Case Study No. 01 · Founders’ Edition · On continuation

Every inquiry and listing at
Carol Coelho Náutica waited on Carol.
Forty-nine days later, they don’t.

A boutique yacht brokerage in Brazil, trusted by its buyers and buried in its own admin. The founder answered every inquiry herself, wrote every listing from a blank page, and carried every follow-up in her head. Three production systems later, the numbers below are the brokerage’s, not the pitch’s.

$105K/mo
Added to monthly revenue, a 43.5% increase
16hrs/wk
Broker hours reclaimed each week
5 min
Median first response to a buyer inquiry, from hours
49 days
To all three systems live, ahead of the ninety-day plan
The brokerage

Trusted by its buyers.
Manual for itself.

Sector
Yacht brokerageSail and motor yacht sales, listings, and buyer representation.
Website
carolcoelhonautica.comYachts brokered on Brazil’s coast.
Buyer
Carol Coelho, Founder & BrokerOwns the client relationships, makes the call.
Channels
Listing portals · WhatsApp · a shared inboxWhere every inquiry and listing lived before the systems.
The diagnostic, Days 1–14

Nobody said bottleneck.
The inbox said it for them.

The engagement opened the way every Jovadan engagement opens: two weeks of interviews and workflow audit before anything gets built. The problem was not hiding. It was sitting, unanswered, in the founder’s inbox.

Days 1–2
Stakeholder interviews. The founder and the support team, asked the same question: what do you wait on? Every answer named the same person: the one who had to see every inquiry, every listing, and every follow-up first.
Day 4
Shadowed one listing, end to end. From the seller’s photos and specs to a published listing, social posts, and an email to the buyer list: the better part of a working day, written from a blank page, every single time.
Day 6
Followed the inquiries. Buyers wrote from the portals and on WhatsApp, and the fast ones went to whichever broker replied first. Inquiries routinely aged hours before anyone answered, and each buyer’s preferences lived only in the founder’s memory.
Day 9
ROI-ranked opportunity matrix. Every recurring workflow scored on hours recovered, deals at risk, and payback period. Three chosen: the three that put broker hours back and stopped inquiries and buyers from slipping through.
Day 12
Signed ninety-day plan. Nothing built yet. But Carol knew exactly which three systems were coming, in which order, and why.
My first client wrote on a Friday; by Monday they had bought through another broker. I didn’t need the diagnostic to tell me I had a problem. I needed it to put a number on it, and that number is what made me sign.” Carol Coelho · Founder & Broker, Carol Coelho Náutica
Build sprints, Days 15–49

Three systems, all live by Day 49.
Forty-one days ahead of plan.

Day 21

Speed-to-lead & buyer qualification

Every inquiry (portal, WhatsApp, or the site) is captured, answered within minutes in the brokerage’s voice, and qualified. Serious buyers are flagged live, and each buyer’s wishlist is captured automatically. Carol approves the personal replies; nothing important sends itself.

Inquiries that aged hours in the inbox now get a first response in minutes.
Day 35

Listing-to-market engine

A new yacht’s specs and photos go in once; a full marketing package comes out: listing copy, spec sheet, social posts, and an email announcement. Carol reviews the specs and approves; the pipeline handles the rest.

A listing that took most of a day now goes out same-day, reviewed and published.
Day 49

Buyer-match & nurture

Every new or price-dropped listing is matched against buyer wishlists and sent to the buyers who fit, with a personal note. Quiet buyers surface before they go cold. Carol keeps the send button; the system never forgets a follow-up.

No matching buyer misses a listing, and no warm buyer goes dark unnoticed.

Each system shipped with the standard fittings: observability dashboards, an evaluation suite, a founder-controlled kill switch, and a one-page runbook. Carol Coelho Náutica owns all of it, in their accounts, on their stack.

In their words

The hours came back
to named people.

Carol Coelho, founder and broker of Carol Coelho Náutica
“A buyer told me I was the last broker he contacted and the first who answered. And dinner with Leonardo, my one-year-old, is just dinner now, not an hour of wondering which client I’ve left waiting.”
Carol Coelho · Founder & Broker
“Yachting runs on trust, not price. When a buyer waited days for a reply, they didn’t just feel ignored; they started to doubt everything else about us, and that doubt is the most expensive thing a broker can carry. Now no one waits, and the confidence I’d watched slip away came back.”
Marcos · Co-Founder & Broker
The signed plan

Founders’ Edition terms,
exactly as published.

Entry
$5,000 diagnosticTwo weeks. Credited in full toward the engagement on continuation.
Engagement
$30,000 fixed, ninety daysFounders’ Edition No. 01 of three.
Payment
50 / 50 split$15,000 on signature · $15,000 at Day 45.
Continuation
$7,000 per month, rate locked for lifeSigned off early, after all three systems shipped by Day 49. Weekly leadership call, four-hour SLA, founder cell.
Case study
Named and publicThis page is that clause, honored.
Two Founders’ Edition seats remain

Your firm has its own
day-long listing.

The diagnostic finds it in two weeks and puts a number on it. Whichever way you decide afterward, the roadmap is yours to keep.

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