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// Fractional Chief AI Officer

Your team might be using AI.

Your operations aren't.

Fractional closes that gap.

Chase embeds in your business one to four days a week, builds the workflows AI should actually run, and trains your team to operate them after the engagement ends.

If your team has tried AI tools without adoption, this is an operations design engagement, not a software rollout. The tools are fine. The system around them is what's missing.

How the Engagement Works

Built on Claude and the tools your team already uses. Claude is the one new subscription.

See what Sidekick runs on →

Sidekick Daily OperationsJun 1, 2026Live
Pulling fromGmailHubSpotCalendarSlackDrive
4
Meetings today
3
Needs you
2 ready
Deliverables
Done
Meeting prep
Your calendar today
9amQ3 planning · brief ready
11:30amClient call: Westeck · prep notes loaded
2pmCEO sync · rescheduled → conflict resolved
4pmTeam check-in · agenda drafted
Team needs you
TodayProduct launch brief · draft ready for sign-off
ReviewJohnson account · coaching notes ready, Sarah can close it
ThuQ2 variance · 3 options ranked, recommendation attached
Workflow Completed
Post-call: Westeck partnership debrief6 steps
Call endedNotes extractedAction items assignedTeam briefing sentFollow-up draftedCRM updated
✓ 4 action items assigned to team · Follow-up staged in Gmail · Ready for your review
ReviewWeekly team briefing drafted from your priorities, ready to send
DoneSales call coaching notes delivered to Sarah and Mike
// Sample outputMade-up example to show the concept. A real Fractional Chief AI Officer engagement has dashboards built around your actual team, live tools, and real workflows. This is one component of what gets deployed inside your business.

Looking for a personal AI workspace instead? Sidekick Solo is built for individual professionals. →

// What This Is

Category defined.

A Fractional Chief AI Officer brings the work of a Head of AI at the intensity your business needs, for a business that is not ready to hire one. Not a consultant handing you a deck. Not an agency billing hourly. An embedded operator who sits inside your business one to four days a week, picks the workflows AI should actually run, builds them, and trains your team to keep them running after the engagement ends.

What this is

  • An operator embedded one to four days a week
  • Your team onboarded onto Claude Cowork, with workflows configured around how your business actually runs
  • First workflow in production within 7 to 30 days
  • Your team trained to operate the system
  • Designed to sunset. A bridge, not a permanent cost line.

What this is not

  • ×A custom multi-agent build with bespoke MCP servers or API plumbing
  • ×A weekly strategy call without execution
  • ×A retainer for unbounded advisory hours
  • ×A SaaS subscription with templates and a Slack channel
  • ×A permanent fractional executive seat
// The Problem

AI pilots fail for a predictable reason.

01

No one owns it.

Everyone is told to use AI. No one is responsible for making it work operationally. It stays a personal productivity tool instead of an organizational layer.

02

Wrong tool selection.

Teams land on whatever is easiest to buy, not what fits the stack or the workflows. The result is fragmented tooling that no one trusts and everyone works around.

03

No transfer plan.

Even when something works, the knowledge lives with one person. They leave. The workflow dies. The team starts over.

The fix is not more tools or more training. It is embedded operations work: someone who builds the system inside your business, with your team, until the team runs it without them.

// The real constraint

You cannot justify a full-time AI hire yet.

A Head of AI at a company your size runs $180,000 to $250,000 per year in base salary alone, before benefits, equity, and recruiting fees. The role makes sense at scale. It does not make sense before the AI layer exists.

// The fractional bridge

Operator-level commitment at a fraction of the cost.

The fractional model gives you embedded expertise at contained cost while the AI layer is being built. When the system is running and your team owns it, the engagement winds down. That is what success looks like.

// The Journey

Where this takes you.

L0

Task-based AI

Using AI to draft, research, and answer questions. The business still runs on people.

Where most start
L1

Tool adoption

AI tools across apps. Some automation. Individual tasks move faster, but operations are unchanged.

Common today
L2 / Destination

AI operations

Workflows that run without manual initiation. Infrastructure your team owns, operates, and builds on.

Where we take you
L3

Custom AI infrastructure

Purpose-built agent systems on cloud primitives (Bedrock, Vertex, Agent Core). Dedicated engineering team required. Scoped by Chase, specialist-built.

Outside this scope
// What This Looks Like

From six places to check to work already done.

Daily briefs are table stakes. By the time you sit down, the work is already moving: drafts ready, dashboards built, calendar blocked.

Email

Surfaces overnight urgent threads.

Calendar

Pulls conflicts and prep gaps.

Priorities

Reads today's top items.

Team Chat

Flags mentions and escalations.

CRM

Surfaces deals needing attention.

Sidekick Orchestration
Daily Operations Engine
Operates on Claude Cowork. Runs each morning before your first meeting.
Sidekick designs and runs the workflows. Claude Cowork is the execution layer where everything runs.

All execution operates within rules you set during onboarding, with a full audit log. Anything outside those rules routes to you for review.

Handled
  • Routine email replies sent under your established rules
  • Direct-report check-ins handled with status posted to team channels
  • Calendar conflicts resolved with attendees notified
Ready for Review
  • Follow-up emails drafted in your voice, awaiting send
  • Quarterly review dashboard built from CRM and finance data
  • Board prep doc organized with named action items
Held for Your Focus
  • Focus blocks added for prep-needed work
  • Vendor calls scheduled with prep notes attached
  • Deep-work time protected on tomorrow's calendar
The before-after

Before: you open the laptop to 40 unread threads, three of them on fire, a calendar you have not looked at, and a board deck still sitting blank. The first 90 minutes go to figuring out what the day even holds.

After: the urgent threads are already triaged, the routine replies are sent, the quarterly dashboard is built from live numbers, and two hours of deep work are blocked before anyone else is online. You start on the work that needs your judgment, not the work that just needs your attention.

Curious whether this fits your business?

// What Is Included

What every engagement includes.

AI Operations Strategy

Quarterly review of your AI layer. Bottlenecks named, roadmap tied to revenue and retention.

Workflow Design and Build

We design and build inside your existing stack: Claude Cowork, your CRM, Slack, and most major tools your team already uses. Claude connects natively to most business tools with no migration and no new platforms beyond Claude. For tools outside the standard ecosystem, we scope the integration path in discovery.

See technical stack
Model layer
Claude (Sonnet and Opus)
Workspace
Claude Cowork as the primary working layer
Integrations
MCP for CRM, Google Suite, Microsoft 365, Slack, etc.
Orchestration
Cowork scheduled tasks, skills, and plugins
Quality
Evals scoped per workflow + human-in-the-loop checkpoints
Data perimeter
Your data stays in your tenants. No model training.
Leadership and Team Coaching

Weekly or biweekly working sessions. Real work on real workflows, not lectures. Until your team can run the system without us.

Team Knowledge Library

SOPs, prompts, playbooks, decision trees. The operating layer the AI runs on, not a folder of slides.

Async Support

Slack or email between sessions. Typically same business day.

// Proof in the Field

What AI operations actually delivers.

Don't take our word for it. Every number below comes from independent third-party research: Thryv, Salesforce, Intuit, MIT, Stanford, and Anthropic. These are not Sidekick's figures. Each source links directly to the original study so you can verify it yourself.
58%
of SMBs save 20+ hours per month using AI
Across 540 small businesses in the $100K to $10M revenue band. 66% also report saving $500 to $2,000 per month in operational costs.
91%
of SMBs using AI say it directly boosts revenue
87% say AI helps them scale operations. 86% report improved margins. Survey of 3,350 SMB leaders across North America.
74%
of AI-using SMBs report higher productivity
Up from 46% just six months prior. 41% also report more revenue as a direct benefit. Survey of 2,200+ US businesses under 100 employees.
14%
productivity gain measured in a real-world field trial
Controlled experiment tracking 5,179 workers over one year. Newer workers improved 35% faster. AI also improved retention and customer satisfaction.
56%
of time-saving SMBs redirect hours to customer acquisition
When AI frees up time, SMB owners reinvest it in growth: 56% go after new customers, 58% improve processes, 49% develop new ideas.
87%
faster on documents: invoices, memos, and reports
Measured across 100,000 real Claude conversations. Time savings on writing tasks that consume hours of every operator's week.

Third-party research cited as adoption benchmarks. Outcomes vary by implementation quality and engagement scope.

// Pricing

Three tiers. One engagement model.

Pilot
$3,000 CAD / mo
● 3-mo min, then 6-mo renewals

Exit at any month boundary after the initial term with 30 days notice.

Roughly half a day per week.

Workflows in production and your team oriented on Claude. The foundation your AI operations layer is built on.

Capacity reflects a weekly equivalent. Hours flex to what the work requires.

Right for you if you want to prove the model at a contained scope before committing to a broader rollout.

See full scope
Volume and complexity are limited by available hours. Multi-step workflow chains and full employee rollout are Build-level scope. The right entry point if you want to prove the model before scaling.
  • Light workflows built to production within capacity
  • Shared knowledge repository scoped and seeded
  • Prompt library and workflow recipes for the team
  • Leadership coaching and AI strategy orientation, two sessions per month
  • Async support, typically same business day
  • Monthly progress review
Build
$6,000 CAD / mo
● 3-mo min, then 6-mo renewals

Exit at any month boundary after the initial term with 30 days notice.

Roughly one dedicated day per week.

Depth across multi-step workflows, formal change management, and individual coaching.

Capacity reflects a weekly equivalent. Hours flex to what the work requires.

Right for you if you have a leadership team to bring along and want comprehensive workflow coverage across your operations.

See full scope
Double the capacity means depth in every dimension: workflows that chain multiple steps, a formal plan for rolling AI out to employees, and real change management work alongside the build.
  • Multi-step workflows chaining skills and capabilities
  • Employee rollout plan and change management strategy
  • One-on-one coaching with executives and team leads
  • Knowledge library scoped, seeded, and maintained
  • Async support, typically same business day
  • Monthly KPI review against the adoption plan
Operate
$12,000 CAD / mo
● 3-mo min, then 6-mo renewals

Exit at any month boundary after the initial term with 30 days notice.

Roughly two to three days per week.

Full organizational depth across functions, executive strategy, and employee enablement.

Capacity reflects a weekly equivalent. Hours flex to what the work requires.

Right for you if AI operations is a strategic priority and you need full depth across the whole organization.

See full scope
Working two to three days a week means true organizational depth: comprehensive workflow architecture, training programs for employees, and strategic sessions with the executive team on operating-model design.
  • Comprehensive workflow architecture across functions
  • Executive strategy workshops and operating-model design
  • Employee enablement workshops and training programs
  • Shared knowledge layer wired into how teams work
  • Weekly priority and roadmap working session
  • Async support, typically same business day

“You suddenly have an admin, an analyst, and a small team working behind the scenes for you.”

AG
Aman Grewal
Managing Partner, Maedrone

All prices in Canadian dollars.

// Capacity

A small number of engagements at a time.

Sidekick takes a small number of fractional engagements at a time. The working ceiling is two active engagements at the Build or Operate level.

Embedded operations work means being in the business every week, learning how it runs, building workflows that hold up under real conditions. Spread that across too many clients and the quality drops. The cost of stretching is borne by the clients who came first. Sidekick will not do that.

If the timing matters, book the discovery call early. The next opening is the next opening; it does not move.

// How It Works

Built to transfer, not to depend.

01
Month 1 to 3 // Foundation

Audit your operations. Pick the highest-leverage AI gaps. Build the first layer of workflows. Your team sees output from week one, not slide decks.

02
Month 4 to 12 // Build

Scale what works. Expand across teams. Coach your leadership and staff inside the system, not next to it.

03
Transition

The engagement winds down as your team takes over. Success means you do not need a Fractional Chief AI Officer anymore. We aim to put ourselves out of a job, on purpose.

At sunset, your team owns operations. Sidekick provides a 30-day handover with a runbook per workflow and a model-version posture for future Anthropic releases.

// What Clients Say

In their words.

Sidekick has fundamentally changed how I operate day to day. What they've built is a true personal operating system. When it's set up right, it feels like you suddenly have an admin, an analyst, and a small team working behind the scenes for you.

“I've used it to build decks, CIMs, and pro formas, and it performs at a level that would normally require multiple people. Most people will never be able to recreate this on their own, even if they try to piece things together from blogs.”

AG
Aman Grewal
Managing Partner, Maedrone
Photo of Whitney Shaw
Whitney Shaw
Executive Coach, TEC Canada Chair
I hate written communication. Like I hate it with a passion. I hate sending follow-up emails. I hate drafting communications. I just always have.
How it runsSession recaps and follow-up emails come back drafted in her voice, ready to send. Runs inside Gmail and the tools she already uses. No migration required.
// Before
Session notesInboxBlank drafts

Recaps and follow-ups written by hand after a full day of facilitation.

// With Sidekick
Session recap drafted
In her voice
Follow-up ready to send
Inside Gmail

Runs in the tools she already uses. No migration required.

// About
Chase Bernier

Built and delivered by Chase Bernier

Chase on LinkedIn →

Chase founded Sidekick after more than a decade in B2B partnerships and revenue operations at SaaS, marketplace, and healthcare-data companies. Jobber. DoorDash. DrugBank.

The thesis is straightforward. Most owner-operated and mid-market firms cannot justify a full-time Head of AI yet. The fractional model is the bridge. Built right, it sunsets once the team is running the system without him.

Based in Metro Vancouver, BC. Selectively taking new engagements.

// What This Is Not

Know what you are buying.

Not a consulting engagement.

Consultants produce recommendations. This engagement produces systems, workflows, and a team that runs them.

Not staffing.

No full-time hire. No benefits, no equity, no recruiting. A fractional lead with operator-level commitment on a contained scope.

Not advisory hours.

Hours are scoped to building and coaching. The engagement is measured by what ships and what your team can run without help.

  • noEvery engagement needs a workflow owner on your team. If that role is not in place, start at Pilot or hire first.
  • noCustomer-facing agents that touch PII require a dedicated security review before scope. We will say no until that exists.
  • noIf month two shows no production usage, the engagement pauses for a re-scope, not a re-up.

Need a custom multi-agent build?

Custom deployments (Managed Agents, bespoke MCP servers, API-direct integrations) sit outside this engagement. Chase scopes and oversees; implementation partners build. Low 5 to low 6 figures depending on scope.

Need full-time AI leadership?

COO-level or role-replacement-grade leadership sits outside Fractional. Sidekick focuses on businesses in early-to-mid stage AI adoption. Chase will refer you to a more established firm better suited for that scale.

Running it solo? Sidekick Solo is the personal AI workspace for individual professionals and owner-operators.

See Sidekick Solo →
// Common Questions

What buyers ask before signing.

What's the difference between Sidekick Solo and Fractional Chief AI Officer?
Solo equips an individual: one person, their own AI workspace, configured around their role. One-time from $1,600 CAD. Fractional equips the organization: Chase embeds in your business, builds AI into how the operation runs, trains your team to run it. From $3,000 CAD per month. They work together. Many clients start with Solo and expand into Fractional.
Who owns the workflows after the engagement ends?
You. All workflows, prompts, configurations, and documentation are yours to keep. Sidekick retains nothing customer-facing.
What happens if we want to leave mid-engagement?
After the three-month minimum, you can end the engagement at any month boundary with 30 days notice. The workflows already in production stay with you.
What tools do we have to switch to?
One: Claude subscriptions for your team, which include Cowork. That's the only new tool and the only new cost. Claude connects natively to most major tools your team already uses: Gmail, Calendar, Drive, Slack, HubSpot, and others. For tools outside that ecosystem, we scope the integration path in discovery.
Is Chase the operator on every engagement?
Yes. Chase is the operator on every engagement. There is no junior team. That is also why capacity is capped.
What data leaves our tenants?
Operational data stays in your tenants. No training data flows back to Sidekick or to Anthropic. The only data that crosses a boundary is what you authorize through your own tool permissions during workflow build.
Accepting new clients

See what AI operations would change for your business.

Thirty minutes. We walk through your operations, name the AI work that would matter most, and tell you whether Fractional Chief AI Officer is the right fit. No deck, no commitment.

If it is not the right fit, we will let you know why and if appropriate point you to Sidekick Solo or an implementation partner.