Know which sailing charter leads are worth inspection time
Ask every enquiry about charter type, group size, and sailing timeline up front, then collect license or certification details before anyone books yard time for the wrong vessel.
The exact intake your sailing charter leads complete
This is the real 5-question guided intake for Sailing Charter — the same flow your customers finish before you ever pick up the phone.
What a qualified sailing charter lead should tell you
A guided intake for leads seeking to charter a sailboat — bareboat, crewed, or a short day sail — used to confirm licensing, group size, and sailing timeline before a specific vessel is matched to the trip.
- Sailing Charter
- Many People Will Be
- Take This Sailing Charter
- Or Someone In Group
- General Area Or Destination
The questions your team needs answered
Every sailing charter intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of sailing charter are you looking for? | Charter type carries the heaviest weight in scoring — crewed charter selections signal the highest-value bookings, while bareboat, day sail, and unsure answers are weighted lower and routed accordingly. |
| How many people will be on the sailing trip? | Group size tells your team which vessel class to check before committing yard time, avoiding a mismatch between the boat available and the size of the party. |
| When are you planning to take this sailing charter? | Timeline separates leads ready to book within a month from those still exploring dates more than three months out or undecided. |
| Do you or someone in your group hold a sailing license or certification? | A yes on holding a sailing license or certification scores higher than a no, since bareboat requests without a certified sailor typically need a skipper or crewed alternative instead. |
| What general area or destination are you interested in sailing? | The destination free-text answer gives your team the specific cruising ground or route context needed before confirming vessel availability. |
How Cliont scores sailing charter leads
Every answer is weighted automatically — no manual review required.
Value signals
- Bareboat (self-sailed)
- Crewed charter
- Day sail or short excursion
- Not sure
- Or Someone In Group: yes
Disqualifiers
- Not sure yet
See the lead your team receives
Sailing 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 sailing charter workflows
| Cliont capability | Sailing Charter application |
|---|---|
| Conditional follow-up logic | When a lead selects bareboat charter but answers no to holding a sailing license, Cliont flags the mismatch so your team can offer a skipper or steer them toward a crewed option before yard time is booked. |
| Weighted answer scoring | Charter type answers carry different weights, with crewed charter scored highest, so the more resource-intensive, higher-value bookings surface first in your CRM. |
| Free-text field capture | The destination question is captured as open text and delivered directly to your CRM for route and vessel-matching decisions. |
| Timeline segmentation | Leads planning to sail within 1 month can be prioritized separately from those still more than 3 months out or undecided. |
Common sailing charter lead scenarios
Bareboat request, no certification
A sailor selects bareboat but answers no to holding a sailing license — the intake flags this combination so your team can steer them toward a skippered or crewed option instead of scheduling a bareboat inspection.
Crewed charter for large group
Seven or more guests paired with a crewed charter selection signals a higher-value booking that needs vessel size and staffing confirmed before an inspection is scheduled.
Day sail, booking within a month
A short excursion with a near-term date needs fast availability confirmation rather than a full vessel walkthrough.
Not sure yet, browsing early
Charter type marked 'not sure' with a timeline more than 3 months out points to an early-stage lead still comparing options, letting your team route it to nurture instead of immediate scheduling.
Certified sailor, small group
One or two guests with a confirmed sailing license points toward a bareboat-ready lead your team can fast-track without arranging extra crew.
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
Sailing Charter lead-intake FAQs
How does the intake handle bareboat requests without a certified sailor?
The license question is a simple yes/no, and a 'no' on a bareboat selection scores lower than a confirmed license holder, so your team can flag it for a skipper add-on or a crewed alternative before yard time is booked.
Can the intake tell a short day sail apart from a longer sailing trip?
Yes, the charter type question separates bareboat, crewed, and day sail excursions, and if a lead actually needs several days aboard, that's a better fit for the Multi-Day Yacht Charter intake.
Does the form ask how many people are sailing?
Yes, group size is captured directly so your team can match vessel capacity before committing to an inspection.
What happens if a lead doesn't know when they want to sail yet?
The timeline question includes a 'not sure yet' option, which keeps the lead in the pipeline as a lower-priority follow-up rather than dropping it.
Is the sailing destination captured for planning purposes?
Yes, destination is an open free-text field that gets delivered straight to your CRM so your team has the cruising ground or route in hand before confirming a vessel.
How is this different from the Private Boat Charter intake?
Sailing charter intake specifically asks about sailing license or certification and distinguishes bareboat from crewed charters, questions that don't apply to the general Private Boat Charter flow.
Turn sailing charter visitors into qualified jobs
Give every sailing charter visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.