The Team Behind the Templates: Meet Levitate’s Content Experts

Every email and social post in Levitate’s content library is written with a clear purpose: to help our clients establish and maintain key relationships. Whether it's a financial advisor communicating market updates or a nonprofit connecting with donors ahead of a giving campaign, our messaging is designed to keep businesses top of mind and communities engaged.

Levitate’s in-house content team doesn’t just write, they research, collaborate, and think critically about what professionals in legal, financial, nonprofit, insurance, accounting, home services, mortgage, and real estate need to say and how they need to say it. The result is messaging that resonates and drives action.

Why Quality Content Wins

Effective communication takes more than clever phrasing. It takes industry knowledge, writing skill, and a deep understanding of what drives engagement.

At Levitate, we combine those things daily. Our team keeps the library full of fresh, relevant messaging, from check-ins and holiday notes to compliance-driven updates and strategic campaigns. In fact, our work was recognized with an AVA Digital Award for Best Email Content, honoring the strategy, creativity, and quality behind our templates. The team created nearly 200 new templates in the past two weeks. That kind of consistency and speed is only possible with experience and a clear editorial process. 

Meet the Content Team

Caroline 

Caroline sits at the helm of the content department, strategizing on growth and ensuring that every process under the content umbrella is continually evolving and putting innovation at the forefront. Before tech, she worked in multiple other industries and specialized in communications, which she calls on in her work with her team and others within Levitate to deliver a next-level content experience for clients.

Eliza 

Eliza oversees Levitate’s app content strategy and creation, guiding every piece from idea to publication. She also leads the innovative content alert program, delivering timely, relevant updates to clients on a monthly basis. Eliza brings strong editorial instincts and sharp strategic thinking to the team. Her background in translating complex topics in the architecture, engineering, and construction industries helps ensure Levitate’s content is always clear, accurate, and valuable.

Meg

Meg focuses on creating technical and industry-specific messaging for financial, legal, and nonprofit professionals. She also manages Levitate’s fact-checking process, collaborating with subject matter experts to ensure every compliance-heavy piece is accurate. She excels at making complex information digestible and client-friendly, especially as the mastermind behind Levitate’s beloved client webinar program.

Annie 

Annie creates custom content for clients with unique communication needs, including email campaigns, social posts, blogs, and newsletters. She has worked in marketing for both an art firm and a historic preservation nonprofit. Her ability to tell authentic, mission-driven stories makes her especially effective at helping nonprofits and niche organizations engage their audiences.

Nicki 

Nicki develops custom content for Levitate clients who need messaging beyond what’s in the content library, including personalized emails, social media posts, blogs, and newsletters. Her background as a small business owner, local media publisher, and nonprofit communications manager gives her a deep understanding of audience engagement and strategic messaging. Nicki draws on real-world experience to create content that connects.

Shelby 

Shelby writes email, social media, and blog templates across multiple industries, manages content alerts, and conducts final content reviews. Her editorial eye, unmatched attention to detail, and structured approach help ensure Levitate’s content is clear, consistent, and ready to perform.

Laura 

Laura keeps Levitate’s content library organized and accessible while supporting blog publishing and email-to-social post conversions. Her experience as a student journalist and background in digital design bring efficiency and creativity to the way our content is managed and delivered.

Our Process, On Purpose

Levitate’s content isn’t just written–it’s planned, reviewed, and refined through a collaborative editorial process designed to deliver value at every step.

  • We plan ahead. The content team meets regularly to brainstorm around industry trends, seasonal needs, and customer feedback.
  • We assign smart. Each writer is responsible for specific industries, giving them deeper insight into tone, terminology, and what matters most to our customers.
  • We edit with care. Every piece goes through multiple rounds of rapid review. Drafts are edited for tone, structure, and clarity, revised, then reviewed again. Once approved, content is fact-checked where needed and passes through a final quality control check before it’s published into the library.

This process is why our library is full of content that feels both timely and timeless.

Trusted, Tested, and Fact-Checked

When it comes to technical or compliance-heavy topics, accuracy isn’t optional. Levitate has a rigorous fact-checking process that sets our content apart.

Before publishing, industry-specific templates are reviewed by trusted experts, including a licensed CPA, a Medicare compliance specialist, and a financial services professional with hands-on experience. These contributors verify that our language is compliant, our terminology is precise, and our guidance reflects the latest industry standards.

Whether it’s a regulatory update or a financial forecast, our clients can trust that what they’re sending is credible, current, and client-ready.

When It Matters, We're Fast

When the unexpected happens, you don’t have time to search for or write the right words. That’s where our Content Alert program comes in.

If a major storm is approaching, a new regulation is announced, or timely messaging is needed around breaking news, our team moves quickly. Clients receive an alert from our content team letting them know they have a ready-to-send template available. This helps them respond to the moment and keep their network informed without missing a beat.

Whether it’s a financial advisor navigating a compliance change or an insurance agent preparing clients for severe weather, Levitate makes it easy to act fast and communicate clearly.

Why Our Content Works

Levitate’s content library isn’t just well-written; it’s built on strategy. It reflects real client needs, real industry trends, and real attention to detail. It’s not generic. It’s not filler. And it’s definitely not written by a bot.

If you're looking for a smarter way to stay connected, our content team is ready to help.

Let’s talk. 

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