Charter Quote Funnel Checklist
30 specific items that separate charter operators who convert online enquiries from those who lose them. Audit your landing pages, quote forms, response process, follow-up cadence, and trust signals.
Covering 5 categories: Landing Page, Quote Form, Response Process, Follow-Up, and Trust & Social Proof.
Check off each item as you audit your funnel.
Landing Page
Quote Form
Response Process
Follow-Up
Trust & Social Proof
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The five categories the full 30-point audit covers.
If you only have an afternoon, this is the order to audit in. Each category below represents 4–8 specific checkpoints in the full checklist.
- 01
Audit the quote-request form itself
Verify field count, mobile experience, and time-to-complete. Most charter operators lose 40-60% of qualified enquiries to forms that are too long or require phone numbers before they should. Corporate procurement buyers abandon at 9+ fields; HNW individuals abandon at 6+.
- 02
Audit response-time infrastructure
Measure first-response time from form submission to human reply. Under 15 minutes beats a better website almost every time in charter — the buyer who sent a quote request is also sending it to two or three competitors. Whoever replies first sets the comparison frame.
- 03
Audit quote-email content + trust signals
Review how quotes are presented: aircraft, crew, operator certificate, insurance, cancellation terms. Corporate buyers need procurement-grade detail and ARG/US or Wyvern verification; HNW individuals need experience detail and crew biographies. Split the quote templates — one template for both buyer types loses both.
- 04
Audit broker-resistance messaging on the website
Evaluate whether the site positions the operator as a direct-book option vs a broker-filled one. This is the single highest-leverage change for most Part 135 operators. If the site does not explicitly say "we own the aircraft, you book with us directly" on the home and quote pages, brokers will continue to dominate the category searches.
- 05
Audit repeat-booking and retention loops
Check CRM tags, loyalty recognition, and post-flight follow-up cadence. Direct-booked charter repeat rates double when this loop is instrumented: the right follow-up email at 48 hours post-flight converts 3-4× better than a generic thank-you, and the right customer-anniversary email at 12 months produces a second booking without any ad spend.