Client background research 🕵️

The first step is to know your client. Yess AI organizes all the information needed to understand your client. No more tedious and inefficient research work!

Hook points 💙

Considering the project inquiry and client information, Yess AI optimizes your sales strategy personalized for each client.

Offer packages 💸

Yess is like your strategic partner, organizing insights into multiple possible offers. The more scenarios you prepare, the higher your win rate will be.

Meeting agenda ✅

Even though you prepare well beforehand, it is important to proceed with the meeting successfully. Yess AI creates an appropriate meeting agenda according to the context.

Winning questions 🙋

During the meeting, you should get more and better information from clients. Yess AI gives you the necessary questions to ask using multiple sales frameworks like MEDDIC or BANT.

Risks and terms 😎

For better preparation, we suggest identifying the potential risks of each project and identifying important keywords. The more you prepare, the higher your win rate will be.

Next steps:

• Advanced AI meeting prep

  • Regenerate or improve the meeting cheat sheet with AI

  • Gantt-style milestones for each offer

• AI meeting insight

• AI sales copilot 🚨

Please stay tuned for much more powerful AI features! ⚡️

Yess Team

Yes’s AI proposal generator offers a quality draft and saves 80% of your time and resources to prepare for a proposal. Let’s get into it!

Get started with templates ✅

Click the 'Try now' button on the bottom right of the project home or the AI button on the proposal page. Then, write a description of your project. You can start with our templates.

Customize ⭐️

To personalize the proposal, you can customize four critical factors:

• Outline: Check out the structure of the proposal. You can also regenerate the outline.

• Client’s key priorities: Every client has a different priority, which is the key to a personalized approach. Your proposal will focus more on meeting your client’s needs.

• Text length: The amount of information is an important factor in writing an appropriate proposal.

• Tone: You can change your tone to persuade and convince your client.

Generate or regenerate ✨

It’s time to meet the quality proposal. You can check out the content and also regenerate different versions to compare. Even though you select one here, you can change the content to others when you want or regenerate another.

Apply 🎉

By applying the selected version, you will be able to edit and improve the content in detail. That’s it.

What’s next 🎁

• Advanced AI Proposal Generator

  • Better personalization options

  • Rewrite or improve each section

  • Applying the project data

  • Advanced proposal content with visualization

• AI Meeting Prep ⚡️⚡️⚡️

Yess is turning into the AI-first agency OS. We're bringing you huge updates with a 10x impact, so please stay tuned. If you have any feature requests or bug reports, contact us anytime.

Cheers,
Yess Team

The more jobs are automated, the more projects you will run with less, resulting in more profits! 💸 This is why Yess’ automation exists. Let’s see how it works.

Start with templates

Don’t spend time or effort starting from scratch. You can leverage templates for standard and popular workflows. We even support the integration with Slack and Google Calendar. More templates are coming!

Easy to build

Automation should be this easy and follow your natural language. You can easily add or edit actions and set the sequence with drag-and-drop actions.

Easy to customize

Multiple types of blocks, including action, integration, condition, and delay, already exist to help you manage your various workflows flexibly. Here are some actions you can automate:

• Create invoices

• Send emails

• Create project deliverables

• Create project milestones

• Create Google Calendar events

• Send notifications to Slack

• Add client information to CRM

Frictionless data integration

Yess is one source of all your operations and data, enabling powerful workflow automation without friction. You don’t have to hire an operations manager to integrate all the tools and data and manage their workings—just Yess is enough! ⚡️

Automation is the backbone of your business operation, and it will be more powerful with our upcoming AI features. Please stay tuned! 💙

Cheers,

Yess Team

• [Improvement] The focused block is highlighted when editing automation workflow.

• [Fix] Fixed a bug when importing contacts to Yess workspace.

• [Fix] Fixed a bug when deleting the attendees of the consultation.

• [Fix] Fixed a bug where the ‘more button’ is not showing in the client portal.

Contact us anytime if you have any feature requests or bug reports.

Cheers,

Yess Team

We’re back with powerful updates. Invoicing and proposal are the two most important features of managing projects. Say goodbye to the hassle and hello to superpowers!

Invoice

You can now view all the invoices directly and streamline your billing workflow. It is easy to check out the whole status at a glance. Plus, creating and sending invoices to clients has never been easier.

Proposal

Writing, sending, and managing proposals and contracts is smooth like butter. You can even quality start either with customizable templates.

Bug Fixes

• Fixed modal to show up smoothly. 

• Enhanced the quality of the invoice PDF

• Fixed a bug that ‘Mark all as read’ in Notification didn’t work

• Fixed a bug in setting the payment option 

• Fixed an issue that unavailable meeting attendees can be added

If you have any feature requests or bug reports, please contact us anytime.

Cheers,

Yess Team

We redesigned the project to make it easy, intuitive, and powerful. This release is the beginning of our whole new project experience. Please stay tuned for more!

Project Overview

To win a deal, you need to deal with and prepare for so many things. Our project overview shows you when, what, and how to do. The guide will change automatically as you proceed.

You won’t miss a single activity that matters, from sending a reminder to preparing and sending a proposal at the right time.

After launch, all the essential information will be summarized, making it easy to manage the progress and activities. Now, you’re ready to win and succeed in projects 10x better and faster.

Client Portal

Your customers will clearly understand the current phase, what comes next, and what they should do. Our client portal improves the transparency of the process so the credibility of you and your company. Make your customers believe in you and improve the win rate.

You can also customize the settings to visualize your branding. The basic settings will be synced with your lead forms to maintain your company’s brand experience.

Asking for Interview

We are working on some MEGA updates that will totally change your agency operations. Before publicly launching them, we want to get your feedback. Please be the first beta user to test new features and be our evangelist!

Say Yess to Apply

Cheers,

Yess Team

💸 Introducing the New Business Dashboard

These charts give you immediate access to your key business metrics, saving time and providing you with essential data to drive your business forward. They allow you to keep an eye on your financial health, track your profitability, and identify your project win rate.

Check out the new dashboard today and start making more data-driven decisions.

🐞 Bug Fixes and Improvements

• Fixed an issue with meeting scheduling in small screen resolution.

• Fixed a bug when deleting a row of the tables in the consultation meeting note.

As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

💁‍♀️ Meeting Scheduling

Skip the hassle of manually arranging meetings. With Yess, you can check availability and set up client meetings directly in your projects.

📮 Custom emails

Avoid repetitive email crafting. Yess now allows you to create and use email templates for inquiries, proposals, and more, saving you precious time.

🐞 Bug fixes and improvements

1. Product tours will not show up repetitively

2. Updated the texture of the Yess map

3. Updated the images of the sign-up pages

4. You will get notified of new changelog at your Yess workspace

As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. For any feature requests or bug reports, please let us know.

Get ready for your Yess adventure, because hidden treasure is just around the corner.

🌏 Find treasure in Yess map

Haven’t found Yess map yet? It is a new way of exploring Yess. Whether you're a curious explorer or a treasure-seeking pirate, a map is important. Get the most out of Yess with Yess map, and find treasures as a reward for your exploration!

No worries about missing the chance to explore and lose your reward, because you can always try again!

🔮 Home sweet home

There’s no place like home. Check out the new 3-step onboarding and take a look around, you'll see opportunities, quotes, and cash - all at a glance on a sleek dashboard!

Your projects now pop under the workflow, so no more hide and seek. Can't wait for you to feel at home.

🪜 Improvements you might like

1. Added 6 more pre-built workflows and templates! No need to start from scratch!

   • Graphic Design

   • Video & Film

   • Music & Audio

   • Photography

   • Writing

   • Finance & Accounting

2. Refreshed, user-friendly sign-up pages

   • Less boring, more joy, and a first impression that'll make you go "wow!" Try it out and let us know what you think.

3. GNB design has been updated. Now you can use more spaces for your projects.

4. And Yess, we fixed bugs🐞

As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

New Feature: Multiple Workflows 🔄

• Custom Workflows: Ever wished you could craft workflows to reflect the unique operations of different services? Wish granted! Each workflow can have its unique set of templates optimized for each service.

• Client Experience: Now, your clients can choose the type of service they need, based on the workflows you've set up. Check out your Inquiry Form to start with!

Advanced Templates: Kickstart Your Projects with Ease 🚀

• Sample Templates: We've enriched our template library with samples for popular categories: branding, UI/UX design, digital marketing, web development and mobile app development. You can set up and optimize for your workflows in minutes.

Get ready to create a project management experience that's as unique as your services with Yess Multiple Workflows! 🎉

As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

We have a small update for you, enhancing your invoice management capabilities.

💰 Set your project currency

Now you can set a default currency for your launched project. You can set your project currency in settings in each project.

Invoice totals and new invoices: This will apply to your total invoice amount and default currency for any new invoices created within that project. Invoice totals will be automatically calculated by the exchange rate.

As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

Introducing Weekly Workspace Report 🗓️

• Automated Report: Every Monday at 08:00, based on your workspace timezone, a weekly report will be sent to workspace members via email.

• Highlights: Get a quick overview of the week's performance, including new inquiries, the sum of paid and overdue invoices, and the quote-to-cash conversion rate.

• Invoices & Deliverable Updates: Stay informed about the week's invoices and deliverables due next week, helping you keep projects on schedule.

• Upcoming Meetings: Be prepared for the week ahead with a list of upcoming meetings for new projects.

Our goal is to ensure you're always in the loop and equipped with the insights needed to make informed decisions. We hope our weekly report helps you better manage your projects and improve collaboration within your team.

As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

🙋‍♀️ Live Chat for project

Say goodbye to miscommunications and delayed responses. With our live chat, you can now discuss project details, share feedback, and address concerns with your clients in real-time, making collaboration a breeze!

👀 Image Sharing

A picture is worth a thousand words. Share images directly in the chat to provide visual context, mockups, or design inspiration. Let your creativity flow without any barriers!

👂 Chat Notifications

Get notified when your client sends a message. You can receive email notifications when new messages are sent. Never miss an important update again!

Live chat is only available on a paid plan workspace. We will keep updating amazing features on chat, so keep an eye on it!

📌 Short announcement

Our paid plan names have been changed. We believe these changes will better represent the value our product offers.

1. Solo → Basic

2. Studio → Pro

3. Agency → Growth

Rest assured, there are no changes to the features or prices - it's simply a fresh coat of paint to help you choose the right plan with ease!

As always, we appreciate your support and look forward to continuing to improve Yess based on your valuable feedback. If you have any feature requests or found bugs to report, please let us know.

No more empty dashboard 🪴

We've added sample project data to dashboard, so you don't need to put in data yourself to see how dashboard would look. You can always delete sample project if you want.

New Onboarding Experience 🏄

We've revamped our onboarding process for your quick and easy Yess onboarding, making sure that you get the most out of Yess.

If you have any feature request or found bug to report, please let us know. You can post it here.