We install the AI that answers, routes, and runs the back office, so your team spends its hours only on the work that actually needs a human.
The outcome
Most agencies sell AI as a feature. We install it as infrastructure. The difference shows up at month three: automations still firing reliably, an AI agent that's been monitored and retuned, workflows your team actually uses.
The back office is where margin hides. An AI receptionist that never misses a call, intake that runs overnight, and copilots that answer your team's questions in plain English add up to real hours back and real cost out.
What's inside
Answers calls and messages, triages, and books appointments without a script for every situation.
Your team asks questions of your own data and processes in plain English, and gets answers in seconds.
The repetitive operational work, handled overnight by agents that never sleep.
Ongoing build, monitor, eval, and maintenance so your agents keep working in year two, not just launch week.
The numbers that matter, surfaced without anyone pulling a report.
How we work
01
We size the opportunity and map where AI actually moves the needle for your model.
02
A plan scoped to outcome, with the numbers on the table before you say yes.
03
We build and wire the systems into your stack, with a human in the loop on everything.
04
We manage and tune so each system makes the next one cheaper, faster, and better.
Know what AI is worth to your business.
The AI Opportunity Score estimates the annual revenue and time AI could unlock for a business like yours. Sixty seconds, no email required.
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
AI automation is process: a defined trigger fires a defined sequence. AI agents are open-ended: they take an instruction and decide how to act, like an AI receptionist that triages calls and books appointments without a script for every situation. Most healthy operations use both. We install both.
GoHighLevel is our default stack and it's purpose-built for the kind of automation we install. We've also configured the same playbook on HubSpot, Salesforce, ChiroTouch, Dentrix, Follow Up Boss, KvCORE, and Sierra Interactive. We confirm specifics on the strategy call.
Yes. For workflows touching PHI or other regulated data, we install local language models on your hardware so sensitive data never leaves your network. For non-regulated workflows we use cloud AI with appropriate agreements. Most healthy postures end up a hybrid of both, architected with your compliance officer or counsel.
We don't publish packages. Every engagement is scoped to the opportunity we size together, which usually starts with the AI Opportunity Score or a strategy call. If a system won't earn its keep, we won't build it.
The full system
Ready to talk?
30 minutes. We map the friction, size the opportunity, and decide together if CAL is the right team to install it.
