Next Level Management and Consulting doubles revenue in only 4 months with Vendasta’s AI Workforce
Next Level Management and Consulting is a Colorado-based digital marketing agency.
Delivers tailored, data-driven marketing solutions to help businesses grow and scale
A Vendasta partner since 2019.
The Challenge:
Next Level Management and Consulting’s mission is simple: Simplify business, processes, and marketing efforts so clients can focus on what matters most—growth and productivity.
However, rapid growth and an intense networking schedule created a major bottleneck.
- Hundreds of leads from conferences and events were slipping through the cracks.
- Manual data entry into CRMs was eating up hours of admin time.
- Follow‑up emails were generic, making it hard to stand out among post‑conference outreach.
Mark Huffman, President & CEO, knew they needed scalable automation to capture every lead, personalize every follow‑up, and grow without adding headcount. That’s when they turned to Vendasta.
Fueling rapid growth and stronger client
connections with Vendasta
2x
Revenue growth
in 4 months
By automating lead capture, follow-ups, and outreach to convert more prospects without adding headcount.
99%
Account retention
rate
By consistently delivering personalized value, real-time communication, and proactive client engagement powered by AI tools.
3x
Projected revenue
this year
By building a fully automated, scalable sales funnel that turns every interaction into a growth opportunity.
We doubled our revenue in the last four months of the year. And in the first three months of this year, we’re already on track to triple that.”
Background
Next Level Management and Consulting was born out of a passion for helping small businesses thrive. Mark and his team noticed a common theme among entrepreneurs: owners want to grow, but lack the knowledge, resources, or time to make it happen.
They set out to simplify business planning, marketing, and process improvement for every budget and every team. But as the agency grew, so did its operational complexity. Capturing leads and following up efficiently became a critical pain point.
That’s when Vendasta’s AI-powered platform stepped in to transform their lead management and client engagement processes.
Objectives
Next Level Management and Consulting’s partnership with Vendasta was guided by four key objectives:
- Capture and qualify every networking lead automatically.
- Personalize outreach to strengthen client relationships.
- Eliminate admin workload and streamline follow‑ups.
- Build a scalable, AI‑driven sales funnel to support rapid growth.
Working with Vendasta on these objectives empowered the agency to scale with confidence, transforming operational challenges into opportunities for deeper client engagement and long‑term growth.
Execution
1. Business card to CRM automation
Mark and his team thrive on in‑person connections at conferences and networking events, but they used to face a massive administrative backlog after each event.
Now, using Vendasta’s platform, Zapier, and BizConnect, they’ve built a seamless automation that eliminates manual data entry and preserves valuable context:
- During a conversation, a team member snaps a photo of a business card.
- Quick notes such as industry, location, and follow‑up intent are added on the spot.
- Contact data and tags flow instantly into Vendasta’s CRM, neatly organized for future campaigns.
- Based on those tags, Vendasta triggers an automated sequence, sending personalized meeting requests and pre-built Snapshot Reports to each lead.
I don’t just dump names into a CRM. I qualify, I tag, I network, and I send out personalized emails through automated campaigns. It’s like having an AI‑powered networking follow‑through,” explains Mark.
2. AI‑driven follow‑up campaigns
Within 24 hours of an event, leads automatically receive:
- Customized meeting invites that reference where and when they met Mark or his team.
- Tailored Snapshot Reports that highlight competitive opportunities and untapped revenue.
- Automated, highly personalized emails—crafted to feel like a one‑to‑one message instead of a mass outreach blast.
This level of personalization stands out in inboxes flooded with generic “thanks for stopping by” emails. Prospects feel remembered and valued, resulting in significantly higher response rates and faster meeting bookings.
“At the end of a three‑day conference, you don’t want to sit there and hand‑jam all these contacts. With Vendasta automations, I can capture every detail in real time and our outreach stays personal,” says Mark.
3. Conversations AI drives engagement 24/7
Beyond event follow‑ups, Next Level Management leverages Vendasta’s Conversations AI to engage website visitors at all hours.
- One client, a brain‑injury therapy provider, closed a new customer after a 1.5‑hour overnight conversation with the AI Chat Receptionist that guided them through sensitive questions and provided helpful resources.
- A high‑volume retailer reduced phone interruptions by deploying the AI Voice Receptionist to handle routine questions, freeing up staff to focus on in‑store customers while still capturing lead data.
Powered by Conversations AI, Vendasta’s Chat and Voice Receptionists provide immediate responses, collect contact information, and surface key insights that feed into SEO efforts and marketing improvements (such as adding frequently asked questions to Google Q&A).
Mark Huffman speaks to the powerful capabilities of Vendasta’s AI: “I’ve worked with chatbots in the past, but this one is different. It’s AI‑generated, easy to train, and doesn’t involve complex coding. You’re only limited by what you think you want it to do—and that’s endless. It can do anything you want.”
4. Building a fully automated agency
The automation success goes far beyond events. Next Level Management now uses Vendasta’s tools to create scalable, repeatable workflows that drive revenue without added overhead:
- Lead capture forms, sales funnel pages, and web chat conversations instantly feed into Vendasta’s CRM with smart tagging.
- Snapshot Reports trigger specific campaigns tailored to each prospect’s industry or needs.
- Campaigns Pro delivers tailored email and SMS campaigns with new offers and pricing in just one click.
Soon, Vendasta’s AI Sales Assistant will automatically summarize consultations and send follow‑up packages with links to self‑serve purchasing, completing the sales cycle without manual intervention.
“These automations solved our immediate pain point—but they also solved our future growth problem. Once we plug in AI sales agents, we’ll be a fully automated agency,” explains Mark.
Results & impact
Next Level Management and Consulting streamlined their operations by embracing Vendasta’s AI‑powered workflows and automation. What once felt like a bottleneck—manual data entry, scattered follow‑ups, and missed opportunities—has evolved into a seamless process that drives growth and deepens client relationships.
| Before Vendasta | After Vendasta |
|---|---|
| Leads lost in admin chaos | Every lead captured & tagged automatically |
| Manual CRM entry after events | Business card snapshots auto‑populate into CRM |
| Generic follow‑up emails | Personalized, industry‑specific outreach |
| Delayed lead response | Meeting requests & Snapshot Reports sent within 24 hours |
| Missed inquiries after hours | AI receptionist engages visitors 24/7, capturing leads even overnight |
| Revenue plateau | 2× revenue in 4 months & on track to 3× this year |
These results speak for themselves. By streamlining lead capture, personalizing outreach, and accelerating response times, Next Level Management and Consulting has turned every interaction into an opportunity—building a foundation for ongoing, scalable success.
What’s next
Next Level Management and Consulting isn’t slowing down—in fact, they’re just getting started. With a proven foundation of AI‑powered workflows already driving measurable results, the team is actively expanding its automation ecosystem to fuel even greater growth:
- Integrating Vendasta’s AI Sales Assistant into every consultation: Every client meeting will automatically generate detailed summaries, key takeaways, and next steps. These notes will feed directly into follow‑up campaigns, ensuring prospects receive tailored offers and insights while interest is high.
- Building self‑service sales funnels with auto‑invoicing and recurring billing: Mark and his team are creating frictionless paths for clients to explore, purchase, and manage services on their own, freeing the agency to focus on strategy and high‑value interactions.
- Expanding marketing efforts to fuel the AI‑powered engine: The team’s next phase includes launching targeted marketing campaigns through Vendasta’s tools—amplifying reach, capturing even more leads, and feeding them directly into their automated workflows.
Mark explains his excitement: “We haven’t even started marketing the business yet. This growth is purely from networking and automation. The potential is endless.”
With these next steps, Next Level Management and Consulting is on track to evolve from a high‑touch consultancy into a fully automated, AI‑driven growth engine—continuing to help business owners simplify, scale, and succeed.
“I’ve worked with chatbots in the past, but this one is different. It’s AI‑generated, easy to train, and doesn’t involve complex coding. You’re only limited by what you think you want it to do—and that’s endless. It can do anything you want.”
Mark Huffman
President & CEO of Next Level Management and Consulting
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Conclusion
Next Level Management and Consulting’s journey shows what’s possible when innovation meets intention. By combining Vendasta’s AI‑powered tools with a people‑first mindset, they’ve created a scalable engine that captures every lead, personalizes every interaction, and transforms conversations into lasting client relationships.
Their success proves that with the right platform and processes, agencies can simplify operations, eliminate missed opportunities, and unlock new revenue streams—without sacrificing the personal touch that sets them apart.
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