Using Levitate to Modernize Your Business Operations

Modernizing your business operations means moving routine work, like follow-ups, reminders, and client check-ins, out of your head and into a system that handles it for you. For a small service business, the goal isn't more software. It's fewer dropped balls and more time with clients. Levitate does this with automated outreach, AI that flags who to contact and why, and a dedicated success specialist who helps you set it all up.

What does it mean to modernize your business operations?

It means your client communication runs on a system instead of memory. Birthdays, renewals, and follow-ups go out on time. You can see who you've talked to and who you haven't. Important tasks don't depend on one person remembering them.

Most small businesses are already moving this way. In the U.S. Chamber of Commerce's 2025 Empowering Small Business report, 58% of small businesses said they use generative AI, up from 40% the year before. The same report found 84% plan to increase their use of technology platforms.

Modernizing doesn't change how you treat clients. It takes the repetitive parts off your plate so you have more time for the work only you can do.

Which tasks should a small business automate first?

Start with work that repeats on a schedule and costs you clients when it slips:

• Milestone messages like birthdays, client anniversaries, and renewals
• Follow-ups after a meeting, a quote, or a new client signing on
• Review requests after a good experience
• Check-ins with clients you haven't heard from in a while
• Meeting scheduling so clients can book a time without back-and-forth emails

If a task happens more than once a month and follows the same steps each time, it's a good place to start.

How does Levitate help you stay in touch with clients?

Levitate gives you several ways to reach clients from one place:

• Email: Send personal 1:1 emails from your existing Gmail or Outlook account, and set up automations for birthdays, anniversaries, renewals, and follow-ups.
• Texting: Send and receive texts from a dedicated business number.
• Handwritten-style cards: Send cards in a natural handwriting style for moments that deserve more than an email.
• Social media: Schedule pre-written posts with images.
• Content: Pull from a library of ready-made content written for your industry, so you never start from a blank page.

A note for regulated fields: health care businesses should keep patient details out of texts and emails to respect HIPAA. Financial advisors should run client-facing content past their compliance team before it goes out.

How does Levitate use AI to save you time?

Levitate's AI tools handle the busywork in the background:

• Keep in Touch Agent: Suggests who to reach out to, explains why, and gives you a starting point for the message.
• Email Exec Assistant: Checks incoming email against the priorities you set and gathers what needs your attention into one brief, with draft replies you review before sending.
• Meeting Prep: Sends you a brief before upcoming meetings with the client details and history already saved in Levitate.
• AI writing assistant: Drafts, rewrites, and translates messages so you can write faster.

You stay in control. The AI suggests and drafts, and you decide what gets sent. For more detail, read New in Levitate: AI tools built around the work you already do.

Can Levitate help more people find your business?

Yes. Getting found and staying top of mind go hand in hand.

• Websites: Levitate can build and maintain a website for your business.
• Surveys and reviews: Send client surveys and invite happy clients to leave an online review.
• Google reviews: Get notified about new Google reviews and respond from your dashboard.

Will Levitate work with the tools I already use?

Levitate works with your email and calendar, and it integrates with industry systems many service businesses already use. These include Redtail and Wealthbox for financial advisors, AMS360 and HawkSoft for insurance agencies, Clio and MyCase for law firms, DonorPerfect for nonprofits, ServiceTitan for home services, and QuickBooks. Zapier connects Levitate to other apps.

You can also connect Levitate to Claude or ChatGPT through the Levitate MCP Server. That lets you ask about your contacts and notes, or draft emails and social posts, without switching tools.

How do you know if it's working?

Levitate's reporting shows email performance, survey responses, and replies in real time. An opportunity board helps you track the clients and deals you're working on.

Check it once a month. Look at which messages get replies and which clients have gone quiet, then adjust.

Do I have to set it all up myself?

No. Every Levitate customer gets a dedicated Success Specialist who learns your goals, plans campaigns with you, and holds regular strategy calls. A separate implementation team handles the technical setup, like connecting your systems and importing contacts. Levitate calls this approach service-as-software.

Is my client data secure?

Levitate earned SOC 2 Type I and Type II certification in 2024. SOC 2 is an independent review of how a company protects the data it holds.

How do you get started modernizing your operations?

1. List the client tasks you repeat every week or month.
2. Pick the two or three that cost you the most when they slip.
3. Automate those first, then add more once they run smoothly.
4. Review your results each month and adjust.

The biggest gain usually comes from knowing who to contact before a relationship goes quiet. Levitate's Keep in Touch Agent does that work for you. It suggests who to reach out to, tells you why, and gives you a head start on the message. Book a short demo to see how it would work for your client list.

Frequently asked questions

What is Levitate?

Levitate is an AI-powered relationship intelligence platform for small service businesses. It helps you get found and stay top of mind with clients. AI handles the busywork, and a dedicated team guides the way.

Is Levitate a CRM?

Levitate isn't a CRM for large sales teams. It's built for small businesses that grow through client relationships, repeat business, and referrals, and it connects with many of the management systems those businesses already use.

What kinds of businesses use Levitate?

Insurance agencies, financial advisors, law firms, accounting firms, nonprofits, home services, chiropractors, dentists, and other service businesses whose revenue depends on client relationships.

Does Levitate send messages without my approval?

Automations you set up send on the schedule you choose. AI tools like the Email Exec Assistant draft replies for you to review, edit, and send, so nothing goes out from them without you.