We work with dental practices, medical groups, chiropractic, plastic surgeons, veterinary clinics, med spas, fitness studios, and wellness coaches across the DFW metroplex. Acquisition is solved for most. Retention, case acceptance, and recare automation is where AI compounds.
Why this vertical
Dental, medical, chiropractic, plastic surgery, veterinary, med spa, gym, and wellness practices all measure their operations the same way: new patient/client volume, retention or recare rate, case acceptance or conversion rate, no-show rate, and inbound response time. The vocabulary changes by sub-vertical. The math doesn't.
That cleanness is why AI automation tends to produce the most predictable ROI in health and wellness. The benchmarks are documented (case acceptance 75-80%, recare 90%+, no-show under 5%, lead-to-appt response under 5 minutes), and the gap between benchmark and reality at most practices is where AI compounds.
We architect every health and wellness engagement around HIPAA where PHI is involved. Cloud AI with BAAs for non-sensitive workflows. Local LLMs on practice hardware for clinical and sensitive data. The split is the strategy.
Sub-verticals we serve
Click into the vertical-specific landing page where one exists, or book a strategy call to scope your engagement.
Case acceptance, recare retention, no-show recovery, AI receptionist for new patient capture. The cleanest KPI ecosystem in healthcare.
See deep diveNew patient response, automated recare, no-show reduction, treatment plan follow-up. Built for family practice, specialty, and concierge medicine.
See deep diveCare plan adherence, retention, no-show reduction, referral activation. Where most patients drop off before their care plan finishes, and how to keep them.
See deep diveConsult-to-conversion, post-op nurture, consult no-show reduction. Built for the high-ticket aesthetic market in Dallas and Plano.
See deep diveInbound call volume capture, dental cleaning acceptance, preventive recare, prescription refill automation. Built for high-call-volume operations.
See deep diveMembership conversion, service add-on automation, multi-treatment nurture, review generation. Built for med spas operating at meaningful scale.
Trial-to-member conversion, retention automation, class fill rate optimization, multi-location dashboards. Built for boutique fitness and traditional gyms.
Client acquisition systems, automated coaching cadence, content engines, retention. Built for solo wellness coaches and multi-coach practices.
What we install for Health & Wellness businesses
Most Health & Wellness engagements include some combination of all three pillars. The exact mix depends on the practice's current state and constraint.
CRM and follow-up systems that fire automatically. AI agents that handle inbox triage, intake, and routine communication. Local LL...
See pillarMulti-channel campaign automation, AI-powered content engines, and SEO + Generative Engine Optimization. Three sub-services that t...
See pillarBrand strategy and positioning that holds up against larger competitors. Conversion-focused websites wired to your CRM from day on...
See pillarGet a personalized recovery number in 60 seconds.
The AI Opportunity Score uses Health & Wellness-specific KPI benchmarks to estimate the annual revenue and time recovery AI could unlock for your business. No signup, no email required.
What clients say
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.
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 · Health & Wellness
Compliance is a property of the architecture, not the model. For workflows touching PHI, we install local LLMs on practice hardware so PHI never leaves your network, or use cloud AI services under a Business Associate Agreement (BAA) when appropriate. Most healthy compliance postures are a hybrid of both. We work with your privacy officer or compliance counsel to architect it correctly.
Yes. Med spas, gyms, fitness studios, and wellness coaches share most of the same operational patterns as healthcare practices (membership/conversion, retention, no-show, recurring revenue) but without the same HIPAA constraints. The playbook adapts. The benchmarks change slightly. The install path is similar.
The AI receptionist almost always. It's the lowest-hanging fruit, integrates cleanly with most practice management software, and produces measurable ROI in the first month through recovered missed-call appointments. Once it's running, treatment plan follow-up and recare automation usually follow.
AI receptionist alone: $3K-$8K setup, $500-$1,500/mo ongoing. Full operational AI stack (receptionist + treatment plan follow-up + recare + no-show + insurance verification): $10K-$25K setup, $1,500-$4,000/mo ongoing. Local LLM installations for sensitive workloads quoted separately. Take the AI Opportunity Score for a personalized recovery estimate.
Yes. We're Plano-based and serve health and wellness practices across Plano, Frisco, Allen, Dallas, Richardson, McKinney, Carrollton, The Colony, and Lewisville. Most engagements include a local kickoff.
Other verticals
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30 minutes. We map the friction, size the build, and decide together if CAL is the right team to install it.
