See guest count and itinerary before you schedule yard time
Guests, charter purpose, and preferred dates are captured up front, alongside itinerary details and payment-authority confirmation for corporate charters, so you know which enquiries are worth prepping the vessel for.
The exact intake your luxury yacht charter leads complete
This is the real 7-question guided intake for Luxury Yacht Charter — the same flow your customers finish before you ever pick up the phone.
What a qualified luxury yacht charter lead should tell you
Arranging a crewed luxury yacht for a defined charter period, scoped by guest count, itinerary, duration, and onboard service needs so the right vessel and crew get matched to the trip.
- Primary Purpose This Charter
- Many Guests Expect On
- Would Like Charter Take
- Plan Take This Charter
- Many Days Want Charter
- Person Who Will Approve
- Have Any Specific Onboard
The questions your team needs answered
Every luxury yacht charter intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What is the primary purpose of this charter? | Purpose distinguishes a corporate or event charter needing more coordination from a simple leisure trip. |
| How many guests do you expect on board? | Guest count determines the vessel size and crew ratio needed before an inspection is worth scheduling. |
| Where would you like the charter to take place? | The free-text location narrows down cruising grounds and marina logistics that affect vessel availability. |
| When do you plan to take this charter? | The weighted timing options surface charters that need yard scheduling soon above ones still months out. |
| How many days do you want to charter the yacht for? | Duration separates a day trip from a longer stay, which changes provisioning and can point toward a different subservice. |
| Are you the person who will approve and pay for this charter? | The approver yes/no answer, weighted 9 versus 3, flags whether the enquirer can actually commit before yard time gets booked. |
| Do you have any specific onboard needs, such as catering or accessibility? | Onboard needs like water sports equipment flag extra crew and gear prep that should happen ahead of the inspection. |
How Cliont scores luxury yacht charter leads
Every answer is weighted automatically — no manual review required.
Value signals
- Within 1 month
- 1-3 months
- 3-6 months
- Person Who Will Approve: yes
Urgency signals
- Water sports equipment
Disqualifiers
- Not sure yet
See the lead your team receives
Luxury Yacht Charter Lead
From first click to qualified lead
Follow vehicle owners through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Photos of the vehicle and damage come attached, so you quote before it rolls in.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for luxury yacht charter workflows
| Cliont capability | Luxury Yacht Charter application |
|---|---|
| Weighted conditional scoring | Timing answers carry different weights, so a charter planned within 1 month surfaces above a 'Not sure yet' enquiry without either being dropped. |
| Decision-maker flag | The approver yes/no question is weighted so enquiries submitted by assistants or planners get flagged for confirmation before yard time is scheduled. |
| Multi-select onboard needs capture | Catering, accessibility, water sports equipment, and entertainment requests are collected together so crew provisioning can start before the inspection. |
| CRM routing | Charters with a confirmed approver and near-term dates route straight to your CRM, keeping vessel-prep decisions off enquiries still in the 'not sure yet' stage. |
Common luxury yacht charter lead scenarios
Last-minute leisure charter
A traveler wants a leisure vacation charter within 1 month for 5-10 guests, which pulls the top timing weight and pushes the enquiry toward immediate scheduling.
Corporate event with approver confirmed
A business contact books a corporate or business event, confirms they are the one approving and paying, and lists a larger guest count, all of which stack into a high-value lead.
Booking without payment authority
An assistant or event planner submits the enquiry but answers no to being the approver, so the intake carries the lower weight and flags it for a follow-up before any yard time gets booked.
Multi-day charter with water sports request
A guest selects a 2-6 day or week-long charter and requests water sports equipment in onboard needs, triggering the urgency signal tied to that specific request so crew and gear prep can start early.
Uncertain timeline enquiry
Someone selects 'Not sure yet' for timing, which still carries a scoring weight but the lowest one, so it's logged and nurtured rather than treated as ready for an inspection right away.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More boat and yacht charter intake templates
Luxury Yacht Charter lead-intake FAQs
How does the intake handle enquiries where the person filling it out isn't the one paying?
The intake asks directly whether the respondent is the one approving and paying for the charter, and a 'no' answer carries a lower weight than a 'yes,' so those leads get flagged for follow-up with the actual decision-maker before any vessel prep starts.
Can the intake capture requests for catering or water sports equipment before the inspection?
Yes, onboard needs like catering, accessibility accommodations, water sports equipment, and entertainment are captured as a multi-select field, so crew and provisioning can be planned ahead of time.
What happens with vague timing answers like 'Not sure yet'?
That answer still registers on the intake's scoring scale, just at the lowest weight compared to 'Within 1 month,' so those enquiries land lower in priority without being discarded.
Does the intake distinguish a day trip from a longer charter?
Yes, the duration question separates half day and full day options from 2-6 days or a week or more, which also helps route longer bookings toward your Multi-Day Yacht Charter workflow if needed.
How do you separate leisure charters from corporate events at intake?
The first question asks the primary purpose of the charter, with options for leisure vacation, special event, corporate or business event, day trip, or other, so purpose is captured before any other detail.
Can I see guest count before deciding whether to schedule a vessel inspection?
Yes, guest count is captured as a single-choice field ranging from 1-4 guests up to more than 20, giving you vessel-size context before you commit yard time.
Turn luxury yacht charter visitors into qualified jobs
Give every luxury yacht charter visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.