Create your account
Provide your basic business information and create your secure BuilderPilot account.
HOW BUILDERPILOT WORKS
Getting started
should feel simple.
Choose the help your business needs. We guide you through onboarding, prepare your team for your company, verify readiness, and then your team gets to work.
BEFORE YOU BEGIN
Six simple steps from account creation to a ready team.
Sarah guides you through the customer onboarding process and helps you choose the right team for your business and budget.
Meet Sarah
Sarah welcomes you, learns about your business, goals, priorities, and budget, and explains what comes next.
Review Sarah’s recommendation
Sarah recommends the package and advisors that best fit your business. You remain in control of the final choice.
Introduce your business
Share how your company works, what matters most, and which tools, processes, and information your team should understand.
Assign responsibilities
Decide what each teammate should help with, what they can access, and where your approval is required.
Verify readiness
Before your team begins working, BuilderPilot prepares the technical environment behind the scenes and confirms everything is ready.
Cloud Workspace
We prepare the secure cloud workspace where your team operates.
- Secure workspace provisioned
- Business environment prepared
- Availability and recovery checked
Systems & Integrations
We connect the business tools and systems you explicitly authorize.
- Approved systems connected
- Integrations configured
- Connection health verified
Knowledge & Access
We link approved company knowledge and establish what each advisor can access.
- Knowledge sources linked
- Permissions configured
- Access boundaries confirmed
Workflow Validation
We test how connected workflows, handoffs, and approvals work together.
- Workflows tested
- Handoffs and approvals validated
- Operational paths confirmed
Security & Activation
We complete security, recovery, and final operational checks before activation.
- Security checks completed
- Recovery readiness verified
- Final readiness review completed
Your systems remain under your control. BuilderPilot only connects to information, applications, and services you explicitly authorize.
Create AccountMeet SarahRecommendationOnboardAssignVerify
HOW YOUR NEW TEAMMATES JOIN THE BUSINESS
A dependable coworker is not simply switched on.
This is a separate process from customer onboarding. It describes how each BuilderPilot advisor becomes ready to work inside your business.
Hire
Choose the advisors whose specialties match the work your business needs help with.
Onboard
Introduce your new teammates to your company, goals, customers, processes, and expectations.
Train
Provide the approved business knowledge, standards, workflows, and guidance they need to support you well.
Assign
Give each advisor clear responsibilities, permissions, boundaries, and approval requirements.
Verify
Confirm that knowledge, responsibilities, access, and readiness meet the standard before active work begins.
Join
Your verified advisors become part of the daily workflow and begin supporting their assigned responsibilities.
Improve
Feedback, outcomes, and governed updates help your team become more useful as your business changes.
HireOnboardTrainAssignVerifyJoinImprove
SECURITY ARCHITECTURE
Protected connections.
Controlled access.
BuilderPilot is designed around Zero Trust: a coworker does not receive blanket access to your business. Each request is expected to be authenticated, authorized, limited to the role and customer context, recorded, and governed by the permissions and human approval rules established for that deployment.
Identity before access
Users, services, connectors, and coworkers operate through defined identities and permissions. BuilderPilot's approved architecture calls for least privilege, role-based access, MFA/SSO where applicable, and explicit authorization rather than shared unrestricted credentials.
Scoped system connections
A coworker can use only the applications, tools, knowledge, and actions authorized for its role. Connections are designed around OAuth or managed credentials, permission scopes, connector isolation, token lifecycle controls, and approval gates for sensitive actions.
Azure security boundary
BuilderPilot's production architecture is moving onto Microsoft Azure. Azure provides enterprise controls for identity, network isolation, secrets/key management, monitoring, encryption, private connectivity, and workload protection. The exact controls enabled are verified during deployment readiness.
Encrypted transport & storage
Production connections are designed to use TLS-protected transport, with encryption at rest supplied by the Azure services that store customer data. Azure Storage, for example, encrypts stored data using AES-256 by default; stronger customer-managed-key patterns can be used where required.
Secrets stay out of prompts
Passwords, API secrets, tokens, and cryptographic keys should be held in approved secret-management or managed-connection services—not embedded in coworker instructions or ordinary business knowledge. Access is designed to be limited, auditable, and rotatable.
Traceable actions
BuilderPilot's governance requires material actions, sources, approvals, handoffs, and system activity to be recorded so work can be reviewed. Human checkpoints remain mandatory for sensitive permissions and governed changes that require approval.
How a coworker safely reaches an authorized business system
01 · REQUESTTask is received
The coworker receives a business task inside the customer context.
02 · IDENTITYIdentity is established
The requesting user/workload and coworker context are identified before access.
03 · POLICYPermission is checked
Role, customer, connector scope, action boundary, and approval requirements are evaluated.
04 · CONNECTIONApproved connector executes
The system is reached through its authorized connection; the coworker receives only the data/action scope needed for the task.
05 · RECORDResult is governed
Relevant activity, source, result, approval, and handoff are preserved for traceability and review.
Important security distinction: Microsoft Azure maintains extensive independent certifications and attestations, including SOC 2 Type 2 and ISO/IEC 27001 for in-scope Azure services. That does not mean BuilderPilot itself is currently SOC 2 certified or ISO 27001 certified. We will only make BuilderPilot-specific certification claims after BuilderPilot has completed the applicable independent assessment. Likewise, advanced controls such as Azure Private Link/private endpoints, customer-managed keys, WAF, Defender for Cloud, or specific network topologies should be described as active BuilderPilot controls only after they are deployed and verified in the production environment.
AFTER YOU SIGN UP
Your BuilderPilot team becomes part of the workday.
Sarah helps organize priorities, updates, open items, and what needs your attention first.
Sales, marketing, customer service, and other assigned teammates focus on their approved responsibilities.
Important actions stay within the permissions and approval rules you established during onboarding.
Feedback and outcomes help the team become more useful while important business knowledge remains governed.
SARAH STAYS WITH YOU
You are not handed a system
and left on your own.
Sarah remains your Business & Customer Success Advisor throughout the relationship. She helps with onboarding, answers questions about BuilderPilot, supports your team, helps organize next steps, and stays with your business as you expand.
Business & Customer Success Advisor
Sarah
Guides onboarding, stays close to your team, and keeps the next step clear.LIVE ONBOARDING SAMPLE
Watch Sarah guide the first conversation.
Ready to help
Welcome — I will keep this simple. First, I will learn your business, your goals, and what your team needs most.
Absolutely. I will guide onboarding, organize the next steps, and keep you updated while your teammates get ready to work.
STEP 01
Business profile
Company goals, priorities, and team context captured.
STEP 02
Next actions
Systems, responsibilities, and approvals organized.
STEP 03
Readiness view
Sarah keeps progress visible and the next step clear.
READY WHEN YOU ARE
Choose your team. Sarah will guide you from there.
Start with the Essentials package that fits your business today. You can grow your team as your needs change.