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Summit Marketing Boosts Client ROI by 55%

How an 18-person performance marketing agency replaced two heavyweight tools with one platform — and delivered dramatically better campaign results for every client.

The Challenge

Summit Marketing ran paid campaigns across Google, Meta, and LinkedIn for 30+ clients, but HubSpot's marketing hub tracked leads while Asana managed campaign deliverables — and the two never connected. Campaign performance data lived in yet another set of spreadsheets.

Account managers couldn't see how campaign tasks mapped to actual performance. Budget pacing was manual, creative assets were scattered across Asana boards, and client reporting took hours of spreadsheet wrestling each month.

  • Campaign tasks disconnected from performance metrics
  • Manual budget pacing across 30+ client accounts
  • Client reporting requiring hours of spreadsheet compilation
  • Creative assets scattered across boards with no version control

The Solution

Summit Marketing migrated to Dewx over three weeks, unifying campaign management, client communication, and performance tracking in a single workspace.

GTM Hub — Campaign Tracking

Campaign pipelines with budget pacing, performance dashboards, and automated lead attribution.

CX Hub — Deliverable Management

Campaign task boards with creative asset management, approval workflows, and deadline tracking.

OPS Hub — Client Billing

Retainer tracking, time-based billing, and automated monthly invoice generation per client.

Dew AI — Performance Insights

AI-generated campaign optimization recommendations and automated client performance reports.

The Results

55%

Improvement in average client ROI

75%

Faster monthly client reporting

6 hrs

Saved per account manager weekly

2 → 1

Tools consolidated into Dewx

Timeline

Week 1

Migrated client accounts and configured GTM Hub campaign pipelines with budget pacing.

Week 2

Set up CX Hub deliverable boards with creative asset management and approval flows.

Week 3

Connected OPS Hub billing; activated Dew AI for performance insights and auto-reports.

Month 3

Measured 55% average improvement in client campaign ROI across the portfolio.

“We were spending more time managing our tools than managing campaigns. Dewx lets us see performance and deliverables in one view, and the AI catches optimization opportunities we used to miss. Client ROI jumped 55% in one quarter.”

— Sarah Kim, VP of Strategy, Summit Marketing

Features That Made the Difference

Campaign Pipelines

Budget pacing and performance in one view.

Creative Management

Asset library with versioning and approvals.

Retainer Billing

Automated invoicing tied to retainer agreements.

AI Optimization

Campaign recommendations generated automatically.

ROI Dashboards

Client-facing performance dashboards in real time.

Team Workload

Account manager capacity across all clients.

Ready to Boost Client ROI?

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