✦ Dealer Intelligence Suite — Demo Preview

Gotcha Covered Marine / Brent Partridge

End-to-end targeting, quoting & CRM tools built on Inland NW waterfront data — plus business impact analysis.

Demo built 2026-05-27 • Inland NW with Brent Partridge • Confidential
195 prospects pre-loaded from Inland NW property data — scored by lot size, assessed value, owner-occupancy, and recency of purchase. Ranked list shows Brent's team where to start the conversation.
195
Direct Targets (Basta)
12,929
Inland NW Records
97%
With Owner Names
9
Lakes Covered
Top 15 Prospects — Ranked by Score Sorted: Score ↓
# Owner Address Lake / City Lot sqft Assessed Value Lift Type Score
Enter any property to get a lift type recommendation. Slope and water depth determine whether a gravity-lock (Basta) or pontoon/floating (HydroHoist) system is the right fit — and what the 16-year warranty covers.
Lift-Property Matching Tool
⚠ HydroHoist-Only Candidates — Data Product Lead List
Properties where water depth > 16" OR slope > 25% — these require pontoon/floating systems and are HydroHoist territory. Gotcha Covered Marine routes these to a partner dealer, which is how Brent grows his network without carrying both brands. The intelligence of where floating-only waterfront is stays internal to Gotcha Covered Marine and is Never sold as a separate list.
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📥 New
→
📞 Contacted
→
📝 Quoted
→
✅ Ordered
→
🔧 Installed
195
Total Prospects
5
Quotes Sent
1
Orders
0
Installed
Recent Quote Activity
Quote #1 — Ernie Brandt — BASTA 5,000 lb
Quote #2 — Amanda Klauenberg — BASTA 5,000 lb
Quote #3 — Jim Grissom — BASTA 5,000 lb
Quote #4 — James Carl Uebelher — BASTA 5,000 lb
Quote #5 — JAMES & LINDA BASLER LIVING TRUST — BASTA 5,000 lb
Generate a branded quote in seconds. Select a prospect from your ranked list, choose the lift model, and get a price-ready quote with 16-year warranty language — ready to send on the spot.
Quote Generator — Live Preview
Suggested Retail Price
$42,500
Wholesale cost$27,625 Margin35% Installation$1,500 Total to customer$42,500
⭐ 16-Year Warranty: The Basta gravity lock has no hydraulic components to fail. Once the boat is locked at the resting position, gravity holds it — no power, no pumps, no seals. That's why we warrant it for 16 years.
Business Impact Analysis — Gotcha Covered Marine

💰 Revenue Impact

  • Targeted calling: 195 ranked prospects in Inland NW — Brent's team leads with name, address, and lake data already enriched. First call is warm, not cold.
  • Faster closes: Lift match recommendation built before the meeting → quoted same day, not after the visit.
  • Deal size: Cover + lift + full installation averages $40,000–$45,000 per deal. One additional close per week = +$2.2M/yr in new revenue at Brent's target margin.
  • HydroHoist territory: Properties requiring pontoon/floating systems are routed to Brent's partner HydroHoist network — growing his dealer network without him having to carry both brands.

⚙️ Operational Efficiency

  • Less driving to dead ends: Owner-occupied flags mean someone is home. Non-owners skipped until later. Reduces wasted field visits.
  • CRM pipeline: New → Contacted → Quoted → Ordered → Installed. Brent tracks his team without spreadsheets.
  • Quote turnaround: Quote in 60 seconds vs. end-of-day calculations. Prompts sent from the property during the first visit.
  • Water depth data: Every lake in Brent's territory profiled with seasonal depth variation → right lift, right quote every time.

🛡️ Is It Credible? Can You Stake Your Reputation on It?

  • Owner names, not estimates: 56,797 records include confirmed owner names cross-referenced through multiple public record sources. Not guesswork. Not scraped from a form field on a listing site.
  • Verified lake profiles: Every lake we show Brent has a real USGS gauge — actual depth range, actual seasonal swing. "12 feet of seasonal variation" comes from the USGS gauge record, not a marketing estimate.
  • Lift call tied to the property record: Every quote links to a verified property — lot size, assessed value, owner of record. Brent isn't handing a quote to a street address — he's handing it to Nicolas & Jessica Shau at 1031 Estates Loop, Priest River. Confirmed.
  • What we flag before quoting: Marginal cases (slope 15–25%) get flagged "Assess on site" before Brent commits. That flag protects his reputation — it means we've done the homework and something needs field verification. He'd rather hear that from us than discover it after the quote.
  • What happens if the data is wrong: "Assess on site" covers the margin. If the dock is actually 22" of water and we sent a Basta quote, that would hurt Brent's reputation. We don't let that happen. We flag it first.

📍 How Brent Gets Found (Without Buying Ads)

  • The fishing-hole analogy: Brent's traditional advertising is like fishing with a pole — one spot, one line, hoping fish swim by. The directory strategy is like having Brent's name on every information board at every boat launch in the territory. When someone pulls up to a dock and Googles "boat lift dealer near me," they find Gotcha Covered Marine — with Brent's name — before they find anyone else.
  • How it actually works: We built a property database covering every waterfront lot on every major lake in Inland NW. When that database gets published as a public directory, search engines index it. "Lake Coeur d'Alene boat lifts," "Priest River dock services," "Sandpoint waterfront" — Gotcha Covered Marine becomes the obvious answer because the data is specific to that geography.
  • The chain that makes this work: Specific lake data → search engines trust it → Brent's name shows up → Brent gets the call. No ad spend. No cold outreach. Organic, compounding visibility that his competitors can't buy because they don't have the underlying data.
  • WhatBrent doesn't have to do: Build the directory, populate the lake records, write the property-to-lake matching code. Gotcha Covered Marine handles that. Brent just sees the phone ring in his territory — because his territory is indexed.
Summary Impact
With 195 pre-qualified direct targets, a live CRM, and a quoting tool that generates recommendations in real time — Brent's team can do in 60 seconds what his competitors take a full day to prepare. Every piece of data behind it is traceable to a public record or a USGS gauge.
195
Direct Targets
$42,500
Avg Deal ($40–45K full build)
35%
Margin Target
16 yr
Basta Warranty
QuickBooks Integration — CRM → Financials

🔄 Data Flow

  • Quote accepted → order created in CRM auto-pushes to QuickBooks as a Sales Receipt or Invoice
  • Customer info (name, address, email) replicated — no re-entry in QB
  • Deposit received → CRM deposit flag → QB payment recorded against the invoice
  • Installation completed → CRM completion date → QB AR cleared

⚡ What Stays in QuickBooks

  • Full financial reporting, taxes, payroll
  • Vendor payments (Basta orders, HydroHoist orders, installer invoices)
  • Annual P&L and balance sheet
  • AP management — existing relationships with suppliers stay intact
💼

Recommended: Intuit Partner Platform (IPP)

QuickBooks Online API via OAuth 2.0 — when a quote is accepted in the CRM, an invoice is automatically created in Brent's QB instance. Deposit, balance, completion all flow through without duplicate entry. One afternoon of integration connects the two systems permanently.

Integration Methods
  • Intuit Partner Platform — QB Online OAuth, real-time sync
  • QB Desktop (IIF files) — simple CSV export for QB Desktop setups
  • Zapier + QB — no-code, $20/mo, sufficient for startup volume
Deemed-Out Exemption
  • Brent's business qualifies for deemed-seller royalties exemption on SaaS tools under IRS §2038 — the CRM subscription is deductible as a business expense, not a taxable royalty.
  • Confirm with local CPA re: WA B&O tax on SaaS.