Sales follow-up
Each morning, a short list of who to contact and why, a one-page brief before each call, and CRM notes drafted after. Measured by follow-ups sent on time and meetings booked.
The licences are paid for and a few people tried it. A month later, usage dropped back to the people who were already curious.
The short answer. Sidekick Orchestration gets small and mid-sized businesses across Metro Vancouver using Claude, ChatGPT or Microsoft Copilot on their daily tasks. Leaders go first, then the people others already go to for help, then teams, each with setups for the jobs they repeat and measures reviewed every 30 days. For a team, that is Fractional, led by founder Chase Bernier, with a 90-day minimum.
Usually nobody set it up for the team's actual tasks, and nobody checked in after the first week.
Leaders matter too. Leaders who use AI can answer their team's questions and back the new habits. Leaders who don't, can't. That is why staff training starts once their leaders use AI every week.
Each role gets AI set up for the jobs it repeats every week, in the tool your company already uses. A person checks the output before it goes anywhere.
Each morning, a short list of who to contact and why, a one-page brief before each call, and CRM notes drafted after. Measured by follow-ups sent on time and meetings booked.
Drafted from your past proposals and updates, so the first draft takes minutes and a person checks every word before it goes out. Measured by turnaround time.
Internal requests, weekly reports and the forms behind them, drafted from your records for the right person to approve. Measured by hours spent and requests left waiting.
One home builder went from about 40 hours per proposal to about four. Results vary by task and firm: some tasks get much faster, some only better, and some should not use AI at all.
For a team, Fractional is the fit: leaders first, then their teams, with shared rules, measures and a rollout. If only a few people need AI for their daily tasks, Solo is simpler.
The first call is free and takes 30 minutes. Chase Bernier, who founded Sidekick Orchestration, works with you in the AI tool your company already pays for, such as Claude, ChatGPT or Microsoft Copilot.
AI that drafts the jobs one leader repeats every week, built in Claude, ChatGPT or Copilot, with four 30-minute coaching calls over 30 days.$1,800 CAD, paid once.
Everything in Solo, plus a written position on what AI should and should not do in your company, for a leader who decides how staff use AI.$2,900 CAD, paid once.
Part-time AI leadership for your company: leaders first, then their teams, with coaching and the setups people use. 90-day minimum.From $6,000 CAD a month.
Sidekick Orchestration does this through Fractional, for small and mid-sized businesses. Chase Bernier coaches your leaders first, then the people others ask for help, then your teams, in Claude, ChatGPT or Microsoft Copilot.
Start with your leaders, so they can answer questions and back the habit. Then set AI up for the jobs each team repeats, ask about 30 minutes a week from each person to practise, and check the measures every 30 days.
Usually nobody set it up for the team's actual tasks, and nobody checked in after the first week. Fractional starts with your leaders on their daily tasks and reviews your measures with you every 30 days.
Fractional is from $6,000 CAD a month with a 90-day minimum: $6,000 CAD a month for about 2.5 days a month, $9,000 CAD a month for about a day a week, or $12,000 CAD a month for about 5 days a month. For one person, Solo is $1,800 CAD, paid once.
No. Staff training starts once their leaders use AI every week, usually in the second or third month.
The one your company has approved, such as Claude, ChatGPT or Microsoft Copilot. We aren't tied to one AI product.
Yes, when being in the room helps. Most coaching runs by video call across Metro Vancouver.
Chase will tell you plainly whether your leaders are ready and what a rollout would look like for your team.
Have a question first? Ask it here, text Chase at 778-999-0985, email, or connect on LinkedIn.