Online Optimisers · Al Morell
OO · Confidential
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You built the algorithm.
We run what comes next.

Al Morell · Partnership Brief · Wednesday April 22 2026

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The Thesis, In One Sentence

You built the data engine. We built the layer that converts what it produces.

"The algorithm, just to make one, it's 100 and something thousand, 150,000. And if you're going to maintain it, it can be 50,000 a month."
Al Morell, Discovery Call · 17:42

You've invested hundreds of thousands into the AMP. You own the data, the shadow IDs, the algorithm, the 28-state coverage. What you don't own is what happens after a client receives 2,500 records. That gap is where installs die. That gap is what OO fills.

You own

The Data

In-market consumer intent. Shadow IDs. Beacon scores. Weekly refresh. 28 states.

You own

The Infrastructure

The AMP. The algorithm. The platform launching April 30, 2026.

We add

The Execution Layer

AI copy per record. Schema and entity. Attribution closed-loop. Agents that convert.

Primary Recommendation

Evergreen Solar. First. Fastest. Most replicable.

Of the five businesses in scope, Evergreen Solar is the clearest first move. Score of 16/100 means every intervention produces a significant delta. Low competition in FL solar AI visibility means first-mover advantage is still open.

Score 16/100

P0

Three AI platforms queried, zero citations returned. Every input lifts the baseline significantly.

~$300k/yr exposure

Revenue at risk

Based on estimated install volume, average commission, and zero AI citation coverage across the three major platforms.

Target: 55+ in 90 days

Achievable

Schema, entity, GBP, NAP, content. Once Evergreen hits 55, Solar Syndicate inherits the playbook in 60 days.

Open full audit →
Current AI Visibility
16
out of 100
Revenue at risk
~$300k
per year (modelled)
Day 90 target
55+
AI Visibility score
The Execution Layer

Four layers. Plugged into the AMP. Running what comes next.

1

Per-lead personalisation at scale

Opus generates 2,500 unique messages from 2,500 unique records. VIN, beacon, zip, intent signal. One template becomes 2,500 personalised touchpoints. Your Kansas City Cadillac demo, industrialised for 500 dealers.

Claude Opus
2

Schema + entity for AI citations

Your businesses show up when prospects ask ChatGPT, Perplexity, Google AI Overviews. Most competitors in your verticals are invisible. The first-mover window is open now.

GEO / AEO
3

Closed-loop attribution

Every record gets a UUID on delivery. Every close feeds back. Your algorithm learns from every batch. Compounding return on the infrastructure you already built and paid for.

Data loop
4

Agent-economy settlement

When the AMP launches April 30, AI agents can query, generate copy, and settle commissions autonomously. Layer 4 unlocks once Layers 1-3 are live and proven.

Layer 4+
Portfolio Audit

Five businesses. One scorecard. Click any row.

BusinessAI VisibilityTech HealthCitationsGBPPriorityDetail
Evergreen Solar16/100Critical0 / 3 platformsPartialP0View →
Solar SyndicatePendingPendingPendingPendingP1View →
Morell GroupPendingPendingPendingPendingP1View →
PropertyMaxPendingPendingPendingPendingP2View →
NEXA LendingContext onlyAl is LO role, not decision-maker. Not in pilot scope.ContextView →

Evergreen is live and measured. Pending scores load once the full audit wave completes Mon-Tue 2026-04-21/22.

Partnership Architecture

Four tiers. Start anywhere. Compound across the portfolio.

Tier 1
Residual Intro

OO introduces clients to the AMP. Residual commission per close. Zero execution required from either side.

Residual %
Tier 2 · Pilot
Managed Execution

OO runs the full execution layer for Evergreen Solar. AI copy, schema, attribution. Wednesday's ask.

$4,800 flat
Tier 3
JV D2C

Joint venture on a direct-to-consumer solar funnel. Morell data + OO funnel + installer partner hand-off.

50/50 equity
Tier 4
Portfolio-Wide

Full execution across all owned businesses. Per-lead AI. Attribution. Agent economy wired in.

$7,500/mo
Infrastructure ask (verbal, Wednesday)

Your AMP runs at $50k/month. We think it can run for $15k.

If we operate your infra on our substrate: same capabilities, lower cost. We bill $15-20k/month, you save $30k+, OO earns recurring, and we see the inside of the AMP in the process. See the breakdown →

Roadmap

Month 1 pilot. Month 3 proof. Month 6 portfolio.

Month 1 · Pilot
One vertical. Evergreen Solar.
$4,800
  • Schema and entity foundation live
  • AI copy layer for first data drop
  • Attribution tracking active
  • AI visibility retest at Day 30
  • Zero infrastructure ask
Months 2-3 · Proof
Expand. Measure. Report.
$7,500/mo
  • Full execution layer running
  • AI visibility target 55+/100
  • Install attribution confirmed
  • Two additional verticals scoped
  • Rev-share on introduced installs
Month 4-6 · Portfolio
All four businesses. Full AI layer.
Rev share
  • Per-lead personalisation all verticals
  • JV D2C: one product built together
  • Agent-economy settlement live
  • Portfolio attribution dashboard
  • Deep-Strategy Doc delivered May 2
Wednesday's Five Asks

"As long as you can take care of your side, I take care of my side."

1

Tier 2 pilot: DocuSign

Evergreen Solar. $4,800 flat. Month 1 scope. We start Monday.

2

Pilot vertical confirmation

Evergreen is the recommendation. You can nominate a different vertical if you prefer. One business, clean proof point.

3

Dick intro: the AMP 3-way

Your Dallas contact. 30 minutes after Tier 2 is signed. Platform architecture alignment.

4

Screen-share: 30 seconds of the AMP

When the timing feels right. "Just so we're building on top of what you actually see."

5

Residual split on Tier 1 intros

You mentioned a residual percentage on introductions. Happy to default to 15%, or whatever you usually run.

Post-Wednesday

Portfolio Deep-Strategy Document · delivered May 2, 2026

All five businesses. Full execution strategy per vertical. 30-60-90 roadmap. Preview it →

Research conducted

  • 12-signal audit across Evergreen Solar (live)
  • NMLS #1660690 verified at nmlsconsumeraccess.org
  • NEXA Tidalwave + Chat/Social AI via PRNewswire
  • 3 AI platforms queried, 0 citations found
  • Fathom call transcript analysed (17 min)

Intelligence gathered

  • FL solar competitor AI visibility mapped
  • Core Web Vitals + SSL tested
  • Backlink profile pulled
  • Google Trends: solar FL/TX/CA/AZ/NV 12-mo
  • GBP status + review velocity checked

Strategy tested

  • 30+ partnership model variants stress-tested
  • 7 revenue models mapped to your portfolio
  • 6 AgentVerse agent concepts scoped
  • 20 outside-the-box intel ideas generated
  • 4 Wednesday asks calibrated to call transcript
Online Optimisers

Built for Al Morell · April 22, 2026 · Confidential

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