Sidekick Orchestration
// Contact

Book a free 30-minute call.

Pick a time that suits you.

Book a free 30-minute call Already decided? Plan your start
// Pick a time

What happens on the call

We talk about what you do, what you'd like AI to take off your plate, and whether we're a fit. Bring anyone who would need to approve working with Sidekick.

What happens after you say yes

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// Ready to start

Already decided? Plan your start.

Answer three questions, then pick a time for a 30-minute start call. On the call, Chase confirms what you get, the start date and who is involved.

This is not a sign-up. Nothing is paid until we both agree it is a fit.

Which option do you want?

Solo: an AI setup for you and 30 days of coaching from Chase. Solo for Execs: Solo, plus your firm's AI plan and staff AI-use policy. Fractional: Sidekick leads the AI rollout across your company.

When do you want to start?
How many people work at your firm?
// Send a short note

Prefer to write?

Tell Chase what you do and what you'd like AI to take off your plate. You don't need to know which service fits. Leave out client names. A general description is enough.

Your name, email and a sentence or two. Chase replies by email.

What happens today, and what would you like to change?
Add more detail (optional)
Who is this for? (optional)
Does any of this sound familiar? (optional)

Choose any that fit, or skip them. Your note above is enough.

// From a client
A managing partner’s firm · The partner’s meeting prep, memos and models

Through Solo, Chase set up Claude to draft his meeting prep, presentations, investment memos and financial models from his files. He reviews each one.

“It feels like you suddenly have an admin, an analyst, and a small team working behind the scenes.”
Aman GrewalManaging partner

How the work flows: His files · Claude drafts the memo or model · Aman reviews and decides

15+ businesses and teams have worked with Sidekick. More client stories

// Not sure yet?

Get your free AI Opportunity Map

A questionnaire, about 10 minutes. You get a short written report on where AI fits your work, how to handle your data, and a first project to try.

Get your AI Opportunity Map
// The fit call

By the end of the call, Chase tells you whether Sidekick can help and what working together would look like.

You don't need to prepare anything.

Have a question first? Ask it here, text Chase at 778-999-0985, email, or connect on LinkedIn.