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 4-Minute 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 selling)
Customer

An individual prospect, client, or colleague

REVIEW & REFERENCE

Build It Once, Use It Forever

Yesable makes it easy and fast to create persuasion-driven messaging at scale—without the guesswork.
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:

DATA SET 1

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.

DATA SET 2

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 powerful connection points between your Offer and each unique Customer. And remember that persuasive alignment is not the same as functional alignment: Matching offer features and customer requirements produces a fit; matching offer benefits and customer triggers produces a YES.
Talking Points - A structured set of key talking points that keeps conversations focused and persuasive. Designed for meetings, presentations, emails and more, this Playbook ensures that every message is backed by emotional triggers that drive engagement and action.
Sales Script - Enhance your sales conversations with dynamic, trigger-driven scripted messaging. This Playbook delivers persuasive language tailored to your customer’s motivations and decision-making style. A fully realized selling scenario you can work into any sales process or model.
Role Play - Strengthen your persuasive skills by practicing trigger activation in real-world scenarios. This Playbook simulates customer interactions, helping you refine your messaging, anticipate objections, and build confidence in using the 7 Triggers.
Meeting Review - Get expert-level analysis of your customer interactions. This Playbook evaluates recorded meetings or transcripts, identifying how well you activated triggers and where improvements can be made for even stronger persuasive impact.
Custom Builder - Get exactly what you need, when you need it. For highly specific, trigger-driven messaging, just prompt the system for your own custom solutions—perfect for unique sales scenarios, marketing content, or strategic communications..

🎯 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.