SMS Consent & Opt-In Process

Program overview.

• Who receives messages. Only existing, paying business clients of Yachting Advisors (yacht brokerages and yacht-industry businesses). This is a business-to-business communications program. No consumer-facing opt-ins, no purchased lists, no marketing blasts to the general public.
• How consent is collected. Each client completes an intake form during onboarding, after signing a service agreement. The intake form contains a dedicated SMS opt-in section (shown below) in which the client affirmatively checks a box and provides their mobile number. Consent is captured in writing and stored with the client's account record.
• What messages contain. Lead notifications (new inquiries generated by campaigns we manage), account updates (billing reminders, service milestones), and service communications (scheduling, reporting, operational updates from the client's dedicated marketing manager).
• Expected message frequency. Varies by account activity. Typically 1–10 messages per month per client. Across the full client base this is approximately 20 messages per day or fewer.
• Opt-out method. Clients may reply STOP to any message at any time to be unsubscribed, or reply HELP for support information. We also honor opt-out requests made directly to their account manager.

The SMS opt-in section of our client intake form.

The following is a visual representation of the SMS consent block as it appears inside the client onboarding intake form. Every client must actively check the box and enter a mobile number to enroll in SMS; the field is not pre-checked and is not required to use other Yachting Advisors services.

Required disclosures.

The disclosures below are presented to every client at the point of opt-in and are repeated in our written SMS Terms. They are also summarized here for reviewer convenience.