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.

Everyone with a Yesable account will have access to the complete (updated) courseware, so if you've been in a workshop or seminar, or taken the course before, you can use it as a refresher and to review some new material.

A 4-Minute Mini-Tutorial

STEP 1: Complete the Courseware

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!)

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 Playbooks & Persuade

Once your Trigger Archives are built, 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 for use by Yesable—they’re a goldmine of key talking points and messaging insights you can access directly as source material for any presentation or interaction.

FINAL TAKEAWAY: Do It Once, Use It Forever

Your Offer Triggers Archive is a one-time setup with long-term impact.
Your Customer Triggers Archive ensures every engagement feels personal and relevant.
Yesable makes it easy to create persuasion-driven messaging at scale—without the guesswork.

🚀 Now you're ready to put Yesable to work!

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