An owner or leader who wants to use AI in their daily work
Chase prepares a setup for Claude, ChatGPT or Copilot, whichever they use now, around their daily work, and coaches them for 30 days. By day 30 they use it every week without help.
// For partners
When a CEO client asks you about AI,send them to someone you can trust.
For fractional executives, coaches, accountants and advisors. We coach leaders to use AI in their daily work, then help them roll it out across the company.
Book a free 30-minute call
Partners: mention you refer clients when you book.
// So far
15+ businesses and teams have worked with Sidekick.
What this looks like
with your clients.
You set the plan with your client. We set up AI and coach their people so the team has the time to carry it out.
Fractional sales leader
A better proposal, in the buyer’s hands sooner.
You have a go-to-market and expansion plan for a commercial contractor. Each proposal takes days to assemble. We build an AI workflow from the team’s discovery notes, past projects and pricing, so the seller starts from a checked draft.
- Start with the work
- We map how discovery notes, buyer requirements, past projects and pricing become a proposal. Together, we decide what the buyer needs to make a decision and what belongs in a separate pack.
- Build a process the team can use
- We build it from those sources, the proposal structure and the team’s review rules. It prepares a tailored draft and flags gaps. We test it with the sales team and coach them to run the next proposal.
- Give the seller’s time back to selling
- The seller checks the scope and price, sends the proposal sooner, and has time for a personal video walkthrough and more useful follow-up.
Made-up example
Commercial fit-out proposalDraft
Refit both sites. Keep trading.
- Your priority
- Refit two locations while keeping both open for customers.
- The proposed approach
- Phase the work around trading hours, with staged handovers and a named lead for each site.
- Relevant experience
- On a previous occupied-site refit, we used evening work and staged handovers.
- Before this can be sent
- Confirm access windows, scope and price with the estimator. Check that the past project supports the proposed approach.
Supporting pack
Project evidence, technical specifications and detailed phases. The buyer can check the detail without losing the main recommendation.
Personal video outline
“Here is how we would keep both sites trading.” Walk through the phases, explain the disruption controls and invite questions.
The sales team approves the proposal. The client keeps the setup and review rules, and the team knows how to run the next proposal.
A home builder’s proposal process
40h 4hA Metro Vancouver home builder now drafts proposals with Claude: about 40 hours down to about 4.
Client’s own estimate.
Check the business result
The client tracks proposal hours and time to the buyer, then sees whether win rate, deal speed and selling cost improve.
// Who to send
Send them by situation.
A CEO or managing partner who has to tell a board, partners or staff how the firm will use AI
Solo, plus an AI position brief (a short written statement of where the firm will and will not use AI), a staff AI-use policy, talking points and a personal 90-day plan.
A company ready to get its team using AI well
Chase leads the company's AI rollout part-time for a monthly fee: first the owner or CEO, then the leaders, then the teams, over 90 days.
// Not a fitTeams that need a full-time AI lead, or leaders who aren't convinced AI is for them.
// Who works with your client
You know who is working with your client.
Chase leads the engagement with your client and runs the sessions. If someone else does part of it, we tell you and your client who before they start.
Sidekick carries professional liability and cyber insurance.
// How it works
Before work starts, we write down who does what.Then you get an update on your client.
You bring the client and their priority.
Bring the client’s priority and one example of the work getting stuck. The client brings the person who does that work and the source material they use.
We agree the scope and the roles, in writing.
What Sidekick sets up. What stays with you as the advisor. What the client decides. Any referral fee. All of it on paper before the work starts.
Sidekick sets it up with the client’s team.
We map the steps, set up Claude, ChatGPT or Copilot for each step with the client’s team, and test it on live jobs. The team checks the output with us and learns how to run the process, including when to step in.
You stay in the loop. The client keeps the result.
We review what changed with you and the client before expanding the scope. The client keeps the setup, the review rules and a how-to the team can use.
// Made-up exampleNot a client result
Week 3 update to the partner
A fractional COO’s client, 40 people. This quarter’s priority: every order confirmed the same day.
- Was stuck
- Two people typed order confirmations by hand from three inboxes, when they had time.
- Set up
- AI drafts a confirmation for each new order. A coordinator reviews and sends each one.
- This week
- Coordinator trained. Drafts reviewed daily. One unusual order sent back for a person to decide.
- You and the client decide
- Extend to supplier updates next quarter, or hold until the team is ready?
- Client keeps
- The setup, a one-page how-to and the review rule.
// From client work
What changed for two clients.
Two examples from Sidekick's client work.
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.”
How the work flows: His files · Claude drafts the memo or model · Aman reviews and decides
Nathan Parkhouse Advisory · The founder’s call preparation
Preparing properly for a call: about 45 minutes down to about 5, by his own estimate.
Chase set up Claude to build a brief before each call from Nathan’s files, calendar and recent emails.
How the work flows: Files, calendar and email · Pre-call brief · Nathan reads
Figures are each client's own estimate.
More client stories
// 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 when your client needs an answer.
// What the referral terms say
We pay a referral fee.
- The fee
- 20% of the fees Sidekick collects from a client you refer, in that client's first 12 months. We pay you within 14 days of the client paying us. Your client pays the same price either way, and the written scope they sign names the fee. If your profession limits referral fees, you can still introduce a client without one.
- How an introduction is recorded
- You email Chase and copy your client in. That email is the record.
- Your client stays yours
- We never sell around you. If we see more work for a client you brought us, we talk to you first.
- After you introduce someone
- We do not follow up with your client unless they book or reply. If an engagement is at risk, we tell you early.
- Ending the arrangement
- Either of us can end it with 30 days' notice.
To introduce a client, email Chase and copy your client in. Your client can start with the AI Opportunity Map: a free questionnaire, about 10 minutes. They get a short written report on where AI fits their work, how to handle their data, and a first project to try.
// Good to know
Questions partners ask first.
What makes a useful introduction?
A client with a clear plan and work that takes too long, crosses several tools, or keeps landing on one person. Bring the situation as you understand it.
What stays with me and my client?
You keep your advisory role and the relationship. The client makes its own business decisions. Sidekick does the setup and coaching in its agreed scope and hands it over when done.
What will the client pay?
Solo is $1,800 CAD once, for one owner or executive. Solo for Execs is $2,900 CAD once. Fractional is from $6,000 CAD a month with a 90-day minimum. The first call is free. If Sidekick is not a fit, we say so before proposing work.
What happens if something goes wrong?
Until handover, fixing the setup is part of our work. After handover, the client’s team maintains it, and their IT provider looks after accounts and systems. We tell you and your client plainly when something needs attention. No extra work or cost is added unless the client approves it.
How do you handle client data?
Chase never logs in to client systems and never asks for passwords. The client connects its own accounts and chooses every file it shares. The setup lives in the client’s own AI account.
// The ask
Bring one client situation.
Or just come to see how we would work together. We will tell you plainly whether Sidekick can help and what a first step could look like.
Sidekick is people and coaching. There is no software to buy from us. We work in Claude, ChatGPT or Microsoft Copilot, whichever suits the client.
Have a question first? Ask it here, text Chase at 778-999-0985, email, or connect on LinkedIn.