Levitate
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About
Levitate is a comprehensive Relationship Happiness Platform that leverages AI and dedicated success specialists to enable businesses to build and maintain authentic, lasting relationships with their clients. It integrates with existing email, calendar, and CRM systems (like Gmail, Outlook, Wealthbox, Zapier) and offers tools for personalized outreach via email, social media, texting, and even handwritten cards. Key features include AI-powered content creation (for emails, social media, and unlimited custom GPT-created blog content), custom content writing, review generation, Google Business Profile management, meeting booking, and robust analytics. Unlike mass-blast email providers, Levitate sends emails via your personal server for higher engagement, averaging 60%+ open rates. It's designed to complement existing management systems and provides year-round training and support.
Platform
Task
Features
• optional website creation, hosting, seo, and maintenance
• robust analytics and contact management with tagging and reminders
• custom content writing and access to template libraries
• reputation management, including review generation and google business profile management
• integration with email, calendar, and crm systems
• dedicated success specialist for year-round marketing support
• personalized outreach via email, text, and handwritten cards
• ai-powered content creation for emails, social media, and blogs
FAQs
How is this different from Mailchimp, Constant Contact, or other mass blast email providers?
Levitate is a relationship nurturing platform that includes marketing coaching, content templates, contact management, AI content, automations, and reminders, sending personalized emails via your server.
How is it different from my Agency Management System, Field Service Management System, Practice Management System or CRM?
Levitate complements CRMs by providing content planning, marketing support, personalized contact management, and execution of keep-in-touch email campaigns via your server with robust analytics.
What is your email open rate? Reply rate?
Levitate emails average 60%+ open rates and 10% reply rates due to personalized tactics and sending via personal email servers (Outlook/Gmail), unlike mass blast providers.
Are there any contracts?
No, Levitate is an annual subscription service. You can choose not to renew at your next annual renewal date, retaining access for the current 12-month billing cycle.
How will I get billed?
Levitate plans are billed annually based on your signup date. For example, if you joined on August 1st, you will be billed again on August 1st of the following year.
Is my information safe?
Levitate never sells or transfers your data to outside parties. Your privacy and security are top concerns; details are available in their Privacy Policy and Terms of Service.
Is this going to be difficult for me to get set up and my team to be trained?
No, a dedicated Success Specialist will guide you through onboarding, contact import/organization, content strategy, and team training, providing support every step of the way.
What does the pricing look like for a business with more than 5 users?
Levitate offers customized pricing plans for businesses with more than 5 users. You can schedule a demo with their team to discuss a plan suited to your specific needs.
How do I upload my new contacts?
You can use a tutorial or get assistance from your Success Specialist during onboarding. The Contact Tagging Game also helps organize lists easily.
What happens to my contacts once I upload them? Are they secure?
Levitate never sells or transfers your data to outside parties. Your security is a top concern, with details provided in their Privacy Policy and Terms of Service.
Can I use Levitate to send text messages to my contacts?
Yes, you can text via a custom phone number and set up automations like birthday wishes. Quality over quantity is emphasized, so bulk texting is not recommended.
Will I get to approve or edit my email before it is sent?
In most cases, customers schedule and send emails. A "Review and Approve" feature lets your Success Specialist send proposed campaigns for your approval, editing, or rejection.
How often are my messages sent?
You determine the frequency. You and your Success Specialist will collaborate to establish a keep-in-touch communication cadence tailored to your business and client needs.
Do I have to create my own content?
While you can create your own, Levitate offers a pre-written template library, four annual custom templates, and AI content creation for new content, rewrites, or translations.
Can I add photos, links, or attachments to my emails?
Yes, but strategic use is encouraged. Levitate emails are designed to feel personal, so clients are advised to avoid graphics or link-heavy content that appears as advertising.
Pricing Plans
Client Happiness + AI
Unknown Price• Event Registrations
• AI content creation, regeneration, and translations
• Access to Handwritten Cards (written with real pen by robots!)
• Social Media
• Surveys, Review Generation & Google Business Profile Management
• Meeting Booking
• Texting
• Custom content writing
• Year-round training and Support
• Mobile App Robust analytics on companies and contacts API integrations Automations HTML email builder and template library Access to tried-and-tested email template library Tag creation and keep-in-touch reminders Unlimited contacts and email sends Email, calendar, and outside lead source provider integration Dedicated Success Specialist
Client Happiness Advanced
Unknown Price• Event Registrations
• AI content creation, regeneration, and translations
• Access to Handwritten Cards (written with real pen by robots!)
• Social Media
• Surveys, Review Generation & Google Business Profile Management
• Meeting Booking
• Texting
• Custom content writing
• Year-round training and Support
• Mobile App Robust analytics on companies and contacts API integrations Automations HTML email builder and template library Access to tried-and-tested email template library Tag creation and keep-in-touch reminders Unlimited contacts and email sends Email, calendar, and outside lead source provider integration Dedicated Success Specialist Custom GPT blog creation, scheduling and posting Ability to include logo on Handwritten Cards
Client Happiness Prestige
Unknown Price• Event Registrations
• AI content creation, regeneration, and translations
• Access to Handwritten Cards (written with real pen by robots!)
• Social Media
• Surveys, Review Generation & Google Business Profile Management
• Meeting Booking
• Texting
• Custom content writing
• Year-round training and Support
• Mobile App Robust analytics on companies and contacts API integrations Automations HTML email builder and template library Access to tried-and-tested email template library Tag creation and keep-in-touch reminders Unlimited contacts and email sends Email, calendar, and outside lead source provider integration Dedicated Success Specialist Custom GPT blog creation, scheduling and posting Ability to include logo on Handwritten Cards Content consultation (most important aspect of SEO) Basic SEO (robot.txt, sitemap xml, meta tags and keywords) Maintenance and website updates Website Hosting Rebuilding of your website on a user-friendly platform, where the client can easily update Complete redesign of your website
Job Opportunities
Manager, Sales Development
Levitate is an AI-powered relationship marketing platform combining communication tools, success specialists, and AI to build lasting client relationships.
Benefits:
Flexible PTO to facilitate strong work-life balance
Paid parental leave
Extensive benefit options including healthy lifestyle reimbursement, 401(k) matching, HSA/FSA, dental, vision, and mental health coverage
Daily catered lunches from locally-owned restaurants and diverse snack offerings
Employee-led groups (run club, disc golf club, and book club)
Experience Requirements:
Previous management experience preferred
At least 1 year of experience in SaaS sales, AE experience preferred
Understanding of B2B software is required
Experience selling through cold calling required
Track record of leading a team that consistently meets and exceeds goals
Other Requirements:
Naturally curious, empathetic, accountable and analytical
Strong passion for leading individuals
Ability to clearly set and communicate expectations for each member of your team
Responsibilities:
Train a team of SDRs responsible for cold calling prospects and setting appointments
Achieve daily, weekly, and monthly sales goals, compare performance to goals, and adjust goals as needed
Help create a fun, high energy environment where people love coming to work
Coach, mentor, and provide feedback to team members
Foster a competitive yet collaborative team environment
Show more details
Sales Development Representative
Levitate is an AI-powered relationship marketing platform combining communication tools, success specialists, and AI to build lasting client relationships.
Benefits:
Flexible PTO to facilitate strong work-life balance
Paid parental leave
Extensive benefit options including healthy lifestyle reimbursement, 401(k) matching, HSA/FSA, dental, vision, and mental health coverage
Daily catered lunches from locally-owned restaurants and diverse snack offerings
Employee-led groups (run club, disc golf club, and book club)
Experience Requirements:
Previous cold calling experience a plus, but not required
Other Requirements:
Strong desire to succeed and build a career in sales
Ability to self-motivate and succeed in a fast-paced role
Willingness to ask for help and an openness to being coached
Ability to multitask, organize, and prioritize work
Responsibilities:
Focus on outbound prospecting small businesses across the U.S. (130 cold calls) with leads that are provided to you
Book demos for your Senior Account Executives and ramp up to 3 demos/day over time and with training
Reach out and confirm their attendance at their scheduled demo
Help drive strategic, top-of-the-funnel lead generation through targeted cold-calling
Consistently update your activities, opportunities, and account information in our CRM
Show more details
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