
AI agents that work like staff for your small business.
AI Wealth Systems builds AI employees that answer inquiries, follow up with leads and prepare the work you review. Start with a free tool, build your first agent this weekend, or have the whole team installed for you.
Eight questions that name the first three AI roles worth testing in your business, with a plan you can talk through with Marilyn.
Take the auditThree questions that add up what missed leads and slow follow-up may be costing each month.
Run my numbersThe starter guide by email: the five roles most small businesses hand to AI first.
Send me the guideThe flagship offer: a small team of AI employees with real job descriptions, built around your business. Three ways to start.
Your First AI Employee: an 18-page weekend plan to build one AI receptionist, with templates, a master prompt and test conversations.
Get the $27 guideA one-hour working session where Marilyn builds your starter staff with you, recorded so you can replay every step.
Book the build sessionMarilyn builds and installs your AI team for you, then walks you through everything in 30 minutes.
Have it built for meTax Pros Starter Staff: six AI agents for a tax office - front desk, client intake and document follow-up, return prep support, digital product creator, content and visibility, and lead follow-up. The agent prepares; the pro reviews and files.
All six roles with install guides and test packs, built for tax offices.
Get the DIY kitA one-hour recorded Zoom build of your office's AI staff, together.
Book the tax buildSix agents installed in your systems, plus a 30-minute walkthrough.
Have it installedA listing fee for the Preferred Provider Directory, in front of a 5,000-member tax preparer community. Our team follows up about your placement after payment.
Join the directoryMarilyn's all-in-one AI business builder app: shape your offer and pricing, create a freebie, generate funnel pages with live links, plan your launch, write sales scripts and produce AI video ads.
First 50 members keep $27 for as long as they stay subscribed. Then $47/mo Pro.
Become a founding member30 working AI apps to customize with your brand and sell as your own products, tools or lead magnets.
See the vaultThe full class replay plus the starter prompt bundle. Learn to give AI clear roles, instructions and your business details.
Watch the replayNot sure where to start? Book a free 30-minute discovery call and Marilyn will map your first three AI roles with you.