01
Requests arrive everywhere
Email, chat, tickets and calls all carry work, and triage is manual.
Industries
Technology & Professional Services
Services firms scale by adding people, until the people become the bottleneck. We automate the work between client requests and delivery, put AI agents on the repetitive parts, and connect the tools your team already lives in.
Technology companies, IT service providers, consulting firms and complex professional services organizations.
Where the friction lives
02
Delivery depends on heroes
Senior people answer the same questions and unblock the same handoffs every week.
03
Proposals and scoping take days
Quoting is rebuilt from scratch, and deals stall while it happens.
04
Tools that overlap but don't connect
PSA, CRM, ticketing, billing and docs each hold part of the client record.
Automation opportunities
Each opportunity maps to one of the two things we improve: the revenue you win, or the operations that deliver it.
- Operations
AI agents for service delivery
Assistants that triage requests, answer from your documentation and draft responses for review.
- Revenue
Proposal and scoping automation
Qualified inquiries turned into scoped proposals faster, with pricing logic your team controls.
- Operations
Workflow automation
Onboarding, handoffs, approvals and status updates that run without a project manager chasing them.
- Operations
Systems integration
PSA, CRM, ticketing and billing connected so the client record is one record.
- Revenue
Account expansion
Renewals, upsell signals and quarterly reviews surfaced from the data you already have.
What we'd build first
Internal copilots
Your team asks questions of your own processes, documentation and client history and gets answers in seconds.
Delivery automation
The repeatable parts of onboarding, support and reporting handled automatically, with people on the exceptions.
Custom technology
Dashboards and internal tools when off-the-shelf platforms can't match how you deliver.
We work alongside your technical team, not around them, and document everything we build.
How we engage
Assess. Implement. Optimize.
- 01
Assess
Friction Assessment
- Leadership and team interviews
- Process and systems review
- Baseline metrics recorded
- 02
Implement
Build, connect, train
- Automations and AI workflows
- Integrations with your existing systems
- Team training and documentation
- 03
Optimize
Managed Optimization
- Monitoring and maintenance
- Monthly improvements
- Quarterly roadmap review
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.
We have engineers. Why would we need you?
Your engineers are busy delivering for clients. We take on the internal automation and integration work that never makes the sprint, and we hand it over documented.
Can AI agents work from our own documentation?
Yes. Agents can answer from your knowledge base, runbooks and client history, with access limited to what each role should see.
Do you partner with technology and security firms?
Yes. Many of our relationships are with firms who bring industry expertise and want a delivery partner for automation and AI. See our strategic partners page.
A few quick questions show where your organization is losing time and revenue. If there's a fit, we'll book a Friction Assessment.