Client: SureFire CPR (Healthcare & CPR Training — National U.S. Expansion)

Primary Tools: Monday.com · Shopify Plus · Klaviyo · Google Business Profile · BrightLocal · Stockist · GA4 · WordPress · Zapier · SmartSuite · Canva · LoyaltyLion

Executive Summary

SureFire CPR was scaling fast — opening new locations monthly across the U.S. — but the marketing infrastructure behind that growth was inconsistent and largely manual. Location launches varied in quality. Email automation existed but was underleveraged. Attribution data wasn't informing decisions. Vendor coordination across five external partners had no operational backbone. I came in to own the marketing operations layer: managing the growth, closing the gaps, and introducing AI-assisted workflows, tighter automations, and better cross-platform integration so the machine could scale without breaking.

How I drove the growth 

Location ops | Standardized & scaled the activation pipeline

Managed end-to-end location launches across Shopify Plus (202 metaobjects, 20+ SEO fields each), Google Business Profile (77 listings, 99% verified), BrightLocal, and Stockist. Introduced AI-assisted content generation via Monday.com AI Sidekick to localize pages at rollout speed. Grew active automations from 67 to 86 as new gaps surfaced at scale.

Email & lifecycle | Optimized a 57-flow Klaviyo architecture

Managed and optimized the lifecycle program — welcome, post-purchase, order confirmation by cert type, renewal triggers (BLS/ACLS/PALS/MAB), abandoned cart/checkout/browse/site, pre-class, referral. Directed the email agency on segmentation logic, A/B test priorities, and flow improvements. Welcome Flow grew to $403K in Q1 2026. 92% of email revenue came from automated flows.

Attribution & CRO | Turned data into decisions

Owned weekly attribution reporting across GA4 and Shopify — 844K sessions YTD, CVR benchmarked per channel. Identified organic converting at 2–3× paid and used that insight to influence budget allocation. Managed a CRO testing pipeline in Monday.com: wins, losses, and in-progress tests tracked with hypothesis, device, metric, and result.

Content ops | Introduced AI to scale localized content

Managed SEO content across 97+ state, city, and location pages — each with schema markup, localized FAQ sets, and Why Choose sections. Integrated AI-assisted drafting to reduce per-page production time without sacrificing quality. Oversaw monthly trivia campaign series: 11 email iterations, creative direction, and legal rules.

Integrations | Tightened cross-platform automation

Identified and closed automation gaps between Monday.com, Klaviyo, Shopify, GBP, and Zapier — reducing manual handoffs and improving data consistency across platforms. Evaluated LoyaltyLion for Shopify Plus + Klaviyo loyalty integration. Maintained SmartSuite as the shared campaign pipeline with the email agency.

Vendor & reporting | Coordinated five partners, kept leadership clear

Email agency, Google Ads agency, SEO/GEO team, PR partner, and print vendors managed concurrently. Weekly updates to Fractional CMO and CFO — 8 bullets max, every problem paired with a recommendation. Dashboards maintained across Shopify, Klaviyo, GA4, BrightLocal, and Monday.com.

Measurable Impact 

+750% revenue | $307K to $2.6M per quarter — the compounding result of consistent location activation, optimized email automation, and organic SEO working together at scale

+1,463% email | $30K to $479K attributed in a single quarter YoY — 92% from flows, with 57 live sequences running concurrently across the full customer lifecycle

14–25% CVR | Organic channels converting at 2–3× paid — data used to directly shape channel budget and strategy recommendations to leadership

97+ locations | Every location launched with verified GBP, Shopify page, directory listings, and SEO pages from day one — across 30+ U.S. states on a repeating monthly cadence

150K+ subscribers | Email list scaled from ~29K through popup optimization, checkout integration, and location openings as list growth events.

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Multi-location service businesses don't have a demand problem — they have a visibility and consistency problem. At SureFire CPR, my role was to make sure the marketing kept pace with the growth: tighter systems, smarter automation, and better use of the data that was already there. When the infrastructure runs cleanly, every new location becomes a revenue event instead of a gap. If your business is scaling and the ops layer needs to catch up, that's exactly the kind of problem I like solving. Let’s connect.