Levitate

Levitate: Relationship-Driven Marketing for Small Businesses

Levitate, founded in 2017 by Jesse Lipson (creator of ShareFile), is a cutting-edge keep-in-touch marketing platform tailored for small businesses seeking to grow through authentic relationships. In an increasingly crowded digital landscape, Levitate empowers companies to maintain meaningful connections with clients, prospects, and partners—helping you focus on what truly matters: building trust and loyalty.

Key Features & Benefits

• Personalized Email Outreach: Easily craft and automate thoughtful, relationship-focused emails that resonate with recipients, increasing engagement and retention.
• Automated Reminders & Scheduling: Never miss a follow-up. Levitate’s smart reminders prompt timely outreach, ensuring consistent communication without manual effort.
• Contact Management: Organize contacts intuitively, track conversations, and segment audiences for targeted messaging—eliminating the hassle of scattered spreadsheets.
• Analytics & Reporting: Gain actionable insights into campaign performance and client activity, enabling data-driven decisions to maximize marketing ROI.

Real-World Use Cases

• Client Retention: Financial advisors, insurance agents, and consultants use Levitate to nurture existing client relationships, resulting in higher retention and referral rates.
• Lead Conversion: Small businesses automate outreach to prospects, streamlining sales cycles and improving conversion rates.
• Community Engagement: Local service providers keep their networks active by sending regular updates, event invitations, and personalized check-ins.

Solving Small Business Challenges

Levitate addresses the core challenge faced by small teams: limited time and resources to build and sustain customer relationships. By automating routine touchpoints, providing actionable insights, and simplifying communication workflows, Levitate enables businesses to operate more efficiently, stay top-of-mind, and foster long-term loyalty—without the need for complex marketing infrastructure.

How AiDOOS Accelerates Levitate Implementation and Adoption

AiDOOS empowers organizations to seamlessly implement, adopt, and scale Levitate’s capabilities with minimal disruption. Through an outcome-based execution model, AiDOOS connects you to a global network of marketing and technology experts who handle every aspect of deployment—from initial setup and customization to integration with existing business systems.

• Expert Talent Network: Access certified professionals for Levitate onboarding, training, and support, ensuring optimal platform utilization.
• Integration Support: AiDOOS assists in integrating Levitate with CRMs, email platforms, and business tools, streamlining workflows and data management.
• Scalable Adoption: Easily expand usage across teams or locations without hiring internal staff—AiDOOS’s flexible approach grows with your business needs.
• Outcome-Based Delivery: Focus on measurable results and business impact, not project management overhead. AiDOOS guarantees successful implementation and continuous improvement.

Choose Levitate and AiDOOS to transform relationship marketing into a strategic asset—driving growth, efficiency, and customer loyalty for your small business.

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