Vector Strategy Delivers Projects 40% Faster
How a ten-person growth consulting firm replaced scattered tools with one platform — and dramatically accelerated client delivery without adding headcount.
The Challenge
Vector Strategy helps startups and mid-market companies scale revenue, but their own internal operations were anything but scalable. Salesforce managed pipeline and client records, while Notion housed project plans, meeting notes, and deliverable templates — with zero integration between them.
Consultants spent hours each week updating two systems, and leadership had no single view of which engagements were on track and which were at risk. Status meetings became archaeology sessions, digging through Notion pages to piece together progress.
- Client data split between Salesforce CRM and Notion project boards
- No real-time visibility into engagement health or deliverable status
- Consultants spending 5+ hours weekly on admin and duplicate data entry
- Proposal creation taking 2–3 days per client
The Solution
Vector Strategy migrated to Dewx in a two-week sprint, consolidating their pipeline, project management, and client communications into a single workspace.
GTM Hub — Pipeline & Proposals
Full deal pipeline with AI-assisted proposal generation that cut creation time from days to hours.
Portal — Client Communication
Unified inbox with per-engagement threads so every conversation stays linked to its project.
CX Hub — Project Tracking
Kanban boards, milestone tracking, and automated status reports replacing manual Notion updates.
Dew AI — Research & Drafting
AI-powered market research summaries and first-draft deliverables, saving consultants hours per engagement.
The Results
40%
Faster project delivery
5 hrs
Saved per consultant per week
2x
More proposals sent per quarter
2 → 1
Tools consolidated into Dewx
Timeline
Migrated Salesforce pipeline data and Notion project templates into Dewx GTM and CX Hubs.
Onboarded all consultants to Portal comms and Dew AI research tools; retired legacy accounts.
Measured 40% reduction in average engagement delivery time and doubled proposal throughput.
“We were spending more time managing our tools than managing our clients. Dewx gave us one place for everything — pipeline, projects, comms. We deliver 40% faster now, and our clients notice the difference.”
Features That Made the Difference
AI Proposal Builder
Generate tailored proposals in hours, not days.
Per-Project Inbox
Client comms linked directly to each engagement.
Milestone Tracking
Kanban boards with automated status updates.
AI Research Assistant
Market research summaries generated in minutes.
Revenue Forecasting
Real-time pipeline value and close probability.
Team Utilization
See who has capacity for new engagements.
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