STRATEGIC BRIEF [ CONFIDENTIAL ]
O B × MOOVRx

The infrastructure layer for independent operators.

The system. The strategy. The destination.

David Philpot
Founder · MOOVRx, Inc.
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01::The Thesis

Every independent moving operator in America

loses money on leads.

We're building the infrastructure to fix that. And to monetize the leaks.

01 / 16
02::Total Addressable Market
$0B

US home services spend, annually.

The Rx vertical family rollout — moving, lawn, roofing, paint, HVAC, cleaning, pool, pest. It adds up here.

02 / 16
03::The Problem

Three things are broken in the moving industry.

01

Agencies build trash.

Designers without operator experience charge $4K to $10K for sites that don't convert. Pretty pages, no understanding of the trade.

02

Operators leak leads.

Seventy to eighty percent of paid leads never close. Operators paid for them and got nothing. The leaks disappear off the P&L.

03

Lead gen resells the rest.

When an operator can't close a lead, Angi and HomeAdvisor resell it to three to five competitors. The original buyer gets cannibalized.

03 / 16
04::The Leak
70-0%

of paid moving leads never close.

Operators paid for those leads. They got nothing in return. That's the leak we monetize.

04 / 16
05::The System

How the funnel works, end to end.

01
Cold email
USDOT mover list

Operator-to-operator from a fellow mover, not a vendor pitch. Subject lines call out the leak — pain is universal, the $397 price kills the objection. Every send writes a row into pipeline data whether they reply or not.

02
operatorbuilds.com
Marketing site

The site itself is the demo: if it converts the operator, it'll convert their customers. Self-serve checkout, no proposal cycle. "Powered by MOOVRx" in the footer frames the upgrade 60 days before the conversation.

03
Stripe Checkout
$397 + $97/mo

Below the threshold where a mover loops in their accountant — fixed for less than a single Angi lead. The moment payment clears, the operator becomes a Stripe customer of record and their account spins up inside MOOVRx automatically.

04
Onboarder
48-hour build

Five-minute form, 48 hours to live. From day one the operator is running real moves on MOOVRx infrastructure — quote tool, lead capture, hosting, drips — rented at the $97/mo OB tier.

05
Day 60 pitch
MOOVRx Pro upgrade

By day 60 there's real lead data, real drip opens. The pitch isn't "buy MOOVRx" — it's "you've been running on it for 60 days, here's what unlocks at $349/mo." Upgrade is a flag flip on an existing account. 30%+ conversion.

Every paying customer ends up running on MOOVRx infrastructure. The upgrade is the customer noticing.

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06::The Front Door
O B

OPERATOR/BUILDS

A productized website service for movers. Priced for self-serve. Built in 48 hours.

One-time buildout
$0
Recurring · hosting, support, edits
$97/ mo
[ what it really is ]

Customer acquisition for MOOVRx. The $397 price gets operators on platform at low resistance. Day 60 upgrade to MOOVRx Pro becomes a much shorter sale than cold outbound.

06 / 16
07::The Prize
MOOVRx

The operator SaaS platform. The infrastructure stack. Where the margin lives.

AI scan quoting

Camera-based visual inventory. 98% accuracy. Auto-quotes the move from photos.

Lost-lead rev share

50/50 split on 70-80% of leads operators never close. Resold to non-competing adjacents.

Won-lead cross-sell

Adjacent services attached to every completed move — internet, insurance, storage.

White-label deploy

Branded customer experience. We power the back end invisibly.

Conversion stack

Quote tool, drips, e-sign contracts, payment, formal quote PDFs. End-to-end.

07 / 16
08::The Strategy

OPERATOR/BUILDS is not the product.

It's the cheapest, fastest way to put MOOVRx infrastructure under a mover before they know they need it.

Cold MOOVRx outbound 0%
OB customer → MOOVRx Pro 0%

the conversion rate of cold MOOVRx outbound.

08 / 16
09::Revenue Model

Three revenue streams per operator.

MOOVRx isn't a flat SaaS subscription. Every operator generates revenue across three layers.

01 · Subscription $149-349 / mo

Higher conversion on existing leads

Operator keeps existing lead sources. MOOVRx makes them close more through better quoting, faster response, automated drip.

02 · Lost-lead rev share $15-85 / lead resold

Monetize the 70-80% that never closed

Verified-intent leads that didn't close get resold to non-competing adjacents — insurance, internet, storage. 50/50 with operator.

03 · Won-lead cross-sell $25-200 / move

Adjacent services on completed moves

Post-booking flow attaches relevant services to every completed move — utility setup, home insurance, cleaning. 50/50 with operator.

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10::The Moat
0%

accuracy on real moves. From photos alone.

Customers point their phone at each room. The vision model identifies every item, generates a cube-sheet quote in seconds, and auto-populates the packing materials list. The operator gets a complete pre-job estimate from the customer's couch.

[ why this is defensible ]
  • 01 Trained on real production workflow at a working moving company.
  • 02 18-24 months for a competitor to replicate.
  • 03 Vertical-agnostic. One model. Every Rx vertical.
10 / 16
11::Network Effect

Each new operator makes every other operator more valuable.

1

More operators join

OB front door at $397. Low-friction acquisition.

2

More verified intent

AI scan captures move data on every quote.

3

More cross-sell value

Bigger data pool attracts adjacents — insurance, telco, storage.

4

Better operator economics

Per-operator revenue grows. The platform becomes stickier.

Lead-gen marketplaces extract value from operators. We compound value with them.

11 / 16
12::The Scale Play

MOOVRx is vertical 1 of 8.

Same AI engine. Same operator playbook. Same lead network. New vertical, new TAM unlock.

MOOVRxLIVE
Moving
$0B
HVACRx
HVAC & plumbing
$0B
LAWNRx
Lawn & landscape
$0B
ROOFRx
Roofing
$0B
CLEANRx
Residential clean
$0B
PAINTRx
Painting
$0B
PESTRx
Pest control
$0B
POOLRx
Pool & spa
$0B
Combined TAM $0B
12 / 16
13::Execution

Five years.
Five phases.

P1
[ MO 1-6 ]

Prove the funnel

OB live. 50 paying operators. 30%+ upgrade rate at day 60. AI scan in production.

P2
[ MO 6-18 ]

Scale moving vertical

500 operators. Rev share with insurance, internet, storage. Profitable. Raise A.

P3
[ MO 18-36 ]

Second vertical live

Launch LAWNRx or ROOFRx. Same playbook, same AI. 1,500 operators across two verticals.

P4
[ MO 36-48 ]

4-5 verticals running

Dominant lead network. Network effects compounding. Strategic acquirers paying attention.

P5
[ MO 48-60 ]

Exit window opens

5,000+ operators. Defensible AI moat. Sustained growth. Strategic exit at scale.

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14::The Destination

Who buys this.
And why.

At Phase 5 with 3-5 verticals live and network effects compounding, this is a strategic acquisition target across three buyer categories.

Lead-gen incumbents

Angi · HomeAdvisor · Porch · Yelp

They extract value. We compound it. Acquire us to defend their TAM. Angi peaked at $7B market cap.

$500M-1.5B
Vertical SaaS rollers

Constellation · Volaris · Tyler Tech

Buy vertical SaaS at 8-12× ARR. Cross-vertical playbook plus the AI scan engine equals a defining acquisition.

$300M-900M
Adjacent networks

Bankrate · NerdWallet · Insurify

They pay for verified-intent leads from movers (new homeowners). Buy us to lock up exclusive supply.

$400M-1B
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15::End

Built to be acquired at scale.

Not a $100M outcome.

O B × MOOVRx
David Philpot
Founder · MOOVRx, Inc.
May 2026