Sidekick Orchestration
// Metro Vancouver

AI coaching for leaders of Metro Vancouver firms.Chase works with you in person or online.

We coach leaders to use AI on their own follow-ups, proposals and reports, then train their teams to do the same.

The AI Opportunity Map is a free 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. The first call is free.

// Made-up example: after a client meeting You check before it sends
What happensA client meeting ends. AI drafts the recap, the follow-up email and the CRM update.
RecapDrafted from the meeting
Follow-up emailDrafted for you to check
CRM updateDrafted for you to check

You check them and send.

Remote or on-siteYour IT stays in control
// So far

More than 15 businesses and teams have worked with Sidekick, for one-person coaching or a company-wide rollout.

// Who it is for

Leaders of service firmswith about 20 to 300 people.

You run a firm in Delta, Richmond, Surrey, Langley or elsewhere in Metro Vancouver, and you want your people using AI well.

AI use at your firm is uneven or stalled.

Your people know how the work gets done, and they will sit down with us.

You will put your own time in first.

Leaders go first, then their teams.

You want a result you can measure in 90 days, such as hours per proposal.

Measures are agreed up front and reviewed every 30 days.

// How it works

First you, then your leadership team,then the rollout.

First you, one-on-one, until AI is part of how you work. Then your leadership team. Then the rollout, with baseline numbers set up front and progress reported against them.

From the first call to your day 90 decision

Example firm, 100 peopleExample

01Before day 1AI Opportunity Map30-minute fit call

03The 90-day planMeasures reviewed every 30 days

  1. Days 1 to 30You
    Baseline setDay 1
  2. Days 31 to 60Your leadership team
    Review 1Day 30
  3. Days 61 to 90Your teams
    Review 2Day 60Review 3Day 90
Day 90

You decide

  • Continue
  • Change the scope
  • Stop

Coached by ChaseTrained in this stageNext, if you continue

// Two ways to work with us

For you,or for your company.

Solo is one-on-one coaching for one leader. Fractional is for your leadership team and the people they lead.

For you

Solo

Chase sets up Claude, ChatGPT or Copilot to draft jobs such as follow-up emails and quotes, adjusts it as you correct it, then coaches you for 30 days. By day 30 you hand it work every week without us.

$1,800 CADPaid once. 30 days.

See Solo
For you, as a leader

Solo for Execs

Solo, plus the documents a leader needs to answer the board, partners or staff: an AI position brief, a staff AI-use policy, talking points and a personal 90-day plan.

$2,900 CADPaid once. 30 days.

See Solo for Execs
For your company

Fractional AI leadership

Chase leads your company's AI rollout part-time: first you, then your leaders, then your teams. By day 90 your leaders use AI weekly and the measures you chose are reported against where you started.

From $6,000 CAD a month90-day minimum.

See Fractional
// From client work

What changed inside two businesses.

Two clients, in their own words.

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

Bloom Benefits · Coaching an advisor to build his own AI tools

Chase coached Kevin until he could build his own tools. He then built a branded dashboard for his commissions.

“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.”
Kevin ChaputInsurance advisor, Bloom Benefits

How the work flows: Coaching with Chase · Kevin builds his own tools · Branded commission dashboard

Figures are each client's own estimate.

More client stories
Chase Bernier
// Who you'd work with

Chase Bernier

Founder, Sidekick Orchestration Metro Vancouver

Chase built partnerships at DrugBank and worked at Jobber and DoorDash. Sidekick runs its own sales, marketing, operations and client support on AI, so what we set up for you is what we use every day. Chase leads every engagement.

From the first call through setup and handover, you have one person to call.

Do you serve my area?

Yes. Chase works with firms across Metro Vancouver, including Delta, Surrey, Langley, Richmond, Vancouver, White Rock, West Vancouver and North Vancouver.

Does the work need to happen in person?

No. Most of it can happen online. Chase can come to your office when being in the room helps.

How do you work with our IT team or IT provider?

We agree on access, security and systems with them before anything is set up. Your IT people keep control of their own work. Chase leads the coaching and the rollout.

Which AI tools do you use?

The ones that suit your work, tools and security needs, such as Microsoft Copilot, ChatGPT or Claude. Sidekick is a service. We are not tied to one AI product.

Will you need our client files?

We don't ask for your client files. If a job needs one, you choose it, case by case.

// Next step

Start with a 30‑minute fit call.

Chase will tell you plainly whether Sidekick can help.

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