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★ 1,800+ clients served across the USA & Canada since 2005
$1,680,000,000+ revenue generated for our clients1 (866) 755-2583
AI Optimization

Business Automation That Never Lets a Lead Go Cold

Speed wins leads. We automate the minutes between a form landing and a human replying, then the follow-up, the review requests and the reporting, so your team spends its day selling.

Free 15-point audit: rankings, Core Web Vitals and AI visibility. Yours to keep, no call required.

300+ verified reviewsNo annual contracts
Proof, not promises
+100%keyword rankingse2ip technologies
+206%organic trafficPositron Access
+115%keyword rankingsEventPro Software
300+ verified Google reviews
★★★★★
“Out of all of them, BlueHat impressed me the most. They began by learning as much as they could about my business and my goals… He truly listens to what I say and always has data to show me why something should be done. If you are looking for someone to take your business to the next level, I highly recommend the BlueHat team.”
Michelle VaughanPosted on Google
★★★★★
“BlueHat Marketing completely transformed my business's online presence! They crafted a tailored digital marketing strategy that delivered exceptional results, driving a significant increase in website traffic and brand visibility. Their team's expertise and dedication are truly remarkable.”
Avn RysPosted on Google
★★★★★
“We have had a great experience with BlueHat Marketing. Bev, our account manager, goes above and beyond and is very responsive.”
Kyra DoughertyPosted on Google
What's included

Everything the service covers.

Lead-response automation

Every inquiry gets an instant, personal response - nights and weekends included.

CRM workflows

Routing, follow-up sequences and task creation that run themselves.

Reporting automation

Marketing and sales numbers assembled automatically, delivered on schedule.

Process design

We map your funnel first, then automate what's proven - not the other way around.

How we scope it

Built around your project, priced before you commit.

Most of the lead you lose, you lose after the form. Automation answers every enquiry in under a minute, follows up until the lead replies, keeps your CRM clean and builds the reports nobody has time to build.

  1. 1Discovery call

    Thirty minutes on your goals, your current setup and what success looks like. We listen before we recommend anything.

  2. 2Solution design

    We map what will actually work for your business, what it takes to build, and what we would leave out.

  3. 3Proposal

    A written scope, timeline and price. You know exactly what you are getting before you commit to anything.

  4. 4We get to work

    Kickoff once you sign off, with a named lead and a clear first milestone.

Automation Starter

Lead follow-up

Answer every new lead in under a minute, every time.

  • Instant auto-response to every web and form enquiry
  • Follow-up sequences by email and SMS until the lead replies
  • New leads routed to the right person automatically
  • Missed-call text-back so no caller goes unanswered
  • CRM contact created and tagged for every enquiry
  • Weekly lead report delivered automatically
See everything included
  • Speed-to-lead tracked so you can see response times fall
  • Setup, testing and documentation included

+ more included in every program

Scoped to your projectPriced in your proposal
Book a discovery call

Enterprise Automation

Custom systems

Automation built around how your business actually runs.

  • Everything in Growth Automation, at scale:
  • Custom workflows across sales, operations and support
  • Integrations with your ERP, accounting and inventory systems
  • AI agents inside your workflows for triage and drafting
  • Data sync and deduplication across every system
  • Error monitoring and alerting on every automation
See everything included
  • Documentation your team can maintain
  • Quarterly process review with your leadership
  • Automation audit of your existing tools and manual processes
  • Change management and training for the teams using each workflow

+ more included in every program

Scoped to your projectPriced in your proposal
Book a discovery call

Not sure what you need yet? That is what the discovery call is for: we map it with you, then send a proposal.

Find out what you're missing.Free 15-point audit: rankings, Core Web Vitals & AI visibility. No commitment.
How we work

From manual hours to automated flows.

  1. 1

    Map the manual work

    We shadow your intake, follow-ups and admin to find the hours worth automating.

  2. 2

    Build the workflows

    Automations for lead routing, follow-up, reviews and reporting, built on your existing stack.

  3. 3

    Connect your tools

    CRM, calendar, phones and forms talking to each other, tested end to end.

  4. 4

    Count the hours back

    Monthly reporting on tasks automated, response times and hours returned to your team.

In depth

The complete Business Automation guide.

BlueHat Marketing spends a surprising share of its automation engagements on one humble problem, the minutes between a lead arriving and a human replying. Fix that, and the rest of the plumbing follows. This guide covers the workflows we build most and the arithmetic that tells you what the whole thing pays back.

The five-minute rule

Lead-response research has repeated the same finding for fifteen years. Reach a lead within five minutes and your odds of qualifying them dwarf what an hour's delay leaves behind. Most businesses average somewhere between four hours and never.

Nearly every engagement we scope starts here because it recovers the cheapest revenue you will ever find. The lead already came. The click is already paid for. Only the minutes are broken, and minutes are fixable.

Anatomy of a lead-routing automation

A form lands on your site at 11:02. By 11:03 the lead sits in your CRM carrying its source and campaign attribution. The right salesperson gets a notification with details. The lead gets a text and an email confirming a human will call. A task with a deadline appears on someone's list, and if it sits untouched for thirty minutes, a manager hears about it.

Nobody remembered anything to make that happen. Process that leans on memory fails on busy days, and busy days are when leads pay the most.

Follow-up that does not feel automated

Automated follow-up earned its reputation honestly. Seven rounds of "just checking in!" is spam wearing a name tag. Our sequences behave like a competent colleague instead. They reference what the person actually asked about, space the messages sensibly, stop the instant a reply or booking arrives, and pass the thread to a person at the first sign of a real conversation.

Reviews on autopilot

Happy customers forget to leave reviews, so we automate the ask. A job closes in your system and the customer gets a text with a direct Google review link while satisfaction is at its peak. Unhappy signals route quietly to a manager first. For a local business this compounds beautifully, since fresh reviews lift Maps rankings and Maps rankings bring the next wave of customers.

Reporting that writes itself

When assembling monthly numbers costs an afternoon of exports and screenshots, the habit dies by March. We wire GA4, call tracking, the CRM and the ad platforms into one dashboard that stays current on its own, plus a summary that arrives in your inbox on the first of the month. Decisions get sharper when looking at the data costs nothing.

The tools we build on

Zapier and Make cover most workflows. HubSpot and Salesforce automations carry what belongs inside the CRM. When logic outgrows those tools, we write custom code and host it properly. We pick boring, durable platforms on purpose.

An automation that breaks silently does more damage than no automation at all. Everything we ship includes failure alerts, so a human learns the same day when something stops flowing, and never from a strange-looking month-end report.

What we will not automate

Anything where a mistake costs a relationship. Complaint handling stays human. So does negotiation, and so does the sales conversation itself. Automation clears the path to those moments and has no business replacing them.

When a client asks us to automate something we believe will hurt them, we say so plainly. That habit has cost us a few small invoices over the years and kept clients for far longer.

The payback math

Count hours before anything else. A team member spending ninety minutes a day on intake, follow-up, copy-paste and chasing signatures burns roughly thirty hours a month. At a loaded cost of forty dollars an hour, that is twelve hundred dollars of labour doing what a workflow does for pennies, before a single recovered lead enters the ledger.

Most engagements pay for themselves inside the first quarter. We report recovered hours monthly, so you can hold us to that sentence with numbers in hand.

Reviews

Our customers highly recommend working with BlueHat.

300+
verified reviews across Google, Clutch & more, from our offices in Canada, the USA & UAE
★★★★★

“Out of all of them, BlueHat impressed me the most. They began by learning as much as they could about my business and my goals… He truly listens to what I say and always has data to show me why something should be done. If you are looking for someone to take your business to the next level, I highly recommend the BlueHat team.”

Michelle VaughanPosted on Google
★★★★★

“BlueHat Marketing completely transformed my business's online presence! They crafted a tailored digital marketing strategy that delivered exceptional results, driving a significant increase in website traffic and brand visibility. Their team's expertise and dedication are truly remarkable.”

Avn RysPosted on Google
★★★★★

“We have had a great experience with BlueHat Marketing. Bev, our account manager, goes above and beyond and is very responsive.”

Kyra DoughertyPosted on Google
★★★★★

“I truly appreciated BlueHat's work and organization. They are hands down the most proactive and easiest SEO company I've worked with. They respect delays and answer all my questions in a timely matter. They have great writers which avoid many back and forth corrections. We are getting what we signed for and more.”

Marie-Pascale LaguëPosted on Google
★★★★★

“It was a pleasure working with BlueHat for the past year to get our rankings and keywords where they needed to be - very pleased with the work they've done for our restaurant. I would highly recommend their services to any business looking for a quality SEO company.”

Joseph BPosted on Google
★★★★★

“This is a really good agency for SEO campaigns. Greg provided us a great service: very professional, always available and had very good ideas. Our team enjoyed working with them. If we have new projects we will surely call them.”

Enzo FernandezPosted on Google
Real reviews from our Google profiles - synced automatically.
FAQ

Common questions, straight answers.

Which tools do you work with?

The ones you already use - major CRMs, form tools, calendars and phone systems. We connect them rather than replace them.

How fast is the payback?

Usually immediate: faster follow-up alone lifts conversion, and hours of weekly manual work simply disappear.

Is this only for big companies?

No - small teams benefit most, because automation gives them the response speed of a much larger operation.

Will automations break when a tool updates?

Sometimes, which is why everything we ship includes failure alerts. When a connection stops flowing, a human finds out the same day, not at month end when the numbers look strange.

What happens to our data?

It stays in your accounts. We build inside your own CRM, analytics and form tools rather than routing anything through systems we control. You can revoke our access any day and every workflow, record and report remains exactly where it lives now.

Let's work together

Get your free AI visibility audit.

We provide highly-specialized and in-demand services such as SEO, PPC, Web Design and Social Media. Tell us about your goals and we'll show you exactly what you're missing:

  • Where you rank today - and who's taking your clicks
  • If AI assistants mention your business at all
  • Core Web Vitals and the fixes that actually matter
  • A prioritized 90-day plan, in plain language
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