One System to Run It All — From Anywhere 📱
Run SDX Rush hands-off from anywhere — a CRM and AI automations that answer customers, track your fleet, and keep jobs moving without you.
SDX Rush · Same-Day Courier & Delivery
Baltimore · Harford · Cecil County · Philadelphia
August 13, 2026
🎯 The Opportunity
Systemize SDX — Fewer Headaches, Run It From Anywhere
Right now SDX runs on you — your phone, your memory, your follow-up. This plan puts it on one platform, with automations that handle the moving parts. Operations get simpler, the back-and-forth shrinks, and you run SDX hands-off from anywhere — even another state.
📍 Where You Are Today
- Leads, jobs, and info live across phones, texts, and inboxes — nothing in one place
- The business runs in your head — hard to hand off or step away from
- Follow-up and quoting are manual — easy to drop as volume grows
- No single dashboard to see what's happening from anywhere
- Repeat business and reviews happen ad hoc, not by system
🚀 The Plan
- One platform holding every lead, customer, and job — the single source of truth
- Automations that handle the repetitive work so it's off your plate
- Run and monitor SDX from your phone — hands-off, from anywhere, even another state
- Customers get instant auto-replies, so no one waits on you to respond
- Live view of your fleet — which trucks are out and how many are free
- A business that runs the same whether you're on-site or not
A business that runs on process, not on you — simple to operate, hands-off from anywhere, built to scale without piling on staff.
💻 The Foundation
Your CRM Platform
Everything runs on one platform — the system of record for SDX. Flat monthly rate, the same in every phase. The retainer is the work we do on top of it.
- Lead & customer database with a courier pipeline (quote → booked → recurring account)
- 2-way SMS & email in one shared inbox
- Instant text-back — any call that rolls to voicemail gets an immediate reply so the lead stays warm
- Web quote & booking forms piped straight into the CRM
- Calendar & dispatch scheduling built in
- Automated review requests after completed runs
- Reporting dashboard — leads, response times, revenue
- Mobile app for you and your team on the road
You can't systemize what's scattered. One home for everything is what makes SDX simple to run remotely — the $199/mo CRM is that home; the phases build the smart layer on top.
🧩 Built Around You
You Bring the Ideas — We Build Them
You know SDX better than anyone. You tell us what would make it run smoother; we build it into the system. To get the wheels turning, here's what we can build for a logistics operation like yours:
🚚 Live Fleet Visibility
Always know which trucks are on the road and how many are available — at a glance from your phone, anywhere.
🟢 Show Customers Availability
Let customers see how many trucks are open right now, so they book on the spot with confidence.
⚡ Instant Auto-Reply
Every inbound gets an immediate answer — customers never sit waiting on you to respond.
💬 Text-to-Quote
A customer texts a pickup & dropoff — AI replies with an instant price, no waiting.
🌙 After-Hours Booking Bot
Captures and books runs at 2am so a late request never goes to a competitor.
📦 Live Delivery Updates
Automatic "picked up → on the way → delivered" texts keep customers in the loop.
⚡ Speed-to-Lead
Every web quote form gets a reply within seconds while you're still on the road.
🔁 Recurring Account Reminders
Auto-confirm scheduled pickups for your regular B2B accounts, hands-free.
📸 Proof-of-Delivery
Driver snaps a photo; the customer gets confirmation automatically.
😴 Dormant Account Reactivation
Win back business accounts that have quietly stopped booking runs.
💳 Invoice & Payment Follow-Ups
Automatic, polite nudges on unpaid invoices so you get paid faster.
Starting points, not a fixed menu — whatever helps SDX run tighter, we build. Done right, these automations do a team member's work: onboarding new clients, winning back repeat business, handling follow-up — load you'd otherwise have to hire for.
🛠️ The Build-Out
Build It Right — Then a Right-Sized Retainer
We do the heavy build first, then keep it running on a retainer sized to what we build — on top of the $199/mo CRM. More moving parts, higher upkeep; quiet stretches, it drops back down.
Build & Implement
Two planning meetings (up to 1 hr each) → we build → we test the flow → you review → we implement only what you approve.
- CRM setup & courier pipeline
- Contact import & cleanup
- A2P 10DLC / SMS compliance
- AI responder — trained on SDX
- After-hours AI quoting & booking
- Email automations — welcome, onboarding, follow-ups
- Website & form integration
- Testing, launch & team training
Right-Sized Retainer
- From $399/mo for a lean, stable system
- Keep every automation running & healthy
- Refine & retrain the AI over time
- Build new automations as you grow
- More systems = higher rate; quiet = we drop it down
Your rate tracks the system we build — from $399/mo for a lean setup. A richer one (onboarding sequences, loyalty and reactivation campaigns, fleet dashboards) is more to maintain, so the retainer scales up as it grows and drops when things are quiet. Month-to-month, fair both ways.
📧 One-Time Project
52-Email Drip Campaign
Your customer list is the cheapest revenue you have. We build a full year of email — 52 weekly touchpoints that keep SDX top-of-mind, win back quiet accounts, and drive repeat runs — loaded in your CRM, sent on autopilot.
- 52 weekly emails — a full year of automatic touchpoints to your list
- Import & segment your client list — active, past, and one-time customers
- Reactivation & repeat-booking focus to win back quiet accounts
- Branded email design matching SDX Rush
- Scheduled & automated in your CRM — set it and forget it
- Open & click tracking once live
✍️ We Write Everything
- We write all 52 emails — you never touch a blank page
- You fill one content form so we capture your services & voice
- You review & approve before anything sends
🚦 How It Runs
- 1 · Content inquiry form — you fill it out so we capture SDX's services, offers, and tone
- 2 · We write & build all 52 emails and the schedule
- 3 · 2–3 weeks to review, edit & approve — then we launch
Being in front of customers every week keeps SDX top-of-mind — so when a run comes up, they call you, not a competitor. One won-back account pays for the whole campaign; then it earns all year.
💰 The Numbers
What It Costs, Month to Month
Flat $199/mo CRM plus your phase. Phase 1 is a fixed build rate; your ongoing retainer is right-sized to the system and flexes over time.
| Monthly Investment | Phase 1 · Build 3-month minimum |
Ongoing · Retainer right-sized & flexible |
|---|---|---|
| CRM Platform | $199 | $199 |
| Retainerbuild now · upkeep later | $899 | from $399 |
| Per month | $1,098 | from $598 |
Phase 1 is a 3-month minimum at $899/mo. After that, your retainer starts at $399/mo and scales with the system — month-to-month, adjustable either way. Plus the pass-through costs below, billed at cost with no markup.
Optional: 52-Email Drip Campaign — a one-time project, separate from the monthly plan. Add it whenever you're ready (see above).
🧾 Pass-Through Expenses (billed at cost, no markup)
| Service | What It's For | Typical Cost |
|---|---|---|
| AI Usage — Claude / Anthropic API | Powers the AI responder & quotingPay-as-you-go by message volume | ~$20–75/mo |
| A2P 10DLC Registration | Required carrier registration to send business SMS legallyOne-time brand + campaign vetting, then a small carrier fee | ~$19 once + ~$2–10/mo |
| Phone Number + SMS/Voice | Dedicated business line for texts & callsPer-message & per-minute usage | ~$1.15/mo + usage |
| Email Sending | Automated emails & review requestsUsage-based, minimal at your volume | minimal |
| Strategy & Onboarding Meetings | Kickoff, training & monthly check-ins | included |
Third-party costs on your own accounts — we set them up and manage them; usage is billed to you at cost. Most months, AI + SMS runs $30–100 depending on volume.
🚀 Next Steps
Let's Put SDX on Autopilot
Three steps to get moving. Everything's flexible — want to adjust a phase, timeline, or add-on? Just say the word.
✅ Say Go
Reply and we lock in your start date — happy to adjust anything here.
🛠️ We Build
Phase 1 kicks off: CRM, AI responder, automations, and go-live.
🚀 It Runs
The business runs on systems — simpler, hands-off, manageable from anywhere.
You get a simpler business — one system, fewer headaches, run from anywhere. We build it and keep it running; the retainer flexes with the work. When SDX grows, we both win.
Ready to start? Pick up any piece below.
(443) 863-8143 · avery@anorthwood.com · northwooddigitalservices.com