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Create A Legacy
About Create A Legacy
Shawn Mahdavi, founder and CEO of Create A Legacy.

Shawn Mahdavi

Founder & CEO

Plano, TXFounded Create A Legacy in 2024

Shawn founded Create A Legacy to help entrepreneurs build legacy businesses through AI, automation, and strategic business infrastructure. He leads the strategy behind the systems that simplify growth, streamline operations, and create scalable foundations for long-term success.

Focus areas

The systems Shawn architects.

Business Infrastructure & Automation
CRM & GoHighLevel Architecture
Brand & Growth Strategy
Agentic AI Systems & Local LLM Implementation

The proof of work is this website: seven live AI demos on the Anthropic API, an industry-specific AI audit, and the automation stack CAL installs for clients, all running in public. Shawn also hosts Legacy Creators, a quarterly 50-founder event at The Star in Frisco.

Writing

Latest from Shawn in the Legacy Lab.

Recipe·11 min read

HVAC Replacement Nurture: How DFW Contractors Add $12K Jobs

Most Plano HVAC companies leave 6-figure replacement revenue on the table. Automated nurture sequences turn routine tune-ups into $12,000 equipment sales.

HVACHome Services
Read
Recipe·9 min read

Dental Case Acceptance Automation: How Plano Practices Convert 34% More Treatment Plans

Plano dental presentations average $4,200 in recommended treatment, yet 58% of patients leave without scheduling. Here's the automation that closes the gap.

DentalCase Acceptance
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Recipe·9 min read

Seller Lead Automation: How DFW Agents Win Listings First

Seller leads in Dallas and Frisco cost 3x more than buyer leads. Most agents lose them to slow follow-up. CRM automation converts 41% more appointments.

Real EstateAI Automation
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Recipe·8 min read

AI Implementation ROI: How DFW Businesses Prove Value in 90 Days

DFW businesses waste $30K+ on AI tools they cannot measure. Here is the 90-day ROI framework that turns automation experiments into profitable systems.

AI ImplementationROI
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Recipe·9 min read

Dental Treatment Recovery: How Plano Practices Book 28%

Plano dental practices lose $400K yearly to accepted treatment plans that never get scheduled. AI recovery automation brings patients back without new staff.

DentalAI Automation
Read
Recipe·8 min read

Financial Advisor Referral Automation: How DFW Firms Get 3 Referrals/Month

Top Plano financial advisors generate 40% of new AUM from referrals. Here is the automated system that turns happy clients into consistent referral sources.

Financial ServicesReferral Automation
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Building something that should outlive you?

Talk it through with Shawn.