Free OpenClaw Skill for Marine and Boat Dealers: Sales and Service Agent (Download)

What this skill does for your marine and boat dealers

• Drafts the marine lead BDC cadence (12 min, 1 hour, 24 hour, 72 hour, 7 day) wired to DockMaster, Lightspeed Marine, ARI, or MMS.
• Pulls the NMMA Certified product positioning into outbound copy so buyers see the manufacturer certification credibility (Sea Ray, Boston Whaler, Grady-White, etc.).
• Handles USCG documented vessel paperwork for boats over 5 net tons or buyers who plan international travel, with the documentation timeline pre-baked.
• Manages the marina slip waitlist for dealers with on-site dockage, drafts the offer when a slip opens, prioritizes existing customers.
• Runs Miami International Boat Show, Fort Lauderdale Boat Show, and regional show lead capture, badge scan ingest, and 14-day post-show follow-up cadence.

What's inside this OpenClaw skill

The full file you download, indexed below for search engines and for operators who want to read before they install.

---
name: marine-sales-and-service-agent
description: Lead BDC cadence, NMMA Certified product positioning, USCG documented vessel paperwork support, marina slip waitlist management, and boat show lead capture for marine and boat dealers. Integrates with DockMaster, Lightspeed Marine, ARI, MMS.
version: 1.0.0
author: OpenClaw Consult (Adhiraj Hangal)
license: MIT
url: https://openclawconsult.com/skills/marine-dealers
---

# OpenClaw Skill: Marine Dealership Sales and Service Agent

## Overview

This skill turns the OpenClaw agent into the BDC operator, slip-waitlist
manager, and boat show lead handler for a marine and boat dealer. It owns the
inquiry-to-survey BDC cadence, NMMA Certified manufacturer positioning, USCG
documented vessel paperwork timeline, marina slip waitlist with priority
logic, and the multi-day Miami / Fort Lauderdale / regional boat show lead
cadence.

Designed for single-location and multi-location marine dealers running
DockMaster, Lightspeed Marine, ARI, or MMS. Coastal dealers with on-site
dockage get the full slip waitlist workflow. Inland dealers serving lake
boats and trailerables get the show-and-service focus.

## What this skill does

1. Marine lead BDC cadence (12 min, 1h, 24h, 72h, 7d)
2. NMMA Certified product positioning for Sea Ray, Boston Whaler, Grady-White, Regal, Tiara, etc.
3. USCG documented vessel paperwork timeline (CG-1258, CG-1261, renewal)
4. Marina slip waitlist with priority weighting
5. Miami / Fort Lauderdale / regional boat show lead capture and 14-day cadence
6. Seasonal service: pull and launch, bottom paint, engine service hours-based

## Triggers

```yaml
triggers:
  - type: heartbeat
    schedule: "0 8 * * *"           # Daily 8am
    action: bdc_morning_queue_review

  - type: heartbeat
    schedule: "0 9 * * 1"           # Mondays 9am
    action: slip_waitlist_review

  - type: heartbeat
    schedule: "0 9 * * 1"           # Mondays 9am
    action: documentation_pipeline_check

  - type: heartbeat
    schedule: "0 9 1 9 *"           # September 1 (pre-pull season)
    action: kickoff_pull_campaign

  - type: heartbeat
    schedule: "0 9 1 3 *"           # March 1 (pre-launch season)
    action: kickoff_launch_campaign

  - type: on_event
    event: dms.lead_received
    action: enter_bdc_cadence

  - type: on_event
    event: show.badge_scan_imported
    action: enter_post_show_cadence

  - type: on_event
    event: dms.deal_in_documentation
    action: kickoff_uscg_documentation_workflow
```

## Workflow: lead BDC cadence

When a lead inquires, the agent:

1. Parses the inquiry for hull type (center console, cruiser, sportfisher, day boat, sailboat, pontoon), length range, brand interest, freshwater or saltwater, and trade signal
2. Drafts the 12-minute acknowledgment with hull-type and brand specificity in the response
3. Day-1 follow-up with inventory match: 3-4 hulls fitting the interest profile
4. Day-3 sea trial offer if buyer is local
5. Day-7 follow-up with the NMMA Certified manufacturer positioning if relevant brand
6. Day-14, day-30, day-60 reactivation

## Workflow: NMMA Certified positioning

For prospects shopping NMMA Certified brands (Sea Ray, Boston Whaler, Grady-White, Regal, Chaparral, Tiara, Pursuit, and many others), the skill drafts the certification positioning into outbound copy:

- NMMA Certified manufacturers commit to production-quality standards, safety, and warranty consistency
- For buyers comparing against non-certified imports, kit boats, or used boats from unknown builders, the certification is a real differentiator
- The skill never disparages non-certified brands directly; it frames the certification as a positive

## Workflow: USCG documented vessel paperwork

For boats over 5 net tons (most boats over 26 feet) or boats intended for international travel, USCG documentation rather than state titling is typically the right call.

The skill:

1. Identifies eligibility: hull length, net tonnage estimate, intended use (commercial vs. recreational, international vs. domestic)
2. Drafts the buyer-facing timeline communication: typical first-time documentation takes 4-8 weeks; renewal is annual
3. Lists the required forms: CG-1258 (Application for Documentation), CG-1261 (Bill of Sale), CG-1340 (Statement of Builder)
4. Coordinates with the dealer's documentation agent or USCG documentation service (Vessel Documentation, US Vessel Documentation, etc.) for filing
5. Manages the buyer's expectations through the documentation window so closing does not stall

The dealer's documentation agent files. The skill manages the timeline communication.

## Workflow: marina slip waitlist

For dealers with on-site dockage, the slip waitlist is a retention asset.

The skill maintains the waitlist with priority weighting:

1. Existing customers with current boats sold by the dealer (highest priority)
2. Existing customers buying their next boat from the dealer
3. Multi-vessel customers
4. New-to-the-dealer customers who recently purchased
5. Transient inquiries (lowest priority)

When a slip opens, the skill:

1. Reads the slip's dimensions (length, beam, depth)
2. Matches against the waitlist for boats fitting the slip
3. Drafts the offer to the highest-priority customer whose boat fits
4. Sets a 48-hour decision window
5. Cascades to next priority if declined

## Workflow: Miami / Fort Lauderdale / regional boat show

The major US boat shows (Miami International Boat Show, Fort Lauderdale International Boat Show, Annapolis, Newport, Detroit) drive hundreds of leads in a long weekend.

The skill:

1. Ingests the badge scan export from the dealer's show software
2. Classifies each scan: hot (sea trial requested, specific model interest), warm (engaged 5+ minutes at the booth, gave business card), cold (raffle entry only)
3. Day-3 post-show first touch (deliberate delay; the show buzz needs to settle)
4. Day-7 follow-up keyed to qualification tier
5. Day-14 follow-up
6. Day-30, day-60 reactivation for warms that did not convert

Hot leads are routed to the Sales Manager for personal attention. Warms get the structured cadence. Colds go to monthly newsletter only.

## Workflow: seasonal pull and launch

For markets with winter haulout (Northeast, Great Lakes, Pacific Northwest):

**Q4 Pull (September to November):**

- Personal reminders to each customer with the boat's specific haulout requirements
- Booking link for pull date and yard storage
- Bottom paint inspection upsell during the haul
- Winterization service bundle: engine, water systems, electronics

**Q2 Launch (March to May):**

- Personal reminders with launch date booking
- Spring shake-down service offer
- Bottom paint refresh if scheduled

For year-round markets (Florida, Gulf Coast, Southern California), the cadence shifts to engine-hours-based service:

- Mercruiser, Yamaha, Mercury, Volvo Penta typical schedules built in
- Hour-based reminders pulled from the dealer's service history

## Message templates

```yaml
templates:
  bdc_12_min_marine:
    body: |
      Hi {customer_first_name},

      Thanks for reaching out about the {year} {make} {model}. Quick questions
      to send you the right info:

      1. Primarily {fishing_cruising_watersports_day_boat}?
      2. Saltwater or freshwater?
      3. Any current boat as a trade?

      Reply when you have a minute. The {model} in our inventory has
      {differentiating_spec}.

      {bdc_first_name}, {dealership_name}

  nmma_certified_memo:
    body: |
      Hi {customer_first_name},

      You asked about the build quality on the {brand_model}. Worth knowing:
      {brand} is NMMA Certified. That means {brand}'s production line is
      audited annually by NMMA against safety, electrical, fuel system, and
      warranty consistency standards.

      For a boat you plan to keep {expected_ownership_years} years, the
      certification matters when you resell and when warranty work comes up.

      Happy to walk you through the spec sheet if useful.

      {bdc_first_name}

  uscg_documentation_kickoff:
    body: |
      Hi {customer_first_name},

      Congrats on the {model_short}. Given the length and your plans for
      {international_or_size_reason}, we are going to document the vessel with
      the Coast Guard rather than state-title.

      Timeline:
      - Week 1-2: I send you the CG-1258 application and you sign
      - Week 2-3: USCG processes
      - Week 4-8: Documentation certificate issued

      Renewal is annual; we will track it for you.

      Forms attached. Questions? Reply any time.

      {documentation_agent_first_name}

  slip_waitlist_offer:
    subject: "A slip just opened for {customer_first_name}"
    body: |
      Hi {customer_first_name},

      A slip just opened that fits the {boat_name_or_model}:

      - Slip dimensions: {slip_length} x {slip_beam}
      - Depth: {slip_depth}
      - Pricing: {slip_monthly_rate}
      - Available: {available_date}

      You have priority on this slip based on {priority_reason}. The next
      person on the waitlist gets it if you pass.

      48 hours to decide. Reply yes / no.

      {dock_master_first_name}

  miami_boat_show_day_3:
    body: |
      Hi {customer_first_name},

      Thanks for stopping by our booth at Miami this weekend. You asked about
      the {model_seen_at_show}. To make follow-up easy:

      - Spec sheet attached
      - Three available builds in the configuration you mentioned
      - Sea trial slots in {nearest_dealer_market} next week

      Reply with what works.

      {bdc_first_name}, {dealership_name}

  pull_season_reminder:
    subject: "Time to schedule {customer_first_name}'s {boat_short} pull"
    body: |
      Hi {customer_first_name},

      First freeze is forecast for {first_freeze_date_estimate} in {region}.
      Pull schedule is filling for {pull_dates_open}.

      Your {boat_short}'s specific notes from last season:
      {boat_specific_pull_notes}

      Bundle option: pull + winterize + bottom inspection at {bundle_price}.

      Booking link: {pull_booking_link}

      {service_first_name}
```

## Memory keys

```yaml
memory:
  - key: marine.lead_profile[{lead_id}]
    description: Marine lead profile
    schema: { hull_type: string, length_range: string, brand_interest: string, saltwater: bool, trade_boat: string, cadence_stage: string }

  - key: marine.customer_vessel_database[{customer_id}]
    description: Every vessel sold or serviced by the dealer
    schema: { vessel_id: string, length: number, hull_type: string, engine: string, slip_assigned: string, last_service: date }

  - key: marine.slip_waitlist
    description: Slip waitlist with priority weighting
    schema: [{customer_id, priority_tier, vessel_length, added_date}]

  - key: marine.documentation_state[{vessel_id}]
    description: USCG documentation status
    values: [eligible, application_sent, processing, documented, renewal_due]

  - key: marine.show_lead_pipeline[{lead_id}]
    description: Boat show lead qualification tier and cadence
    schema: { show_name: string, qualification: string, cadence_stage: string }

  - key: marine.seasonal_service_state[{customer_id}]
    description: Pull / launch status
```

## Required integrations

| Integration                | Purpose                                       | Read | Write    |
|----------------------------|-----------------------------------------------|------|----------|
| DockMaster                 | Dominant marine DMS                           | yes  | optional |
| Lightspeed Marine          | Marine DMS                                    | yes  | optional |
| ARI                        | Marine and powersports DMS                    | yes  | optional |
| MMS                        | Marine management system                      | yes  | optional |
| USCG Documentation API     | Vessel documentation lookups                  | yes  | no       |
| Show badge scan export     | CSV ingest from show software                 | yes  | no       |
| Twilio (or similar)        | SMS                                           | no   | yes      |
| Email provider             | Outbound email                                | no   | yes      |
| OpenClaw Memory            | Cross-run state                               | yes  | yes      |
| OpenClaw Heartbeat         | Scheduled cadences                            | yes  | yes      |

Write-back to your DMS starts disabled. Most dealers prefer to commit slip
assignments and service status manually until the agent is trusted.

## Compliance notes

For USCG documented vessel paperwork: the skill drafts buyer-facing timeline
communication and lists required forms. Actual filing remains with the
dealer's documentation agent or a USCG documentation service.

For marina dockage: state-level marina regulations vary widely. The skill
does not handle live-aboard tenancy or marina lease terms; those route to
the dealer's GM and the marina counsel.

For NMMA Certified positioning: claims about certification are factual where
applicable. The skill checks the manufacturer against the current NMMA
Certified roster before drafting certification positioning.

For sales tax and registration: state-level boat sales tax and titling varies
significantly. The skill does not file. The dealer's title clerk owns it.

## Configuration

```yaml
config:
  dealership_name: "Your Dealership Name"
  dms: dockmaster                      # or "lightspeed_marine", "ari", "mms"
  region: "Northeast"                  # affects pull/launch cadence
  on_site_dockage: true                # toggles slip waitlist workflow
  fleet_focus:
    - center_console
    - cruisers
    - sport_fishers
  brands_carried:
    - sea_ray
    - boston_whaler
    - grady_white
  approval_mode: sales_manager_approves_all  # or "autonomous_after_2_weeks"
  seasonal_pull_launch:
    pull_season: sept_1_to_nov_30
    launch_season: mar_1_to_may_31
  boat_show_calendar:
    - name: miami_international
      month: february
    - name: fort_lauderdale_international
      month: november
    - name: annapolis_powerboat
      month: october
  cadences:
    bdc_lead: [12min, 1h, 24h, 72h, 7d, 30d_reactivation]
    post_show: [day_3, day_7, day_14, day_30, day_60]
    slip_offer_decision_hours: 48
```

## Quick install

```bash
mkdir -p ~/.claude/skills
mv marine-dealers.md ~/.claude/skills/marine-sales-and-service-agent.md
# Edit the config block to match your store
```

Launch OpenClaw and the skill is live. Run `bdc morning queue review` or
`review slip waitlist` to invoke it on demand, or wait for Heartbeat.

## Want it wired to your stack?

This SKILL.md is the starting point. If you want it plugged into your specific
DMS, your fleet mix, your slip waitlist priority logic, and your boat show
cadence on a fixed-price two-week clock, the door is at
https://www.adhirajhangal.com/work

Install in 60 seconds

1. 1

   Drop the file into your OpenClaw skills directory

   Save the downloaded marine-dealers.md as ~/.claude/skills/marine-sales-and-service-agent.md. OpenClaw picks up new skill files on next agent launch.

2. 2

   Connect DockMaster, Lightspeed Marine, ARI, or MMS

   Edit the integrations block to point at your marine DMS. DockMaster is the dominant integrated platform; Lightspeed Marine, ARI, and MMS cover the rest of the market. The skill ships prompts for each.

3. 3

   Launch in approval mode, validate, then flip BDC templates to autonomous

   Start with the Sales Manager approving every outbound message for two weeks. The skill defaults route anything that touches a final price, a sea trial scheduling for a high-value yacht, or a USCG documentation question to a human. After validation, flip the standard lead acknowledgment, the appointment confirmation, and the slip waitlist offer templates to autonomous.

Example conversation

Common questions

Related free skills