See license status and aircraft access before inspection time
The intake asks whether a pilot already holds a valid certificate, what aircraft type they're transitioning into, and how much flight experience they have in that category — then collects a copy of their pilot certificate and logbook pages before the lead reaches your CRM.
The exact intake your aircraft transition training leads complete
This is the real 6-question guided intake for Aircraft Transition Training — the same flow your customers finish before you ever pick up the phone.
What a qualified aircraft transition training lead should tell you
Instruction that prepares a currently licensed pilot to safely operate a different make, model, or category of aircraft than they've previously flown, often driven by an insurance requirement, aircraft purchase, or career step-up.
- Hold Valid Pilot License
- Aircraft Transitioning Into
- Much Flight Experience Have
- This Training Meet Insurance
- Have Access Specific Aircraft
- Would Like Begin Transition
The questions your team needs answered
Every aircraft transition training intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Do you currently hold a valid pilot license or certificate? | A currently licensed pilot only needs type-specific transition instruction rather than a full certification track, which changes the program length and price you'll quote. |
| What type of aircraft are you transitioning into? | The aircraft category determines which instructor, simulator, or insurance sign-off is required, so it should route the lead to the right training track immediately. |
| How much flight experience do you have in the category of aircraft you are transitioning into? | A pilot with extensive prior experience in the category can move through transition training far faster than one starting from zero hours in that class of aircraft. |
| Do you need this training to meet insurance requirements for a specific aircraft? | An insurance-driven request usually comes with a hard deadline and a specific aircraft already selected, making it a higher-urgency, more committed lead. |
| Do you have access to the specific aircraft for training? | Whether the student already owns or leases the aircraft affects whether you need to supply training aircraft, which changes scheduling and cost. |
| When would you like to begin the transition training? | A pilot who wants to start immediately is ready to book inspection time now, while 'just exploring' responses need nurturing before they're worth scheduling. |
How Cliont scores aircraft transition training leads
Every answer is weighted automatically — no manual review required.
Value signals
- Hold Valid Pilot License: yes
- None
- Some dual instruction only
- Solo flight experience
- Extensive prior experience
- I own or lease it
Urgency signals
- Immediately
See the lead your team receives
Aircraft Transition Training Lead
From first click to qualified lead
Follow vehicle owners through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the job
Smart questions adapt to their job and capture the full scope.
They add photos
Photos of the vehicle and damage come attached, so you quote before it rolls in.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for aircraft transition training workflows
| Cliont capability | Aircraft Transition Training application |
|---|---|
| Conditional branching | Routes the intake differently based on aircraft type — a jet or turboprop transition can trigger follow-up questions or documentation that a single-engine piston transition doesn't need. |
| Automatic lead scoring | Weights current license status and category flight experience together, so a licensed pilot with extensive prior experience scores well above an unlicensed inquiry with no hours in the category. |
| Document capture | Collects the pilot certificate and logbook pages inside the intake itself, so you can verify eligibility before you spend time on a call. |
| CRM routing with context | Sends the aircraft type, access status, and insurance-deadline flag along with the lead, so your CRM record shows exactly what kind of aircraft time or instructor needs to be lined up. |
| Urgency tagging | Flags leads who selected 'immediately' as their start date separately from 'just exploring' responses, so time-sensitive insurance-driven requests don't sit in the same queue as browsers. |
Common aircraft transition training lead scenarios
Licensed pilot, insurance deadline
A current certificate holder needs sign-off on a specific aircraft to satisfy an insurance company's requirement and wants to start immediately, making it a high-value, urgent lead.
Buyer stepping up to turboprop
A pilot with only some dual instruction in the category and no aircraft access yet is still deciding on a purchase, so the intake flags them as lower-urgency until access is confirmed.
Rental-based near-term transition
A pilot with solo experience in the category and rental aircraft available wants to begin within a month, a solid middle-tier lead that doesn't require the school to supply the aircraft.
Unlicensed inquiry, wrong track
Someone without a current pilot certificate submits the form thinking it applies to them; the low weight on that answer keeps them from being scheduled as a transition-training lead.
Owner with the aircraft already
A pilot who owns the aircraft and has extensive prior experience in its category just needs a proficiency check, so the intake can flag them for a shorter, faster-turnaround booking.
Connect Cliont to your workflow
Send leads
HubSpot, HighLevel, Salesforce, JobNimbus
Book jobs
Google Calendar, Outlook Calendar, Calendly
Notify your team
Email, SMS, Slack
Automate follow-up
Zapier, Webhooks, API
Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More flight training intake templates
Aircraft Transition Training lead-intake FAQs
What happens if someone submits the form without a current pilot license?
The license-status question carries a low weight for a 'no' answer, so those leads score lower and can be routed toward Private Pilot Training or Discovery Flight instead of transition training.
Can the intake tell whether the transition is insurance-driven?
Yes — the intake asks directly whether the training is needed to meet an insurer's requirement for a specific aircraft, which typically signals a firmer timeline and a specific aircraft already identified.
Does the intake capture what aircraft they're moving into?
It asks the student to pick from single-engine piston, multi-engine piston, turboprop, jet, or helicopter, so you can see which category of instructor or simulator time the lead needs before you follow up.
How does the intake handle someone who doesn't have access to the aircraft yet?
It records whether they own or lease it, have rental access, need the training provider's aircraft, or aren't sure, which tells you upfront whether you'll need to supply aircraft time as part of the program.
What documents get collected before the lead reaches my CRM?
The intake requests a copy of their current pilot certificate and logbook pages showing hours in the aircraft category, so you can verify experience before booking any inspection or ground session.
How is urgency reflected in the score?
A pilot who selects 'immediately' for their desired start date is treated as an urgent lead, while 'just exploring options' responses are scored lower so you can prioritize accordingly.
Turn aircraft transition training visitors into qualified jobs
Give every aircraft transition training visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you tie up a bay.