Getting started·Setup4 min read

What the onboarding playbook does

The industry + business-model picker on day 1 seeds your workspace with services, policies, FAQs, reply templates, and a tone tuned to how businesses like yours actually operate. Here's what gets created + how to re-pick later.

In this guide

1. The two questions
2. What gets seeded
3. Re-applying or changing your playbook
4. Custom services in the picker
5. What it doesn't do
Common questions

When you sign up, Yesoma asks you to pick a playbook — your industry + how you sell. That single choice seeds your workspace with services, policies, FAQs, reply templates, and follow-up cadence tuned to how businesses like yours actually operate. This guide explains what gets seeded, why it matters, and how to change your mind later.

1. The two questions

The playbook step asks:

What kind of business? — Hair salon, makeup artist, wedding photographer, home cleaning, fitness coach, etc. Drives the services + policies templates.
How do you sell? — Appointment-based, quote-based, package-based, subscription-based. Drives the templates + cadence overrides + the shape of the Send-a-quote dialog.

You can also pick secondary models ("also include packages") to layer in extra templates + policies without changing the primary shape.

2. What gets seeded

Yesoma writes the following into your workspace on submit:

Services — 8 starter services for your industry, each with a description + suggested price (currency-tuned to your country). Edit prices inline before you commit. Add your own custom services with an Add row at the bottom.
Policies — 4–6 plain-language policies your industry needs (deposit, cancellation, late, no-show, kids, pets — whatever's relevant). Yesoma cites these when drafting replies.
FAQs — Common questions customers actually ask in your industry, with answers in your voice.
Reply templates — 4–8 ready-to-use templates for common situations (initial reply, quote sent, deposit reminder, post-service follow-up, etc.). Surface in the inbox composer + Quick Send.
Follow-up cadence — Default day intervals for when Yesoma should nudge a stuck inquiry, calibrated to how fast businesses in your category typically move.
Tone + voice — A short description of how to sound when drafting AI replies for this kind of business.
Review request copy — The wording for the Ask-for-Review template.
Pricing structure summary — Stored so AI replies use the right shape ("from X" vs "package of Y" vs "X/hour").

Every seeded item is editable from the moment it lands. Nothing is locked.

3. Re-applying or changing your playbook

If you want to switch industries, layer in a new business model, or just re-seed because you deleted too much:

During onboarding: hit Back to land on the playbook step again. Pick differently, click Apply playbook.
After onboarding: open /onboarding?edit=1 (or navigate from any onboarding step's Back link).

Re-applying is safe. Yesoma dedupes by name/title/question, so existing items stay put — only missing ones get added. If you've heavily edited the seeded services, re-applying won't overwrite your edits.

4. Custom services in the picker

The picker has an Add a service button at the bottom. Each row takes a name + optional price. Custom rows survive a business-model switch (they're your intent, not playbook-derived), but they're skipped if the name matches an existing service.

5. What it doesn't do

The playbook is a seed, not a strategy. It doesn't:

Auto-reply to customers
Send anything without your action
Change your inbox status flow
Touch billing, team roles, or integrations

You can ignore everything it seeded and write your own — the playbook just makes day 1 less of a blank slate.

Common questions

Can I pick more than one industry? Not for the primary. But the "also include" checkboxes let you layer in secondary business models (e.g. "appointment-based AND quote-based"), which add their templates + policies on top of the primary.

Will re-applying delete my custom services? No. Re-apply only adds; never edits or deletes. Your custom rows + your price edits stay.

Does the playbook affect the AI's reply quality? Yes — the seeded business model + tone + policies + services flow into the AI's grounding prompt. A wedding photographer with the right playbook gets very different drafts than a hair salon with the default.

Where do I see what was applied? Settings → Workspace shows your business type + business model. Business Brain shows the seeded services + policies + FAQs. Templates shows the seeded reply templates. All editable.