Most businesses don't need more leads. They need to qualify the ones they have faster, convert more of the right ones, and stay in front of the rest until they're ready. We automate all three and connect them to your CRM.
Every inquiry answered in seconds, scored, and routed to the right person.
Booking, proposals and follow-up that move qualified buyers to a decision.
Long-cycle and not-yet-ready leads kept warm until they are ready to buy.
The friction
Revenue leaks between the inquiry and the decision. Leads wait hours for a response, good prospects get the same treatment as poor fits, proposals stall without follow-up, and anyone who isn't ready today is forgotten by next month.
Revenue Automation closes those gaps in three stages: qualification, conversion and nurture. Every stage runs inside your CRM, so leadership can see the whole pipeline and every lead has a next step.
What's included
Instant response on every channel, AI-assisted screening questions, lead scoring and routing so your team spends time on buyers, not tire-kickers.
Self-scheduling, reminders, proposal and quote follow-up, and no-show recovery that move qualified buyers to a decision.
Long-cycle sequences, reactivation of past leads and clients, and timely check-ins that keep you first in line when they're ready.
CRM pipelines, stage tracking and reporting that show where revenue is won, stalled or lost.
Ads, search, content and website forms connected to the system, so every source feeds qualification instead of an inbox.
How we engage
Friction Assessment
We map your workflows, systems and revenue leaks, record today's baseline, and hand you a prioritized Automation Roadmap.
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.
Managed Optimization
We monitor, maintain and improve what we built every month, and review the roadmap with you every quarter.
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.
Common questions
Marketing creates demand. Revenue Automation makes sure that demand turns into revenue: every inquiry is answered and qualified, the right buyers are moved to a decision, and everyone else is nurtured instead of forgotten. Most businesses see the biggest gains by fixing what happens after the lead arrives.
Yes, when they feed a system that can convert them. We connect your demand sources to qualification and follow-up first, so new spend isn't poured into a pipeline that leaks.
Yes. Most engagements start with qualification and instant response because the gains are fastest, then add conversion and nurture. The Friction Assessment shows which stage is costing you the most.
We don't publish packages. Every engagement starts with a Friction Assessment that sizes the opportunity, then implementation is scoped to it and Managed Optimization runs monthly. If a system won't earn its keep, we won't build it.
A few quick questions show where your business is losing time and revenue. If there's a fit, we'll book a Friction Assessment.
