IGNITE

Your Brand.

AUTOMATE

Your Growth.

SCALE

Without Limits

Ready to take your business to the next level?

I specialize in helping real estate pros, coaches, and service-focused entrepreneurs build powerful brands, design funnels that convert, and automate client journeys. Together, we create seamless systems that grow your revenue and free up your time.

Roche A. Bernardo

Fractional COO & Funnel Systems Specialist

Behind the Brand

I’m a multi‑disciplinary business and marketing strategist with a proven track record of helping entrepreneurs and organizations scale with clarity, efficiency, and impact.

With a career spanning operations leadership, data analysis, creative design, and marketing strategy, I bridge the gap between vision and execution. My expertise includes:

  • Brand & Funnel Strategy – Designing high‑converting funnels and building magnetic brands that attract, engage, and convert ideal clients.

  • Operations & Data – Streamlining workflows, managing databases, and turning analytics into actionable growth strategies.

  • Creative Direction – Crafting compelling visuals and videos that tell a brand’s story and resonate with its audience.

  • Marketing Management – Developing and executing campaigns that drive measurable results.

Whether I’m optimizing a sales funnel, managing a complex project, or creating a brand identity from the ground up, my goal is the same: to deliver systems, strategies, and creative assets that work together to generate real business growth.

CLARITY

CONVERSION

CONSITENCY

Results That Speak

Executive Virtual Assistant | Business Development, Process and Operations Director

Kloud Realty Group | Powered by Kloud | Real Estate eXchange — 2015 – 2023

  • Managed client, property, and transaction data in CRMs (KW Command, Excel, dotloop), maintaining accuracy and compliance.

  • Organized contracts, disclosures, and property records; coordinated with county offices, MLS, and brokerages.

  • Liaised with vendors, title companies, and service providers to keep transactions and projects on track.

  • Prepared and submitted compliance docs (contracts, licensing renewals, disclosures) to meet brokerage/state requirements.

  • Supported transaction timelines, escrow tracking, and client invoicing for coaching programs.

  • Served as first point of contact for clients and vendors; managed calls, scheduling, and onboarding support.

Automation & Funnel Strategy

  • Designed and launched funnels that guide leads from first click to signed contract.

  • Created follow‑up sequences that keep prospects engaged without manual chasing.

Operations Optimization

  • Consolidated scattered tools into one streamlined GHL system.

  • Built SOPs that made onboarding and project handovers smooth and repeatable.

Brand‑Aligned Design

  • Crafted funnel pages, dashboards, and portals that look and feel like part of the client’s brand.

The Engines Behind the Experience

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The Systems Behind Your Next Big Win

When your business appears to be working on too many moving parts — and you're the one holding them all together — it's time for a stronger foundation. I create and execute solutions that eliminate the need for ongoing firefighting, maintain consistency in brand experience, and promote sustainable development.

Operations & Admin

I maintain track of emails and calendars so that executives can focus on growth instead of putting out fires.

I develop and enhance standard operating procedures (SOPs) to adapt "tribal knowledge" into adaptable, collaborative processes.

I ensure that CRMs are updated and well-maintained, accurate, and ready for action.

Funnel & Automation Strategy

I create funnels that guide prospects from their initial click to the signed contract.

Set up automated follow‑ups so no lead goes cold.

I provide solutions that allow them to collaborate without the need for manual chasing.

I create automatic welcome sequences and check-ins with a human touch.

Client Experience & Onboarding

I modify existing funnels to increase flow and conversion rates.

I design branded client interfaces that let new clients feel right at home from the start.

Design onboarding systems that freed up hours of admin time while improving client satisfaction.

Content & Brand Support

Design branded images, lead magnets, and landing pages that represent the client's voice.

Schedule material to match with campaigns and releases.

Create brand-consistent assets to enhance social media presence.

Data & Decision Support

Build dashboards that give leaders a clear view of their numbers at a glance.

Track important indicators to identify trends and opportunities early on.

Deliver reports highlighting what works and what needs to be fixed.

What Your Funnel Could Look Like

These are sample funnels and dashboards I’ve designed to demonstrate how your systems could look and function. Each mockup is built with real tools and workflows I use for clients.

Sample Funnel – Real Estate

Mockup Dashboard – Project Management

Ready to get started?

Your Vision, Built to Scale

Your Vision, Built to Scale

I design systems, assets, and experiences that turn ideas into measurable results.

From streamlined workflows to branded sales enablement kits, my work blends creativity with operational precision — ensuring every deliverable is plug-and-play, on-brand, and built for impact.

With a background in business development, client success, and digital strategy, I specialize in:

  • Architecting modular, repeatable systems for onboarding, proof collection, and referral growth

  • Creating branded visual assets that inspire trust and drive action

  • Building automation-ready funnels that convert prospects into loyal clients

Let’s Build What’s Next

Every system, asset, and campaign you’ve seen here was created with one goal:

to make growth inevitable and execution effortless

I believe the best partnerships are built on trust, clarity, and results you can measure.

Whether it’s streamlining your operations, elevating your brand presence, or creating proof-driven assets that close deals, my role is to make your vision tangible — and scalable.

Your next big win is already within reach.

Let’s design it, launch it, and watch it work.

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