Features / Your Success Specialist
Software, plus a person who knows your business.
Every Levitate account comes with a dedicated Success Specialist who sets you up, plans your marketing with you every quarter, and stays a message away. You get the tools and someone to help you use them.
A dedicated Specialist is assigned the moment you join.
Most marketing software hands you a login and wishes you luck.
You sign up, stare at an empty dashboard, and the tool you paid for becomes one more thing you'll get to eventually. Levitate starts with a person who learns your business, gets you running, and makes sure it actually gets used.
Up and running without the homework.
Your Specialist schedules your onboarding, imports your contacts, connects your email and the tools you already use, and trains anyone on your team who'll be in Levitate. You leave with a content plan, not a to-do list.
A strategy session every quarter.
Each quarter, your Specialist reviews your results with you, talks through what's working, and plans the next three months of outreach, from seasonal campaigns to the dates that matter to your clients. Then they help get it all scheduled.
Get more out of Levitate without figuring it out alone.
Your Specialist sets up the automations that matter most for your business, switches on the AI features you want at no extra cost, and shares what's working for other businesses like yours.
How Levitate's AI worksAnd a whole team behind them.
Your Specialist is your go-to person, backed by the content team behind our industry library, the designers who build Prestige websites, and the dedicated team that runs Levitate ads.
Your Success Specialist pairs well with:
Marketing is easier with someone in your corner.
Book a demo and see what it's like to have a Success Specialist on your team.“Half of the overall experience with Levitate has everything to do with our Success Specialist. It's the way that Levitate engages with its clients. They believe in what it is that they're supporting and that's very apparent.”
Jannie Price, Executive Administrator of Development, Global Partners in Hope
Success Specialist FAQs
Is a Success Specialist included in every plan?
Yes. Every Levitate account is paired with a dedicated Success Specialist, backed by our award-winning support team, at no extra cost.
How often will we meet?
You'll meet for onboarding and training, then every quarter to plan and review results. In between, your Specialist is a message away.
Will my Specialist help with content?
Yes. They build custom templates for you and can draft campaigns for you to approve, edit or reject from your phone. The industry library and Levitate's AI cover everything else.
Do I have to set up automations and AI myself?
No. Your Specialist sets up the automations that matter most and turns on the AI features you want.