Customer Journey Guide
How to Start with BeeKeeper Assurance
A guided seven-step path from first visit to enterprise pilot launch — with website analysis, questionnaires, documents, connectors, dashboards, and your customer portal.
Steps
7
Internal dashboards
Free
Fund custody
None
Coordination fee
1.0%
Concierge flow
What happens after you click Get Started
Estimated timeline: 2–4 weeks to pilot
Executive expectations: guided, premium, effortless
Day 1
Watch 2-min overview
Day 1
Review FAQ
Day 1-2
How it works
Day 2
Enter company website
Day 2
AI analyzes website
Day 2
Industry detected
Day 2
Software detected
Day 3
Recommended dashboards
Day 3-5
Recommended connectors
Week 1
Upload documents
Week 1
NDA & agreements
Week 2
Pilot request
Week 2+
Customer portal
Step 01
Enter company website
BeeKeeper Assurance analyzes your industry, operations footprint, and likely software stack.
Step 02
Complete questionnaire
Tell us about teams, compliance, documents, pilot goals, and executive sponsors.
Step 03
Upload documents
NDA, MSA, security questionnaires, insurance, contracts, PDFs, Excel, ZIP, images, and video.
Step 04
Connect enterprise systems
Activate read-only connectors for ServiceNow, SAP, Oracle, Microsoft, Salesforce, fleet, and IoT.
Step 05
Review recommended dashboards
Receive executive, industry, evidence, AI Jury, and integration dashboards matched to your intake.
Step 06
Request enterprise pilot
Define scope, IT and legal contacts, first system, and desired pilot start date.
Step 07
Launch customer portal
Track readiness score, agreements, connectors, and next steps in your workspace.
Next actions
Your next step with BeeKeeper Assurance
Free for internal dashboards. Works with your existing software. 1.0% coordination fee on qualifying external services only. No custody of customer funds.