SmartDock

Onboarding Playbook

Bring SmartDock online in 30 days or less.

This playbook captures how our success team deploys SmartDock with harbors, yacht clubs, and municipal marinas. Copy it, remix it, and use it with your staff.

Phased rollout

Weekly checkpoints to keep everyone marching in sync.

Week 0

Phase 1 — Discover

  • Kickoff call with SmartDock success lead
  • Share slip inventory, rate cards, and billing cadences
  • Align on success metrics + go-live date

Weeks 1-2

Phase 2 — Configure

  • Import or build your slip map + zoning
  • Set up billing plans, deposits, and payment processor
  • Deploy staff accounts with permissions and mobile access

Weeks 2-3

Phase 3 — Train & Simulate

  • Run dock-walk simulations and maintenance workflows
  • Practice renewals + waitlist communications
  • Soft launch boater portal with email templates

Week 4

Phase 4 — Go Live

  • Launch checklist with real-time chat support
  • Monitor adoption dashboards for staff/boaters
  • Schedule 30-day optimization review

Change management cheat sheet

A few rituals our most successful marina partners follow.

  • Elect a marina champion who owns the rollout calendar and internal comms.
  • Host weekly 15-minute standups to surface questions from dockhands/front desk.
  • Publish a FAQ or Loom walkthroughs for boaters to smooth self-service adoption.
  • Run old and new processes in parallel for one billing cycle before switching.

Trusting SmartDock

The marinas lining up for launch.

Early cohorts include independent harbors, yacht clubs, and municipal marinas upgrading their tech stack for 2026.

Ozarks Marina

Ozarks Marina

Kent, BC

Signed

60 slips

Switching from spreadsheets to automate seasonal renewals.

RFP Marine

RFP Marine

Quebec, Qc

Pilot

188 slips

Testing dock-walk mode + mobile maintenance logs with crew.

Sunset Harbor

Sunset Harbor

San Diego, CA

Waitlist

420 slips

Integrating fuel, point-of-sale, and SMS alerts for boaters.

Pre-sale invite

Tell us about your marina and we will schedule a live walkthrough within 72 hours.