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Marine playbook

Never let a sales or brokerage enquiry go cold

Every call and web chat about a new boat, a used listing, or a brokerage becomes a captured, qualified lead with the vessel type, budget, and timeline, then routed to the right person before the buyer rings the next yard.

  • Web visitors enquiring about listings leave no contact when no one answers
  • Hot buyers go cold while your sales team is out on a sea trial
  • No way to separate a casual browser from a ready buyer this month
  • Brokerage and trade-in enquiries get lost between inboxes
The architecture

Lead capture is the same capture, qualify, notify, resolve flow, tuned to score buying intent.

HOW THE DATA MOVES 1 Capture boat + budget 2 Qualify buyer intent 3 Notify sales rep 4 Booked or escalated Every conversation ends as a record in your system, not a lost call.
How the data moves Capture, qualify, notify, resolve. Every conversation ends as a record, not a lost call.

Qualified leads, not just messages

A name and a "call me back" is not a lead. Your genie asks the questions that tell your sales team whether this is a buyer ready to sea-trial this week or someone browsing listings, and it does it in a natural conversation, not a form the visitor abandons.

Captures

Name, number, vessel type of interest, new or used, and how they found you.

Qualifies

In-market timeframe, budget range, and whether they have a trade or brokerage vessel.

Routes

Sends it to new sales, brokerage, or service so the right desk follows up.

Every enquiry reaches your team the moment the conversation ends — nothing waits for someone to check voicemail. Read the platform-level architecture guide to see how the lead data moves.

The other workflows

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The qualification questions, the lead routing rules, and the copy-this Genie brief. One email.

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