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 ✨

CBRE

Program Manager, Communications & Operations

In my role as a Client Services Specialist at CBRE, Inc., I immersed myself in the real estate industry, where I excelled in facilitating landlord and tenant rep tours, managing marketing and administrative tasks, and developing tailored marketing strategies. My focus was on enhancing property visibility, driving sales and leasing transactions, and ensuring client satisfaction. I thrived in a fast-paced environment, balancing multiple projects such as managing listing documents, creating marketing materials, and maintaining the CBRE brand standards. This role allowed me to leverage my skills in project management, digital marketing, and client services, contributing significantly to the company's success.

Client Services Specialist

As a Client Services Coordinator at CBRE, Inc., I supported top-producing real estate brokers by orchestrating comprehensive client service initiatives. My responsibilities included organizing property tours, crafting impactful presentations, and driving sales and marketing efforts. I utilized my expertise in Adobe Creative Suite to create and distribute branded marketing materials, which played a crucial role in enhancing the client experience. Analyzing market trends and interpreting data to inform real estate strategies was a key part of my role, aligning the marketing and research departments to achieve financial, marketing, and client-specific goals.

Client Services Coordinator

TOMI Engineering

At TOMI Engineering, Inc., my role as an Executive Administrative Assistant was characterized by a diverse range of responsibilities. I managed administrative duties such as scheduling, invoicing, and organizing the filing system, streamlining office operations for enhanced efficiency. I also created and managed presentations and spreadsheets for corporate executives, using my skills in Adobe Photoshop, Illustrator, and InDesign. My role involved establishing administrative policies and procedures, coordinating high-level meetings and conferences, and acting as a liaison between executives, staff, clients, and external partners.

Executive Administrative Assistant

Amen Clinics, Inc

In my tenure as a Patient Care Coordinator at Amen Clinics, Inc., I was dedicated to facilitating the multi-faceted patient intake process, ensuring timely access to patient care and services. My role involved proactive interactions with patients, referral sources, and clinical staff, providing effective case management services. Educating patients about clinic policies and procedures and empowering them to make informed decisions about their treatment options was a significant aspect of my job. I focused on fostering open communication channels to maintain continuity of care and optimize patient outcomes.

Patient Intake Coordinator

Morningside Recovery

During my time as a Marriage and Family Therapist at Morningside Recovery, I provided individual and family therapy sessions to clients with a variety of disorders and addictions. My approach was rooted in evidence-based interventions, focusing on improving interpersonal and family relationships, enhancing self-esteem, and fostering independence. Leading process and emotion management groups, I created supportive environments for clients to effectively manage their emotions and develop healthy coping skills. Conducting clinical assessments and developing personalized treatment plans were key components of my role, helping clients maintain sobriety and transition to aftercare treatment.

Marriage and Family Therapist

Western Youth Services

•     Provide clinical assessment of clients, including diagnosis, psychosocial history, medical history, review 
of family and social systems with focus on client and family’s strengths and goals for treatment
•	Provide individual therapy, family therapy, and case management services for children, adolescents and
 their families in a variety of settings including schools, homes, group homes, foster homes and in-office
 in consideration of client needs and safety concerns
•	Develop treatment plans and provide proper documentation of sessions consistent with Medi-cal standards 
and comply with BBS guidelines and regulations

Marriage & Family Therapy Intern

The Victorian

•	Facilitate Body Image Group to help clients identify negative thoughts regarding their body resulting in a 
healthier relationship with food and their body 
•	Provide group therapy to enable clients to process and gain insight into their feelings and learn how to implement 
conflict resolution skills with other  residents
•	Observe and document client’s eating habits during meals in order to collaborate with treatment  team to ensure 
proper treatment for each individual client

Marriage and Family Therapy, Trainee

Pepperdine University

•	Provide program information to prospective graduate students and conduct campus tours and informational
 presentations to provide them with more knowledge of the campus and resources offered
•	Assist students in developing an academic plan consistent with their goals, interests, and abilities in order to facilitate an increased understanding of themselves, the program, and career options
•	Research information and collect data on psychological resources to gain information for students  in order to increase their knowledge on course requirements and practicum sites and  refer them to outside resources when necessary

Graduate Assistant

Hi, my name is Alisa!

As a Program Manager with over 15 years of experience in client services, marketing operations, project management, and real estate management, I bring a versatile and client-centric approach to every endeavor. My recent role at CBRE, Inc., a Fortune 500 real estate company, has further honed my skills in these areas.

My career journey encompasses significant roles where I made impactful contributions. At CBRE, I facilitated landlord and tenant rep tours, managed marketing and administrative tasks, and crafted personalized marketing strategies that led to increased engagement and sales. I excel in leveraging digital marketing platforms, creating compelling content, and providing exceptional administrative support. My experience also includes coordinating high-level meetings and streamlining office operations at TOMI Engineering, Inc., and enhancing patient care coordination at Amen Clinics, Inc.

I am passionate about delivering exceptional client services and engaging marketing strategies tailored to the unique needs of clients that generate financial, marketing, and client-specific results. I always bring my blend of skills, experience, and enthusiasm to each team I am a part of, focused on continuing to create meaningful impacts in the real estate industry.

I look forward to connecting with you here on LinkedIn or at alisafalbo@gmail.com.

taplio

The Battle

Cassie Shea ✨

Alisa Falbo

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