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 ✨

Lever Growth

I grow B2B SaaS & Services Companies without scaling sales rep headcount using GTM engineering and a cold outbound protocol I've built after partnering with 34 B2B Businesses since May 2022. 

As a result, we've booked over 1,000 qualified sales appointments and generated hundreds of thousands in qualified deal pipeline for our clients. 

Some of our results:
-We helped SRG Marketing add 132k USD in revenue and a pipeline of more than 50 interested leads in 90 days.
-We helped Tourial add 10+ interested leads per month in 90 days, targeting marketing decision-makers at B2B SaaS companies with 100+ employees
-We helped Hook+Ladder Digital add a quarter million dollars in revenue and over 30 opportunities in 6 months. 
-We helped Media Contour add 6 new clients in less than a year and helped generate 20 sales meetings in our first 3 months. 
-Cohely generated 34 sales meetings and over 65 opportunities in 4 months. 
-And we’ve helped Sum Digital create a consistent lead source that has generated new ideal clients since partnering. 

Find out how we help our clients here: https://www.levergrowth.io/

Founder & GTM Engineer

Smartlead

Out of 1000s of applicants, I was chosen as a Smartlead Certified Partner based on our proven track record delivering successful outbound campaigns through Smartlead for clients.

I work with B2B companies who want repeatable success in outbound with our specialty in: 
Deep Market Segmentation & Analysis
Cold Outbound Copywriting
Building Sales Automations
Implementing AI/LLM integration across the entire GTM stack

What is the Certified Partner Program?
A select group of elite cold email experts and lead generation agencies dedicated to helping you generate revenue through cold email marketing campaigns.

Smartlead Certified Agency Partner

Nobl9

In my role at this Series B, VC funded startup, I was a top performing rep executing multi-channel sales prospecting into enterprise accounts to book meetings with IT decision makers. 

I leveraged cold email, cold calling, and social selling to book meetings with companies like World Wide Technology, VIZIO, DISH Network and Chevron.

Business Development Representative

Egg Theory

I built a book of business completely from scratch for a portfolio of consumer packaged goods products selling into the independent retail sector by smiling and dialing aka cold calling outreach. 

When I moved on from the company, my brand sales volume was well into the mid-six figures. 

This experience was fundamental in my entrepreneurial journey because it forced me to learn how to build a sales system that actually gets results, take rejection, turn no's into yes's and persist through any challenge.

Strategic Account Executive

Altasparq

Account Executive

Ladder Capital Corp

Commercial Real Estate Underwriting Analyst

Fitch Ratings

CMBS Analyst - Structured Finance, Commercial Mortgage

CBRE/New England

Transaction Advisory Summer Intern

U.S. House of Representatives

Transportation and Infrastructure Committee -- Intern

I help B2B Founders and Revenue Leaders grow their outbound sales pipeline by re-imagining the old scaling model of expensive tech and hiring a massive team of SDRs. 

I do this by:

GTM Engineering using Clay.com and data scraping 50+ sources and the public web, developing trust-building lead magnets, creating 'no brainer' offers and building a best in class outbound infrastructure to convert your cold traffic into clients.

We're an extension of your inhouse go to market team, so your sales people can focus on what they do best - selling to your highest and best fit clients.

Some recent wins:
-We helped Argento CPA generate 96k in revenue and 18 leads our first 30 days working together. 
-We helped SRG Marketing add 132k USD in revenue and a pipeline of more than 50 interested leads in 90 days.
-We helped Tourial add 10+ interested leads per month in 3 month time frame. Many of these opportunities are with marketing decision makers at B2B SaaS companies over 100+ employees. 
-We helped Hook+Ladder Digital add a quarter million dollars in revenue and over 30 opportunities in 6 months. 
-We helped Media Contour add 6 new clients in less than a year and helped generate 20 sales meetings in our first 3 months. 
-Cohely generated 34 sales meetings and over 65 opportunities in 4 months. 
-And we’ve helped Sum Digital create a consistent lead source that has generated new ideal clients since partnering.

taplio

The Battle

Cassie Shea ✨

Isaac Wood

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