Yesable QuickStart Guide

Yesable is designed to make your communications more effective, persuasive, and productive—but first, you need to set it up for success. Follow these simple steps to build your Trigger Archives, then start generating custom Playbooks.

A Mini Video Tutorial

KEY TERMS:

Playbook

Any one of a number of persuasive communication tools like meeting planners, selling scripts, or presentation outlines.
Offer

Your product, service, or idea (i.e. what you're pitching, proposing, or selling)
Customer

An individual prospect, client, or colleague; can also be a customer segment or audience profile.
Trigger Archives

The "secret sauce" of the Yesable system, created automatically by extracting and organizing from your uploaded material only the information and messages that align with one or more of the 7 Trigger categories.

Build It Once, Use It Forever

Yesable makes it easy and fast to create persusaive messaging at scale.
Your Offer Triggers Archive is a one-time setup with long-term impact.
Your Customer Triggers Archive helps make every engagement feel personal and relevant.
Produce Playbooks instantly for every possible type of presentation or engagement, including fully custom formats.

A Step-by-Step Guide

STEP 1: Complete the Courseware

About 20 videos of 3-8 min
A few minutes a day for 2 weeks, or one afternoon.

Yesable itself is very easy and quick–you don't need a training course in order to use it! BUT... understanding how to use the communication tools Yesable produces is essential to achieving optimal success.

Before you start using Yesable, make sure you’ve gone through the 7 Triggers course. Understanding how emotional triggers drive decisions will help you get the most from Yesable’s outputs and apply them effectively.

If you've only read the book, please note that the course features many updates, innovations, and examples from over 10 years of field training, and which forms the basis of the forthcoming 2nd Edition of The 7 Triggers to Yes.

STEP 2: Build Your Archives (in this order!)

10 - 60 minutes

Yesable generates messaging based on two critical data sets:

1. The Offer Triggers Archive

One-time set-up for each offer

This archive organizes your most persuasive talking points about your offer.
It is a foundational, reusable asset—once built, it serves as your persuasion “engine” for all future message building.
How? Yesable does the work for you! The system scans your content (website, sales decks, brochures, etc.) and extracts messaging elements based on the 7 Triggers framework.
Why? Trigger selection filters out the noise, leaving only what truly drives decisions.

🎯 Pro Tip: It is common to discover critical gaps in your sales and marketing collateral when measured against the 7 Triggers formula. Review your Offer Triggers Archive once it’s generated and add or edit elements (talking points) as needed. A few tweaks upfront will ensure higher quality instant messaging.

2. The Customer Triggers Archive

This archive customizes your messaging for your audience—a customer, colleague, or market segment
You’ll create a new Customer Triggers Archive for each unique customer engagement, but it only requires insights for three of the 7 Triggers (Friendship, Consistency, and Hope)
How? Yesable extracts insights from your audience’s LinkedIn profiles, discovery call transcripts, CRM notes, and other research.
Why? Persuasion isn’t just about your offer—it’s about aligning with what matters most to your audience.

🎯 Pro Tip: Knowing what kind of information is needed for the Customer Trigger Archive should prompt you to get it! But having it and using it are two different things. Don’t leave the customer to “connect the dots” themselves—use what you've learned about them to make the YES obvious!

STEP 3: Generate Custom Playbooks

30 seconds - 2 minutes

Now you’re ready to generate persuasive messaging instantly. Yesable combines your Offer and Customer Trigger elements to generate optimized, high-impact communication in seconds.

Choose a Playbook Format

Key Alignments

Discover the most powerful connection points between your Offer and each unique Customer.
Sales Script

A fully realized trigger-driven selling scenario you can work into any sales process or model.
Meeting Review

Evaluates recordings or transcripts to identify trigger activation and missed opportunities.

Talking Points

Key persuasive talking points organized for meetings, presentations, emails, and more
Role Play

Simulates customer interactions to help refine messaging and boost persuasive skills
Custom Builder

Prompt the system for unique sales scenarios, media content, or strategic messaging.

🎯 Pro Tip: Your Trigger Archives are not just processing sources for Yesable—they’re a goldmine of key talking points and messaging insights you can access directly as source material for any presentation or interaction.

Get your colleagues and customers more emotionally connected to your ideas and offers to win. more. YES.

Video Courseware + Custom AI Software

SELF-SERVE | SELF-PACED | TURNKEY | SUPPORT

IT'S SCIENCE. BUT IT WORKS LIKE MAGIC.

It's time to put more yes in your life!

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