Skip to main content
All CollectionsWhat is Yess? 👋
About different workflows & software terms 📖
About different workflows & software terms 📖

Learn about Yess workflows and terms we use to reduce the clutter

Jiwon avatar
Written by Jiwon
Updated over 2 years ago

You are on a ship of productivity that never sank! 🛳 🏴‍☠️

Let's check out different workflows →

See the workflows, categorized by users 👇

  1. Freelancer / Solopreneurs

    1. Workflow Overview -

      • Get an inquiry

      • Proceed with meeting

      • Take Meeting Notes

      • Make Proposal

      • Share Contract

      • Get the Contract signed

      • Project Launched! 🎉

    2. Main User - Freelancer / Solopreneur
      Guest User - Clients

  2. Agency / Startup

    1. Workflow Overview -

      • Get an inquiry

      • Proceed with meeting

      • Take Meeting Notes

      • Make Proposal for client

      • Make Contracts for partners or contractors

      • Share Contracts

      • Get the Contract signed by both clients & Partners

      • Project Launched! 🎉

    2. Main User - Agency / Startup
      Guest User - Partners / Clients

Terms Used

  1. Freelancer - The one who works alone with clients

  2. Agency - Type of company or group working with multiple other partners

  3. Partner - The one who collaborates with an agency to complete a project

  4. Client - The one who wants to get things (projects) done

This was just basic and not so important to memorize. You will get the flow! 🥳

Did this answer your question?