See where AI fits in your working week.
You know AI could help, but you still need to figure out where and how to do it safely. Start here with how your work runs; leave with a clear picture of what could change.
You get the report on screen and a copy by email. No call or purchase is required.
See the possibility.
Know where to begin.
What could AI help you do?
See complete work AI can help prepare. Your answers shape the report’s recommendations and next step.
- 01
Build the report that tells you what needs attention
AI can combine sales exports and campaign results into a report with charts, changes and questions to investigate. Check its figures against the original records.
A repeatable report you can produce in-house, with your review focused on the numbers and the next decision.See the finished example - 02
Build the proposal and delivery plan together
AI can use discovery notes, your service options and a past proposal to draft the scope, approach, client responsibilities and delivery plan. It can show which decisions still need you.
Less time rebuilding documents. More attention on whether the offer solves the right problem and can be delivered profitably.See the finished example - 03
Prepare the next stage of client delivery
After a workshop or client call, AI can use the notes and project plan to prepare the findings, client materials, action plan and next meeting brief. It can also identify missing approvals and questions that could delay delivery.
Less work left after the client session, and a clearer path from the conversation to the promised deliverable.See the finished example
These are possible uses, not promised results. Your report explains what each would need and how to check whether it helps.
Read a sample report.
See what an owner, executive or adviser might receive. These reports use made-up answers. You can read them without filling in the form.
Prepare complete work from the details you keep retyping.
Copying between systems · Your inbox · Questions that keep coming back to you
Read the overview Team executive
Spend your report time on the decision, not assembling the pages.
Reports and updates · Proposals and quotes · After a meeting
Read the overview Independent adviser
Turn client sessions into work your clients can use.
Keeping clients informed · After a meeting · Newsletters, posts and articles
Read the overviewWhat happens when you fill this in?
We store your answers, name, organization, email address and this report with our database provider (Supabase). That record is scheduled for deletion 90 days after you submit it. The deletion sweep runs at intervals, so removal can occur shortly after that point. We use them to show your report, email you a copy and send Chase a copy. The emails go through our automation service (n8n) and our Google Workspace account, and those email copies stay in your inbox and ours until deleted. Completing this assessment does not add you to a mailing list or a sales contact list. Tick the optional box only if you would like Chase to contact you about this report. If you leave it unticked, we will not contact you about it. To have your record deleted sooner, email chase@sidekickorchestration.ai.
Privacy policy- Questions about your work and AI use
Answer twelve to fifteen questions in three sections. We skip questions that do not apply. Choose “Not sure” whenever you need to. You can go back and change your answers.
- A report you can read and keep
Get three suggested uses for AI, the risks to check and what you would need to do. The report uses your answers; we have not reviewed your business.
- Finished work you can inspect
Every report shows a finished example with fictional source material you can try. See the result first, then decide whether to try it yourself or ask for help.
- Follow-up only if you ask
The optional box asks Chase to contact you about your report. If you leave it unticked, no one will contact you.
Find where AI could help in your work.
Answer the questions to see what you could try and what you would need to check.
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