Global superyacht charter agency, AI Blueprint
A global superyacht charter agency providing central agency and retail charter representation across international markets. Small team. More than 5,000 contacts in the CRM.
The problem
The team used their CRM for basic contact management but had not configured it to run automated sequences, identify dormant contacts or work the re-engagement opportunity already sitting inside the existing base. Alongside that: inquiry triage, calendar management, content production and the coordination of complex charter transactions, all carried by a small team with no automation reducing the load.
What we built
Structured assessment across tools, workflows and core functions. Seven opportunity areas identified across CRM automation, lead generation, content repurposing, internal reporting, return-client re-engagement, calendar coordination and internal knowledge management, each assessed for impact, effort and sequencing. A three-phase adoption roadmap: Foundations, Automation, AI Enablement.
The outcome
Seven mapped opportunity areas and one clear near-term priority: the existing CRM, properly configured for re-engagement, carried a 10 to 20 percent reactivation potential across a dormant segment of 5,000+ contacts. No new tool required. The highest-return next move was already inside a system the agency already owned.
Produced through Kristina's maritime practice. Details are anonymised at the client's request.