Fractional executives
You set direction for a client a few days a month. The work between your visits should keep moving without you.
// For partners
You set the strategy.We help it land.
You help owners and leadership teams decide where the business is going. Sidekick helps the work catch up. We set up AI in the business your client already runs, then coach the team until it runs without us.
No pitch, no deck. Just you and Chase.
// So far
15+ businesses and teams have worked with Sidekick as their AI partner, across Solo and Fractional.
// Who this is for
People who build plans with and for growing businesses.
Executive coaches
Your CEO clients keep asking you about AI. You want a straight answer and someone safe to send them to.
Business coaches and operating-system implementers
You run the sessions and set the priorities. The weeks between sessions are where the plan either moves or stalls. We work inside the client’s existing meeting rhythm, scorecard and priorities, with no competing framework.
Accountants and advisors
You see the numbers and the pressure behind them. You know which clients are growing faster than their operations can handle.
// Not yet a fitNo clear work to improve, no accountable owner, or a need for custom software or a full-time executive. We will say so early.
// The idea
Strategy is the work.AI helps it land faster.
Most good plans stall in the same place.
- The team agrees on the direction.
- Then the week fills up.
- The report still gets rebuilt by hand.
- Follow-ups still depend on one person’s memory.
The plan waits.
// Where Sidekick starts
We do not sell AI strategy.
Your client already has a strategy, and you helped build it.
- A growth plan
- A hiring plan
- A marketing plan
- A new way of running the week
Our job starts where the plan meets the week.
We find the repeated work standing between the plan and the result. Then we use AI and the tools the client already uses to move it.
// Clear roles
Your client stays yours.
You own
The strategy and the relationship.
Your client owns
The decisions.
Sidekick owns
The setup, the coaching and the handover.
We never sell around you.
If we see more work for a client you brought us, we talk to you first. Nobody has to argue about whose plan it is.
// How it works
One client. Clear roles.Written down first.
You bring the plan and the pressure.
A client, the priority that matters most, and the work getting in the way. You do not need to scope the technology first.
We agree the scope and the roles, in writing.
What Sidekick sets up. What you keep. 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 work on the tools they already use, coach the people using them, and keep the important decisions with a person.
You stay in the loop. The client keeps the result.
You get updates as the work moves. The client keeps the system and the know-how. We check what changed before anyone expands it.
// Illustrative 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 in the tools the team already uses. A coordinator reviews and sends each one.
- This week
- Coordinator trained. Drafts reviewed daily. One unusual order sent back for a person to decide.
- Your call
- 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 real work
The useful result is prepared work, not another AI demo.
“I hate sending follow-up emails.”
After back-to-back full-day sessions, her notes become drafted recaps and follow-ups in her voice, ready to review instead of starting from a blank page.
Session notesRecap and follow-up draftsWhitney reviews
“It feels like you suddenly have an admin, an analyst, and a small team working behind the scenes.”
An AI workspace helps plan the day, prepare meetings, and draft presentations, investment memos, and financial models.
Research and contextAnalysis and draft workAman decides
“It remembers. Twenty-five years of relationships, and it holds the ledger: who introduced whom, what I promised, what they said in their own words.”
Pre-call briefs are built from his files, calendar and recent emails. By Nathan’s estimate, preparing properly for a call went from about 45 minutes to about five minutes of reading.
Files, calendar and emailPre-call briefNathan reads
“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.”
Training sessions and client calls feed into Solo, which updates Salesforce, compares carrier PDFs to the client’s situation, and drafts follow-up emails in his voice.
Calls and trainingUpdates and draftsKevin reviews
// Who you work with
You work directly with Chase Bernier, Sidekick’s founder.
Chase leads every engagement from the first call through setup and handover. You have one person to call when your client needs an answer.
Chase brings more than a decade in B2B partnerships and revenue operations, including roles at Jobber, DoorDash and DrugBank. Based in Metro Vancouver, BC.
Chase Bernier Founder, Sidekick Orchestration
// The offer
Choose how you want to work together.
Start with the role you want to play. We work out the details around a real client situation.
Get paid for introductions
Know a client who fits? Make the introduction. Sidekick confirms the fit and handles the work. You earn a referral fee, set out in writing before you introduce anyone.
- Leads with the client
- Sidekick
- Signs the client
- Sidekick
- How you are paid
- A share of the fees we collect on the client’s first engagement, paid as we are paid
Sell it with us
Bring Sidekick into the room. We shape the proposal together and present it together. We agree who leads, who contracts for what, and how the work splits.
- Leads with the client
- Both of us
- Signs the client
- Agreed for that client
- How you are paid
- A split agreed in writing
Offer AI to your clients
Add Sidekick to what you already deliver. You lead the engagement. Sidekick sets up and coaches a defined piece of the AI work inside it, with agreed roles and updates back to you.
- Leads with the client
- You
- Signs the client
- Agreed for that client
- How you are paid
- As agreed in writing
What your client pays
Solo is $1,800 CAD once, for one owner or executive. Fractional AI Leadership starts at $3,000 CAD a month with a 90-day minimum.
Email Chase for the terms Or write to chase@sidekickorchestration.ai. Chase replies personally within one business day. No sequences.
Want to see it on your own work first? Start with Solo
// Good to know
Questions partners ask first.
Do you pay referral fees?
Yes. You receive a share of the fees we collect on the referred client’s first engagement, paid as we are paid. The exact amount is in our partner terms, and we agree it in writing with each partner before any introduction. Ask for the terms and Chase will reply personally within one business day, or we can go through them on the fit call. We confirm each referral with you before the first sales conversation. If your profession limits referral fees, you can still introduce a client without one.
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 controls its systems, access and business decisions. Sidekick owns 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. Fractional AI Leadership starts at $3,000 CAD a month with a 90-day minimum, for a team across the business. The fee follows the scope. If Sidekick is not a fit, we say so before proposing work.
What happens if something goes wrong?
You and your client have one person to call: Chase. The written scope says who fixes what. We tell you both plainly when something needs attention, and nothing expands without the client’s decision.
How do you handle client data?
The client controls its systems and access. We work in the tools the client already has and ask only for the access the agreed work needs. Access and data handling are set out in the written scope before work starts.
What if Sidekick is fully booked?
We take on a small number of engagements at a time so each one gets Chase’s attention. If we are full, we say so on the fit call and give you the next start date. We do not stretch.
What if Chase is unavailable?
The client keeps everything we set up, written down. If Chase is unavailable, the work pauses and we tell you both the same day.
// The ask
Bring one plan that keeps stalling.
You have spent years learning how to build the right plan for a client. What slows it down is usually the repeated work nobody has time to move. Bring a 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.
30 minutes with Chase. No pitch, no deck. You leave knowing whether there is useful work to do and who would own it.
Sidekick is a service, not software. We are not tied to one AI product.