Dream to Done Ops

You’ve built success.
But now it’s costing you.

You’re a visionary founder or high-achiever with a big mission.
Your business is thriving on the outside—but inside, something feels off.

👉 You’re stuck in the hustle, even though the money’s flowing.
👉 You’re the bottleneck, and the business depends too much on you.
👉 You crave freedom, but feel trapped by what you've built.

Here’s the truth: You don’t need to work harder. You need to realign.

When your nervous system, business model, and leadership identity work with you—not against you—you stop surviving and start soaring.

That’s where I come in.
I’m Cassie Shea, Somatic Business Coach + Identity Strategist.
I help high-performing leaders unlock their personal magic and systemize their inner genius—so they can share their gifts with the world, without sacrificing their time, energy, or freedom.

Together, we’ll unlock the next chapter of your leadership: one where ease, alignment, and expansion are the norm.

🚀 Choose Your Path 🚀 

1️⃣ Private Coaching
“I need deep, high-touch support to shift FAST.”
If you're ready for a personal, high-level container to make quantum leaps in identity, income, and leadership, this is for you.

✅ Shift who you are as a leader
✅ Design a business that doesn’t burn you out
✅ Step fully into your next level of power
💼 1:1 Coaching + Unlimited Voxer + Weekly Check-ins

2️⃣ The Kingmaker Foundry (90-Day Group Accelerator)
“I want structure, momentum, and support to scale without the burnout.”

For high-achievers ready to lead with clarity, scale with systems, and grow with ease—inside a powerful group container.

🔥 Regulate your nervous system for calm, confident leadership
⚙️ Build scalable systems so the business runs without you
📈 Grow your revenue while working way less
💼 12 Weeks of Live Coaching + Elite Peer Community

You don’t have to choose between success and sanity.
Let’s build a business—and a life—that feels as good as it looks.

Somatic Business Coach | Radical Alignment of Identity, Nervous System, and Revenue 

Agency Builders

At Agency Builders, I’m the Coach-in-Residence for founders and operators who are done playing small. We’re building more than agencies—we’re building lives that win at home and at work.

Inside our community, we trade ego for collaboration, hustle for harmony, and empty metrics for real momentum.

We believe in:

✨ Collaboration Over Competition – We grow faster when we grow together.
🤝 Rich in People, Not Just Pixels – Because real success is built on trust, not transactions.
⚖️ Healthy Work-Life Blender – We blend ambition with alignment, so your work fuels—not fights—your life.
💰 Profit with Purpose – We’re here to make money and a meaningful difference.

This is where agency leaders come to build businesses they actually want to run—with a tribe that’s in their corner for every messy, magical step.

Coach-in-Residence | Collaboration Over Competition Champion 

Interactive Education Concepts, Inc. dba IMPROVLearning 

CXO leading Biz Dev and Product Ops for an $8MM / year company in the eLearning industry. 
☑️ Exceeded June 2021 business development goal by 30% through relationship-building partnerships. 
☑️ Spearheaded new brand, website, and marketing launch to activate a new 1M/year audience online. 
☑️ Achieved a 4.0 internal eNPS rating with internal communications and benefits program analysis.
☑️ Communications officer in charge of all corporate and external communications including website copy, marketing / sales collateral, email marketing programs, and internal communications.

Chief Experience Officer

Brainjolt

COO for a $30MM / year media company doing 5B ad impressions monthly. 
☑️ Saved 32% on operating overhead by migrating the team fully remote in 2019. 
☑️ Built HR program from scratch and deployed full-stack people operations programs + engagement plan to global workforce. 
☑️ Coached 7 employees in 12-months, or 28% of the company. 57% of the coaching clients were promoted within 12-months of coaching, receiving an average 10% raise to accompany an enhanced job title and set of responsibilities.

Managing Director

Vendo

Led Operations, HR, Customer Delivery and Product Teams for a $14M / year company. 
☑️ Built end-to-end operations, and a full-cycle talent strategy, including an internship program for a team doing $14MM yearly in product sales on Amazon.
☑️ Launched CRM, onboarding checklists, reduced project kickoff time from 2+ weeks to 48 hours.
☑️ Introduced team to Asana, increasing task visibility and reducing reporting time by 20%.
☑️ Sales Operations - built Salesforce, implemented Yesware for automated email marketing and launched DocuSign
☑️ Sales Enablement - developed sales KPIs, and created reporting for activities/pipeline

Director Of Operations

☑️ Sourced 500+ leads and trained 2 new sales hires

Business Development Associate

StackCommerce

Led strategic direction for channel expansion and championed go-to-market strategies for eCommerce content marketing company. 
☑️ $6mm book of business built, enabling the company to acquire new JV & distribution outlets
☑️ 75% increase in leads generated and 15% lift in leads converted QoQ, 115% to goal on $1.3mm+ quota for Q4
☑️ 40% MoM revenue growth for new vertical, increasing vendor earnings by 6x in the women's vertical
☑️ Developed the sales operations playbook from scratch including: creating process, adopting new tools (Salesforce, Looker, DocuSign), and streamlining reporting to the executive team. Designed training programs and scripts.

Sales Operations | Account Executive, Partnerships

☑️ 147% to Q3 goal for deals closed 
☑️ 168% QoQ growth for deal size (revenue generated per deal)
☑️ 193% QoQ growth for deals closed

Digital Account Manager

CS Management Service

Business management firm provided bookkeeping, HR, and CFO services.
☑️ Added 25% recurring monthly revenue through referrals & onboarding new clients 
☑️ Streamlined reporting led to closing EOM books on avg. 5 days sooner, allowing for more analysis time
☑️ Trusted advisor to executives on HR best practices, compliance, and performance management tools

Redgate Software

Account-based selling for technology change management and data base administration. 
☑️ Generated over $2m revenue from existing accounts and signed new accounts from M&As
☑️ Launched a new sales playbook that started with emails, which increased close rate by 300% month over month. 
☑️ Continually exceeded monthly $300k+ sales targets at 105-158% 
☑️  Set a global customer retention record in October 2014, with the best close rate for 3-year agreements out of 13 person team 
☑️ Influenced performance of team having led skill labs, mock demos, training bootcamps, and a team book club.

AMER Account Manager

Azusa Pacific University

Recruited top-tier candidates for nationally-recognized health and science graduate degrees. 
☑️ Achieved 95% retention from Fall '13 - Spring '14 and exceeded 80% enrollment goal per semester
☑️ Maintained top application volume by program out of a team of 8 recruiters in Q3 & Q4 2011
☑️ Increased matriculated students by 20% in 2012 for key graduate program 
☑️ Conducted market research reports that were used by the board of the university to set tuition rates

// Titles Held // 
Student Services Coordinator  |  Sept 2013 - June 2014 
Recruiter & Program Representative | June 2011 - Sept 2013

Recruiting & Operations 

Code To The Future

☑️ Composed storytelling and marketing materials to promote the after-school program
☑️ Represented the brand by hosting a presentation at the ACI Chess Conference 
☑️ Market research included phone surveys, in-person interviews, and collecting testimonials 
☑️ Organized a free, family-friendly event for the City of Azusa to come and play chess

Marketing Operations Specialist 

Helping online founders overcome the trap of over-working + under-earning | 4 Day Work Week + Resource Optimization to help founders buy back time ⏰ and increase their revenue 💰 | Revenue Accelerator + Fractional COO

You Built the Business. But Are You Thriving?
👉 From proving your worth → to leading in full alignment.

You did it. 📌 Built the business. 📌 Created security. 📌 Hit the milestones. 📌 Checked every damn box.

By all accounts, you should feel fulfilled. At peace. Enough.

But in the quiet moments, you feel it. That subtle ache that whispers:
"This isn’t it. Not all of it."

Maybe you’re stuck in the success you built—so much so that stepping into what’s next feels impossible.
Maybe the business relies too much on you, and no matter how much you delegate, it’s still in your orbit.
Maybe you’re realizing that more achievement ≠ more freedom.

👉 The version of you that got you here won’t be the one that takes you where you want to go.
📌 You don’t need a strategy.
📌 You don’t need a productivity hack.
📌 You need an identity shift.

This is where I come in.

I Don’t Do “Coaching.” I Do Magic.

(Not sleight of hand magic. The kind that shatters what’s keeping you small and shifts you into expansion.)

💡 I see what’s keeping you stuck before you do.
💡 I ask the exact questions that unlock what’s next.
💡 I help you remove every single thing standing between you and aligned success.

The Truth About Me (That I Used to Be Embarrassed to Say Out Loud)

I spent my life chasing gold stars, thinking if I just achieved enough, I’d finally feel safe.

I was the overachiever. The “figure-it-out girl.” And for a long time, that worked.

Until it didn’t.
💡 My second marriage ended.
💡 My “dream job” turned into a gilded cage.
💡 My body started keeping score.

I had built an identity around achievement, not alignment.

So, I walked away. From the penthouse. The titles. The “shoulds.”

And that’s when I finally found it—the thing I’d been looking for my whole life.
👉 Not another job.
👉 Not another strategy.
👉 Not another achievement.
✨ It was ME. Fully expressed. Fully aligned. Fully free.

Now, I work with ridiculously talented people who were already successful—we just unlocked a version of success that felt effortless.

✅ Dustin → From $50K to a $1M run rate in 2 years. Biz now runs without him.
✅ Jordan → Went from stressed and stuck to $100K months—with ease.
✅ Natalie → Built a 5X more profitable biz and took paid maternity leave.
✅ Clay → Closed $2M in new business within 60 days.
✅ Christine → Launched her financial community after 10 years of “sitting on the idea.”
✅ Michelle → Went from drowning in work to working 75% less—and making 66% more.

💡 Their businesses didn’t just grow. They did.

So, what’s the story we’re going to write about you?

Cassie Shea ✨

ProTeam Properties

Operations Manager

ProTeam Roofing

Establish, review, and improve all policies, best practices, and reporting tools for start-up roofing company in Central Florida.

Design Sales Strategy to be leveraged during in-home appointments with prospective Customers.

Function as finance liaison between ProTeam and parent company, Spraggins, Inc.

Define, design, and formulate strategic planning, monthly budgeting, and sales projections.

Write, review, and approve contract drafts for use with 1099 employees and subcontractors.

Drive business profitability through sustainable project margining, taking marketability of products and services into account.

Administrative Assistant

RMC Home Mortgage, LLC

•	Hired as Loan Coordinator; promoted to Team MLO after graduating from Loan Academy, then creating training program within 4 months of hire.
•	Directed pipeline recovery in three divisions, reviewing files to comply with mortgage regulations, resulting in loan closes of over 100 red file mortgage loans set for denial, increasing sales revenue by $35 million.
•	Created email templates for division-wide use in borrower-engagement, as well as loan repricing projects; enabled consistent messaging to borrowers, and assured consistent communication happened with minimal effort at each engagement point.
•	Excel spreadsheets designed and implemented on Microsoft 360 for division-wide use in pipeline management; enabled Sales Managers to view live data, including all loan app data points, engagements, current status, and steps remaining to close.
•	Collected supporting documentation from customers, as well as analyzed customer's credit and financial scenarios for pre-approval.
•	Acted as point of contact by keeping customer and referral sources informed throughout process, answering customer inquiries to communicate active loan and loan application status.
•	Submitted loan applications with recommendation for underwriting approval.
•	Scheduled and conducted closings of mortgage transactions.

Team Mortgage Loan Originator

Loan Coordinator

Steel City Title

•	Processed high volume of vacant lot sales closings to Maronda Homes (40-80 weekly). 
•	Increased weekly close proficiency by 20%, putting more lots in inventory for new homes to be built.
•	Verified title status of vacant lots to determine viability of sale. 
•	Confirmed documents adhered to contract terms and conditions for accurate closings, and provided to both Buyer and Seller for remote execution.
•	Established trackable process for document distribution and processing, giving visibility to leadership through simple data tracking & reporting.
•	Acted as liaison between buyers, attorneys and underwriters, facilitating smooth close processes.
•	Reviewed closing paperwork for confirmation of adherence to federal and state regulations, and notarized all closing documents.
•	Collected information for close set up by calculating escrows, interest and reserves.
•	Maintained and reviewed close records, updating and re-categorizing them according to status changes.

Lots Title Closer

First Choice Pediatrics

•	Designed and implemented ground-up Purchasing Department for 15-office practice, Central Florida’s Largest Pediatrics Group.
•	Served as Executive Assistant for multiple executives (CEO, CFO, and Practice Administrator).
•	Standardized inventory control processes & monthly order process (medical & non-medical) – inventory and ordering forms, purchasing, receiving, onsite delivery Practice-wide Inventory Control Protocols.
•	Shifted purchasing strategy from lowest-price to price/quality for long term fiscal savings.
•	Facilitated opening three new locations, through purchase and delivery of all equipment and supplies.
•	Determined proper storage methods based on turnover, environmental factors and physical capabilities of facilities.
•	Reorganized all 15 office physical inventories for more efficient use and movement in operation; reduced inventory dollars in operation by more than 35% across practice. 
•	Used ID tags, stamps and electronic marking tools to mark stock items.
•	Confirmed proper and timely delivery of requisitions and orders, conducting audits of inbound and outbound shipments.
•	Verified merchandise received against receiving documents, noting and reporting discrepancies and obvious damages.
•	Prepared purchase orders and sent copies to suppliers.
•	Responded to customer and supplier inquiries about order status, changes, or cancellations.
•	Recommended disposal of excess, defective and obsolete stock.

Purchasing Inventory Control

Hilton Grand Vacations

•	Quoted prices, credit terms, contract terms, or fulfillment dates for services.
•	Informed customers of contracts and other information pertaining to purchased services.
•	Computed and compared costs of services.

Call Transfer Agent

Bankers Life

•	Obtained underwriting approval by completing application for coverage.
•	Sought out new clients and developing clientele by networking and generating lists of prospective clients.
•	Contacted prospective and current clients via telephone to provide quote and policy information.
•	Analyzed clients' current insurance policies and suggested additions or other changes.
•	Used company software to analyze customer coverage needs, write quotes and issue policies.
•	Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
•	Interviewed prospective clients to learn about financial needs and discuss existing coverage.
•	Developed protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
•	Presented supplemental insurance information to business owners, employees, and individuals.
•	Followed up with clients to determine satisfaction with received services.
•	Interviewed prospective clients to obtain data about financial resources and needs, physical condition of person or property, and to discuss any existing coverage.

Insurance Agent

Walt Disney World

•	Computed bills, collect payments and make change for guests.
•	Answered inquiries pertaining to hotel services, guest registration and travel directions, and made recommendations regarding shopping, dining and entertainment.
•	Arranged tours, taxis and restaurant reservations for customers.
•	Posted charges for rooms, food, liquor, or telephone calls, to ledgers, manually or by using computers.
•	Contacted housekeeping or maintenance staff when guests reported problems.

Front Desk Agent

El Dorado County Office of Education

•	Created training program for Front Desk position new hires for COE Leader in Rethinking Education in California. Successfully trained replacement prior to relocating to Florida in March 2018.
•	Coordinated assigned projects or program components, completing activities and delivering scheduled services, resulting in 25% YOY increase in community participation for Coats-4-Kids and Toys-for-Tots charity drives.
•	Managed department schedule by maintaining calendars for campus meeting facilities.
•	Processed documents, materials, inbound and outbound mail, disseminating in compliance with administrative guidelines.
•	Created manual and electronic document files and records, providing up-to-date information or historical reference.
•	Attended department or in-service meetings, conveying or gathering information to perform functions.
•	Maintained office supplies inventory by checking stock and placing orders.
•	Responded to inquiries from internal and external parties to facilitate communication or provide direction, and prepared variety of correspondence and reports for department and personnel.
•	Taught company procedures to new employees and increased progress by identifying areas of weakness.

Secretary II

Red Hawk Casino

•	Directed distribution of complimentary hotel rooms, meals, or other discounts or free items given to players, based on length of play and betting totals.
•	Resolved customer complaints regarding problems, such as payout errors.
•	Explained and interpreted house rules, such as game rules and betting limits.

Casino Host

Someone who has the capacity to lead, and the passion to support. In my career, I have proven that capacity, and discovered that passion.

Spreadsheets, reporting, data entry, borrower engagement, and supporting teams and/or executives…I love haystacks - that's where the needles are! Give me a challenging mess, and I will return it to you as a well-oiled machine.

I have:
•	Recovered 100+ loan applications set for denial, reworked them, getting them to close – 100+ families lives changed, living in their new homes, their dreams coming true.
•	Managed my 700+ loan app pipeline so well I had time to reprice most of that pipeline for the loan originators, and reprice most of the pipeline of another division.
•	Directed the creation of a 720-option travel package within SQL for an international marathon event, and implemented it without hitch or issue in less than a month. 
•	Created training protocols for five different employers.
•	Scored in the top 15% on LinkedIn’s Excel assessment – all self-taught – and used that expertise to create data collection, reporting, inventory control, and pipeline management tools.
•	Contributed content to websites, as well as edited them, and created Google Maps for events all over the world.
•	Researched cities and venues all over the world for events with worldwide brand recognition.

I've worked in several industries. To do that, I had to learn:

•	Medical terminology
•	Title
•	Mortgage
•	Existing processes, and create new processes
•	Inventory control protocols
•	Pass licensing exams
•	Interact w/customers while still learning what I was talking about
•	And manage anything from:
      o	Inventory of 15 pediatric offices
      o	Dozens of weekly vacant lot closings
      o	Staff of 1 to 100

But, you can’t see the fullness of my experience in a resume, a cover letter, or a handful of assessment questions. In this age of ATS systems, an automated scan of my resume is not going to tell my story.

What I’m saying is I believe your company needs me to be part of your team. Not only will I meet your expectations, I will exceed them. I bring intense focus, attention to detail, big laughter, and a willingness to not only learn, but celebrate my successes with humility.

So, thank you for the opportunity to for the opportunity to convey just a little about myself. 

I pray your best days are still ahead of you, both personally and professionally!

taplio

The Battle

Cassie Shea ✨

Kameron Burns

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