Forms: branded lead capture for shows and partners

Lead capture that actually works

Boat shows are chaos. Your team works a stand, talks to prospects, and collects business cards. Back at the office, someone manually enters those cards into a spreadsheet. Three weeks later, follow-up emails go out. By then, the person has forgotten the conversation.

Yachtbase forms put a tablet in the hands of every broker at the show. The form is branded with your logo and colours. Each team member has a personal link, so submissions are attributed to them automatically. The prospect fills the form in 90 seconds. Yachtbase creates a client record and enquiry instantly. The next morning, a personalised thank-you email lands in the prospect's inbox. Your team can see results live on a dashboard—new submissions, contacted prospects, qualified leads.

Forms work for any business scenario: boat shows, website lead capture, broker applications, service requests. You can make them multilingual so prospects fill them in their language. You can create a templated form (e.g. a Cannes Yachting Festival template) and reuse it across shows. You can set conditional logic so the form adapts based on their answers (if they select "sale", ask about budget; if they select "charter", ask about dates).

What you can do now

• Create a branded form: Upload your logo and Yachtbase extracts your brand colours automatically. Customise the colours manually if needed.
• Choose a template: Start from a general enquiry form, yacht purchase, charter request, or event RSVP. Or build from scratch with 20 different field types.
• Build multi-step forms: Break the form into pages so it is not overwhelming. Conditional logic means questions only appear when relevant.
• Add personal links: Generate a unique link for each salesperson. Submissions are tagged with their name. At a show, each broker has their own link.
• Make it multilingual: Create the form in English, French, German, Spanish and more. Prospects answer in their language.
• Set up thank-you emails: Send an immediate thank-you, or schedule it for the next morning, or the next business day. Yachtbase renders the email and tracks opens and clicks.
• See live results: During the show, watch submissions arrive on a live dashboard. Share the dashboard with a partner so they see real-time lead results.
• Map to CRM automatically: Form submissions create clients and enquiries in your CRM instantly. No data entry.

Why it matters

Most boat shows generate hundreds of business cards but only a handful of deals. The gap is follow-up. By the time the follow-up email arrives, the prospect is talking to someone else.

A form on a tablet, a CRM client created instantly, and a thank-you email the next morning changes the conversion rate. The prospect sees you are organised and serious. Your team does not have to spend a day entering cards. You close more deals because you follow up faster.

Available

Available to every workspace on Core, Professional and Enterprise plans.