Stacy Kehren Idema, PMP

Hi, I’m Stacy, 
a small-town lake country girl turned modern traditionalist, building emotionally intelligent technology and presence-based leadership systems for the future of legacy.

Since I was ten, I’ve believed business could be done differently — not just more efficiently, but more humanly.

For 27+ years, I led innovation across startups and Fortune 5 companies. I learned how systems scale and how trust breaks, whether because emotion gets edited out or because unchecked emotion runs the show.

When it was time to choose what came next, I couldn’t return to the system I once believed would take me to the top.

That decision sparked my current path, one that bridges emotional intelligence, technology, and generational wealth.

I founded Equati to help family offices, investors, and founders align values, vision, and legacy within their direct investing. Because legacy isn’t numbers on a page; it's a living system shaped by presence, trust, and the way we communicate across generations.

Alongside Equati, I serve as a Presence-Based Chief of Staff & Leadership Consigliere --- a strategic partner to founders, principals, and family enterprises navigating growth, succession, or strategic inflection points.

My work blends strategic clarity with emotional intelligence, helping leaders create coherence across their people, priorities, and processes.

Today, I work with:
→ Family Offices & Investors designing continuity and trust across generations
→ Principals and founders needing strategic partnership and grounded decision support
→ UHNW families preparing for legacy transitions and the Great Wealth Transfer
→ Companies built for patient, purpose-driven capital

Because how we invest, lead, and live isn’t separate from who we are.
It's the story of legacy in motion.

When I’m not building or serving leaders, you’ll find me between Austin, TX and Minneapolis, MN driving my Jeep with the top off, baking (my signature is banana bread with a salty crust), or on a flight across an ocean with camera in hand, writing about the messy, human side of legacy, leadership, and love.

Because the way we invest, lead, and live is the story we leave behind.

✳️ stacy@equati.ai
 | www.equati.ai

Founder & Managing Director

The Global Collective is the gateway to a new business ecosystem that empowers and harmonizes gender strengths and diversity in business around the globe.
 
We partner with investment companies that are ready to invest in female-founded/led businesses, help the businesses with which they've already invested be better winners and create a culture of performance and flow with less burnout.
​
Our vision is to eliminate the diversity gap, whilst changing gender perceptions by connecting the unique strengths of each gender, which will also increase the financial benefit and mental well-being in business.

WeAssist.io

Chief Executive Officer

Shopify Subscribers Push Notification

- Outbound prospecting and sales, with a focus on attracting and retaining high growth transaction-centric companies (e-commerce, lead gen, etc..)
- Hunting for sales opportunities directly with companies and/or through channel partners
- Developing prospecting/target lists 
- Evangelizing conversion rate optimization best practices in the market to help strengthen the company’s brand and lead to more high ticket sales

Director of Business Development

HelloBar

Director Of Business Development

Raised Marketing

- Implemented skills from previous marketing jobs and achievements to create a revolutionized Digital Marketing agency to optimize and increase sales/revenue for local businesses.
- Clients range from small, local businesses to Fortune 500 companies. 
- Increased sales in restaurant vertical by +40% with basic Digital Marketing packages.
- Increased sales in other local businesses by up to 700% with top Digital Marketing packages.

Founder

Accredited Debt Relief

- Incorporated personalized videos to emails for clients and optimized time.
- Created and optimized training module for training new employees and enhancing productivity of existing employees.
- Helped optimize employee productivity and multiply sales successes which led to increases in monthly sales.

Senior Account Executive

Jersey Mike's Subs

- Directly managed 79 Jersey Mikes stores.
- Directly opened 49 Jersey Mikes stores.
- Created and implemented Grand Opening campaigns for 79 stores and took them from negative.(-)$20,000 gross revenue to positive (+)$40,000-$60,000 gross revenue in the first 11 days.
- Implemented these marketing and fundraising campaign strategies in every store across the United States.

Marketing Director

Domino's Pizza

- Operated 17 franchises.
- Created successful marketing campaigns and fundraising campaigns which increased sales.
- Marketing strategies were so successful that corporate executives visited the franchises I managed to congratulate and implement my methods into more franchises.

Marketing Manager

Big Bear Mountain Resorts

- Level 2 world certified snowboard instructor.
- Level 1 world certified ski instructor.
- Most requested instructor for private lessons which increased sales and gross profit, and improved mountain safety for guests.

Instructor

💼 WHAT I DO: I help Business Owners/Coaches scale their business through our vast Virtual Assistant services.

🤝 WHOM I WORK WITH: I partner with High-Ticket Coaches, Consultants, and Service-Based Entrepreneurs to help them get more inquiries, book calls, and land new clients using Instagram. 

👩‍💻 SERVICES WE PROVIDE:
• Virtual Assistance
• Lead Generation
• Appointment-setting
• Bookkeeping
• Payroll
• Executive Assistants
• Shopify Store Managers
• Project Managers
• Accountants
• Customer Service Reps
• Billing Services
• Admins
• Email Managers
• SMM
• Graphic Designers
Name it, We find it! 

👩‍🔧 HOW IT WORKS:
• We will meet via Zoom to discuss your specific situation and what you're trying to achieve.
• If it's a good fit, I'll create a plan of action for you that will include the campaign focus, strategy, proposed timeline, deliverables, and a skilled Virtual Assistant, hand-picked by you.

💁 WHAT MAKES ME DIFFERENT: I, together with my awesome team of skilled Virtual Assistants, who are experts in this field, help our clients optimize their business by attracting, engaging and nurturing interested prospects and convert them into leads.

We love details and are always curious, energetic, and relentless at finding innovative solutions and streamlined processes. Our priority is to form great partnerships with our clients.

With a highly-trained team who have an in-depth knowledge of Lead Generation and Appointment setting, we are entirely transparent with our clients regarding our business operations.

🗣️ WHAT OTHERS SAY
"I was referred to Reef and WeAssist by a mutual friend — Reef, his team, and WeAssist's Virtual Assistants have been *extremely* valuable! I plan to continue growing my relationship and business with WeAssist.io and have already been referring and sharing WeAssist to every business owner I know. If you have a business and want, need, or could use extra hands, message Reef. As Reef shared with me: it's better to have your brain + 8 hands than 2 hands. I'd be more than happy to chat with you briefly to share my experience with Reef, his team, and WeAssist.io. They're helping me take my business to the next level (and more!)." - Jamie Carlstedt,
Professional Coach for High Achievers 

Check out my LinkedIn Recommendations for more client testimonials.


☎️ READY TO TALK?
• Book a Call: 626-344-8519
• Visit My Website: https://weassist.io/

Let's have a chat so I'd know exactly how I can help you. That way, I can give you a customized plan of action that matches your needs and goals.

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The Battle

Stacy Kehren Idema, PMP

Reef Colman

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