Strategic Business Unit Marketing Advisor
As a strategic advisor to multiple business units at Cardone Ventures, I supported teams with marketing structure, customer journey design, and brand positioning across verticals. I helped operationalize marketing strategy across functions—from sales enablement to messaging development—and guided teams through periods of rapid scaling and critical response junctures. Additionally, I supported the internal Marketing Services team in editing and the approval of client marketing campaign pitches and the events team during Cardone Ventures-hosted conferences.
Strategic Client Experience (CX Modeling): Designed scalable customer journey frameworks for business unit growth. Identified opportunities within the company's existing Customer Engagement Model framework for operational efficiency improvements.
Planning: Developed positioning playbooks for emerging brands within the Cardone ecosystem.
Team Collaboration: Participated in daily client strategic planning sessions to align teams across marketing, sales, finance, people, and operations.
Cross-departmental Support: Edited and approved marketing proposals for the internal Marketing Services team.
Professional Training: Reached Master Level in the Grant Cardone Sales Training Program.
Event Support: Supported Event Operations at Cardone Ventures - hosted conferences.
Strategic Partner Expansion: Strategized and developed a framework for Strategic Partner Expansion for the Home Services vertical.
Go-to-Market Support: Identified opportunities within the Cardone Ventures ecosystem for geographical acquisition and expansion for the 10X Roofing launch.
Participated in company-sponsored volunteer days at nonprofit organizations like Feed My Starving Children.
PORTFOLIO
Strategic Partner Expansion
Although not the exact presentation I developed, this partnership scaling framework is representative of the strategic development framework I used to help clients visualize and plan a clear and sustainable partner expansion for market domination.
Goal: Develop a sustainable organic partner strategy for a company that would like to position their brand as the most trusted partner in the sustainable energy and home services space.
Market Expansion
Strategy: Go-to-Market Strategy–Acquisition + Expansion by Geo-Location: In planning for the go-to-market launch for the new 10X Roofing vertical, I identified opportunities for rapid growth during launch. Leverage existing Home Services businesses within the CV ecosystem to identify opportunities for swift adoption, lead capture, and organic partner expansion within the Home Services and Roofing industry.
Strategic Funnel Architecture
Sales + Marketing Alignment: Funnel architecture focuses on full 360 holistic communication to improve conversions, increase retention, and raise brand awareness for top-of-funnel acquisition.
Customer Experience and User Journey Mapping
Customer Engagement Model Development [Journey Mapping]: Identified and mapped areas of digital communication and client touch points to create comprehensive Customer Experience Journey Maps. Identified areas within the communication maps for increased operational support to improve and optimize operational efficiencies.
Functional Alignment: Marketing, Sales, Operations.
Client Support and Executive Advisement
Measurable Growth–Benchmark and KPI Development: Strategically aligned client 10X scaled growth goals with market research and assessment that included budget management, KPI establishment, digital architecture, performance marketing, competitor analysis, benchmark development, tool stack selection, market research, data analysis, vendor management, communications, marketing operations, and brand architecture.
Client Advisement + Support: Ongoing training, research, and development to ensure clients are aligning 10X scaled growth with their company, employee, and personal mission, vision, and values.