Blue Forest Digital

BACKGROUND

Introduce your business and what you do there.

I’m the senior marketing manager of The Entrust Group, a financial services company. We provide self-directed IRA (SDIRA) services, enabling investors to use their retirement funds to invest in real estate, private equity, precious metals, and other alternative assets.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Blue Forest Digital?

We needed help scaling our B2B lead generation.

SOLUTION

What was the scope of their involvement?

Blue Forest Digital has helped us build two main B2B lead generation channels through automated B2B email outreach and a social listening tool for monitoring when our B2B personas might be posting offerings that could be aligned with SDIRA investors. The team has set up the email campaigns in conjunction with our webinar and campaign marketing specialist. Moreover, Blue Forest Digital has built the social listening tool from scratch, allowing us to make significant adjustments to the tool based on feedback from our sales marketing team.

What is the team composition?

We’ve worked with 2–5 teammates from Blue Forest Digital.

How did you come to work with Blue Forest Digital?

I’ve worked with Justin (Partner & CMO) before he started Blue Forest Digital. I really value his expertise in paid media and growth marketing.

What is the status of this engagement?

We started working with them in February 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Over the last few weeks, these two initiatives have started to deliver measurable B2B leads for our sales team. Generating qualified B2B leads is one of the best ways we can grow our client base, and it’s great that these initiatives are mostly automated. Moreover, we’ve heard more feedback from our sales team that these tools are really helping them find interested B2B leads.

How did Blue Forest Digital perform from a project management standpoint?

Blue Forest Digital’s project management has been great. We mainly communicate through virtual meetings, emails, and messaging apps. The main obstacle has been the limited hours on our side as we’ve scaled up our marketing team.

What did you find most impressive about them?

Although building these two initiatives has taken time, Blue Forest Digital has given us very high-impact pipelines that will be integral to achieving our growth goals in the coming years. The team has not only set up these initiatives but also made significant adjustments to the social listening tool based on feedback from our sales team. That level of tailoring and adjustment speaks highly of Blue Forest Digital.

Are there any areas they could improve?

I can’t think of anything for Blue Forest Digital to improve.

BACKGROUND

Introduce your business and what you do there.

I’m the director of legal affairs and strategic content for Renewable Credit Management (RCM). We advise corporate buyers on sourcing, evaluating, and managing federal transferable renewable energy tax credits. We offer end-to-end support, including sourcing, due diligence, negotiations, legal oversight, and portfolio management.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Blue Forest Digital?

We wanted to build a successful marketing strategy, including marketing resources, ads, and SEO/AEO support. Our overall goal was to create brand awareness and position ourselves as the only buyer-exclusive advisor in our industry.

SOLUTION

What was the scope of their involvement?

Blue Forest Digital has created our marketing strategy, including SEO/AEO strategy, ad campaign design and creation, marketing materials design and placement, website fixes and resources page expansion, content design and placement, and ad campaigns on Google and Bing. The team has also implemented these strategies.

What is the team composition?

We’ve worked with 2–5 teammates from Blue Forest Digital.

How did you come to work with Blue Forest Digital?

Someone referred Blue Forest Digital to me.

What is the status of this engagement?

We started working with Blue Forest Digital in January 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Blue Forest Digital has created leads and brand awareness/authority. We’ve seen a small increase in leads, but mostly, people have been able to see us through transferable tax credit searches online. Due to how new our website is, this is an ongoing process, and we’ll measure the results after a year.We currently track and measure brand visibility and authority online through Google Ads metrics. We focus on how many times we appear and in what position when people search for specific terms related to transferable tax credits.

How did Blue Forest Digital perform from a project management standpoint?

Blue Forest Digital is great at reacting quickly and delivering on time. We communicate through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

Blue Forest Digital is constantly looking for new ways to further our brand goals. The team is very flexible and nimble about adding or changing tasks as our needs change.

Are there any areas they could improve?

No, we’re extremely happy with their service. We’ve had other experiences with marketing agencies, and they don’t even compare to the service we’re getting from Blue Forest Digital.

BACKGROUND

Please describe your company and position.

I am the President of Spotlight.Vegas

Describe what your company does in a single sentence.

We sell primary tickets to shows and attractions in Las Vegas.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Blue Forest Digital to accomplish?

• Optimize our digital spend
• Help improve conversion and SEO
• Serve as a sounding board

SOLUTION

How did you find Blue Forest Digital?

Referral

Why did you select Blue Forest Digital over others?

Referred to me

How many teammates from Blue Forest Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Wes and his team joined us at a crucial period where we were really looking for an outside CMO who could handle everything from email marketing to SEM across the latest channels including AI.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They increased our net margin by more than 3% which in a volume business is really strong outcome.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Better than i could have expected. I am confortable with their team being on calls without anyone from my direct team.

What was your primary form of communication with Blue Forest Digital?

Virtual Meeting

What did you find most impressive or unique about this company?

Their desire to win with results and their work ethic. If it needs to be done, I do not even have ask.

Are there any areas for improvement or something Blue Forest Digital could have done differently?

Openly when i joined the company had just launched and it took a month or two before they hired up in every capacity we needed. That said, I have never doubted their commitment, and they were very honest from the beginning from the beginning that they just launched. Best risk I ever took - team is awesome and growing!!!

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of TaxExtension.com, a financial services company. We provide secure online filing services for personal and business tax extensions as an authorized IRS e-file provider to help taxpayers obtain approved tax extensions quickly and safely.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Blue Forest Digital?

We needed to strengthen our digital growth strategy by improving SEO and GEO visibility, consolidating and optimizing site content around tax extensions, increasing organic rankings and conversions, and developing and managing Meta advertising campaigns to expand profitable customer acquisition.

SOLUTION

What was the scope of their involvement?

Blue Forest Digital provides SEO/GEO strategy and implementation, Meta advertising, and related website optimization. Key deliverables include technical SEO audits, keyword and content mapping, site architecture and navigation recommendations, content consolidation and 301 redirect plans, support-subdomain cleanup, new content templates, E-E-A-T/editorial recommendations, priority content development, and Meta campaign setup, audience targeting, creative production, testing, optimization, and budget management.Blue Forest Digital works most directly on our SEO-focused content and site structure — not primarily the homepage or paid-search landing pages. Their work centers on the main tax-extension content pages, state extension pages, the articles/resources section, navigation and page templates, and the support.taxextension.com subdomain. They evaluate which pages to retain, consolidate, noindex, or redirect, with the goal of concentrating the site around tax-extension topics and improving visibility in traditional and AI search.

What is the team composition?

We work with 2–5 teammates from Blue Forest Digital.

How did you come to work with Blue Forest Digital?

They were referred to me. We chose them because their pricing fit our budget, they had a great culture fit, and they offered good value for the cost.

What is the status of this engagement?

We started working with them in December 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Measurable progress includes improved organic visibility for key TaxExtension.com pages, completion of keyword mapping and site-consolidation plans across hundreds of URLs, and positive early performance from Meta advertising. The SEO work also helps the main www site begin outranking the support subdomain for important extension-related searches.Blue Forest Digital has successfully launched the Meta campaigns, meeting our initial objective. The SEO and GEO work is still ongoing, but the site has shown steady improvement in rankings and organic visibility.

How did Blue Forest Digital perform from a project management standpoint?

Blue Forest Digital’s project management is good so far. They’re organized, responsive, and easy to work with, and their deliverables are generally completed on time. We mainly communicate through virtual meetings, emails, and messaging apps.

What did you find most impressive about them?

What stands out the most is how well Blue Forest Digital integrates with our internal team. They bring strong expertise across Meta, SEO, and GEO while remaining collaborative, responsive, and willing to adapt as priorities evolve.Moreover, they’re a strong team player throughout the engagement. They communicate well, collaborate effectively with our internal team, and provide organized, responsive project management that helps keep multiple initiatives moving forward.

Are there any areas they could improve?

So far, so good.

BACKGROUND

Please describe your company and position.

I am the CEO of an automotive company.

Describe what your company does in a single sentence.

Automotive

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Blue Forest Digital to accomplish?

• Leads

SOLUTION

How did you find Blue Forest Digital?

Referral

Why did you select Blue Forest Digital over others?

Referred to me

How many teammates from Blue Forest Digital were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Ran all PPC google & meta ads. Help strategize to grow business with more leads thru helping identify new lead channels. Help review current process and website to maximize results and help with SEO

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Increased leads by nearly 100%. Helped increase closed deals by the same. Truly are the back bone of our company and helping us scale and grow. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Consistently met all deadlines and have never let me down in the 2+ years of working with them.

What was your primary form of communication with Blue Forest Digital?

Virtual Meeting

What did you find most impressive or unique about this company?

Their willingness to help and become part of the team (and of course their results) but they truly are a member of our team, not some outside marketing company 

Are there any areas for improvement or something Blue Forest Digital could have done differently?

All is well, happy with results