Know which yacht leads are worth inspection time
Every enquiry captures buy-or-sell intent, size range, condition, and whether the vessel is already in your region, plus title and registration documents, before it lands in your CRM.
The exact intake your yacht brokerage leads complete
This is the real 7-question guided intake for Yacht Brokerage — the same flow your customers finish before you ever pick up the phone.
What a qualified yacht brokerage lead should tell you
Brokerage support for owners and buyers transacting a yacht, confirming ownership, vessel size, condition, and location before a broker commits time to a listing or an inspection.
- Buy Or Sell Yacht
- Own Yacht Want Sell
- Size Range Best Describes
- Current Condition Yacht
- Complete This Transaction
- Have Documentation Such As
- Yacht Located In Region
The questions your team needs answered
Every yacht brokerage intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Are you looking to buy or sell a yacht? | Determines whether the lead needs the buyer path or the seller path, which changes every downstream question and how the lead is scored. |
| Do you currently own the yacht you want to sell? | Confirms the seller actually owns the vessel before any listing paperwork or yard time gets scheduled. |
| What size range best describes the yacht? | Flags whether the vessel falls in a size range your brokerage typically handles, affecting valuation and logistics planning. |
| What is the current condition of the yacht? | Signals how much prep or repair work stands between the vessel and a sale-ready listing. |
| When are you hoping to complete this transaction? | Separates immediate transactions from exploratory enquiries so inspections get prioritized correctly. |
| Do you have documentation such as title or registration for this yacht? | Flags sellers who don't yet have title or registration paperwork, which can delay a sale even after inspection. |
| Is the yacht currently located in the region where you want brokerage services? | Shows whether the vessel is already in your service region or will require added logistics to bring it in for inspection. |
How Cliont scores yacht brokerage leads
Every answer is weighted automatically — no manual review required.
Value signals
- Own Yacht Want Sell: yes
- Ready to use
- Needs minor repairs
- Needs major repairs
- Not applicable, I'm buying
- Yacht Located In Region: yes
Urgency signals
- Immediately
See the lead your team receives
Yacht Brokerage 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 yacht brokerage workflows
| Cliont capability | Yacht Brokerage application |
|---|---|
| Conditional branching | Sends buyers straight past ownership and condition questions while sellers confirm ownership, condition, and documentation in the same flow. |
| Weighted lead scoring | Combines ownership, condition, and regional-location weights so a ready-to-use yacht already in your region outranks a distressed vessel located elsewhere. |
| Document capture | Confirms title or registration status up front, flagging sellers without paperwork before yard time gets scheduled for the wrong vessel. |
| CRM routing | Pushes scored buy, sell, or both-side leads into your CRM with size range, condition, and timeline attached so brokers can prioritize inspections. |
| Timeline segmentation | Separates 'Immediately' transactions from 'just exploring' enquiries so inspection scheduling reflects real urgency, not just enquiry volume. |
Common yacht brokerage lead scenarios
Ready-to-list seller, in region
Owns the yacht, condition is ready to use, transaction wanted immediately, and the vessel is already in your service region — this scores as an immediate inspection candidate.
Buyer still exploring options
Selected buy, unsure of size range, and marked 'just exploring options' on timeline — routed to your CRM but flagged for nurture rather than same-week inspection.
Distressed vessel out of region
Seller owns the boat but it needs major repairs and sits outside your service region, so the intake surfaces the logistics gap before yard time gets booked.
Large yacht, both buy and sell
Selected 'both' on transaction type with a vessel over 80 ft and no title or registration on file yet — a high-value lead that still needs a documentation follow-up.
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
Yacht Brokerage lead-intake FAQs
How does the intake handle both buyers and sellers on the same form?
The buy-or-sell question at the start branches the rest of the intake, so a buyer skips ownership and condition questions while a seller confirms both, plus documentation and location.
Why does the intake ask about yacht size range?
Size range (under 40 ft, 40 to 80 ft, over 80 ft) helps you route the lead to the right broker and anticipate valuation and yard logistics before you commit to an inspection.
Does the vessel's condition actually change lead priority?
Yes. Ready-to-use and minor-repair vessels score higher on the seller side than those needing major repairs, so you can see at a glance which listings are closer to sale-ready.
What if a seller doesn't have title or registration ready yet?
The intake still captures the lead but flags missing documentation, so your team can chase paperwork before scheduling yard time for a vessel that isn't legally ready to move.
Why does it matter whether the yacht is already in my region?
Vessels already located in your brokerage region score higher than those elsewhere, since bringing a boat into region for inspection adds cost and time to the transaction.
How is this different from the Sell a Boat or Buy a Boat forms?
Yacht Brokerage adds ownership, documentation, and regional-location questions on top of size and condition, reflecting the higher stakes and paperwork involved compared to the general Sell a Boat or Buy a Boat intakes.
Turn yacht brokerage visitors into qualified jobs
Give every yacht brokerage visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.