★ Marblism AI Premier Partner

Marblism for Dummies

Your step-by-step playbook for activating all six AI agents on Day 1. Copy-ready prompts, setup checklists, and a first-week roadmap — no experience required.

6 Agents Covered
7 Day Ramp-Up
6 Ready-to-Paste Prompts
12 Setup Checklist Items
Your AI Workforce

Meet Your Seven Agents

Each agent specializes in one domain. Start with Eva (inbox) and Rachel (calls) first — they handle live interactions. Layer in the others as your rhythm develops.

Eva
Eva
Inbox & Calendar
Sunny
Sunny
Social Media Manager
Penny
Penny
SEO Blog & Content
Stan
Stan
Sales & Lead Gen
Linda
Linda
Legal & Operations
Rachel
Rachel
AI Phone Receptionist
Allison
Allison
Account Executive
Gather These First

Before You Launch

Have these items ready before running your first discovery prompt. The more context you give each agent upfront, the sharper they operate from Day 1. Check off as you go.

Recommended Sequence

Your First 7 Days

Onboard agents in this order. Each one you activate adds leverage to the next. Don't try to launch all six at once — this is a workflow, not a checkbox race.

Day 1
Run Eva's Discovery PromptConnect email and calendar. Set up inbox labels. Define what Eva can and cannot touch without your review. This is your operations backbone — set it right.
Day 1
Run Rachel's Discovery PromptConfigure your call greeting and business script. Run Rachel's testing checklist with 5 call types before she answers a single real call.
Day 2
Run Sunny's Discovery PromptUpload brand assets to the Brain. Review the full 30-day content calendar before anything is ever scheduled or posted. Your brand voice comes first.
Day 3
Run Penny's Discovery PromptLock in your keyword list. Approve the 90-day editorial plan. Run your first article through Penny's QC checklist before it goes live.
Day 4
Run Stan's Discovery PromptDefine your ICP in detail. Confirm the lead table format and fields. Establish the daily review process — nothing gets sent without your explicit sign-off.
Days 5–7
Run Linda's Discovery Prompt + Review Week 1Set document review parameters. Review all agent outputs from the week. Adjust positive and negative rules based on what you've seen. This is your tuning window.
Agent Playbooks

Discovery Prompts & Setup Guides

Each section below gives you a setup checklist, an explanation of what that agent handles, and the exact prompt to paste into Marblism. Run one agent at a time.

Eva
Eva
Inbox & Calendar Assistant

What Eva Does

  • Reads, labels, and archives your emails
  • Drafts replies to routine and priority messages
  • Manages calendar events and meeting notes
  • Applies your email rules automatically
  • Sends you a formatted daily inbox summary

Setup Needs Before Using

  • Email account connected to Marblism
  • Google or Outlook calendar access granted
  • Email labels you want created or organized
  • VIP sender list (never auto-archive these)
  • Positive rules — which emails get auto-drafts
  • Negative rules — what Eva must never touch
Discovery Prompt — Paste This Into Eva to Start
Eva · Inbox & Calendar Discovery 
Eva, I am new to Marblism. Explain your workflow as my inbox and calendar assistant. Please give me:
1. What you can do with my email, labels, drafting, archiving, calendar, and meeting notes.
2. What you cannot or should not do without my review.
3. The exact setup information you need from me.
4. Recommended email labels for my business.
5. Positive rules: which emails you should draft replies for.
6. Negative rules: which emails you should never draft, archive, or touch.
7. A first-week inbox cleanup plan.
8. A daily summary format I can use to review your work.
Pro Tip: After Eva responds, tell her which senders are absolute VIPs and which email types are too sensitive to touch. One thorough rule-setting conversation saves you from months of corrections.
Sunny
Sunny
Social Media Manager

What Sunny Does

  • Creates posts for LinkedIn, Instagram, Facebook, X
  • Builds 30-day content theme calendars
  • Writes educational, promotional, and testimonial posts
  • Pulls brand assets and imagery from the Brain
  • Prepares a review-ready posting calendar

Setup Needs Before Using

  • Logo and brand colors uploaded to the Brain
  • 3–5 sample posts showing your voice and energy
  • Platforms and posting frequency goals
  • Inspiration accounts or brands you admire
  • Topics or subjects Sunny must avoid
  • Promotional offers, events, or services to feature
Discovery Prompt — Paste This Into Sunny to Start
Sunny · Social Media Discovery 
Sunny, I am new to Marblism. Explain your workflow as my social media manager. Please give me:
1. The platforms you can help with.
2. What brand assets, inspiration links, logos, image styles, and sample posts you need from me.
3. A content theme plan for the next 30 days.
4. A post format for educational, promotional, testimonial, community, and founder-story posts.
5. How I should use the Brain for images, logos, offers, and examples.
6. A posting calendar I can review before anything is published.
7. A checklist for editing posts before scheduling.
Pro Tip: Upload your best 3–5 existing posts to the Brain and tell Sunny to match that voice and energy before drafting anything new. Your voice is the brand — protect it from the start.
Penny
Penny
SEO Blog & Article Writer

What Penny Does

  • Writes SEO-optimized long-form blog articles
  • Builds 90-day keyword-driven editorial calendars
  • Researches keyword opportunities for your niche
  • Exports content as Markdown, HTML, or PDF
  • Runs a quality-control checklist on every piece

Setup Needs Before Using

  • Your website URL and blog/CMS platform name
  • 5–10 starting keywords for your industry
  • Brand voice description or existing article samples
  • Primary CTA goal (newsletter, calls, sales, etc.)
  • Brain resources: bio, offers, testimonials, case studies
  • Competitor blog URLs for content gap analysis
Discovery Prompt — Paste This Into Penny to Start
Penny · SEO Blog Discovery 
Penny, I am new to Marblism. Explain your workflow as my SEO blog and article writer. Please give me:
1. The website and publishing information you need.
2. The keyword list you recommend for my business.
3. A 90-day blog content plan.
4. The structure you use for SEO articles.
5. What resources from the Brain you need to write accurate articles.
6. How I can export content as Markdown, HTML, or PDF.
7. A quality-control checklist for accuracy, links, calls to action, and brand tone.
Pro Tip: Share 2–3 competitor blog URLs with Penny and ask her to identify content gaps — high-search topics competitors haven't covered well. That's where your fastest SEO wins are hiding.
Stan
Stan
Sales Outreach & Lead Generation

What Stan Does

  • Searches for leads by title, industry, and location
  • Builds structured lead tables with key contact fields
  • Writes personalized outreach messages and sequences
  • Manages LinkedIn + email follow-up step cadences
  • Stages leads for your daily review before any send

Setup Needs Before Using

  • Ideal Customer Profile (ICP) — detailed description
  • Best job titles and departments to target
  • Industries, company sizes, and geographic focus
  • Competitors to exclude from all lead searches
  • Outreach tone guidance (direct, warm, consultative)
  • Any CRM or outreach platform Stan should format for
Discovery Prompt — Paste This Into Stan to Start
Stan · Sales & Lead Gen Discovery 
Stan, I am new to Marblism. Explain your workflow as my sales outreach and lead-generation agent. Please give me:
1. The ideal customer profile you need from me.
2. The best job titles, industries, departments, company sizes, and locations to search.
3. Keywords to include and keywords to avoid so we do not find competitors by mistake.
4. A sample lead table with the fields you can provide.
5. A safe outreach sequence with email and LinkedIn steps.
6. A daily lead review process before messages are sent.
7. A follow-up system that does not sound spammy.
Pro Tip: Rule zero with Stan — nothing gets sent without your explicit sign-off. Define your ICP in as much detail as possible before the first search. The quality of your instructions determines the quality of every lead.
Linda
Linda
Legal & Operations Assistant

What Linda Does

  • Reviews contracts, agreements, and terms documents
  • Drafts basic business document templates
  • Produces risk summaries sorted by severity level
  • Flags items requiring a licensed attorney
  • Organizes operational policies and procedures

Setup Needs Before Using

  • Business structure (LLC, sole prop, S-corp, etc.)
  • Operating state or country (jurisdiction matters)
  • Industry type (affects what clauses to flag)
  • Any existing templates or previous contracts
  • Your attorney's contact info for escalation referrals
  • Types of documents you deal with most frequently
Discovery Prompt — Paste This Into Linda to Start
Linda · Legal & Ops Discovery 
Linda, I am new to Marblism. Explain your workflow as my legal and operations assistant. Please give me:
1. The types of documents you can review or draft.
2. What information you need before reviewing a contract, policy, agreement, or terms document.
3. A risk-summary format that separates major risks, unclear terms, missing protections, and questions for an attorney.
4. A document-drafting checklist for simple business templates.
5. A clear reminder of when I should involve a licensed attorney.
Pro Tip: Linda is your first filter, not your last line of defense. Use her to identify the right questions to bring to your attorney — not to replace one. When Linda flags something, that's the signal to make a phone call.
Rachel
Rachel
AI Phone Receptionist

What Rachel Does

  • Answers and greets inbound calls professionally
  • Collects caller info, purpose, and contact details
  • Books appointments using your connected calendar
  • Transfers, summarizes privately, or ends calls per rules
  • Sends you a formatted daily call summary report

Setup Needs Before Using

  • Business name and exact greeting language
  • Services or products to describe to callers
  • Calendar connected for live appointment booking
  • Transfer rules — who handles which call type
  • Urgent call definition (what triggers escalation)
  • Operating hours and time zone
Discovery Prompt — Paste This Into Rachel to Start
Rachel · Phone Receptionist Discovery 
Rachel, I am new to Marblism. Explain your workflow as my AI phone receptionist. Please give me:
1. What call greeting and general instructions you need.
2. What information you should collect from callers.
3. When you should transfer a call, summarize privately, or end the call.
4. How you can use my calendar for appointment booking.
5. A sample call script for sales inquiries, support issues, urgent calls, and appointment requests.
6. A daily call summary report format.
7. A checklist for testing you before I use you with real callers.
Pro Tip: Run Rachel's testing checklist (item 7) with five simulated scenarios before going live — a sales inquiry, a support issue, an urgent call, an appointment request, and a wrong number. Fix every gap before real callers experience it.
Allison
Allison
Account Executive

What Allison Does

  • Your dedicated human point of contact at Marblism
  • Helps you onboard and get all six agents running smoothly
  • Answers account, plan, and billing questions
  • Recommends which agents to prioritize for your goals
  • Carries your feedback and escalations back to the team

How to Work With Her

  • Bring her your goals — she maps them to the right agents
  • Reach out when an agent isn’t behaving as expected
  • Ask about new features, upgrades, and best practices
  • Schedule a check-in to review your first-week results
  • Treat her as your strategic guide, not a support ticket
Pro Tip: Allison is the human behind your AI workforce. When you’re unsure how to deploy the six agents or want a second opinion on your setup, she’s your first call — she sees what’s working across hundreds of businesses like yours.
Quick Reference

All Seven Agents at a Glance

Use this when you're not sure which agent to deploy for a given task. Expand any agent below for real example requests you can hand it.

Eva Inbox & Calendar
  • "Triage my inbox and draft replies to anything routine."
  • "Summarize today's emails and flag what actually needs me."
  • "Find a 30-minute slot next week and schedule a call with this client."
  • "Archive newsletters automatically, but never touch my VIP list."
Sunny Social Media
  • "Build a 30-day content calendar for LinkedIn and Instagram."
  • "Write five educational posts about this topic in my brand voice."
  • "Turn this blog article into a week of social posts."
  • "Draft a testimonial post from this customer review."
Penny SEO & Blog
  • "Write a 1,500-word SEO article targeting this keyword."
  • "Build a 90-day editorial calendar for my niche."
  • "Find keyword opportunities I'm not ranking for yet."
  • "Run the QC checklist on this draft before I publish."
Stan Sales & Leads
  • "Find 25 leads who are decision-makers at companies in this industry."
  • "Write a four-step cold outreach sequence for these prospects."
  • "Build a follow-up cadence across LinkedIn and email."
  • "Stage today's leads for my review before anything sends."
Linda Legal & Ops
  • "Review this contract and flag the risks by severity."
  • "Draft an NDA template for new contractors."
  • "Summarize the key terms and obligations in this agreement."
  • "Organize our refund and cancellation policy into a clean doc."
Rachel Phone Receptionist
  • "Answer inbound calls and book appointments on my calendar."
  • "Collect each caller's name, purpose, and contact details."
  • "Transfer billing calls to me and handle everything else."
  • "Send me a daily summary of every call that came in."
Allison Account Executive
  • "Walk me through getting Eva and Rachel live this week."
  • "Which agents should I prioritize for my business goals?"
  • "Help me review my first-week results and plan what’s next."
  • "I have a billing question and want to explore upgrading my plan."
Agent Primary Role Best Used For Golden Rule
Eva Inbox & Calendar Email triage, draft replies, meeting management Always review drafts before they send
Sunny Social Media Daily posting, 30-day content calendar, brand voice Approve the calendar before anything schedules
Penny SEO & Blog Articles, keyword plans, 90-day editorial strategy Run QC checklist on every article before publishing
Stan Sales & Leads Lead lists, outreach sequences, follow-up cadences Nothing goes out without explicit sign-off
Linda Legal & Ops Contract review, risk flags, document templates She identifies risks — your attorney decides
Rachel Phone Receptionist Inbound calls, appointment booking, call triage Test all five call types before going live
Allison Account Executive Onboarding help, account questions, agent strategy Loop her in early — she’s your human guide