Q4 has a way of sneaking up fast. One minute you’re wrapping up summer plans, and the next you’re staring down the holidays and trying to squeeze every bit of value out of the year. It can feel overwhelming, but it doesn’t have to be.
This is the perfect time to simplify. Take a step back, clean things up, and focus on what actually drives ROI. If you’re already using Levitate, the good news is that the easiest wins are sitting right there in front of you. You don’t need to overhaul your strategy, just make the most of what you already have.
Before the end-of-year rush hits full swing, it's smart to declutter your outreach. Look at your contact list. Are there people you haven’t connected with in months? Prospects that never closed but might still be warm? Now is the time to re-engage.
Head into your Content Library and pull emails that spark real conversations. Whether it’s a quick check-in, an offer to reconnect, or a holiday warm-up, use what’s already written for you. You don’t have to create from scratch; you just have to click send.
Here are a few examples from Levitate's content library that work well this time of year:
Reviews can be one of the biggest drivers of new business, and yet they’re so often overlooked. Levitate's Review Generation tool makes it easy to ask the right people at the right time, with just a couple of clicks.
Don’t wait for people to write reviews on their own. Make it part of your process. Every satisfied client is a potential five-star advocate. Use Levitate to automate those asks so you’re not leaving it up to chance.
Use this season to build up your reputation so when someone Googles you, they’re met with recent, glowing reviews that do the selling for you. This small habit can lead to a steady stream of warm leads who already trust your brand.
Chasing down meetings kills momentum. With Levitate’s Meeting Booking feature, you can cut the back-and-forth and give clients or prospects a simple link to lock in time with you.
Include the link in your emails or even your email signature. Make it easy for people to talk to you, especially now, when calendars are filling up fast. Whether it's end-of-year planning or just a relationship check-in, getting it on the books early helps you stay top of mind.
You’ll spend less time coordinating schedules and more time having real conversations that move things forward.
Everyone says they’ll send holiday cards. Few actually do. This year, get ahead of the curve with Levitate’s handwritten-feeling cards. You can start now, schedule them, and move on knowing something thoughtful is already on its way to your clients.
These aren’t just any cards. They’re personal, look handwritten, and memorable. It's one of the simplest ways to stand out and show clients they matter, without needing to spend hours writing and mailing them yourself.
Start with your top clients or referral partners and grow from there. Small gestures create big loyalty. And since it’s all automated, it doesn’t have to add to your workload.
Scaling your business doesn’t mean adding more noise. It means cutting through the clutter with meaningful outreach that builds trust. Levitate helps you do exactly that without adding more to your plate.
The beauty of Levitate is that you already have everything you need inside your account. The Content Library is full of ready-to-go messages. Review requests are easy to automate. Meetings get booked with a click. And your holiday cards? Already handled.
So as the year winds down, don’t overthink it. The tools you need to finish strong are already at your fingertips. Use them.
Need help getting started? Book a demo with a product expert who can help you unlock the easy wins inside your Levitate account.
We’ll give you a call to set up time for your team and ours to meet virtually for a personalized demo.
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