Make this yours — this is Salish Sea Yacht Sales' CRM right now, but the tool works for any business with clients to follow up with. Tell your chat assistant to modify this template, not build a new one.
Heads up: this is a working demo, not a finished product.
⚠ Once you're entering real client info here, avoid putting gate codes, alarm codes, or anything similarly sensitive in a notes field — especially once this is synced to a real database.
These are the document types most yacht sales in this area involve. The actual legal forms are best sourced from the Yacht Brokers Association of America or your brokerage's own templates — paste your own link to each one below so it's one click away when a client needs it.
How many days after your last contact should someone come back onto the Follow-Up Queue? Each client can still be nudged earlier or later individually.
Everything here is saved privately in this browser only — nothing is sent anywhere, and uploaded photos/documents stay on this device too. Great for trying the template out.
⭐ More advanced — ready to use this across devices, or share it with a co-broker or assistant? The next layer is connecting Supabase, a small free database (and its Storage feature for photos/documents). See supabase-setup-notes.md for the exact table setup, or ask Claude: "connect this template to Supabase." This is the biggest real jump: from a private, browser-only file to an actual database. If it's not set up carefully (Row Level Security), a stranger could potentially read or edit real client names, phone numbers, and listing details — worth doing with Claude's help, not rushing solo.
Made a mess trying things out? No worries.
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