Know which pre-purchase survey leads are worth inspection time
Buyers share vessel type, length, and whether they have seller authorization to schedule, along with listing photos and location, so Cliont can score the lead before it reaches your calendar.
The exact intake your pre-purchase marine survey leads complete
This is the real 7-question guided intake for Pre-Purchase Marine Survey — the same flow your customers finish before you ever pick up the phone.
What a qualified pre-purchase marine survey lead should tell you
An inspection of a specific vessel's hull, systems, and mechanical condition performed before a sale closes, used to confirm the boat's condition and value match the agreed price before yard time is booked.
- Identified Specific Boat Considering
- Vessel Being Considered Purchase
- Vessel Located
- Have Authorization From Seller
- Approximate Length Vessel
- Survey Completed
- Vessel In Water Or
The questions your team needs answered
Every pre-purchase marine survey intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Have you identified a specific boat you are considering purchasing? | A buyer who has already identified a specific vessel is far closer to booking than one still comparing options, so this answer carries the top weight in the score. |
| What type of vessel is being considered for purchase? | Segments the lead so you can route, price, and prioritize it correctly. |
| Where is the vessel currently located? | Captures the detail in the customer’s own words so you’re briefed before the first call. |
| Do you have authorization from the seller to schedule a survey? | Scheduling yard time before the seller has authorized the survey is exactly the costly mistake this intake is built to prevent. |
| What is the approximate length of the vessel? | Vessel length determines the scope of inspection and yard requirements, so it shapes how the lead is routed once qualified. |
| When do you need the survey completed? | A buyer needing the survey within a week is treated as far more time-sensitive than one with flexible scheduling. |
| Is the vessel currently in the water or hauled out on land? | A vessel already in the water signals readiness for a dockside survey, which is flagged as an urgency indicator. |
How Cliont scores pre-purchase marine survey leads
Every answer is weighted automatically — no manual review required.
Value signals
- Identified Specific Boat Considering: yes
- Have Authorization From Seller: yes
- Within a week
- Within a month
- Flexible timing
Urgency signals
- In the water
See the lead your team receives
Pre-Purchase Marine Survey 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 pre-purchase marine survey workflows
| Cliont capability | Pre-Purchase Marine Survey application |
|---|---|
| Conditional question branching | Vessel type selection changes which follow-up details matter, so a commercial vessel inquiry isn't treated identically to a sailboat survey request. |
| Lead scoring engine | Seller authorization, whether a specific boat is identified, and requested timeline combine to separate survey-ready buyers from early browsers. |
| CRM routing | Qualified leads arrive in your CRM with vessel length, location, and in-water or hauled-out status already attached, so scheduling doesn't start with a blank record. |
| Document and photo capture | Listing photos and vessel location are collected before a survey is booked, reducing the chance of confirming yard time for the wrong vessel. |
Common pre-purchase marine survey lead scenarios
Ready-to-schedule buyer with authorization
The buyer has identified a specific vessel, confirmed seller authorization, and needs the survey within a week — this combination scores highest and should reach a broker immediately.
Buyer missing seller authorization
A vessel has been identified but authorization to schedule hasn't been secured yet, which the intake flags separately so the yard isn't booked before permission is confirmed.
Still shopping, no vessel identified
The buyer is exploring options without a specific boat picked out and flexible timing, useful for early-stage nurture rather than immediate scheduling.
Hauled-out vessel, longer lead time
A 40-60 ft vessel hauled out on land carries different logistics than one already in the water, letting brokers plan yard access instead of assuming dockside access.
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
Pre-Purchase Marine Survey lead-intake FAQs
What happens if a buyer hasn't identified a specific boat yet?
The intake still captures the inquiry but scores it lower than a buyer who has already picked a vessel, so your team can nurture the lead instead of booking yard time prematurely.
Why does the form ask whether the buyer has seller authorization?
Scheduling a survey without seller authorization is the exact scenario that wastes yard time, so that answer carries meaningful weight in the lead score.
Can the intake tell the difference between a sailboat, powerboat, or yacht survey request?
Yes, the vessel type question routes leads by category so a request for a catamaran survey isn't handled the same way as one for a commercial vessel.
Does it matter if the vessel is hauled out versus in the water?
Yes, an in-water vessel is treated as more time-sensitive since dockside access and haul-out scheduling logistics differ significantly.
How does the requested timeline change lead priority?
A buyer who needs the survey within a week scores higher than one with flexible timing, helping brokers triage which inquiries need same-day follow-up.
Can this intake also handle leads for yacht brokerage or buying a boat?
This form is built specifically for pre-purchase survey requests; Yacht Brokerage and Buy a Boat leads run through their own dedicated intakes in the same library.
Turn pre-purchase marine survey visitors into qualified jobs
Give every pre-purchase marine survey visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.