Overview
Cardio & Heart Wellness offers life-changing solutions for those dealing with cardiovascular disease and heart conditions. But when they came to us, they were facing a critical problem:
They were stuck.
Despite having the only all-natural solution that helps reverse heart disease and clean arteries, they lacked the branding, systems, and go-to-market strategy needed to scale.
As their Fractional CMO and COO, we stepped in to lead a full transformation—one that rebuilt the brand from the inside out, with new clarity, confidence, and conversion-ready systems.
What We Delivered
Total Brand and GTM Overhaul
We clarified product positioning, created market-specific funnels, and built a high-converting go-to-market machine.
- Clear segmentation by age and condition
- Messaging aligned with compliance yet emotionally compelling
- Defined differences between Cardio Wellness, Heart Wellness, and Nitric Oxide Plus
Built Conversion Assets for Every Stage of the Funnel
- Interactive Newsletter
An immersive digital newsletter to keep leads warm and continuously educated.
🔗 View the Interactive Newsletter - Audience-Specific Landing Pages
Optimized for conversions, with built-in affiliate tracking and tailored messaging:
- 🔗 NO+ Younger Audience (Under 50)
- 🔗 NO+ Older Audience (Over 50)
- 🔗 NO+ Product Overview
- 🔗 Heart Wellness
- 🔗 Cardio Wellness
- Interactive Brochures
Shareable, visually appealing, and designed to simplify complex health benefits:
- Ebooks for Deep Education & Authority
Designed to educate and convert skeptics into believers:
- Video Library to Build Trust & Drive Action
Authentic and digestible content for all platforms:
🔗 Short Nitric Oxide Overview
🔗NO+ 50+ Video
🔗 NO+ Under 50 Video
🔗 Affiliate Program Overview
🔗 Our Mission & Bob’s Story
Operational Infrastructure & Affiliate Monetization
- Developed the Referral Affiliate – No Inventory Required program with $10/jar commissions and stackable autoship income.
- Created a scalable 90-day cycle model with recurring commissions.
- Integrated affiliate tracking across all assets.
- Built backend WooCommerce workflows for subscription tracking.
- Developed consistent dosing messaging across all materials
CRM Setup: Engineered for Growth, Built for Connection
Behind every smooth customer journey is a powerful backend—and we made sure Cardio & Heart Wellness had one that matched the mission.
We fully built and customized their CRM system to not only track leads but to nurture relationships, drive conversions, and empower affiliates. The system now acts as the central brain for all marketing, sales, and customer service operations.
✅ Key Features We Implemented:
- Affiliate Tracking & Attribution:
Seamless tracking of every affiliate-generated lead with auto-tagging and commission visibility. - Smart Segmentation by Audience:
Filters by age, health goals, and product interest (Cardio Wellness, Heart Wellness, Nitric Oxide Plus) to deliver personalized messaging and offers. - Automated Email Sequences:
Timed follow-up journeys based on user actions, such as:
- Clicking product links
- Watching videos
- Downloading brochures
- Inactivity triggers
- Clicking product links
- Newsletter Integration:
Plugged in the interactive newsletter with built-in calls-to-action and tracking, keeping leads warm and informed. - Reorder & Subscription Reminders:
Built-in workflows to notify customers before 90-day cycles end, reinforcing the autoship stacking model for both retention and affiliate income growth. - Lead Scoring & Pipeline Tracking:
Intelligent lead scoring based on behavior, purchases, and affiliate tags—empowering the team to prioritize hot leads and top referrers. - Customer Support Dashboard:
Integrated support ticketing and FAQ automations for quick, consistent service. This keeps customers confident, supported, and satisfied. - Affiliate Dashboard Access (Optional):
Ability for top affiliates to log in and view their own leads, commissions, and performance stats. - Form Embeds Across Assets:
All landing pages, ebooks, and video opt-ins link directly into the CRM, ensuring every piece of the funnel connects to a single source of truth.
This system wasn’t just about collecting names.It was about building relationships, empowering affiliates, and creating a data-driven foundation for growth.
Now, Cardio & Heart Wellness can run lean, run smart, and scale faster—with every interaction tracked, every campaign optimized, and every affiliate supported.
Messaging Strategy: Warm, Empowering, Trustworthy
We repositioned the brand tone to focus on education and hope, not fear. Messaging now highlights:
- Prevention vs. recovery (based on age/condition)
- Differences between CVD and heart disease
- Empowerment through knowledge, not just product pushing
The Transformation
✅ Increased clarity in every customer touchpoint
✅ Elevated brand authority through educational tools
✅ Higher engagement and conversions via segmented marketing
✅ Automated lead tracking, nurturing, and affiliate enablement
✅ Positioned for exponential scale with a full funnel and monetization strategy
Final Word
Cardio & Heart Wellness had the science. They had the testimonials.
They just needed the strategy, systems, and voice to match the power of their mission.
That’s what we delivered.
We didn’t just advise—we co-built the engine that’s now helping more people live longer, fuller lives with cleaner arteries and healthier hearts.