# AI for Consulting & Agencies

> From discovery notes to a proposal and a client campaign plan. 2 free lessons in order, intermediate, about 16 minutes.

Source: https://learn.ynteractive.com/content/paths/ai-for-consulting-and-agencies · Updated 2026-10-10 · Free from Stepthrough (https://learn.ynteractive.com)

Updated October 10, 2026

For consultants and small agencies. Live so far: “Prompt Chaining for a Client Campaign Plan: Build It in Steps with ChatGPT (Agencies)” and “OLVA: A Private AI Assistant on Your Client Calls”. 1 more lesson in this path is on the way.

Work through them in order: each step builds on the one before it, and every module runs in a practice copy of ChatGPT and OLVA right in your browser. It is free, and no experience is needed.

Intermediate 2 modules about 16 minutes Free [Start the path free](https://learn.ynteractive.com/modules/consulting-campaign-chain)

## The path: 2 steps

1. [**Step 1: Prompt Chaining for a Client Campaign Plan: Build It in Steps with ChatGPT (Agencies)**](https://learn.ynteractive.com/content/prompt-chaining-client-campaign-plan-agency)✓ Done
   Ask ChatGPT for a client's whole 4-week campaign in one prompt, then build a better one in four steps: audiences, offers, a calendar table checked against the client's rules, and the first week's posts.
   Free · about 7 minutes · Next up: [OLVA: A Private AI Assistant on Your Client Calls](https://learn.ynteractive.com/content/olva-ai-meeting-assistant-client-calls)
2. [**Step 2: OLVA: A Private AI Assistant on Your Client Calls**](https://learn.ynteractive.com/content/olva-ai-meeting-assistant-client-calls)✓ Done
   Give OLVA your client notes, get private answers and fact checks during a Zoom call, then turn the meeting into minutes, a follow-up email and a PowerPoint deck.
   Free · about 9 minutes · [Watch the video](https://learn.ynteractive.com/content/olva-ai-meeting-assistant-client-calls#watch) · [Read the guide](https://learn.ynteractive.com/content/olva-ai-meeting-assistant-client-calls#guide) · Last step

- Previous path: [AI for Law Firms](https://learn.ynteractive.com/content/paths/ai-for-law-firms)
- Next path: [Email on Autopilot](https://learn.ynteractive.com/content/paths/email-on-autopilot)

## Related

[AI for Consulting & Agencies (4)](https://learn.ynteractive.com/content/industry/consulting-and-agencies) · [ChatGPT tutorials (29)](https://learn.ynteractive.com/content/tool/chatgpt) · [AI Apps Worth Knowing (8)](https://learn.ynteractive.com/content/paths/partner-tools-ai-apps)

[All free tutorials](https://learn.ynteractive.com/content)

## How every module works

Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.

[Start learning free](https://learn.ynteractive.com/)