Boatshed Modular Processes and Tasks

Boatshed Modular Brokerage – Internal Guidance Documentation

Introduction

Boatshed Modular is a collaborative model allowing multiple parties to contribute to the sale of a boat through distinct but connected roles. Each "Process" represents a step in the boat sales journey, and participants are compensated with a share of the final brokerage commission. This guide outlines the responsibilities, workflows, and expectations for each process.

🔧 Process 1: Introduce a Listing

Objective:

Generate and register genuine boat sales leads.

Responsibilities:

• Identify boats for sale in your area.
• Register the seller and boat on the Boatshed Dashboard within two months.
• Confirm the lead was independently sourced (not from Boatshed.com or its feeds).

Commission:

Up to 20% of final broker’s commission.

Notes:

This process allows individuals to earn from generating leads even if they don’t handle the sale directly.

🛟 Process 2: Local Liaison

Objective:

Be the on-the-ground representative for a boat listing.

Responsibilities:

• Meet the owner and visit the boat in person.
• Collect full details, including inventory and condition.
• Take high-quality, anonymised photos and video walkthroughs.
• Photograph documentation (e.g., registration, VAT evidence).
• Draft broker's comments and upload content to the Dashboard.
• Attend viewings and surveys.
• Support Process 3 with logistics like sea trials and post-sale handover.

Commission:

20% of the broker’s commission.

Key Standards:

Ensure all images meet Boatshed’s quality standards.

📞 Process 3: Brokerage Services

Objective:

Manage the relationship with the seller and handle all buyer communications.

Responsibilities:

• Accept listings via the Dashboard when a customer completes the "Sell My Boat" form.
• Contact seller, explain process and agree commission rates.
• Request listing agreement via Process 4.
• Coordinate listing info gathering with Process 2.
• Verify listing content and activate it.
• Conduct valuation and price discussions with seller.
• Ensure boat name is anonymised in photos.
• Request marketing campaigns from Process 4.
• Respond to enquiries and “5-view” alerts.
• Coordinate viewings, sea trials, and feedback.
• Manage negotiations and offers.
• Oversee sales process and handover coordination.
• Cover third-party advertising expenses if required.

Commission:

20% of the broker’s commission.

Note:

This is the central operational role and requires continuous communication with both Process 2 and 4.

🧾 Process 4: Administration & Compliance

Objective:

Ensure all legal, financial, and operational compliance.

Responsibilities:

• Send digital listing agreements for signature.
• File contracts in Google Drive.
• Manage marketing to external sites.
• Provide legal support and confirm terms of sale.
• Oversee financials via the client account.
• Assist brokers with documentation and negotiations.
• Verify that processes are followed correctly.

Commission:

20% of the broker’s commission.

Systems:

Utilizes Boatshed’s document signing, Google Drive, and marketing tools.

💻 Process 5: Platform Management

Objective:

Operate and maintain Boatshed’s technology and customer platform.

Responsibilities:

• Generate buyer leads through websites and feeds.
• Manage CRM and email marketing tools.
• Provide support via ticketing and help guides.
• Ensure data privacy, cybersecurity, and GDPR compliance.
• Deliver hosted emails and technical tools to brokers.
• Maintain and evolve the Boatshed sales dashboard.
• Cover technical and operational system costs.

Commission:

20% of the broker’s commission.

Key Tools:

Boatshed Dashboard, Boatshed CRM, marketing automation systems.

🔄 Commission Sharing Summary

Each Process (1–5) earns 20% of the final broker’s commission. Individuals may contribute to multiple processes for a larger share.

✅ Best Practices & Compliance

• Use only Boatshed-provided emails and systems for communication.
• Upload all signed contracts to Google Drive (Process 4).
• Ensure full GDPR and Boatshed compliance.
• Complete any mandatory training for your process.
• Maintain regular communication and handovers across Processes.

For Info and Sharing see https://boatshedmodular.com/