{"id":9032480555282,"title":"Levitate","handle":"levitate","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eLevitate.ai Implementation | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Client Relationships into Predictable Growth with Levitate.ai and Intelligent Automation\u003c\/h1\u003e\n\n \u003cp\u003eLevitate.ai is a relationship-nurturing platform that helps businesses stay personal at scale. It combines contact management, automated reminders, pre-built messaging templates, text and email outreach, and AI-generated content to make consistent, thoughtful communication realistic for teams of any size.\u003c\/p\u003e\n \u003cp\u003eFor leaders focused on business efficiency and digital transformation, Levitate.ai turns a common pain point—staying in touch with customers—into a repeatable system that supports higher retention, better referrals, and fewer missed opportunities.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt its core, Levitate.ai blends three practical capabilities: organized contact data, repeatable outreach, and AI-powered personalization. You import or sync your client lists, tag and store meaningful details about each person, and then set up communication flows that map to your business rhythm—anniversary notes, quarterly check-ins, event follow-ups, or seasonal promotions.\u003c\/p\u003e\n \u003cp\u003eInstead of asking team members to remember every detail and manually send messages, the platform automates routine touchpoints while preserving a personal voice. It offers ready-made templates and AI-assisted drafts that reflect the tone you want, and then schedules those messages across channels—email, text, and surveys—based on rules you define. Smart reminders surface contacts who need attention and keep relationships from slipping through the cracks.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI in Levitate.ai isn’t just about writing a subject line. It’s about turning large volumes of customer data into actionable signals and letting intelligent automation carry out the routine work. When AI is combined with agentic automation—software agents that can act, decide, and chain tasks automatically—you get an always-on assistant for relationship building.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003ePersonalization at scale: AI analyzes client history and suggests language that feels individualized—saving time while increasing response rates.\u003c\/li\u003e\n \u003cli\u003eAutomated sequencing: Agents handle the timing and follow-up logic, so your team sends the right message at the right moment without manual scheduling.\u003c\/li\u003e\n \u003cli\u003eContextual reminders: Instead of generic alerts, agents surface who to call or email and why—pulling in notes, recent interactions, and next steps.\u003c\/li\u003e\n \u003cli\u003eInsights and prioritization: AI highlights high-potential contacts and suggests outreach strategies, so teams focus on the relationships that drive revenue.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eFinancial advisories keep regular, personalized contact with clients around life events—births, home purchases, tax season—using AI-generated drafts and automated scheduling to remain top-of-mind without extra admin work.\u003c\/li\u003e\n \u003cli\u003eLaw firms maintain client relationships after matters close by sending milestone check-ins, satisfaction surveys, and referral requests that feel bespoke but are automated.\u003c\/li\u003e\n \u003cli\u003eProfessional services firms use text campaigns and quick meeting links to convert warm leads into consultations, with follow-up sequences that adapt based on whether prospects respond.\u003c\/li\u003e\n \u003cli\u003eHealthcare practices send appointment reminders, post-visit satisfaction surveys, and annual wellness nudges while tracking patient preferences and contact history in one place.\u003c\/li\u003e\n \u003cli\u003eFranchise organizations roll out consistent, localized outreach templates to dozens of locations while allowing managers to personalize messages using AI prompts that reference local events or community details.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen relationship management moves from ad-hoc to automated and intelligent, the impact shows up across the organization. These are the measurable outcomes leaders typically see:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automating routine outreach and follow-ups frees up staff to focus on high-value conversations. Teams spend less time drafting messages and more time closing and serving clients.\u003c\/li\u003e\n \u003cli\u003eImproved retention and referrals: Regular, personalized touchpoints increase client loyalty and referral rates because customers feel known and remembered.\u003c\/li\u003e\n \u003cli\u003eConsistency and compliance: Templates and workflows ensure messaging meets brand standards and regulatory needs while minimizing human errors.\u003c\/li\u003e\n \u003cli\u003eScalability: As volume grows, agentic automation scales outreach without proportionally increasing headcount or administrative overhead.\u003c\/li\u003e\n \u003cli\u003eFaster collaboration: Shared contact insights and automated notes keep cross-functional teams aligned—sales, account management, and operations can see the same client history and next steps.\u003c\/li\u003e\n \u003cli\u003eBetter decision-making: AI-generated insights surface behavioral trends and prioritization signals, helping leaders allocate resources to the relationships that matter most.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eBringing Levitate.ai into your organization is more than a software rollout—it's a change in how teams manage time, memory, and outreach. Consultants In-A-Box specializes in translating business goals into practical automation that produces measurable outcomes rather than theoretical promises.\u003c\/p\u003e\n \u003cp\u003eThe typical approach includes:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eObjective setting: We start by defining the business outcomes—higher retention, more referrals, reduced churn—so every automation links to a clear metric.\u003c\/li\u003e\n \u003cli\u003eProcess mapping: We map existing communication workflows, identify repetitive tasks and friction points, and design simplified sequences that make sense for your teams and clients.\u003c\/li\u003e\n \u003cli\u003eIntegration planning: Contact data is often spread across CRM, calendar, and billing systems. We design integrations that keep data synchronized and actionable without adding manual reconciliation work.\u003c\/li\u003e\n \u003cli\u003eAI configuration: We calibrate personalization models and templates to your brand voice and compliance needs, ensuring AI suggestions are on-message and practical for your staff to adopt.\u003c\/li\u003e\n \u003cli\u003ePilot \u0026amp; learning: We run small pilots to validate that sequences, messaging, and reminders produce the expected behavior—then iterate quickly based on real results.\u003c\/li\u003e\n \u003cli\u003eTraining \u0026amp; adoption: We train teams not only on tools but on the new ways of working—how to use AI suggestions, when to intervene, and how to interpret insights for client prioritization.\u003c\/li\u003e\n \u003cli\u003eGovernance \u0026amp; measurement: We help set up dashboards and governance for ongoing improvement, so automation continues to deliver value as your business evolves.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eLevitate.ai is a practical platform for businesses that want to keep relationships human without overburdening their teams. By combining contact management, templated content, automated sequences, and AI-driven personalization, it turns one-off outreach into a predictable engine for retention and referrals. Adding agentic automation means these systems can act intelligently—routing follow-ups, prioritizing contacts, and sustaining consistent communication at scale.\u003c\/p\u003e\n \u003cp\u003eFor organizations pursuing digital transformation and higher business efficiency, pairing Levitate.ai with experts who understand both strategy and adoption removes common implementation risks. The result is a repeatable, measurable relationship system that saves time, reduces errors, improves collaboration, and directly supports revenue and growth objectives.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-01-20T07:17:47-06:00","created_at":"2024-01-20T07:17:48-06:00","vendor":"Consultants In-A-Box","type":"Productivity software","tags":["Advisory services","Advisory solutions","Automation","Business applications","Business consultants","Business development","Business experts","Cloud computing","Comprehensive solutions","Consulting packages","Consulting services","Customized consultancy","Data management","Expert advice","Industry specialists","IT consulting","IT infrastructure","IT services","IT solutions","Levitate","Levitate brand","Levitate innovation","Levitate products","Levitation","Levitation technology","Management consulting","Productivity software","Professional guidance","Software development","Software engineering","Software solutions","Strategic advisors","Tailored consulting","Tech solutionsSoftware integration","Technology platform"],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":47859553992978,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"Levitate","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/products\/b836a7fa018a848db93b4af7cbd31fb4.jpg?v=1705756668"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/products\/b836a7fa018a848db93b4af7cbd31fb4.jpg?v=1705756668","options":["Title"],"media":[{"alt":"Levitate logo","id":37203957940498,"position":1,"preview_image":{"aspect_ratio":1.0,"height":251,"width":251,"src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/b836a7fa018a848db93b4af7cbd31fb4.jpg?v=1705756668"},"aspect_ratio":1.0,"height":251,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/products\/b836a7fa018a848db93b4af7cbd31fb4.jpg?v=1705756668","width":251}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eLevitate.ai Implementation | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \/* No link styles: do not create or style anchors *\/\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Client Relationships into Predictable Growth with Levitate.ai and Intelligent Automation\u003c\/h1\u003e\n\n \u003cp\u003eLevitate.ai is a relationship-nurturing platform that helps businesses stay personal at scale. It combines contact management, automated reminders, pre-built messaging templates, text and email outreach, and AI-generated content to make consistent, thoughtful communication realistic for teams of any size.\u003c\/p\u003e\n \u003cp\u003eFor leaders focused on business efficiency and digital transformation, Levitate.ai turns a common pain point—staying in touch with customers—into a repeatable system that supports higher retention, better referrals, and fewer missed opportunities.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt its core, Levitate.ai blends three practical capabilities: organized contact data, repeatable outreach, and AI-powered personalization. You import or sync your client lists, tag and store meaningful details about each person, and then set up communication flows that map to your business rhythm—anniversary notes, quarterly check-ins, event follow-ups, or seasonal promotions.\u003c\/p\u003e\n \u003cp\u003eInstead of asking team members to remember every detail and manually send messages, the platform automates routine touchpoints while preserving a personal voice. It offers ready-made templates and AI-assisted drafts that reflect the tone you want, and then schedules those messages across channels—email, text, and surveys—based on rules you define. Smart reminders surface contacts who need attention and keep relationships from slipping through the cracks.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eAI in Levitate.ai isn’t just about writing a subject line. It’s about turning large volumes of customer data into actionable signals and letting intelligent automation carry out the routine work. When AI is combined with agentic automation—software agents that can act, decide, and chain tasks automatically—you get an always-on assistant for relationship building.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003ePersonalization at scale: AI analyzes client history and suggests language that feels individualized—saving time while increasing response rates.\u003c\/li\u003e\n \u003cli\u003eAutomated sequencing: Agents handle the timing and follow-up logic, so your team sends the right message at the right moment without manual scheduling.\u003c\/li\u003e\n \u003cli\u003eContextual reminders: Instead of generic alerts, agents surface who to call or email and why—pulling in notes, recent interactions, and next steps.\u003c\/li\u003e\n \u003cli\u003eInsights and prioritization: AI highlights high-potential contacts and suggests outreach strategies, so teams focus on the relationships that drive revenue.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003eFinancial advisories keep regular, personalized contact with clients around life events—births, home purchases, tax season—using AI-generated drafts and automated scheduling to remain top-of-mind without extra admin work.\u003c\/li\u003e\n \u003cli\u003eLaw firms maintain client relationships after matters close by sending milestone check-ins, satisfaction surveys, and referral requests that feel bespoke but are automated.\u003c\/li\u003e\n \u003cli\u003eProfessional services firms use text campaigns and quick meeting links to convert warm leads into consultations, with follow-up sequences that adapt based on whether prospects respond.\u003c\/li\u003e\n \u003cli\u003eHealthcare practices send appointment reminders, post-visit satisfaction surveys, and annual wellness nudges while tracking patient preferences and contact history in one place.\u003c\/li\u003e\n \u003cli\u003eFranchise organizations roll out consistent, localized outreach templates to dozens of locations while allowing managers to personalize messages using AI prompts that reference local events or community details.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eWhen relationship management moves from ad-hoc to automated and intelligent, the impact shows up across the organization. These are the measurable outcomes leaders typically see:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eTime savings: Automating routine outreach and follow-ups frees up staff to focus on high-value conversations. Teams spend less time drafting messages and more time closing and serving clients.\u003c\/li\u003e\n \u003cli\u003eImproved retention and referrals: Regular, personalized touchpoints increase client loyalty and referral rates because customers feel known and remembered.\u003c\/li\u003e\n \u003cli\u003eConsistency and compliance: Templates and workflows ensure messaging meets brand standards and regulatory needs while minimizing human errors.\u003c\/li\u003e\n \u003cli\u003eScalability: As volume grows, agentic automation scales outreach without proportionally increasing headcount or administrative overhead.\u003c\/li\u003e\n \u003cli\u003eFaster collaboration: Shared contact insights and automated notes keep cross-functional teams aligned—sales, account management, and operations can see the same client history and next steps.\u003c\/li\u003e\n \u003cli\u003eBetter decision-making: AI-generated insights surface behavioral trends and prioritization signals, helping leaders allocate resources to the relationships that matter most.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eBringing Levitate.ai into your organization is more than a software rollout—it's a change in how teams manage time, memory, and outreach. Consultants In-A-Box specializes in translating business goals into practical automation that produces measurable outcomes rather than theoretical promises.\u003c\/p\u003e\n \u003cp\u003eThe typical approach includes:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eObjective setting: We start by defining the business outcomes—higher retention, more referrals, reduced churn—so every automation links to a clear metric.\u003c\/li\u003e\n \u003cli\u003eProcess mapping: We map existing communication workflows, identify repetitive tasks and friction points, and design simplified sequences that make sense for your teams and clients.\u003c\/li\u003e\n \u003cli\u003eIntegration planning: Contact data is often spread across CRM, calendar, and billing systems. We design integrations that keep data synchronized and actionable without adding manual reconciliation work.\u003c\/li\u003e\n \u003cli\u003eAI configuration: We calibrate personalization models and templates to your brand voice and compliance needs, ensuring AI suggestions are on-message and practical for your staff to adopt.\u003c\/li\u003e\n \u003cli\u003ePilot \u0026amp; learning: We run small pilots to validate that sequences, messaging, and reminders produce the expected behavior—then iterate quickly based on real results.\u003c\/li\u003e\n \u003cli\u003eTraining \u0026amp; adoption: We train teams not only on tools but on the new ways of working—how to use AI suggestions, when to intervene, and how to interpret insights for client prioritization.\u003c\/li\u003e\n \u003cli\u003eGovernance \u0026amp; measurement: We help set up dashboards and governance for ongoing improvement, so automation continues to deliver value as your business evolves.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eSummary\u003c\/h2\u003e\n \u003cp\u003eLevitate.ai is a practical platform for businesses that want to keep relationships human without overburdening their teams. By combining contact management, templated content, automated sequences, and AI-driven personalization, it turns one-off outreach into a predictable engine for retention and referrals. Adding agentic automation means these systems can act intelligently—routing follow-ups, prioritizing contacts, and sustaining consistent communication at scale.\u003c\/p\u003e\n \u003cp\u003eFor organizations pursuing digital transformation and higher business efficiency, pairing Levitate.ai with experts who understand both strategy and adoption removes common implementation risks. The result is a repeatable, measurable relationship system that saves time, reduces errors, improves collaboration, and directly supports revenue and growth objectives.\u003c\/p\u003e\n\n\u003c\/body\u003e"}