// Solo
AI in my own work
For owners and leaders buried in email, follow-ups, quotes and documents. Chase sets AI up on your own work and coaches you for 30 days.
Your own work→AI set up→30-day coaching
$1,800 CAD once
// AI Adoption Partner
Know where AI fits your business, and where it doesn't.
We coach leaders to use AI in their own work, then help them roll it out across the company.
Book a 30-minute fit call →Have a question first? Text Chase at 778-999-0985, email, or connect on LinkedIn.
Find your starting pointIllustrative workflow. Meeting preparation and follow-through begin scattered across several tools. The better state returns a brief, follow-up draft, and CRM update for human review. It uses approved tools, real examples, and clear review points.
// Where you fit
Where do you want to start?
// Solo for Execs
A clear AI position for my firm
Your partners, board or team are asking what the plan is. Solo, plus a strategy brief, a staff AI-use policy, talking points for your next meeting and a 90-day roadmap.
Strategy brief→AI-use policy→90-day roadmap
$2,900 CAD once · about 5 hours of your time
// Fractional
My team using AI well
Chase coaches your leaders, then leads the rollout to your team, measured against goals you set. Start with the free AI assessment, about 5 minutes to your report.
Leaders first→Team rollout→Your goals
From $6,000 CAD a month · 90-day minimum
Refer clients, or run IT for businesses? Partners
// By type of business
What AI takes on, for example
Construction and trades
- Estimates and proposals from your past jobs
- Client and site updates
Professional firms
- Client updates and engagement letters from your own templates
- Meeting prep
Property and operations
- Maintenance requests
- Owner and tenant updates
- Monthly reporting
Sales teams
- A morning list of who to contact and why
- A brief before each call
- CRM notes after
Leaders
- Decisions
- Research
- Board and investor prep
- Hard messages
// From client work
A Metro Vancouver home builder · Proposal process40h 4hA Metro Vancouver home builder’s proposal process: about 40 hours down to about 4.Client’s own estimate. See the proposal engine What changed inside their businesses.
Each card is a business process that changed, told by the person who runs it. People stay responsible for what goes out.
Every setup is built in the organization’s own accounts, so the business keeps it and the next person can pick it up.
Most of these start with one person’s process, often the owner’s. Fractional takes the same approach with your leadership team first, then the rollout.
15+ businesses and teams have worked with Sidekick.
An executive coaching practice · The coach’s follow-up after sessions
Recaps and follow-ups after full-day sessions arrive drafted in the coach’s voice, ready to review.
“I hate sending follow-up emails.”
Session notesRecap and follow-up draftsWhitney reviews
A managing partner’s firm · The partner’s meeting prep, memos and models
Meetings, presentations, investment memos and financial models are prepared behind the scenes.
“It feels like you suddenly have an admin, an analyst, and a small team working behind the scenes.”
Research and contextAnalysis and draft workAman decides
Nathan Parkhouse Advisory · The founder’s call preparation
Preparing properly for a call: about 45 minutes down to about 5.
“It remembers. Twenty-five years of relationships, and it holds the ledger: who introduced whom, what I promised, what they said in their own words.”
Files, calendar and emailPre-call briefNathan reads
Bloom Benefits · An advisor’s client follow-up
His calls and training sessions now update Salesforce, compare carrier PDFs and draft follow-ups.
“I built an interactive dashboard with my company’s branding in two minutes. Commission structures, stages, all of it. Then I built an accounting folder that basically works like a bookkeeper.”
Calls and trainingUpdates and draftsKevin reviews
G2 Virtual · The owner’s client work, prepared in parallel
Two or three clients’ work gets prepped at once, ready for the owner to take it from there.
“I can load it with two or three clients’ work while I’m on someone else’s. It’s already prepping the work, and I jump in and take it from there. I almost have my own support system instead of needing someone else to support me.”
Client files and schedulesWork prepped in parallelJen takes it from there
A real estate practice · A realtor’s client newsletter and strata review
A client newsletter with market statistics, in about 20 minutes.
“I’ve always wanted to send newsletters with market statistics to my clients and I’ve never been able to tackle it.”
Articles and market statsNewsletter draftNatalie reviews
Figures are each client's own estimate.
More client stories// Safe and steady
How we handle your data
Nothing that identifies you is shared without your permission.
Is my data safe with AI? What IT will ask- Your AI runs in your own accounts, inside tools your company approves, with rules for what never goes in.
- Chase never logs in to your systems or asks for your passwords.
- We work with your IT provider on every package.
- Client files are used only if you ask for it, case by case.
- Insured for professional liability and cyber.
- You keep everything we set up.
// About
Who you'd work with
Chase Bernier, founder, based in Delta. You work with Chase directly, from the first call.
He has spent his career on the business side of new technology, at DrugBank, Jobber and DoorDash, and runs his own company on AI.
The tools are widely available. The difficult work is deciding what should change, fitting it into the operation, and keeping someone accountable for what happens next.
Based in Metro Vancouver, BC. Selectively taking new engagements.
Accepting new engagements
// Get StartedNot sure where to start? Book 30 minutes.
We talk about where you are with AI and what you want from it. You leave knowing which option fits, or whether none does.
The fit call is free.
Have a question first? Text Chase at 778-999-0985, email, or connect on LinkedIn.