Know which boat haul-out leads are worth inspection time
Ask every vessel owner for boat type, length, and reason for haul-out before you commit yard time, and collect vessel photos and ownership documentation right inside the intake.
The exact intake your boat haul-out leads complete
This is the real 7-question guided intake for Boat Haul-Out — the same flow your customers finish before you ever pick up the phone.
What a qualified boat haul-out lead should tell you
Lifting a vessel out of the water using a marina hoist, crane, or trailer for storage, transport, repair, or inspection — qualification hinges on vessel type, length, current location, and the reason for the pull.
- Vessel Be Hauled Out
- How Long Vessel In
- Boat Hauled Out
- Vessel In Water At
- Soon Haul-Out Service
- Owner Or Authorized Representative
- Vessel'S Current Location Or
The questions your team needs answered
Every boat haul-out intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| What type of vessel needs to be hauled out? | Vessel type determines what lift equipment and slip space needs to be reserved before the yard commits to the job. |
| Approximately how long is the vessel in feet? | Length determines whether the yard's hoist or trailer can handle the vessel, avoiding wasted scheduling on an oversized boat. |
| Why do you need the boat hauled out? | The stated reason for haul-out is one of the highest-weighted answers, separating urgent repair or transport work from routine seasonal storage. |
| Is the vessel currently in the water at a marina or dock? | Confirming the vessel is currently in the water at a marina signals it's ready to be pulled now, which is weighted for scheduling readiness. |
| How soon do you need the haul-out service? | Timeline weighting lets immediate and this-week requests get prioritized ahead of owners who are still just planning ahead. |
| Are you the owner or authorized representative for this vessel? | Ownership confirmation is weighted second-highest since committing yard time for an unauthorized party wastes a scheduling slot. |
| What is the vessel's current location or nearest marina? | The vessel's current location gives the team travel and logistics detail before dispatching a haul-out crew. |
How Cliont scores boat haul-out leads
Every answer is weighted automatically — no manual review required.
Value signals
- Seasonal storage
- Repair or maintenance
- Transport or relocation
- Inspection or survey
- Other
- Vessel In Water At: yes
Urgency signals
- Personal watercraft
- Vessel In Water At
- Immediately
See the lead your team receives
Boat Haul-Out Lead – Repair, Immediate
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 haul-out workflows
| Cliont capability | Boat Haul-Out application |
|---|---|
| Weighted answer scoring | Reason for haul-out (repair, transport, seasonal storage, or inspection) carries different weights, so repair and transport requests rise above routine storage requests in the queue. |
| Urgency flagging | Immediate and this-week timeline answers are flagged ahead of leads that are just planning ahead, keeping the yard schedule focused on real near-term work. |
| Ownership verification prompt | The owner/authorized-representative question is weighted heavily, so leads answering no can be routed for a manual check before any yard time is reserved. |
| Location capture for dispatch | The vessel's current location or nearest marina feeds straight into the CRM record, giving the team travel and logistics context before quoting the job. |
Common boat haul-out lead scenarios
Repair pull needed immediately
A sailboat owner selects repair or maintenance as the reason, confirms the vessel is currently in the water, and needs it out immediately — the highest-weighted combination for same-week scheduling.
Seasonal storage, no rush
An owner planning ahead for winter storage picks a lower-urgency timeline, so the lead routes as a standard job rather than competing for open yard slots this week.
Personal watercraft quick turnaround
A jet-ski owner needs a fast haul-out despite the vessel's small size — the PWC and 'in water now' answers flag it as urgent even though it needs minimal yard space.
Authorization unclear on request
Someone requests a haul-out but answers no to being the owner or authorized representative, prompting a follow-up before yard time gets reserved for a vessel they can't release.
Out-of-state relocation haul
An over-50-ft vessel needs to come out for transport to a different marina, with the free-text location field giving the team distance and logistics detail before quoting.
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 marina services intake templates
Boat Haul-Out lead-intake FAQs
How does the intake account for different vessel sizes?
Owners select a length range from under 20 ft to over 50 ft, so the team can confirm hoist or trailer capacity before agreeing to a haul-out slot.
Can the intake tell me if the requester is actually authorized to move the boat?
Yes — the intake asks directly whether the requester is the owner or an authorized representative, and this answer carries one of the highest weights in the score.
What if the vessel isn't currently at a marina or dock?
The intake captures current status separately, and a vessel not in the water at a marina scores lower on readiness, which helps the team plan logistics differently before scheduling.
Does the intake capture why the customer needs the haul-out?
Yes — reasons like repair, seasonal storage, transport, or inspection are each weighted, so repair and transport requests can be prioritized over routine seasonal pulls.
Will urgent haul-out requests be flagged ahead of routine ones?
The timeline question distinguishes immediate and this-week requests from leads that are just planning ahead, and that answer is one of the top-weighted signals in the score.
Can I see where the vessel is before I commit a crew?
The intake includes a free-text field for the vessel's current location or nearest marina, which the team can review before dispatching a haul-out crew.
Turn boat haul-out visitors into qualified jobs
Give every boat haul-out visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.