Know which trade-in leads are worth inspection time
Every trade-in enquiry captures boat type, ownership and loan status, and current condition, plus maintenance records where available, so your team knows exactly what's arriving before booking yard time.
The exact intake your boat trade-in leads complete
This is the real 7-question guided intake for Boat Trade-In — the same flow your customers finish before you ever pick up the phone.
What a qualified boat trade-in lead should tell you
Evaluation of a customer's current boat as partial payment toward another vessel, based on ownership status, any outstanding loan or lien, general condition, and whether the customer is also purchasing a replacement boat.
- Own Boat Want Trade
- Boat Trade In
- Boat Want Trade In
- General Condition Boat Want
- Also Purchase Another Boat
- Soon Complete Trade-In
- Have Maintenance Or Ownership
The questions your team needs answered
Every boat trade-in intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently own the boat you want to trade in? | Confirms the lead actually controls the vessel being traded, avoiding wasted yard time inspecting a boat they don't own. |
| What type of boat are you looking to trade in? | Identifies the boat type so the right inspection slip and appraiser expertise can be lined up in advance. |
| Is the boat you want to trade in fully paid off, with no outstanding loan or lien? | Reveals whether a payoff or lien release must be resolved before the trade value can be applied, flagging deals that need financing coordination. |
| What is the general condition of the boat you want to trade in? | Gives a first-pass valuation signal from the owner's own description before committing appraiser time. |
| Are you also currently looking to purchase another boat through this dealer or broker? | Identifies bundled trade-plus-purchase leads that carry the highest commercial value for the dealership. |
| How soon are you hoping to complete the trade-in? | Separates leads ready to act now from casual browsers, controlling how fast an inspection gets scheduled. |
| Do you have maintenance or ownership records available for the boat? | Signals whether documentation is ready for appraisal or needs to be requested before yard time is booked. |
How Cliont scores boat trade-in leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Boat Want Trade: yes
- Boat Want Trade In: yes
- Excellent
- Good
- Fair
- Not sure
Urgency signals
- Immediately
See the lead your team receives
Boat Trade-In 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 boat trade-in workflows
| Cliont capability | Boat Trade-In application |
|---|---|
| Weighted answer scoring | Combines ownership, loan-payoff, and condition answers into a single trade-in score so strong candidates rise before you commit yard time. |
| Bundled-lead detection | Flags customers who answer yes to also buying another boat, surfacing trade-and-purchase deals as priority CRM records. |
| Document status capture | Records whether maintenance or ownership records are on hand, so your team can request missing paperwork before the inspection instead of during it. |
| Timeline-based prioritization | Separates 'Immediately' trade-in requests from 'Just exploring options' inquiries, so inspection slots go to the leads actually ready to move. |
Common boat trade-in lead scenarios
Trade-in plus new purchase
The owner wants to trade in their current boat and buy another through the same dealer, flagged by the purchase-intent and immediate-timeline answers as the highest-value combination for your CRM.
Loan still owed on the boat
The trade-in boat isn't fully paid off, so the loan-payoff answer scores lower and flags that a lien release needs sorting before yard time gets scheduled.
Just exploring trade-in value
The customer selects 'Just exploring options' on timeline, signaling they're not ready to book an inspection yet even if ownership and condition answers look strong.
Poor condition, no records on hand
Condition is marked 'Poor' and maintenance records aren't available, so the lead scores lower and your team knows to ask more questions before committing appraisal time.
Doesn't yet own the boat
The lead answers 'no' to currently owning the boat, which drops the ownership signal and flags the enquiry as premature for scheduling an inspection.
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 sales and brokerage intake templates
Boat Trade-In lead-intake FAQs
How does the intake flag trade-in boats that still have a loan?
The catalog asks whether the boat is fully paid off with no outstanding lien; a 'no' answer scores lower than a paid-off boat, so your team can see upfront that a payoff or lien release needs handling before scheduling an inspection.
Can the intake tell me if a trade-in lead also wants to buy another boat?
Yes, the intake asks directly whether the customer is also looking to purchase another boat through your dealership, and that answer carries one of the highest weights in the catalog, marking bundled trade-and-buy leads as priority CRM entries.
What happens if the customer isn't sure about their boat's condition?
The condition question includes a 'Not sure' option that still scores as a reasonable-value answer, so uncertain self-assessments aren't discarded, just weighted lower than a confirmed 'Excellent' or 'Good' report.
Do I need maintenance records before the lead reaches my CRM?
No, the intake simply asks whether ownership or maintenance records are available, and that answer is passed along so your team knows whether to request documentation before appraisal instead of finding out during the inspection.
How does timeline affect which trade-in leads get scheduled first?
The intake's timeline question separates 'Immediately' from 'Just exploring options', so leads ready to move now are distinguished from casual inquiries before anyone commits yard time to an inspection.
Is a trade-in enquiry handled differently from a Sell a Boat lead?
Yes, the trade-in intake specifically asks whether the customer is also purchasing another boat through you, a question the Sell a Boat and Buy a Boat intakes don't ask, letting you spot bundled deals early.
Turn boat trade-in visitors into qualified jobs
Give every boat trade-in visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.