For Professionals
Give clients more value. Give your practice another reason to matter.
Second Pilot helps you uncover an important client need, deliver a meaningful household service, strengthen client relationships, and create a new revenue opportunity for your practice.
Good for your clients. Good for your practice.
Deepen Client Relationships
Help clients address a personal household need that may never surface in an ordinary planning conversation. The process can reveal concerns, responsibilities and priorities that help you understand the people you serve more deeply.
Create a New Revenue Opportunity
Add a client service without having to build the assessment, analysis and deliverables yourself. You decide how Second Pilot fits your practice and what you charge your clients.
Differentiate Your Practice
Offer clients a practical service they are unlikely to receive from every other professional they meet. Second Pilot gives your practice another meaningful way to stand apart.
Create Natural Follow-Up
The Household Continuity Report and 30-Day Plan create meaningful reasons to reconnect, help clients act on what they discovered and continue the conversation after the initial assessment.
Built to Fit Your Practice
You bring the relationship. Second Pilot does the heavy lifting.
You don’t need to become a household-continuity expert or conduct lengthy client interviews yourself.
Second Pilot provides the structured interviews, compares the household picture, identifies important gaps, and produces the client deliverables.
You introduce the service, stay connected to household progress, and decide how Second Pilot fits into your client relationship and business model.
Give clients something they can actually use.
Report
Household Continuity Report
A clear household-level picture of strengths, important knowledge dependencies and significant continuity gaps.
Plan
30-Day Knowledge Transfer Plan
A manageable action plan that turns important findings into practical next steps.
Map
Household Information Map
An index showing where important information can be found and who to contact, without storing passwords, account numbers, access codes or other sensitive information.
Report = what they discovered.
Plan = what to do next.
Map = where important information can be found and who to contact.
See your client households at a glance.
Manage invitations, follow progress and quickly see where your attention may be needed, all from one Professional Dashboard.
Household invitations available
Invitations reserved
Invitations awaiting acceptance
Active households
Households awaiting second participant
Households under review
Completed households
Items needing attention
Household activity
| Household | Status | Next step |
|---|---|---|
| Alder Household | Active | Continue interviews |
| Briar Household | Awaiting Participant | Invite second participant |
| Cedar Household | Under Review | Review available household results |
| Dove Household | Needs Attention | Contact household |
A straightforward way to add Second Pilot to your practice.
01
Establish Your Office
Your Professional account provides access to the Second Pilot Professional environment.
02
Invite Client Households
Assign an available invitation and send it to the household.
03
Follow Their Progress
See household status and items requiring attention within your permitted view.
04
Support the Next Step
Use appropriate household results and the 30-Day Plan to help clients move from identified gaps toward better preparedness.
LIMITED BETA OFFER
Founding Office Beta
We’re inviting a limited number of professional offices to help us introduce Second Pilot to real households.
Founding Offices receive a complimentary Second Pilot experience for their own household, plus five complimentary household assessments to offer selected clients during the beta.
There is no payment or credit card required. We simply ask participating professionals to experience Second Pilot themselves and share brief feedback as we refine the service.
Household interviews and results remain private. A Professional can review a household’s results only when the household specifically grants permission.
Ask about the invitation-only betaThe first beta households are complimentary. An inquiry does not guarantee an invitation.
Questions about the Founding Office Beta?
Read Founding Office FAQs