2B platform	n/a	n/a	n/a	QUEUED
Solar Syndicate	solar / residential	n/a	n/a	n/a	QUEUED
PropertyMax	real estate SaaS	n/a	n/a	n/a	QUEUED

/* AI visibility: six model citation tests (ChatGPT, Perplexity, Gemini, Claude, Copilot, Google AI Overviews). Local pack: Ocoee FL, 18 April 2026. */

Exhibit 3 of 5

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

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 operating in parallel, no canonical entity signal across the web.

Root cause

02 //

Zero schema markup

Search and AI engines have no structured data to cite when answering solar queries.

0 of 6 citations

03 //

Last place in local pack

Ranked #35 of 35 competing Ocoee solar businesses in Google Maps.

#35 of 35

04 //

Estimated revenue loss

Lead-flow gap at current local search volume, averaged across twelve months.

$300k / yr

Exhibit 4 of 5

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

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)
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 results
Activates after Phase 2 milestones hit
Al retains full operational control

"I'm open to anything."Al Morell, discovery call

Exhibit 5 of 5

Four asks, one pilot, 48-hour start.

The pilot is scoped, the timeline is 60 days, and the first result is measurable. Everything below can be done this week.

ASK_01

Sign the Tier 1 residual agreement

DocuSign sent within 24 hours of verbal go-ahead.

ASK_02

Name the pilot vertical

Evergreen Solar is the recommendation. Confirm or redirect.

ASK_03

Three-way intro with Richard Woodward

Al, Tomas, and Richard on one call to align on the data layer.

ASK_04

Optional: Portfolio Deep-Strategy Doc

Full strategy across all 5 businesses. Delivered 2026-05-02. Priced separately.

Your move.

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

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