AI client research & sales cheat sheet for your next meeting
✨ Yess is an AI-powered sales success platform for service businesses, from solopreneurs to growing agencies. Boost the win probability with in-depth client research, strategic sales strategies, and personalized meeting preparations. Yess streamlines and automates workflows optimized for agency operations.
Yess's AI sales rep Mia automates client research (company info, recent news, products, social media insights) and generates personalized meeting cheat sheets with tailored strategies, talking points, and key questions. Users report 92% time reduction (1 hour to 5 minutes per meeting prep).
Yess delivers 68% higher win rates and 35% faster closing by combining AI-powered meeting insights with automated proposal generation. The platform extracts meeting highlights and customizes proposals based on client discussion points, enabling personalized offers that address specific client needs.
Yess provides centralized invoice management, profit/loss tracking by period, cash flow analysis, and AI-powered cash flow forecasting. Professional and Organization tiers include finance dashboards and cash flow projection tools to support business growth decisions.
Yess offers AI-powered lead forms that can be embedded on websites or shared directly. Forms include conversion analytics and centralized lead management, enabling agencies to attract clients and improve qualification speed without manual data entry.
Yess automates inquiry notifications to Slack, calendar scheduling, client onboarding, project setup from proposals, and meeting coordination. This removes manual operations and human error, allowing teams to focus on high-value sales and delivery activities.