Compass Strategy Creates Proposals 3x Faster
How a 9-person strategy consulting firm replaced two disconnected tools with one platform — and tripled their proposal output without adding headcount.
The Challenge
Compass Strategy advised mid-market companies on growth strategy, market entry, and operational transformation. But their own proposal process was painfully slow. Notion housed their knowledge base, templates, and case studies, while HubSpot managed the prospect pipeline — and creating a custom proposal required pulling from both systems manually.
Each proposal took 8-12 hours to assemble, with consultants hunting through Notion pages for relevant frameworks and case studies. By the time proposals were sent, some prospects had already engaged a faster competitor.
- Proposals taking 8-12 hours to create from scratch
- Knowledge base scattered across 200+ Notion pages
- Prospect data in HubSpot disconnected from proposal content
- Losing 20% of prospects to faster-responding competitors
The Solution
Compass Strategy migrated to Dewx in two weeks, unifying their knowledge base, prospect pipeline, and AI-powered proposal generation into one workspace.
Dew AI — Proposal Generator
AI-powered proposals that pull from the knowledge base, match frameworks to prospect needs, and draft in minutes.
GTM Hub — Prospect Pipeline
Track prospects from first meeting to signed engagement with proposal status and follow-up automation.
CX Hub — Knowledge Base
Organized frameworks, case studies, and methodology docs searchable and linked to proposal templates.
Portal — Client Collaboration
Share proposals, collect feedback, and negotiate scope in a branded client workspace.
The Results
3x
Faster proposal creation
35%
Higher proposal win rate
8 hrs
Saved per proposal on average
2 → 1
Tools consolidated into Dewx
Timeline
Migrated knowledge base from Notion and prospect pipeline from HubSpot; organized frameworks and templates.
Configured AI proposal generator, client portal, and follow-up automation sequences.
Proposals delivered in 3-4 hours instead of 8-12; win rate improving as firms responded faster.
Proposal speed sustained at 3x; win rate up 35% with same team size producing more proposals.
“Our proposals used to take two days to assemble. Now Dew AI pulls the right frameworks, matches our case studies to the prospect's industry, and drafts a polished proposal in hours. We're winning 35% more deals because we get there first with something compelling.”
Features That Made the Difference
AI Proposal Generator
Draft proposals from knowledge base in minutes.
Knowledge Base
Searchable frameworks and case studies library.
Prospect Pipeline
Track from first meeting to signed engagement.
Client Workspace
Share and negotiate proposals collaboratively.
Team Utilization
Balance workload across consultants.
Engagement Tracking
Revenue and pipeline forecasting per partner.
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