Stepthrough Start free

Free OLVA tutorials for small business

Updated

OLVA. These 3 free modules teach it by building real projects, not by reading about features: OLVA: Answer Every Question on a Sales Discovery Call, OLVA: Listen in Interviews and Debrief Against the Scorecard and OLVA: A Private AI Assistant on Your Client Calls.

The OLVA modules cover Sales, Recruiting & HR and Consulting & Agencies. Every module runs in a practice copy of OLVA, so you can learn it without an account, then set it up for real.

3 modules

The real OLVA Contexts page (Windows desktop app) with one context holding a note and an attached document, from our own test. For discovery calls you save your product playbook here. Our test text and Robert's avatar are blurredOLVA: Answer Every Question on a Sales Discovery Call

Give OLVA your product playbook once. On a discovery call it answers product questions privately and tells you what you still need to ask, then drafts the follow-up…

Free · Live ~8 min Intermediate

The real OLVA Contexts page (Windows desktop app) reviewing an attached document as text, with Make shorter, Save and Cancel. For interviews you save the scorecard as a note and attach the resume. Our test text and Robert's avatar are blurredOLVA: Listen in Interviews and Debrief Against the Scorecard

Load the role's scorecard and the resume into OLVA. In the interview it suggests follow-up questions privately and tells you what you haven't covered, then helps you…

Free · Live ~8 min Intermediate

OLVA Contexts window with a client context named Fernway Logistics calls, its notes about the people, phase one and the phase two proposal, and Add documentOLVA: A Private AI Assistant on Your Client Calls

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 · Live ~9 min Intermediate

Prefer to watch or read? 1 of these module has a video walkthrough or a screenshot guide

What you do in each module

Common questions

How long will this take?

The 3 modules take about 25 minutes in total, and you can do them in separate sittings.

Do I need experience first?

These modules are marked intermediate. Each step shows you exactly where to click.

Do I need an OLVA account to start?

No. The practice runs in a copy of OLVA inside your browser, and nothing touches your real accounts. When you are ready, you repeat the steps in your own account.

Is it free?

Yes. All 3 modules are free.

Where should I start?

Start with OLVA: Answer Every Question on a Sales Discovery Call, then continue with OLVA: Listen in Interviews and Debrief Against the Scorecard.

Compare tools

Side-by-side comparisons, with prices and features checked against the vendors’ own pages.

⇆The best AI meeting assistant for accountants and bookkeepers

The best AI meeting assistant or notetaker for accountants and bookkeepers: Copilot, Gemini, Fathom, OLVA, CoHear and ChatGPT compared for client calls.

All tool comparisons

Frequently asked questions

Are these OLVA tutorials free?
Yes. All 3 live OLVA lessons here are free, and you can start without signing up. Each one is a real project you build step by step in a practice copy of OLVA that checks your work.
Where should a beginner start with OLVA?
Start with OLVA: Answer Every Question on a Sales Discovery Call, about 8 minutes. Every step shows you where to click, and "Do it for me" finishes any step you get stuck on.
Do I need my own OLVA account to practice?
No. The lessons run in a practice copy of OLVA in your browser, so nothing touches your real accounts. To build the same workflow for real afterwards you need your own OLVA account; check OLVA's current pricing first.

Related

AI for Recruiting & HR (7)AI for Consulting & Agencies (11)AI for Sales (11)AI for Recruiting & HR (14)AI for Consulting & Agencies (22)AI for Sales Teams (17)AI Apps Worth Knowing (42)AI for Meetings (11)

All free tutorials

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