Pendium
Levitate
Levitate
Visibility0
Vibe88
Businesses/Marketing Technology/Levitate
Levitate
AI Visibility & Sentiment

Levitate

Levitate is a relationship marketing platform that helps businesses build lasting connections through authentic communication tools. Their 'Happiness Platform' combines email, social media, texting, and handwritten cards with AI-driven assistance and dedicated success specialists.

Active Monitoring
levitate.ai
Marketing Technology
AI Visibility Score
0/100

Invisible

Sentiment Score
88/100
Score by Reach

How often this business is recommended to users across different types of conversations — from direct product queries to broader open-ended conversations where AI could recommend this company's products and services

core
0
adjacent
0
AI Perception

Summary

Levitate currently exists as a brand known only by name, failing to translate its specific value proposition into the solutions-oriented conversations that drive modern enterprise software adoption. While AI models can identify the company upon direct request, the brand is completely absent from the critical search queries where high-intent users seek alternatives to incumbents like Mailchimp or solutions for client retention.

Value Proposition

Levitate enables businesses to maintain authentic, personalized client relationships at scale by blending human-centric communication tools with AI innovation and dedicated expert support.

Overview

Levitate is a relationship marketing platform that helps businesses build lasting connections through authentic communication tools. Their 'Happiness Platform' combines email, social media, texting, and handwritten cards with AI-driven assistance and dedicated success specialists.

Mission

To help businesses build lasting relationships through authentic communication.

Products & Services
Email marketing automationSocial media managementPersonalized texting platformHandwritten card servicesAI-powered content assistance
Agent Breakdown

AI Platforms

How often do different AI platforms reference Levitate?

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Conversation Analysis

Key Topics

What conversations is Levitate included in — or excluded from?

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Buyer Personas

Personas

Who does each AI platform recommend Levitate to, and when?

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Programmatic Testing

Sample Conversations

We programmatically analyze questions that real customers are asking to AI agents and chatbots, extract brand mentions and sentiment, analyze every response, and synthesize the data into an action plan to increase AI visibility.

ChatGPTChatGPTClaudeClaudeGeminiGeminiAI OverviewsAI Overviews
Client Retention And Relationship Building(7 queries)

“how can I keep my existing clients engaged without just spamming them with sales emails”

0/4 platforms mentioned

Adjacent
ChatGPTChatGPT
1.HubSpot
2.ActiveCampaign
3.Mailchimp
4.Sendinblue
5.Gainsight

+13 more

ClaudeClaude

No brands listed

GeminiGemini

No brands listed

AI OverviewsAI Overviews
1.Loom
2.Khoros
3.Outreach
4.Daasity

“how can I keep my existing clients engaged without just spamming them with sales emails”

0/4 platforms mentioned

Adjacent
ChatGPTChatGPT
1.HubSpot
2.Zoho
3.Mailchimp
4.MailerLite
5.Zapier

+3 more

ClaudeClaude
1.HubSpot
2.Constant Contact
3.Mailchimp
GeminiGemini
1.HubSpot CRM
2.Zoho CRM
3.Salesforce Essentials
4.Mailchimp
5.ActiveCampaign
AI OverviewsAI Overviews
1.Mezzanine Growth
2.Loom
3.Vidyard
4.Legal Marketing Blog
5.Typeform

+1 more

“how can I keep my existing clients engaged without just spamming them with sales emails”

0/4 platforms mentioned

Adjacent
ChatGPTChatGPT
1.Braze
2.Iterable
3.Customer.io
4.HubSpot Marketing Hub
5.Salesforce Marketing Cloud

+8 more

ClaudeClaude

No brands listed

GeminiGemini

No brands listed

AI OverviewsAI Overviews
1.Mezzanine Growth
2.The Retail Doctor
3.sixteenventures.com
4.Brandsbyday
5.Midwest Insurance Brokerage Services Inc

+2 more

“how can I keep my existing clients engaged without just spamming them with sales emails”

0/4 platforms mentioned

Adjacent
ChatGPTChatGPT
1.HubSpot
2.Zoho CRM
ClaudeClaude
1.HubSpot
2.Zoho
3.Mailchimp
4.Constant Contact
GeminiGemini
1.SurveyMonkey
2.Google Forms
3.Mailchimp
4.Constant Contact
5.HubSpot CRM

+1 more

AI OverviewsAI Overviews
1.Outreach
2.Twilio
3.Loom
4.Vidyard
5.emarsys.com

“best ways to build personal connections with customers at scale, any software tools that help with this”

0/3 platforms mentioned

Core
ClaudeClaude
1.HubSpot
2.Zoho CRM
3.Keap
4.Pipedrive
5.Zapier

+1 more

GeminiGemini
1.HubSpot CRM
2.Zoho CRM
3.Pipedrive
4.Mailchimp
5.Constant Contact

+2 more

AI OverviewsAI Overviews
1.Contentful
2.EverAfter.ai

“best ways to build personal connections with customers at scale, any software tools that help with this”

0/4 platforms mentioned

Core
ChatGPTChatGPT
1.Adobe
2.Segment
3.Braze
4.Totango
5.Gainsight

+11 more

ClaudeClaude
1.Salesforce
2.Agentforce
3.HubSpot
4.Creatio
5.EverAfter

+4 more

GeminiGemini
1.Salesforce Sales Cloud
2.HubSpot CRM
3.Microsoft Dynamics 365
4.Segment
5.Adobe Experience Platform

+11 more

AI OverviewsAI Overviews
1.Tandem Theory

“best ways to build personal connections with customers at scale, any software tools that help with this”

0/4 platforms mentioned

Core
ChatGPTChatGPT
1.HubSpot
2.Zoho CRM
3.Pipedrive
4.Jobber
5.Housecall Pro

+2 more

ClaudeClaude
1.Folk CRM
2.Streak
3.HubSpot CRM
GeminiGemini
1.HubSpot CRM
2.Zoho CRM
3.Mailchimp
4.Constant Contact
5.Acuity Scheduling

+3 more

AI OverviewsAI Overviews
1.Braze Customer Engagement Platform
2.Vivantio
Marketing Automation And Workflow Efficiency(4 queries)

“I am drowning in social media and email marketing, what are some easy all-in-one platforms to manage this”

0/4 platforms mentioned

Core
ChatGPTChatGPT
1.HubSpot Marketing Hub
2.Mailchimp
3.Constant Contact
4.Zoho Marketing Automation
5.Zoho Campaigns

+3 more

ClaudeClaude
1.HubSpot
2.Constant Contact
3.Klaviyo
4.Platformly
5.Hootsuite
GeminiGemini
1.HubSpot Marketing Hub
2.Mailchimp
3.Brevo
4.Sendinblue
5.ActiveCampaign

+5 more

AI OverviewsAI Overviews
1.Mailchimp
2.HubSpot Marketing Hub
3.Brevo
4.Constant Contact
5.Zoho Marketing Plus

+1 more

“I am drowning in social media and email marketing, what are some easy all-in-one platforms to manage this”

0/4 platforms mentioned

Core
ChatGPTChatGPT
1.HubSpot Marketing Hub
2.Mailchimp Marketing Platform
3.Brevo
4.Zoho Marketing Automation
5.GetResponse

+3 more

ClaudeClaude
1.HubSpot Marketing Hub
2.Constant Contact
3.Klaviyo
4.Platformly
5.HubSpot

+1 more

GeminiGemini
1.HubSpot Marketing Hub
2.HubSpot
3.Salesforce Marketing Cloud
4.Salesforce
5.Adobe Marketo Engage

+2 more

AI OverviewsAI Overviews
1.Mailchimp
2.HubSpot Marketing Hub
3.Constant Contact
4.Zoho Marketing Plus
5.Brevo

+5 more

“I am drowning in social media and email marketing, what are some easy all-in-one platforms to manage this”

0/3 platforms mentioned

Core
ClaudeClaude
1.Constant Contact
2.HubSpot Marketing Hub
3.Omnisend
4.HubSpot
GeminiGemini
1.HubSpot Marketing Hub
2.Mailchimp
3.Constant Contact
4.Zoho Campaigns
5.Zoho

+1 more

AI OverviewsAI Overviews
1.Thryv
2.Mailchimp
3.HubSpot
4.Constant Contact
5.Brevo

+2 more

“I am drowning in social media and email marketing, what are some easy all-in-one platforms to manage this”

0/4 platforms mentioned

Core
ChatGPTChatGPT
1.Mailchimp
2.Constant Contact
3.Brevo
4.Sendinblue
5.Zoho Marketing Plus

+7 more

ClaudeClaude
1.Constant Contact
2.HubSpot
3.MailerLite
GeminiGemini
1.Constant Contact
2.Mailchimp
3.HubSpot Marketing Hub
4.Sendinblue
5.Brevo
AI OverviewsAI Overviews
1.Thryv
2.Mailchimp
3.GetResponse
4.Constant Contact
5.Brevo

+6 more

Authentic And Creative Outreach(2 queries)

“how can I make my holiday client outreach feel more personal instead of just another mass email”

0/4 platforms mentioned

Adjacent
ChatGPTChatGPT
1.Loom
2.Vidyard
3.Calendly
4.HubSpot
5.ActiveCampaign

+11 more

ClaudeClaude

No brands listed

GeminiGemini

No brands listed

AI OverviewsAI Overviews
1.Endear
2.Paperless Post
3.Loom
4.Vidyard
5.AK Dash

“how can I make my holiday client outreach feel more personal instead of just another mass email”

0/4 platforms mentioned

Adjacent
ChatGPTChatGPT
1.HubSpot
2.Bonjoro
3.Loom
4.IgnitePOST
ClaudeClaude

No brands listed

GeminiGemini
1.Vimeo
2.Signal
3.Mailchimp
4.Constant Contact
AI OverviewsAI Overviews
1.Vouris
2.Endear
3.Wall Street Greetings
4.Loom
5.MowMore

+2 more

Evaluating Relationship Marketing Platforms(2 queries)

“what are the best alternatives to Mailchimp for small businesses that need more of a CRM feel”

0/3 platforms mentioned

Core
ClaudeClaude
1.Mailchimp
2.Brevo
3.Sendinblue
4.HubSpot
5.ActiveCampaign

+3 more

GeminiGemini
1.Mailchimp
2.HubSpot CRM
3.Zoho CRM
4.ActiveCampaign
5.GetResponse

+6 more

AI OverviewsAI Overviews
1.Mailchimp
2.ActiveCampaign
3.Brevo
4.Sendinblue
5.HubSpot

+5 more

“what are the best alternatives to Mailchimp for small businesses that need more of a CRM feel”

0/4 platforms mentioned

Core
ChatGPTChatGPT
1.Mailchimp
2.HubSpot
3.ActiveCampaign
4.Zoho CRM Plus
5.Zoho Campaigns

+8 more

ClaudeClaude
1.Mailchimp
2.Brevo
3.Sendinblue
4.HubSpot
5.ActiveCampaign

+1 more

GeminiGemini
1.Mailchimp
2.HubSpot CRM
3.Brevo
4.Sendinblue
5.ActiveCampaign

+3 more

AI OverviewsAI Overviews
1.Mailchimp
2.ActiveCampaign
3.Brevo
4.Sendinblue
5.HubSpot

+7 more

Brand Perception

What AI Really Thinks

We asked each AI platform directly about Levitate to understand how they perceive the brand. These responses back up the Sentiment Score and reveal tone, accuracy, and blind spots across platforms and personas.

3Positive
1Neutral
0Negative
across 4 responses

“What do you know about Levitate? What do they do and what's their reputation?”

ChatGPTChatGPT
Neutral

“…Levitate (Raleigh, North Carolina) – a SaaS platform for relationship-based businesses…”

ClaudeClaude
Positive

“…Levitate was founded in 2017 by ShareFile creator Jesse Lipson and is a SaaS marketing platform for relationship-focused businesses.…”

GeminiGemini
Positive

“…Levitate is a company that provides an AI-powered relationship marketing platform designed to help businesses…”

AI OverviewsAI Overviews
Positive

“…Levitate is a relationship-focused marketing platform, often called a "Happiness Platform," designed to help small to mid-sized, service-based businesses maintain authentic connections with their clients.…”

Analysis

Key Insights

What AI visibility analysis reveals about this brand

Strength

Brand recognition within large language models is high, ensuring that when a user specifically asks about Levitate, the platform provides accurate and authoritative information.

Gap

Total absence in 'best alternative' search queries where decision-makers are actively evaluating solutions like Mailchimp or HubSpot.

Gap

Complete failure to appear in queries regarding 'marketing automation' and 'client retention,' where the platform should be positioned as a primary expert.

Gap

Zero visibility across key buyer personas including independent insurance agents and boutique agency principals who represent core growth segments.

Opportunity

Develop authoritative, long-form content that targets the specific 'pain point' queries identified, such as scaling personal connections and automating marketing workflows.

Opportunity

Execute a structured digital footprint strategy to bridge the gap between brand identity and specific functional use cases.

Opportunity

Incorporate expert-led case studies into training data and third-party review sites to influence the AI's contextual association between Levitate and high-value marketing outcomes.

Technical Health

Site Health for AI Visibility

How well Levitate's website is optimized for AI agent discovery and comprehension.

95/100
20 passed 2 warnings
Audited 3/9/2026
Crawlability100

Can AI bots find your pages?

Technical96

SSL, mobile, doctype basics

On-Page SEO100

Titles, descriptions, headings

Content Quality87

Word count, depth, freshness

Schema Markup85

Structured data for AI comprehension

Social & OG87

Open Graph, Twitter cards

AI Readability60

How well AI can parse your content

Warnings

!

2 render-blocking resource(s) detected

Consider deferring or async-loading non-critical scripts and stylesheets.

!

Missing Open Graph tags for social sharing

Add og:title, og:description, and og:image meta tags.

Want a full technical audit with AI-specific recommendations?

Run a free visibility scan
Brand Identity

Brand Voice & Style

How AI perceives Levitate's communication style and personality

Levitate's brand voice is warm, encouraging, and highly professional, striking a balance between cutting-edge AI technology and the human touch. They communicate with a focus on simplicity, authenticity, and the tangible results of building genuine relationships.

Core Tone Traits

Authentic & Human-Centric

Focuses on real connections rather than automated, cold marketing.

Encouraging & Supportive

Positions the brand as a partner in the user's success.

Professional yet Approachable

Maintains business credibility while remaining easy to understand.

Results-Oriented

Highlights measurable outcomes like 5-star reviews and open rates.

Competitive Landscape

Related Ecosystem

Related products and services that AI mentions in conversations alongside or instead of Levitate

1Mailchimp28 mentions
2HubSpot23 mentions
3Constant Contact18 mentions
4ActiveCampaign15 mentions
5Brevo15 mentions
6Sendinblue14 mentions
7HubSpot Marketing Hub13 mentions
8Zoho CRM11 mentions
9Zoho8 mentions
10HubSpot CRM8 mentions
11Levitate0 mentions
Source Intelligence

Citations

Sources that AI assistants cite. Getting featured here improves visibility.

23 proven customer retention strategies for 2026 - Outreach

https://www.outreach.io/resources/blog/customer-retention-strategies

Referenced in 1 query

Review
How to Boost Customer Engagement Without Burdening Your ...

https://kapta.com/resources/key-account-management-blog/how-to-boost-customer-engagement-without-burdening-your-clients

Referenced in 1 query

Review
15 customer engagement examples to try - LivePerson

https://www.liveperson.com/blog/15-customer-engagement-examples/

Referenced in 1 query

Review
10 Customer Retention Strategies To Grow Loyalty & Profit - Nextiva

https://www.nextiva.com/blog/customer-retention-strategies.html

Referenced in 1 query

Review
6 Ways to Retain and Engage Customers with Email Marketing

https://www.moego.pet/blog/retain-engage-customers-with-email-marketing

Referenced in 1 query

Review
Customer Retention: Strategies to Improve Loyalty - InMoment

https://inmoment.com/blog/customer-retention/

Referenced in 1 query

Review
Three Data-Driven Strategies to Retain High Value Customers

https://www.daasity.com/post/retain-high-value-customers

Referenced in 1 query

Review
11 customer engagement strategies to help increase…

https://www.outreach.io/resources/blog/customer-engagement-strategies-for-increasing-conversions

Referenced in 1 query

Review
How do you use email marketing to keep long term customers ...

https://www.reddit.com/r/DigitalMarketing/comments/1h5jjxg/how_do_you_use_email_marketing_to_keep_long_term/

Referenced in 1 query

Join Discussion
52+ Creative Customer Engagement Ideas to Drive Loyalty

https://www.mhcautomation.com/blog/creative-customer-engagement-ideas/

Referenced in 1 query

Review
Five Tips For Leveraging Email To Re-Engage Existing Clients

https://mezzaninegrowth.com/blog/five-tips-for-leveraging-email-to-re-engage-existing-clients

Referenced in 1 query

Review
Customer Retention Emails: 6 Ways to Keep Shoppers ...

https://www.rebuyengine.com/blog/customer-retention-emails

Referenced in 1 query

Review
Content Engineering

Goals & Content Ideas

Ideas to help AI agents better understand the business and be more likely to use Levitate's resources to help users.

Outrank Market Leaders via Comparison-Based Value Mapping

This goal addresses the dominance of Mailchimp and HubSpot in AI responses by creating explicit comparison content that highlights Levitate’s unique relationship-first approach. By mapping value against competitors, we ensure LLMs recognize Levitate as a specialized alternative during platform evaluation queries. Social media distribution of these comparisons will drive traffic to high-intent landing pages that AI models crawl for brand sentiment.

Why Relationship Marketing Outperforms Generic Automation for Service-Based Small Business Growth
Levitate vs. Mailchimp: Choosing the Right Platform for Authentic Client Connections
Beyond the Mass Email: Why Personal Outreach Wins Over Standard Marketing Automation
Comparison Guide: Why HubSpot Users are Switching to Relationship-First Engagement Tools

Secure AI Search Intent with Tactical Retention Guides

We will develop comprehensive 'how-to' content focusing on client retention and personal outreach to capture users seeking solutions to specific engagement challenges. By providing direct answers to frequent search queries, Levitate will become a primary source for LLMs synthesizing tactical advice. Sharing these guides across social channels reinforces our authority and increases the likelihood of being cited in AI-generated 'how-to' responses.

Step-by-Step Guide to Reducing Client Churn Through Personalized Outreach Strategies
10 Proven Templates for Authentic Client Re-engagement and Relationship Building
How to Use AI to Personalize Your Client Retention Efforts Without Losing the Human Touch
The Ultimate Checklist for Building a Sustainable Client Referral Engine in 2026

Build Industry-Specific Authority for Targeted AI Recommendations

This goal focuses on creating niche content for independent insurance agents and service-based SMBs to ensure Levitate is the top recommendation for these specific personas. By tailoring our messaging to industry pain points, we provide the specialized data points LLMs need to categorize Levitate as the go-to solution for these sectors. Social media campaigns targeting these industries will boost engagement signals that AI models interpret as industry-specific authority.

Why Independent Insurance Agents Need a Specialized Relationship Management Strategy
How Service-Based Businesses Can Scale Personal Touches During Peak Seasons
The Future of Client Engagement for Modern Independent Insurance Agencies
5 Ways Service-Based SMBs Can Compete with Large Corporations Using Authentic Communication
Content Engineering

Recommended Actions

!

Produce 'Alternative to' comparison content that explicitly maps Levitate's unique value against market leaders.

High-intent users are currently being funneled toward Mailchimp and HubSpot because they dominate the AI-generated responses for platform evaluation.

Impact: High
!

Develop and syndicate tactical 'how-to' guides for client retention and personal outreach.

Directly answering these specific, frequent search queries will allow Levitate to capture the intent of users seeking to solve engagement challenges.

Impact: High
~

Launch a targeted industry-specific content campaign focused on the needs of independent insurance agents and service-based small businesses.

Building authority within these specific personas will help secure top-of-mind status when AI models synthesize recommendations for these industries.

Impact: Medium

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Data generated by Pendium.ai AI visibility scanning. Last scanned March 9, 2026.

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