Online Optimisers · Mr Morell · AI Agents
OO · Confidential
Concierge
Matchmaker
Sequencer
VIN Agent
Geo-Circle
Recovery
Agent
Network
Built for Mr Morell's Portfolio

Six agents to start.
Many more on tap.

Your data platform. Our agent layer. Closed deals at 2am.

Back to portfolio ← See the starter six ↓
The Context

Your clients get the data. Then nothing happens.

"I'm avoiding giving this to small players. They don't see that they have to put it through the marketing process."
Mr Morell, Discovery Call · 18:49 / 19:25

The AMP delivers 2,500 in-market records. The client stares at a CSV. Four weeks later, the leads are cold and your residual never arrived. The problem is not the data. The problem is what happens at the other end.

These six agents are the answer to that gap. Each one runs a specific piece of the execution pipeline that currently dies on the vine. Each one can earn a residual. All six together form a layer that makes the AMP stickier and worth more per client.

The gap today

Data delivered. No follow-up. No personalisation. No attribution. Residual lost.

With agent layer

Record arrives. Agent generates copy. Sequence runs. Close reported. Residual confirmed.

Mr Morell's upside target
His own number
$90k
per month at 30 SunPower installs

At $3k/install, 30 installs. He said it. Not us. The Recovery Agent is built to hit that number.

Six agents to start. Many more on tap.

One network. Built on the AMP.

Agent 01
Solar Concierge
Customer concierge - install questions, quote estimates, scheduling.

A 24/7 customer-facing AI concierge on the Evergreen Solar website. Answers homeowner questions about solar installs, panel options, FPL net metering, financing, and scheduling. Books site assessments. Hands warm leads to a human closer.

Who uses itHomeowners visiting the Evergreen Solar website
RevenueFree for homeowners. Booked assessments routed to Evergreen closers.
ActivationEmbedded on Evergreen Solar site. Live at the AMP launch.
Example outcome
A homeowner in Boca Raton lands on the Evergreen site at 11pm. The concierge answers her FPL net-metering question, estimates a system size for her 2,400 sq ft roof, and books a Tuesday 10am site assessment. Mr Morell's closer wakes up to a pre-qualified appointment on the calendar.
Agent 02
Data Matchmaker

The AMP's automated B2B intake. A roofing company in Tampa sends a query: 2,500 homeowners, zip 32817, Beacon 700+, last 3 days. The agent checks inventory, returns a price quote, and initiates the sale. No WhatsApp required from Mr Morell.

Who uses itMr Morell's existing and new B2B data buyers
RevenuePlatform fee 5-10% on every automated sale. Mr Morell keeps the rest.
ActivationWired to the AMP's record inventory on launch day.
Example outcome
The Kansas City Cadillac dealer group queries at 2am for 5,000 VIN-enriched records across 12 zip codes. The agent confirms availability, delivers a quote, and drafts a DocuSign. Mr Morell wakes up to a signed order.
Agent 03
TCPA-Safe Email Sequencer

The gap between data delivery and a closed deal is usually a bad email sequence. This agent runs a 3-step, AI-personalised sequence per record. TCPA-safe (email-only). Tracks opens, clicks, replies. Routes hot responses to the client's CRM and flags them to Mr Morell.

Who uses itMr Morell's B2B clients, as a bundled add-on to every data purchase
Revenue$0.50-1.00 per record. $995 data becomes $1,500-2,500 data + activation.
ActivationBundled into the AMP premium tier at launch.
Example outcome
The 28-state real estate company buys 2,500 records. Instead of emailing them a CSV, the agent runs a 3-step sequence over 9 days. 5 closings result. Mr Morell earns his 15% residual on every one. Client renews.
Agent 04
VIN Personaliser Agent

Mr Morell's own idea, industrialised. The Kansas City Cadillac demo showed what one personalised postcard can do. This agent generates that postcard for 500 dealers simultaneously. Each record gets a unique message naming the owner's actual car model and year. Not a template. A real sentence.

Who uses itCar dealer groups. Any client with VIN-enriched records.
Revenue$0.50-2.00 per record. Or $1,500-3,000/month retainer per dealer.
ActivationLive demo available now. See: the demo
Example outcome
"Dear Mike, if you still have your 2019 Tacoma, we'd love to have it on trade. Stop in this weekend." Generated in 1.8 seconds per record. 500 dealers. 2,500 records each. 1.25 million personalised messages per batch.
Agent 05
Storm Sniper Geo-Circle Agent

(1) Storm Sniper detects a hail event in central Florida via NOAA + property-damage data. (2) The agent geo-fences a 3-mile circle around the impact zone and identifies homeowners whose roofs are likely damaged. (3) Sends a personalised solar + roof-replacement pitch (storm damage = insurance claim = perfect time to upgrade to solar shingles) within 48 hours. Evergreen Solar gets first-mover ad spend on a hot list while competitors are still calling around for tarp jobs.

Who uses itEvergreen Solar (storm-driven roof + solar combo offers)
Revenue$500-1,500 per geo-campaign activation. $800-1,500/mo for always-on storm monitoring.
ActivationPhase 2, post-pilot. Builds on Agent 03 infrastructure.
Example outcome
A hailstorm hits Lakeland on a Thursday afternoon. By Saturday morning, the agent has identified 1,200 homeowners inside the 3-mile damage circle and dropped a personalised "your roof was likely hit - file the claim, then upgrade to solar shingles" sequence. Evergreen Solar books 18 inspections in the first week. Four convert to full solar + roof installs.
Agent 06
SunPower Recovery Agent

SunPower filed bankruptcy in 2025. Mr Morell lost $600k. He is now negotiating to recover that through a data-driven install volume deal. This agent runs the recovery pipeline: identifies in-market solar buyers in Florida, pre-qualifies them by property type and energy spend, and routes them to Evergreen or the new SunPower arrangement.

Who uses itEvergreen Solar, the SunPower reclaim deal, any FL solar installer
Revenue$3k/install. 30 installs = $90k/month. 200 installs = $600k recovered.
ActivationPhase 1 pilot on Evergreen. Scales to SunPower deal when legal clears.
Recovery math
At 10 installs/month: $30k/month. At 30 installs/month: $90k/month. Mr Morell's own target. At 200 total installs: the $600k loss is recovered. This agent is built specifically to hit those numbers through the AMP's own data.
Why six?

Six is the starter set. The agent library scales with the engagement.

These six are the agents we would build first for Mr Morell - chosen because they map directly to AMP intent data and Evergreen Solar conversion paths. As scope expands across the portfolio (Solar Syndicate, Goldmine Data, PropertyMax) we layer additional agents per vertical. Examples already designed in our agent library:

  • Permit Tracker - flags new building permits in your service area daily
  • Insurance Claim Spotter - monitors public claim filings post-weather events
  • Review Velocity Agent - automates 5-star follow-up + Google review nudges
  • Competitor Citation Watch - alerts when competitors get cited by ChatGPT for your terms
  • Quote Auto-Drafter - pulls AMP record + generates a tailored proposal in 30s
  • Schema Health Sentry - auto-fixes broken JSON-LD before AI crawlers see it

Built per vertical. Ship in days, not months. Library grows with every engagement.

How It Works

One pipeline. Six activation points.

Step 1

AMP delivers records

Mr Morell's platform produces 2,500 in-market consumer records. Shadow IDs, beacon scores, zip codes, device identifiers. Email-only, TCPA-safe.

Step 2

Agents activate the data

The right agent fires for the right vertical. VINs for car dealers. Geo-circle for local SMBs. Sequencer for real estate. Each record gets a personalised touchpoint.

Step 3

Closes feed back

Every close carries a UUID from the original record. Attribution is confirmed. Mr Morell's residual is triggered automatically. His algorithm learns which record types close fastest.

Revenue Model

Mr Morell earns his residual. OO charges the execution layer.

Mr Morell's model does not change. He owns the data. He earns the residual. These agents add a second billing layer underneath: OO charges the clients for execution, separate from Mr Morell's data fee. Zero cost to Mr Morell.

"I'm not ever going to ask you to help fund my payroll or my expenses. I'll give you access to everything I can do. As long as you can take care of your side, I take care of my side."
Mr Morell, Discovery Call · 22:18

This is exactly that. Mr Morell takes care of his side. OO takes care of ours. The agent layer is our side.

Mr Morell earns
$995 - $3k

Per data sale (flat) or per close (residual). Unchanged from his existing model.

OO earns
$0.50-2.00

Per record processed through the agent layer. Charged to the buyer, not Mr Morell. Or a monthly retainer per vertical.

JV upside (Phase 3)
50/50

When Mr Morell and OO own a D2C funnel together. His data, OO's execution, shared on every close.

Wednesday's Ask

Start with Agent 03 + Agent 06 on Evergreen Solar. Month 1 pilot.

One vertical. Evergreen Solar. Agents 03 and 06 running on Mr Morell's own data. Closed installs back-attributed to the AMP. His own $600k recovery story, running.

Back to portfolio ← See Evergreen audit →
Online Optimisers

Built for Mr Morell · April 22, 2026 · Confidential