01
Departure and arrival points
Record the requested airports or cities and whether nearby alternatives are acceptable.
Broker operations
Charter broker intake checklist: what to capture before sourcing an aircraft.
A private-jet enquiry can look complete with two airports, a date, a departure time, and a passenger count. For a charter brokerage, that is usually only the beginning.
The aircraft search becomes more useful when the request explains what the trip actually has to protect. A preferred departure time may be flexible while the arrival deadline is not. A nearby airport may look equivalent until the road transfer is added. A cabin that technically seats the passengers may be unsuitable once luggage, pets, privacy, or an onward commitment is considered.
The purpose of a good broker intake process is not to slow the quote. It is to remove the questions that otherwise reappear later, after the team has already spent time sourcing aircraft.
The charter broker intake checklist
02
Preferred time and true deadline
Separate the requested departure from the latest workable departure and, when relevant, the required arrival time.
03
Passenger count
Confirm the number of travelers and whether that number is final.
04
Passenger requirements
Capture mobility, accessibility, medical, privacy, or other practical needs that can materially affect aircraft suitability.
05
Baggage
Note unusual volume, oversized items, sporting equipment, or anything that could change the cabin or baggage-capacity requirement.
06
Pets
Record species, size, documentation needs, and cabin expectations before aircraft options are narrowed.
07
Cabin priorities
Identify requirements such as stand-up cabin, enclosed lavatory, connectivity, sleeping configuration, or a particular seating arrangement.
08
Trip flexibility
Clarify which elements can change: airport, departure window, aircraft category, fuel stop, or travel date.
09
Connected commitments
Record the meeting, vessel departure, ground transfer, residence access, onward flight, or family obligation that the air movement must support.
10
Return-leg relationship
Determine whether the return can be evaluated independently or whether both legs need to be protected as one itinerary.
11
Decision authority
Identify who can approve a change in aircraft, airport, timing, or commercial assumption when the preferred option changes.
12
Open questions and assumptions
Keep unresolved items visible rather than allowing them to become implied facts in the quote-preparation process.
Before an option becomes client-facing
The broker still owns the commercial recommendation. Approved supplier information, aircraft suitability, timing, operating assumptions, and unresolved questions should be reviewed before anything is presented as confirmed.
For U.S. charter activity, the FAA provides air-operator resources that can support operator verification. Review FAA air operator resources.
A structured intake does not replace operator verification, supplier communication, or brokerage judgment. It gives those decisions a better starting point.
Where DGO fits
DGO's private-aviation workflow is designed for the layer between an incoming enquiry and the brokerage's final recommendation. The request, approved information, assumptions, and unanswered questions can be organized into a source-noted brief while pricing, supplier selection, contracting, and client communication remain with the authorized brokerage.
The goal is simple: make the first internal brief useful enough that the broker spends less time reconstructing the request and more time making the decision.
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DGO does not operate aircraft, sell air transportation, hold customer travel funds, or make the final travel decision.