Program fit and flight profile

• Roughly how many hours do you expect to fly on this program each year? Options: 50–100, 101–200, 201–400, 401+ (above typical program fit)
• Which share size are you most likely to consider? Options: 1/16, 1/8, Larger share or whole aircraft (may not fit this program), Undecided / need guidance
• How important is guaranteed short-notice availability for your trips? Options: Critical — same-day or 24-hour access required, Important — 24–48 hours acceptable, Somewhat important — 48+ hours usually OK, Flexible / schedule varies
• Do you require a defined resale or buyback provision at the end of the term? Options: Required — must have buyback or guaranteed residual, Prefer but flexible, Not required / will handle resale separately, Unsure — would like to learn more

Budget and total cost expectations

• Is there an allocated budget or target range for purchase plus first-year ongoing fees? Options: $50k–$250k, $250k–$1M, $1M–$2M, No firm budget yet / exploring
• If you have a target first-year total cost of ownership or monthly expectation, please share it.

Decision makers and advisors

• Who will sign the agreement and who else will influence the decision? Select all that apply. Options: Primary executive (CEO/CFO), Board or family office, Corporate aviation manager, Financial advisor or wealth manager, External aviation consultant, Multiple of the above
• Are you working with a financial advisor or aviation consultant who will review economics or contract terms? Options: Yes — financial advisor, Yes — aviation consultant, Yes — both, No, Undecided

Timing and next steps

• What is your decision timeframe for committing to a program or moving to detailed discovery? Options: Within 30 days, 30–90 days, 3–6 months, 6+ months, No set timeline / exploratory
• Is there a specific deadline or event driving the timing we should be aware of?

Where your flying actually happens

• How often do you fly privately in a typical year? Options: Under 50 hours, 50-100 hours, 101-200 hours, 201-300 hours, 301-400 hours, Over 400 hours
• In a typical month, how many round trips do you schedule across business and personal travel? Options: 0-1, 2-3, 4-6, 7-10, More than 10
• Describe your usual trip lengths, average hours per leg, and most common routings (for example, city-to-city, regional hops, transcontinental).
• Which airports or types of fields do you rely on most, including any short-runway, international, or mountainous destinations? Options: Large international airports, Regional airports, Short-runway fields, High-altitude or mountain airports, Private airstrips, Other
• Who on your team currently manages flight requests, approvals, and expense reconciliation? Options: You, Executive assistant, Corporate aviation manager, External travel office, Family office staff, Other
• Tell me about a recent trip where access to an aircraft felt painful or uncertain, and what you had to change because of it.
• Could you identify the one change in availability or cost that would make you stop using your current approach today?

Where availability breaks trust

• What single day or peak period failure in availability would make you walk away from a program?
• How often over the past 12 months have you been denied aircraft or delayed due to availability or maintenance during peak weeks? Options: Almost every peak week, Multiple times per quarter, Occasionally, Rarely, Never
• When guarantee windows have been tested, which specific trips were most affected and what was the operational or business consequence?
• Which of these availability concerns worries you most: guaranteed hours, peak-week access, maintenance swaps, or repositioning delays? Options: Guaranteed hours, Peak-week access, Maintenance swaps, Repositioning delays, Crew shortages, Other
• If availability during your top 10% busiest weeks matched a program's historical data, would that meet your needs today or remain a deal blocker? Options: Meets needs, Somewhat acceptable with concessions, Remains a deal blocker, Need to see pilot data

Who needs to be convinced

• Who would push back hardest if a fractional share reduced your flexibility compared with a jet card or charter? Options: CFO or finance, CEO or owner, Security or logistics lead, Family office, Primary user, Other
• List the decision-makers, advisors, and approvers who must sign off, and note each person's primary concern (cost, availability, tax, or resale).
• In what way does your CFO or finance committee evaluate residual value risk when comparing ownership options?
• What single contractual term from the counterparty would cause your legal or finance team to stop the deal?
• Would any internal stakeholder try to build a DIY solution instead of joining a fractional program, and who would lead that effort? Options: Yes, leadership would, Yes, operations would, No one has proposed that, Unsure

The money question: budget and trade-offs

• Estimate your total annual spend range on private flying that would justify moving to a share. Options: <$500k, $500k-$1M, $1M-$2M, $2M-$4M, >$4M
• To what extent is your organization sensitive to swings in hourly occupied fees versus fixed management fees? Options: Highly sensitive to occupied fees, Highly sensitive to fixed fees, Balanced sensitivity, Unsure
• Name the cost items that matter most in your internal TCO models, such as fuel surcharges, occupied fees, management fees, and resale assumptions. Options: Fuel and consumables, Management fees, Occupied hourly fees, Insurance and hangar, Resale assumptions, Other
• If your models showed a 10 percent higher total cost over a three-year term, would you still proceed, pause, or require renegotiation? Options: Proceed, Pause to re-evaluate, Require renegotiation, Decline
• Do you use net present cost, annualized cash flow, or breakeven hours to compare options? Options: Net present cost, Annualized cash flow, Breakeven hours, Other

Are you ready to operate

• Rate your readiness to complete onboarding tasks like providing regulatory documents, payment guarantees, and assigned schedulers within a 6 week window. Options: Fully ready, Mostly ready, Need moderate prep, Not ready within 6 weeks
• List the internal systems that must integrate with scheduling or billing APIs, and name who owns them.
• Identify the person who will act as the day-to-day point of contact for crew scheduling exceptions, maintenance notices, and invoice disputes. Options: A named employee, An external consultant, Shared among team, Not yet assigned
• Name the single operational gap that would prevent you from starting this program on your target date.
• Are there regulatory approvals, insurance terms, or audit steps that could delay activation beyond 12 weeks? Options: Regulatory approvals, Insurance terms, Audit or compliance steps, No significant gating items, Unsure
• Do you have the internal headcount to manage ongoing vendor coordination and scheduling exceptions? Options: Yes, dedicated staff, Yes, but shared responsibilities, No, need external support, Unsure
• Is your operational data, manifests, flight logs, and expense records clean and available for an audit or pilot integration? Options: Yes, ready, Partially ready, No, needs work, Not sure who owns the data

Does the aircraft fit your routes and mission

• Suppose 30 percent of your trips require transcontinental range, would your preferred aircraft category still cover your needs or force frequent exchanges? Options: Category covers needs, Would require frequent exchanges, Would need a larger category, Unsure, need analysis
• Pick the cabin features that matter most on longer flights: flat beds, refreshment galley, Wi-Fi, cabin height. Options: Flat beds, Refreshment galley, High-speed Wi-Fi, Stand-up cabin, Noise suppression, Other
• Estimate the number of reposition legs per year you would accept in exchange for category access and lower share size. Options: 0-5, 6-15, 16-30, 31-50, 50+
• Identify the single route or destination pattern that would make fractional ownership infeasible for you.
• Tell us which airports require special handling for you, such as customs, long taxi times, or preferred ground handlers.

The other options on your table

• Assuming you stayed with your current solution, what would have to be true about its future performance or cost for you not to switch to fractional ownership?
• Select the alternatives you are actively evaluating right now Options: Whole aircraft ownership, Jet card, Ad hoc charter, Leasing, Managed private aircraft, Other
• Provide the name of the incumbent provider you have used most recently and describe what keeps you tied to them.
• Under which condition about your current supplier would you sign with a fractional program within 30 days?
• Has anyone inside suggested solving access needs internally by buying or leasing a single jet, and who would lead that plan? Options: Yes, leadership proposed, Yes, operations proposed, No one has proposed that, Unsure

Signals that accelerate or stop the deal

• Specify the timeline that would make this decision urgent for you, and name the event that would trigger you to accelerate to a 2 week process. Options: Immediate (0-2 weeks), Short (2-6 weeks), Medium (1-3 months), Longer (3+ months)
• Provide the stakeholders who need to be present for a commercial review and final approval meeting.
• Assuming a pilot program proved guaranteed availability and TCO in line with your model, what internal hurdles remain before you could sign?
• Select the acceptance criteria you would require in a trial Options: Availability percentage target, Maximum reposition hours, Minimum cabin spec, Capped occupied fees, Guaranteed scheduling window, Crew consistency
• When would you like a formal proposal and pricing that reflects your actual route mix and seat requirements? Options: Within 1 week, 1-2 weeks, 3-4 weeks, Later than 4 weeks, Unsure

• Program Experience Session

• Program orientation, end-to-end
• You confirm that the scenario outcomes meet your itinerary needs and that guaranteed availability addresses the peak-period gaps you described.
• Provide the last 12 months of flight logs and top 10 peak travel dates to enable a customized scenario model.
• You confirm that the demonstrated maintenance and crew approach would materially reduce the schedule disruptions you currently experience.
• Confirm the current state and its cost
• Run a customized TCO comparison using the provided flight logs, including a resale/buyback sensitivity, and deliver the model before the follow-up session.
• Scenario walkthrough, typical itineraries
• Prepare and deliver a 3-month availability performance report for the target aircraft category covering peak dates and swap/exchange events.
• You confirm that the modeled cost profile, including management fees and occupied-hour fees, aligns with your acceptable TCO range or identifies clear delta to other options.
• Aircraft condition and crew consistency proof
• You agree on the remaining evidence and the next concrete deliverables required to reach a commercial decision.
• Confirm your preferred share sizes to allow a tailored recommendation for share allocation and scheduling priority in the next session.
• Cost model walkthrough with your usage profile
• Validate the fit
• Decision signals and next steps

• Program Experience Session
• Program Experience Deck
• Program Experience Solution Brief

• meeting
• slides
• document

• Deeded Aircraft Share Transfer and Title Delivery
• Ongoing Aircraft Management Services (crew, maintenance, hangar, insurance)
• Crew Staffing and Assignment Consistency
• Aircraft Maintenance, Inspections, and Repairs
• Hangar and Ground Support Services
• Aircraft Insurance Policy Administration
• Cabin Provisioning and Inflight Catering
• Ground Transportation Coordination for Trips
• Hourly Occupied Fee Billing and Fuel Surcharges
• Guaranteed Aircraft Availability Commitment
• Interchange Access Across Aircraft Categories
• Share Resale and Buyback Execution at Term End

Deeded Aircraft Share Transfer and Title Delivery

• Select the fractional share size you are contracting for (examples: 1/16, 1/8, 1/4). Options: 1/16, 1/8, 1/4, Other
• Provide the aircraft tail number or fleet identifier that should appear on the deed.
• When do you require the deed and FAA registration to be transferred relative to contract signature? Options: Before first flight, Within 30 days, Within 60 days, On delivery date
• List the closing documents you will require or provide (examples: executed deed, bill of sale, lien release, escrow instructions).
• What evidence will validate completed deed and title transfer (examples: FAA 8050-2 registration record, executed deed on file, title insurance binder)? Options: FAA registration record, Executed deed, Title insurance binder, Escrow closing statement
• Who is the authorized signer on your side for deed execution and closings? Provide name and title.
• Confirm whether you require escrow or third-party closing services for the title transfer. Options: Yes, No

Ongoing Aircraft Management Services (crew, maintenance, hangar, insurance)

• Specify which management services must be included in the monthly management fee (examples: crew staffing, scheduled maintenance, hangar, hull insurance, administrative). Options: Crew staffing, Scheduled maintenance, Line maintenance, Hangar, Hull insurance, Administrative services
• State your target monthly management fee range per share. Options: Under $10,000, $10,000-$20,000, $20,000-$30,000, Custom
• How should costs for unplanned maintenance above a threshold be handled and billed? Options: Manager covers, Owner covers, Reserve/escrow fund, Shared above threshold
• Indicate which maintenance records and access you require (examples: logbook PDFs, component life limits, AD/SB compliance reports, maintenance portal access). Options: Logbook PDFs, Maintenance portal access, AD/SB compliance reports, Component life limits
• Do you require periodic management performance reporting and if so at what frequency? Options: Monthly, Quarterly, Annually, On-demand
• Are there specific base or hangar locations (airport identifiers or metro areas) that must be supported for your share?
• Indicate any operating metrics you want tracked for management performance (examples: dispatch reliability percentage, mean time to repair hours).

Crew Staffing and Assignment Consistency

• Indicate the crew assignment model you require: dedicated crew to your share, pooled fleet crew, or a mixed model. Options: Dedicated to share, Pooled by fleet, Mixed model
• Provide the minimum pilot qualifications and experience you require (examples: PIC hours, type rating, manufacturer recurrent training).
• How many primary pilots and backup crew should be assigned per share? Options: 1 primary / 1 backup, 2 primary / 1 backup, 2 primary / 2 backup, Custom
• Do you require consistent cabin attendant(s) assigned to flights for your share? Options: Yes, No
• Select the minimum crew scheduling notice window you expect for short-notice trips. Options: Under 4 hours, 4-24 hours, 24-48 hours, Over 48 hours
• Describe how you expect crew performance issues to be escalated and documented (examples: incident report, corrective action plan).

Aircraft Maintenance, Inspections, and Repairs

• Describe the maintenance program you expect the aircraft to follow (example: manufacturer heavy-check schedule, progressive inspection program).
• What maximum downtime per unscheduled maintenance event is acceptable before you require an alternate aircraft or make-good? Options: Under 6 hours, 6-24 hours, 24-72 hours, Over 72 hours
• List the inspection records you must receive at handover or initial delivery (examples: A/B check logs, AD compliance list, component life sheets). Options: A/B check logs, AD compliance list, Component life limits, Other
• Specify your preferred approach for allocating costs for life-limited parts and engine shop visits. Options: Included in management fee, Billed as incurred, Reserve fund
• Do you require third-party maintenance audits or periodic on-site inspections? Options: Yes, No
• Identify the maintenance tracking system or portal you want integrated for real-time status (examples: manager portal, third-party MRO system). Options: Manager maintenance portal, Email status updates, Third-party MRO system, Other

Hangar and Ground Support Services

• List preferred basing airports or airport codes where hangar services must be available.
• Specify any hangar environmental requirements (examples: heated, climate-controlled, outdoor tie-down restrictions). Options: Heated, Non-heated, Climate-controlled, No preference
• Choose the ground support services that must be included (examples: tug, ground power unit, lav/water service, de/anti-icing). Options: Tug, Ground power unit, Lavatory service, De/anti-icing, Fuel coordination
• Provide any overnight or transient parking constraints relevant for international or restricted airports.
• Identify required ramp security or owner access credentialing (examples: badging, escorted access). Options: Badging, Escort only, No special access
• Explain how hangar costs should be allocated if the aircraft is relocated for extended maintenance. Options: Manager covers, Owner covers, Shared

Aircraft Insurance Policy Administration

• Name the hull and liability coverage limits you require in the policy or indicate 'standard program limits'. Options: Standard program limits, Higher limit requested, Custom amount
• Specify any additional endorsements required (examples: war/terrorism, hull-in-warehouse, ground handling). Options: War/terrorism, Hull-in-warehouse, Ground handling, None
• Provide the parties that must be listed as insured on the policy (examples: owner of record, lender, manager).
• Confirm whether you require a certificate of insurance delivered before first flight. Options: Yes, No
• Explain how deductibles and exposures above policy limits should be allocated. Options: Included in management fee, Owner responsible, Escrow/reserve
• Indicate any insurer rating minimum or approval requirements you need for the program carrier. Options: AM Best A- or better, Other rating, No preference

Cabin Provisioning and Inflight Catering

• List baseline cabin provisioning items you require on every flight (examples: linens, beverages, amenity kits).
• State any dietary restrictions or preferred catering suppliers to be used for inflight meals. Options: Vegetarian/vegan, Allergies specified, Preferred caterer, No restrictions
• Specify the lead time required for special provisioning requests such as custom menus. Options: 24 hours, 48 hours, 72+ hours
• Choose whether you require branded cabin presentation or owner-specific amenity kits. Options: Yes, No
• Indicate measurable provisioning standards that matter to you (examples: hot meal temperature targets, presentation standards).
• Select how provisioning costs should be billed: included in hourly occupied fee, billed separately, or via a pre-funded catering account. Options: Allocated to hourly fee, Billed separately, Pre-funded catering account

Ground Transportation Coordination for Trips

• Choose ground transportation services you want coordinated (examples: point-to-point car, meet-and-greet, limo). Options: Point-to-point, Meet-and-greet, Limo, Shuttle
• Specify the vehicle class or service level required for owner transfers (examples: executive sedan, SUV, limo). Options: Standard sedan, Executive sedan, SUV, Limo
• Indicate whether you require guaranteed pickup within a specified window after landing and select the window. Options: Within 15 minutes, Within 30 minutes, Within 60 minutes, No guarantee
• Select your preferred billing preference for ground transport services. Options: Consolidated with flight invoice, Paid separately by owner, Pre-funded account
• Identify any third-party ground operator credentials or insurance limits that must be verified. Options: Operator insurance, Driver background check, Fleet ownership proof
• State the acceptable lead time to arrange ground transportation for short-notice repositioning. Options: Under 4 hours, 4-24 hours, 24+ hours
• Confirm whether you require integration of ground ETAs into flight scheduling notifications. Options: Yes, No

Hourly Occupied Fee Billing and Fuel Surcharges

• Choose the hourly occupied fee model you prefer (examples: fuel included in hourly fee, fuel pass-through, blended rate). Options: Fuel included in hourly fee, Fuel pass-through, Blended hourly + fuel surcharge
• Indicate acceptable trigger thresholds for fuel surcharge adjustments or select 'No surcharge'. Options: No surcharge, Trigger at $3.00/gal, Trigger at $4.00/gal, Custom
• Select your preferred billing cadence for occupied-hour invoices. Options: Net 30, Net 15, Monthly accrual with final invoice
• Choose whether you require flight-level line-item detail on invoices (examples: sector hours, fuel gallons, fees). Options: Yes, No
• Explain how disputed charges should be handled and escalated. Options: Credit pending investigation, Billing hold with notice, Immediate payment then audit
• Select preferred payment methods for recurring management and occupied fees. Options: Wire transfer, ACH, Credit card, Escrow
• Enumerate which flight-level data should be attached to each invoice (examples: signed captain timesheet, GPS block log, fuel receipts). Options: Signed captain timesheet, GPS block log, Fuel receipts, Other

Guaranteed Aircraft Availability Commitment

• Choose the availability guarantee you require for the aircraft category. Options: Within 4 hours, Within 8 hours, Next-day, Within 48 hours
• Provide any peak-period blackout dates or seasonal capacity limits that are acceptable to you.

• Share Purchase Agreement
• Aircraft Management Agreement
• Fee Schedule & Payment Terms
• Service Level Agreement (Availability Guarantee)
• End-of-Term Resale & Buyback Provision
• Scheduling & Exchange Addendum
• Deed of Share & Title Transfer
• Deposit & Escrow Agreement
• Insurance & Liability Addendum
• Execution & Funding Authorization

• Go-live Health Check (Week 1-4)
• First Operational Measurement (Week 4-10)
• Acceptance Gate Review (Day ~90)
• Quarterly Owner Success Review (Ongoing)

• Update the issues register with current status and target close dates for all open items discussed in the meeting.
• Deliver a consolidated invoice and cost-variance summary for the onboarding period for owner review.
• Prepare the dataset and slide pack that will be used to demonstrate pass/fail for each acceptance criterion at the day-90 meeting.
• Restate acceptance criteria and targets
• Document pass or fail for each numeric acceptance criterion listed in Ownership Scope.
• Capture a named signatory statement recording the formal acceptance decision or conditional acceptance.
• For any conditional or failed criteria, agree a remediation and recheck timeline that closes the loop within a defined period.
• Publish the acceptance record that lists each criterion, the pass/fail outcome, and the signatory statement.
• If acceptance is conditional, publish the remediation plan with measurable success checks and a re-evaluation date.
• Update the owner-facing operations playbook to reflect any process changes agreed as part of acceptance remediation.
• Trend review of core metrics
• Confirm whether availability fulfillment rate and cost per occupied hour remain within tolerances defined in Ownership Scope, or document corrective steps if not.
• Close at least 50 percent of lower-severity open issues or move them to an agreed remediation timeline.
• Prioritize enhancement requests that materially impact owner experience and schedule them for the next operational cycle.
• Publish the quarterly performance report with data sources, trends, and any agreed corrective actions.
• Create a prioritized enhancement backlog with expected implementation windows for operational changes.
• Reconfirm success criteria and owners
• Confirm all onboarding tasks in Onboarding & Activation are completed or have committed remediation dates.
• Clear or triage all high-impact blockers preventing owner flights within the next 7 days.
• Establish the data sources and reporting cadence for the first measurement meeting.
• Publish the go-live issues log with remediation dates and the responsible owner for each item.
• Confirm the reporting extracts and dashboard feeds that will supply availability and usage data for the next meeting.
• Schedule any required follow-up technical or ops working sessions to resolve high-impact blockers.
• Present first-period performance versus Ownership Scope targets
• Determine whether availability fulfillment rate and occupied hours are on track against the targets recorded in Ownership Scope, with documented evidence.
• Agree a prioritized set of corrective actions with target resolution dates to address the top two root causes of any variance.
• Confirm the acceptance gate timing and required deliverables for the day-90 acceptance meeting.
• Produce a remediation plan that lists each root cause, the corrective action, and a measurable success criterion.
• Present outcome data against each acceptance criterion
• Maintenance, safety events, and operational disruptions
• Deployment and provisioning validation
• Diagnose primary gaps
• Document pass or fail per criterion
• Early adoption signals and usage patterns
• Open issues and ticket burn-down
• Cost and invoice variance review
• Enhancement requests and minor process changes
• Formalize acceptance decision and signatory capture
• Open issues and blockers
• Owner experience feedback
• Agree corrective actions and timelines
• If needed, agree remediation plan and closure timeline
• Operational housekeeping
• Agree immediate remediation actions