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 live automations later, the numbers below are the brokerage’s, not the pitch’s.

US$18K/mo
Contractor savings and recovered labor value, client-reportedCombined monthly benefit, converted from BRL to USD. Includes reduced contractor spending and the value of time recovered; not entirely cash savings.
16hrs/wk
Broker hours reclaimed each week
<5 min
Per new boat listing, down from over an hour. Timed.
3 automations
Scoped for Carol’s brokerage and brought into everyday use
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

The repetitive work was taking hours out of every week.

The engagement opened the way every Jovadan engagement opens: two weeks of interviews and workflow audit before anything gets built. Preparing images, creating listings, and keeping up with buyers all depended on the founder.

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. Preparing a new listing took over an hour per boat. Adding the brokerage’s watermark to website images also meant repeating the same manual work for each upload.
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 workflows identified for Carol’s firm—not a fixed deliverable count for every engagement: automatic image watermarking, listing preparation, and buyer matching with follow-up.
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
What changed

Three systems scoped for Carol.
Now part of everyday work.

Gmail, Canva, Odisea, eBoat, Bombarco, Instagram and WhatsApp connected to Carol Coelho Consultora Náutica.
The tools and platforms connected in Carol’s workflow.
Automation 01

Automatic image watermarking

Every image Carol uploads to her website automatically receives the brokerage’s watermark. She no longer has to add it to each image by hand, saving over five minutes per image and three hours of work each week.

Over five minutes saved per image. Three hours reclaimed each week.
Automation 02

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 new listing that took over an hour per boat now takes under five minutes. Timed.
Automation 03

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
“I no longer have to sacrifice time with my family to keep up with work. 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
Marcos, co-founder and broker of Carol Coelho Náutica
“Yachting runs on trust, not price. When an owner had to wait for days to see their boat listed, 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.
Current equivalent engagement
$20,000 fixed, ninety daysCurrent Founders’ pricing, including the $5,000 diagnostic. Carol was the first founding client; this is today’s offer, not a restatement of her historical invoice.
Payment
50 / 50 split$15,000 on signature · $15,000 at Day 45.
Current Upkeep offer
$1,500 per month, rate locked for lifeCurrent Founders’ pricing. Carol chose ongoing maintenance so the time her team reclaimed stays theirs; this is not a change to her signed agreement.
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.