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Boston Electric Boats

Discovery Call Guide Let's Get Aligned

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Hey Patrick!

We've already done a deep dive on BEB — your website, FAQ (all 35 answers), pricing via Peek, customer reviews, competitor landscape, and more. Most of the groundwork is done.

This call is about the stuff only you know — your goals, how you currently operate, and how you want the chatbot and social media to work. We'll check items off as we go.

You can also check out everything we've prepared at your Client Portal — all the research, brand brief, and the full enrichment questionnaire are there.

1

Goals & Big Picture

Let's Discuss
What are your main goals right now?
More bookings? Brand awareness? Repeat customers? Growing corporate events?
When are your peak vs slow booking periods?
Which months are packed? Which need a push? Weekdays vs weekends?
How active is boat sales vs rentals?
Rough split — should we promote Duffy sales or keep focus on rentals?
2

Chatbot

Let's Discuss
What we've already built into the chatbot knowledge base: All 35 FAQ answers, 3-tier pricing with all-in totals, cancellation policies, USCG Six-Pack rule, boat features, parking/transit info, nearby restaurants, sunset times, and occasion guides.
What questions do customers ask most often?
Phone calls, emails, DMs — what comes up again and again?
Any questions that are annoying or repetitive?
These become the chatbot's top priority answers
Should the chatbot link directly to the Peek booking page?
e.g., "Ready to book? Here's the link" — yes or no?
Any topics it should NOT answer?
Legal, liability, insurance, employee matters — anything off-limits?
When the bot can't answer, where should it send people?
Phone (617-981-5684)? Email? Contact form?
We suggest a casual, fun tone — "like a friend who works at the dock." Sound right?
Or would you prefer more professional?
3

Marketing & Social Media

Let's Discuss
Who manages social media currently? What tools?
You? An employee? Agency? Later, Hootsuite, manual?
Current posting cadence — how often, which platforms?
e.g., 3x/week on Instagram, nothing on TikTok
What content types perform best?
Reels, carousels, stories, static posts — what gets engagement?
What's Nerd Marketing's ongoing role?
Built the site? Ongoing SEO? Hands-off now?
Marketing budget / ad spend?
Running Meta ads? Budget range? Organic only?
Any brand guidelines or asset library?
Style guide, photo library, video footage — or starting fresh?
Do guests tag @bostonelectricboats? Any UGC?
User-generated content could be a goldmine
Any existing video footage?
Drone, customer videos, promo reels — or need to create?
4

Pricing & Operations

Fill Gaps
We confirmed from Peek checkout: BYOC 6 pax ($439–$469, all-in ~$519), BYOC 12 pax ($519–$559, all-in ~$672), Captain 6 pax ($639–$659, all-in ~$762). No Captain 12 — USCG Six-Pack license caps at 6 passengers.
Do prices change by season, or just weekday vs weekend?
Same all year? Higher in July-August? Sunset slot premiums?
Any group or corporate discount structures?
Multi-boat discounts? Custom corporate pricing?
The Boat Rentals page shows "$499" — outdated or simplified?
Waiting area at the dock for early arrivals?
How big is the cooler? Charcuterie add-on — delivered to the boat or dock?
How long does the battery last beyond the 2-hour rental?
5

Boat Sales

If Time
Do you help connect buyers with financing / lenders?
Does BEB offer service or maintenance for boats you sell?
Would you consider rental-credit-toward-purchase?
Could be a great sales incentive
6

Quick Confirms

Verify
We pre-filled these from our research. Just let us know if anything looks off — otherwise we'll run with it!
Parking suggestions accurate?
Lewis Wharf lot, Sargent's Wharf, Aquarium T stop
Tipping guidance — any official policy?
We suggested: no tip for self-drive, 15-20% for captained
Occasion list look right?
Birthdays, bachelorettes, corporate, proposals, date night, family
Restaurant recommendations — your personal favorites?
We listed Sail Loft, Joe's Waterfront, North End spots
Do people book for photo shoots?
What did customers consider before choosing BEB?
Our research found zero direct competitors in Boston