From Plano's professional service belt to Frisco's growth corridor to Dallas's enterprise economy. We're Plano-based, with local engagements across all nine cities we serve and remote work nationwide.
Local context
The Dallas-Fort Worth Metroplex passed seven million residents and keeps growing. It anchors more Fortune 500 headquarters than almost any other US metro. Its small and growth-stage business density is enormous, and most of those businesses are operating with tools and systems that haven't been touched in years.
We chose to build CAL in DFW because the demand here for serious operational and AI infrastructure is real and underserved. Most agencies in the metro do marketing, or they do CRM, or they do automation. CAL does the whole stack: conversion-focused websites, CRM and follow-up systems, AI automation, local LLM installations for sensitive workloads, and ongoing AI agent management. Installed end-to-end. Built to last.
We work locally across Plano, Frisco, Allen, Dallas, Richardson, McKinney, Carrollton, The Colony, and Lewisville. We work remotely with clients across the rest of the country. The difference between a CAL engagement in DFW and a CAL engagement out of state is mostly the cadence of working sessions: in-person here, async-first elsewhere.
7M+
DFW metro population
One of the fastest-growing major metros in the US.
9
Cities we serve locally
Plano, Frisco, Allen, Dallas, Richardson, McKinney, Carrollton, The Colony, Lewisville.
5.0★
17 Google reviews
Real Google accounts. Every one a five-star.
Built for DFW's business mix
Each city has a different center of gravity. The playbook adapts to fit. Click into any city below for the local context.
Law firms, financial advisors, medical and dental practices, and home services scaled to fit Plano's affluent residential and corporate-HQ-adjacent markets. See the Plano page.
Real estate teams, home services riding the new construction wave, growing medical practices, and restaurant operators. Built for Frisco's growth-tempo. See the Frisco page.
Law firms, financial services, medical groups, and marketing agencies serving Dallas's enterprise economy. Local LLMs available for regulated workloads. See the Dallas page.
Family businesses that grew into multi-location operations, home services contractors, retail-adjacent storefronts, and family practices. See the Allen page.
Curious where the leakage actually is in your business?
Take the AI Opportunity Score. Industry-specific KPIs, real benchmarks, 60 seconds.
What we install in DFW
Most agencies do marketing, or CRM, or automation. CAL does the whole stack as one engagement. The pieces work because they were built to work together.
Connected systems that track leads, automate follow-up, and close deals efficiently. GHL configured so it actually gets used.
Learn moreConversion-focused websites and ecosystems that scale without constant maintenance. The one you're on is the demo.
Learn morePrivate models on your own hardware. We pick the right model for your workload, install it, tune it, and maintain it.
Learn moreFacebook + Instagram Ads built around your CRM, your offer, and real ROAS targets. Conversion API, Pixel hygiene, audience strategy, and creative testing installed end-to-end.
Learn moreWe design, deploy, and babysit the agents in your stack. Inbox triage, proposal drafting, meeting prep, running while you sleep.
Learn moreAI-powered campaign infrastructure across paid, owned, and earned channels. Multi-channel orchestration, audience automation, and ROAS-focused optimization. Includes Meta Ad Management.
Learn moreAI-powered content production at the velocity your brand needs. Voice guide, content calendar, on-brand creative, social distribution, and content-to-pipeline attribution.
Learn moreTraditional SEO plus Generative Engine Optimization. Rank on Google AND get cited by ChatGPT, Claude, Perplexity, Gemini, and Google AI Overviews.
Learn moreNext.js + Tailwind + Vercel websites built for conversion, wired to CRM from day one. The same stack this site is built on.
Learn moreLocal proof
Plano-based, with local engagements across the nine DFW cities we serve.
What clients say
Arvyn Jafarzadeh
9 reviews
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
Working with Shawn and his team has been seamless. I appreciate all the effort they put into redesigning the website!
Bryan Starks
5 reviews
Great work and turn around. I recommend Create a Legacy for anyone trying to have their business automation
Brett Zenker
9 reviews
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
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 · Local Guide
The team is so creative and truly interested in my success. I can't recommend them enough!
Agents Sterling Health
Local Guide
Awesome branding and marketing group to work with!! Really great team. Highly recommend!
Christina Carlisle
8 reviews
Highly recommend! Shawn is a true partner.
Shika Hershel
Local Guide · 24 reviews
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
This company has given me the revenue blueprint and has helped me position my family legacy business for the future!
Ecosystembldr
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
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
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
Working with Shawn and his team has been seamless. I appreciate all the effort they put into redesigning the website!
Bryan Starks
5 reviews
Great work and turn around. I recommend Create a Legacy for anyone trying to have their business automation
Brett Zenker
9 reviews
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
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 · Local Guide
The team is so creative and truly interested in my success. I can't recommend them enough!
Agents Sterling Health
Local Guide
Awesome branding and marketing group to work with!! Really great team. Highly recommend!
Christina Carlisle
8 reviews
Highly recommend! Shawn is a true partner.
Shika Hershel
Local Guide · 24 reviews
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
This company has given me the revenue blueprint and has helped me position my family legacy business for the future!
Ecosystembldr
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
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.
FAQ · Dallas-Fort Worth Metroplex
Plano, Frisco, Allen, Dallas, Richardson, McKinney, Carrollton, The Colony, and Lewisville for local engagements. We're Plano-based, so working sessions in any of those cities are an easy drive. Outside DFW, we work remotely with clients nationwide.
No. Engagement pricing is based on scope, not geography. The difference between local DFW and remote engagements is the cadence of working sessions: more in-person here, async-first elsewhere. The deliverables and timeline are the same.
Most DFW agencies do marketing, or CRM, or automation. CAL does all of it, installed as one stack: conversion-focused web build, CRM and follow-up systems, AI automation, local LLM installations for sensitive workloads, and ongoing agent management. The end-to-end install is what makes the system actually compound past launch.
Plano. We don't have a fixed office address yet (we're a service-area business), but the team and most of our DFW client engagements anchor around Plano. Legacy Creators events are hosted at Plug and Play Frisco at The Star.
We work primarily on the eastern half of the metroplex (Plano, Frisco, Allen, Dallas, Richardson, McKinney, Carrollton, The Colony, Lewisville). We're open to Fort Worth engagements but the cadence skews more remote. Drop us a line and we'll talk through fit.
DFW businesses lose 60% of AI automation value after 90 days without maintenance. Here is the agent management system that sustains peak performance.
New financial advisor clients in Plano and Dallas churn 23% in the first year without structured onboarding. Here is the 90-day automation that fixes it.
DFW law firms convert just 12% of website inquiries. Automated nurture sequences reply in 90 seconds, build trust, and triple consultation bookings.
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Ready to talk?
30 minutes. We'll map the friction, size the build, and decide together if CAL is the right team for it. No pitch deck.
