01
Leads wait.
Inquiries sit for hours. By the time someone calls back, the buyer has booked with whoever answered first.
Revenue & Operations Automation
Create A Legacy finds the friction slowing your growth, then automates it, connects it, and keeps it running. Built for owners and executives who are done adding people to fix process problems.
- Rated
- 5.0 on Google
- Focus
- Healthcare, financial services, education and public sector
- Based in
- Plano, TX. Serving DFW and beyond
Most growing businesses don't have a growth problem. They have a friction problem: slow follow-up, manual handoffs, and systems that don't talk.
Find the friction
Scroll and watch four tools that never spoke to each other become one system. That's the work.
02
Your team re-keys data.
The same information gets typed into three systems, and someone spends Friday reconciling them.
03
Everything routes through you.
Approvals, follow-ups and exceptions still need the owner, so growth just means longer days.
04
Your tools don't talk.
The CRM, billing, scheduling and spreadsheets each hold part of the truth. Nobody holds all of it.
What we improve
How we engage
Assess. Implement. Optimize.
- 01
Assess
Friction Assessment
We map your workflows, systems and revenue leaks, record today's baseline, and hand you a prioritized Automation Roadmap.
- Leadership and team interviews
- Process and systems review
- Baseline metrics recorded
- Prioritized Automation Roadmap
- 02
Implement
Build, connect, train
We build the agreed solutions, connect them to the tools you already use, and train your people so the new way sticks.
- Automations and AI workflows
- Integrations with your existing systems
- Team training and documentation
- Launch support
- 03
Optimize
Managed Optimization
We monitor, maintain and improve what we built every month, and review the roadmap with you every quarter.
- Monitoring and maintenance
- Monthly improvements
- Quarterly roadmap review
- Ongoing team enablement
What we build with
AI agents and assistants
Conversational, voice and back-office agents, including private local models where data must stay in house.
Systems integration
CRMs, practice software, databases and legacy tools connected so information moves without retyping.
Custom technology
Dashboards and internal applications when off-the-shelf platforms can't solve the problem.
Adoption and training
Training, documentation and change management so your people use what we build.
Industries
Leadership
Automation fails when it's built without a business case, built on shaky architecture, or ignored by the people it was built for. Our leadership covers all three.
Strategy
Shawn Mahdavi
Founder & CEO
35+ years building and running businesses, including a family auto center turnaround that more than doubled revenue before its sale. Sets direction, leads client and partner relationships, and decides what is worth building.
Technology
Mark Stolle
Director of Operations
Three decades in enterprise IT, twenty at Mary Kay building data centers on three continents and running network operations across 29 countries. Owns delivery, architecture and operational execution.
People
Dr. Shika Mahdavi
Director of Learning & Development
EdD, Texas A&M. Two decades designing enterprise learning across philanthropy, financial services and education. Leads training, change management and adoption so new systems actually get used.
What clients say
Real reviews. Real Google accounts.
5.0
20 reviewsArvyn Jafarzadeh
9 reviews
2 months ago
Great associate! Very reliable and professional. Helped me with every need I had for my business and helped me learn what his products can benefit me in. Would highly recommend to any small or any size business owner. Really can profit for you business.
Janelle Black
1 week ago
Working with Shawn and his team has been seamless. I appreciate all the effort they put into redesigning the website!
Bryan Starks
5 reviews
1 week ago
Great work and turn around. I recommend Create a Legacy for anyone trying to have their business automation
Brett Zenker
9 reviews
4 months ago
Shawn at Create a Legacy is incredible to work with. He's not only a talented creative professional, but also a great friend and brother in Christ who genuinely cares about the people he serves. His heart, integrity, and attention to detail show in everything he does. If you want someone who will walk alongside you, listen, and help bring your vision to life with excellence, Shawn is the one. Highly recommend Create a Legacy!
Randell Holmes
Director of Sales, Credit Union of Texas Event Center
4 months ago
My experience with Create A Legacy has been amazing. The entire team has approached our marketing needs with a servant approach and a complete desire to assist in meeting our objectives. I recommend Create A Legacy to anyone that is in need of marketing support to grow the awareness and brand of your business.
Debby Santens
TRUChoice Benefit Solutions ยท Local Guide
4 months ago
The team is so creative and truly interested in my success. I can't recommend them enough!
Agents Sterling Health
Local Guide
4 months ago
Awesome branding and marketing group to work with!! Really great team. Highly recommend!
Christina Carlisle
8 reviews
4 months ago
Highly recommend! Shawn is a true partner.
Shika Hershel
Local Guide ยท 24 reviews
5 months ago
Shawn at Create a Legacy has been incredible to work with. I hired him to help launch my small business, Training Architect, and they delivered far more than I expected. They created my logo, developed my full brand identity, built a clean and professional website, and produced videos that made my message clear and compelling. They also set up my LinkedIn company page, my job page, and helped shape my entire digital presence so everything looked consistent and polished.
Michael Muse
a day ago
This company has given me the revenue blueprint and has helped me position my family legacy business for the future!
Ecosystembldr
a day ago
Create a Legacy completely transformed how I operate. They streamlined my processes, saved me hours, and made everything run effortlessly. Their team truly understands vision and execution. If you want to scale, stay organized, and work smarter, this is the company to trust. Highly recommend their automation expertise.
Darrell Devaul
a day ago
Great experience with Create A Legacy! Their team is professional, knowledgeable, and truly focused on helping you build something meaningful. They bring vision to life and deliver real value. Highly recommend.
Arvyn Jafarzadeh
9 reviews
2 months ago
Great associate! Very reliable and professional. Helped me with every need I had for my business and helped me learn what his products can benefit me in. Would highly recommend to any small or any size business owner. Really can profit for you business.
Janelle Black
1 week ago
Working with Shawn and his team has been seamless. I appreciate all the effort they put into redesigning the website!
Bryan Starks
5 reviews
1 week ago
Great work and turn around. I recommend Create a Legacy for anyone trying to have their business automation
Brett Zenker
9 reviews
4 months ago
Shawn at Create a Legacy is incredible to work with. He's not only a talented creative professional, but also a great friend and brother in Christ who genuinely cares about the people he serves. His heart, integrity, and attention to detail show in everything he does. If you want someone who will walk alongside you, listen, and help bring your vision to life with excellence, Shawn is the one. Highly recommend Create a Legacy!
Randell Holmes
Director of Sales, Credit Union of Texas Event Center
4 months ago
My experience with Create A Legacy has been amazing. The entire team has approached our marketing needs with a servant approach and a complete desire to assist in meeting our objectives. I recommend Create A Legacy to anyone that is in need of marketing support to grow the awareness and brand of your business.
Debby Santens
TRUChoice Benefit Solutions ยท Local Guide
4 months ago
The team is so creative and truly interested in my success. I can't recommend them enough!
Agents Sterling Health
Local Guide
4 months ago
Awesome branding and marketing group to work with!! Really great team. Highly recommend!
Christina Carlisle
8 reviews
4 months ago
Highly recommend! Shawn is a true partner.
Shika Hershel
Local Guide ยท 24 reviews
5 months ago
Shawn at Create a Legacy has been incredible to work with. I hired him to help launch my small business, Training Architect, and they delivered far more than I expected. They created my logo, developed my full brand identity, built a clean and professional website, and produced videos that made my message clear and compelling. They also set up my LinkedIn company page, my job page, and helped shape my entire digital presence so everything looked consistent and polished.
Michael Muse
a day ago
This company has given me the revenue blueprint and has helped me position my family legacy business for the future!
Ecosystembldr
a day ago
Create a Legacy completely transformed how I operate. They streamlined my processes, saved me hours, and made everything run effortlessly. Their team truly understands vision and execution. If you want to scale, stay organized, and work smarter, this is the company to trust. Highly recommend their automation expertise.
Darrell Devaul
a day ago
Great experience with Create A Legacy! Their team is professional, knowledgeable, and truly focused on helping you build something meaningful. They bring vision to life and deliver real value. Highly recommend.
Common questions
Straight answers.
What does Create A Legacy do?
Create A Legacy is a revenue and operations automation firm. We find the friction slowing a business down, such as slow lead follow-up, manual data entry and disconnected systems, then automate it, connect it, train the team and keep it running with ongoing optimization.
Who do you work with?
Owner-led and executive-led organizations that are growing faster than their processes. We go deepest in healthcare practices and healthcare service businesses, and in financial and professional services firms. We are based in Plano, TX, serve the Dallas-Fort Worth metroplex, and work with clients across the United States.
How does an engagement work?
Every engagement follows three stages. Assess: a Friction Assessment that maps your workflows and systems and produces a prioritized Automation Roadmap. Implement: we build, connect and train. Optimize: we monitor, maintain and improve the system every month.
How much does it cost?
Scope drives price. The Friction Assessment sizes the opportunity first, so investment is tied to measurable value before anything is built. Implementation is quoted per project and Managed Optimization is a monthly engagement.
Do you replace the tools we already use?
Usually not. We prefer to connect and improve the systems you already have, including CRMs, practice software, databases and legacy tools, and only build custom technology when existing platforms cannot solve the problem.
How do you make sure our team actually uses it?
Adoption is part of every implementation. Our Learning and Development lead designs training, documentation and change management so new systems become the normal way of working, not a tool people route around.
Answer a few quick questions and see where your business is losing time and revenue. If there's a fit, we'll book a Friction Assessment.