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.

Six simple steps from signup to working together.

No complicated setup language. Sarah guides you through each step.

01

Choose your package

Select the Essentials package that fits your business and choose the specialists you want on your team.

02

Create your account

Provide your basic business information and create your secure BuilderPilot account.

03

Meet Sarah

Sarah becomes your guide and explains what comes next.

04

Introduce your business

Tell us how your company works, what matters most, and which tools and information your team should understand.

05

Assign responsibilities

Decide what each teammate should help with, what they can access, and where your approval is required.

06

Verify readiness

Before anyone begins working, BuilderPilot confirms that the team is prepared for the responsibilities you assigned.

ChooseSign upMeet SarahOnboardVerifyGet to work

Your BuilderPilot team becomes part of the workday.

Start with a clear morning

Sarah helps organize priorities, updates, open items, and what needs your attention first.

Your specialists do their work

Sales, marketing, customer service, and other assigned teammates focus on their approved responsibilities.

You approve what matters

Important actions stay within the permissions and approval rules you established during onboarding.

The team improves over time

Feedback and outcomes help the team become more useful while important business knowledge remains governed.

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.

Sarah, Business & Customer Success Advisor

Business & Customer Success Advisor

Sarah

Guides onboarding, then stays on as your point of connection.

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.