Know which buyers are worth inspection time
Every enquiry captures boat type, budget range, and purchase timeline up front, along with proof-of-funds documentation, so you can see which buyers are inspection-ready before you book yard time.
The exact intake your buy a boat leads complete
This is the real 7-question guided intake for Buy a Boat — the same flow your customers finish before you ever pick up the phone.
What a qualified buy a boat lead should tell you
Matching a prospective buyer with a specific vessel or a shortlist of options based on budget, financing readiness, and intended use, before scheduling an in-person inspection or sea trial.
- Boat Buy
- Have Financing Or Funds
- General Budget Range This
- Soon Complete This Purchase
- Plan Use Boat Personal,
- Already Have Specific Boat
- Sole Decision-Maker This Purchase
The questions your team needs answered
Every buy a boat intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of boat are you looking to buy? | Boat type tells the broker which inventory or category specialization to match the buyer to before any scheduling happens. |
| Do you currently have financing or funds arranged for this purchase? | Financing readiness is one of the highest-weighted signals in scoring, since it separates purchase-ready buyers from early-stage shoppers. |
| What is your general budget range for this boat? | Budget range predicts deal size and which listings are realistic, and carries a graduated weight from under $25,000 up to over $500,000. |
| How soon are you looking to complete this purchase? | Timeline determines how urgently a broker should schedule yard time versus simply nurturing the lead. |
| Do you plan to use the boat for personal, commercial, or charter purposes? | Commercial and charter buyers often need different vessel specifications and financing terms than personal buyers, changing how the broker approaches the sale. |
| Do you already have a specific boat in mind, or do you need help identifying options? | This determines whether the lead can move straight to inspection scheduling or needs an options-matching conversation first. |
| Are you the sole decision-maker for this purchase? | Knowing whether a co-buyer needs to be involved prevents brokers from booking an inspection before all decision-makers are ready. |
How Cliont scores buy a boat leads
Every answer is weighted automatically — no manual review required.
Value signals
- Have Financing Or Funds: yes
- Under $25,000
- $25,000-$100,000
- $100,000-$500,000
- Over $500,000
- 1-3 months
Urgency signals
- Immediately
Disqualifiers
- Not sure yet
See the lead your team receives
Buy a Boat 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 buy a boat workflows
| Cliont capability | Buy A Boat application |
|---|---|
| Weighted lead scoring | Financing status and budget range carry the heaviest weights in this intake, so a funded $500k+ buyer scores well above an unfinanced browser. |
| Conditional branching | Buyers who already have a specific boat in mind skip options-matching questions entirely, while those needing guidance get routed for broker follow-up first. |
| Document collection | Collects proof-of-funds or financing pre-approval letters before a broker commits calendar time to an inspection. |
| CRM routing | Sends the boat type, budget, timeline, and decision-maker status straight into your CRM record so brokers aren't chasing basic qualification info by phone. |
Common buy a boat lead scenarios
Cash buyer, ready now
Financing already arranged, budget over $500,000, and an immediate timeline push this lead straight to the top of the CRM for same-week inspection scheduling.
Browsing with no timeline
A 'not sure yet' budget and 'just exploring' timeline still route to your CRM, but flagged lower-confidence so brokers can nurture rather than book yard time.
Charter operator sourcing a vessel
Commercial or charter use changes the qualification path entirely, since usage intent affects which listings and financing terms are relevant.
Co-buyer still deciding
When the sole decision-maker question comes back no, follow-up is queued to confirm both parties before a broker commits to an inspection appointment.
Buyer with a specific listing in mind
A buyer who already knows the exact boat and has financing arranged can skip the options-matching step and move straight into inspection scheduling.
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
Buy a Boat lead-intake FAQs
How does the intake handle buyers who don't have a specific boat picked out?
The form asks whether the buyer already has a specific boat in mind or needs help identifying options, and routes accordingly, so your brokers know whether to send a listing or start a discovery conversation.
Can the intake tell personal buyers apart from commercial or charter buyers?
Yes, the intended-use question separates personal, commercial, and charter purposes, since those buyers often need different vessel specs, inspections, or financing terms.
Does the form check financing before we spend time on a lead?
It asks directly whether funds or financing are already arranged, which is one of the highest-weighted signals in the scoring model, so unfinanced early-stage inquiries don't get treated the same as ready-to-buy leads.
What happens when someone lists their budget as 'not sure yet'?
That answer carries a lower weight than a defined budget range but still gets scored and delivered to your CRM, just flagged as a softer lead until the buyer narrows their range.
How is this different from the trade-in or financing referral forms?
Buy a Boat focuses on new-purchase intent, budget, and vessel type; if a lead mentions trading in an existing boat or needs a financing partner, those are handled by the separate Boat Trade-In and Boat Financing Referral intakes.
Does the intake flag whether the buyer is the sole decision-maker?
Yes, a co-buyer situation is captured directly, so brokers know to loop in a spouse or partner before locking in inspection time rather than scheduling around one party.
Turn buy a boat visitors into qualified jobs
Give every buy a boat visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.