Sidekick Orchestration
← All partners// For IT providers and MSPs

You provide the tools. We help your clients use them.

Chase Bernier, Sidekick's founder, sets up AI for your clients' staff and coaches them to use it. Your team approves the access before anything is connected, and the IT work he finds comes back to you.

You don't need a client lined up to book the call.

The terms are one page: the two ways to work together, who bills the client, when you are paid, and our commitment to bring IT work to you.

// For the clients you already support

What your client gets, what you get, what it costs.

Already share a client with Sidekick? Tell us what they want to work on next and we will agree who does what.

01

What your client gets

AI set up for the people who will use it, and coaching until they do. Your team reviews the access first, so it is done responsibly and you stay in the loop.

02

What you get

An advocate inside the account. We bring you the IT work we find and tell the client why it is worth doing. If the client needs AI coaching you don't offer, you can refer or resell ours. Your client stays yours.

03

What it costs you

No joining fee and no help-desk obligation. One review per client of a short report listing the access the work needs, and another only if that access widens. If the work needs IT changes or support from you, we agree that with you before the client sees a proposal.

// Work that comes back to you

We bring you the work we find.

Working with a client's leaders and staff, we see needs that never reach your help desk. When one matches a service you offer, we tell the client why it is worth doing and bring it to you to assess and quote.

Whether you referred the client or resold our work, you quote any further work the client needs from you.

How the tool is chosen
If your client already has Copilot in place and in use, we build on it. If not, we assess the client's work and recommend the tool that fits, and you see that recommendation before the client does. You can challenge it. If we still disagree, the client hears both views and decides. Where the client's work calls for it, we send your team requests for staff training, additional licences or Power Automate work.
Illustrative example · not a client result

The client has chosen Claude. There is still work for you.

Leadership wants to use Claude but is getting little value. Staff use personal ChatGPT accounts without shared rules. Chase coaches the leaders and works with your team on access and an AI-use policy.

01 Automation
Staff copy the same details between email, forms and spreadsheets. It may need rules-based automation rather than AI. If that is your service, we bring you the work to assess and quote.
02 Security and backups
Leaders raise questions about account security and backups. We tell them to take those to you.
03 Training
Your team offers Claude training. Those classes are yours to take first. Chase coaches the leaders one to one on their own work.
// In the terms, in writing

Your client stays yours.

  • We never sell around you. IT work comes to you, with no end date.
  • Anything you offer that overlaps our work, such as AI training, is yours to take first.
  • If you resell our work, we do not contract with that client directly, during the resale or for 24 months after it ends.
  • Chase never logs in to your systems or your client's, and never asks for passwords.
  • No joining fee and no help-desk obligation.
// Access and controls

Your review comes first.

Chase never logs in to your systems or your client's, and never asks for passwords.

The access report
Before setup, we send your team a short access report listing the systems, data and permissions the work needs. Approve, narrow or decline each one.
How accounts connect
The client connects their own accounts, signed in as themselves, to the permissions your team approved. Each connection starts read-only where the tool allows it.
If access widens
If the work later needs wider permissions, the request comes back to your team first.
What we deliver
A set of folders and files: the background and working instructions for the AI tool your client uses. We deliver it through a connector to the client's AI tool or a shared Google Drive folder.
Logging and removal
Before setup, we agree with you what activity is logged and how access is removed.
// How this looks today

Working with IT providers so far.

This is a new program. Two examples come from clients we share with their IT provider. In the third, the IT firm is our client.

  1. 01
    Access agreed with the MSP before setup.

    We listed each system the client's AI tool would connect to and what it could do in each, and wrote up the risks. We reviewed that write-up with their MSP until they were comfortable, then helped the client submit the tickets to get it configured.

  2. 02
    A security need brought back to IT.

    During a client setup, Chase found a gap in account security, recommended a fix to the client and took the request to their MSP.

  3. 03
    An IT owner's own setup.

    The owner of an IT firm wanted to use Claude in their own business first. We agreed the access before anything was connected: read-only email and no ticket-system access. Chase then set Claude up for the owner's own tasks and coaches them on using it.

See a sample of what we hand over: a sample AI setup record.

// Who owns what

Agree the roles before meeting the client.

Whoever holds the client contract sets the scope. Before we meet the client together, we put who does what in writing.

01

Your team

Tell us what you offer, what you don't, and what you want to grow: AI training, custom agents, rules-based automation, security, licences or infrastructure. No AI service of your own? Refer or resell ours and keep the IT work.

02

Sidekick

Coach the client's leaders and staff to use AI in their daily work. When the client has a need you cover, we recommend your team. Coaching means working alongside one person on their own real tasks over several weeks. It is separate from training classes, which are yours to take first if you offer them.

03

Your client

One named person at the client supplies real examples of the work they want AI to help with, makes time to practise, and checks the AI's output. The client connects their own accounts once your team has approved the access.

// Choose how you work with us

Two ways to work with us.

Whoever holds the client contract sets the scope.

01

Refer a client.

Introduce a client once the terms are signed. Sidekick holds the contract, bills the client and delivers the work. Sidekick and the client set the scope of Sidekick's work, and you set the scope of yours.

We pay you 20% of the fees we collect in the client's first 12 months, as the client pays us.

After 12 months the fee ends. Sidekick's coaching work with that client carries on as Sidekick's own, and IT work still comes to you, with no end date.

02

Resell our work.

You hold the contract and bill the client, so you set the scope. Later changes are yours to make, agreed with us first. Chase meets the client before you sign and accepts the scope or declines the job. He then delivers the setup and coaching under Sidekick's name.

You buy from us at 20% below our standard rate and set your own client price.

While you resell our work, any new Sidekick work for that client goes through you.

Your own services are yours to price. Licences, security, automation or training that your team delivers go on your quote at your rates.

See the numbers

For example, when our standard rate for Fractional AI Leadership, our service for a whole team, is CAD 12,000 a month, you pay Sidekick CAD 9,600 a month, within 30 days of our invoice.

Engagement
Client pays
Your referral fee
If you resell, you pay Sidekick
EngagementSidekick Solo

Setup and 30 days of coaching for one person.

Client paysCAD 1,800 one time
Your referral feeCAD 360
If you resell, you pay SidekickCAD 1,440 one time
EngagementFractional AI Leadership

Chase leads the AI rollout across the client's team: plan, policy, coaching and progress checks. If you offer staff training classes, they are yours first. If you don't, Chase runs them.

Client paysCAD 6,000-12,000 per month, 90-day minimum
Your referral feeCAD 3,600-7,200 over 90 days
If you resell, you pay SidekickCAD 4,800-9,600 per month
EngagementFractional, six months at the top rate

The first 90 days plus one 90-day renewal, at CAD 12,000 a month.

Client paysCAD 72,000
Your referral feeCAD 14,400
If you resell, you pay SidekickCAD 9,600 per month
EngagementFractional, a full 12 months
Client paysCAD 72,000-144,000 over 12 months
Your referral feeCAD 14,400-28,800
If you resell, you pay SidekickCAD 4,800-9,600 per month
Fractional, six months at the top rate

The first 90 days plus one 90-day renewal, at CAD 12,000 a month.

Client paysCAD 72,000
Your referral feeCAD 14,400
If you resell, you pay SidekickCAD 9,600 per month
Fractional, a full 12 months
Client paysCAD 72,000-144,000 over 12 months
Your referral feeCAD 14,400-28,800
If you resell, you pay SidekickCAD 4,800-9,600 per month

When you resell, you buy at 20% off: CAD 1,440 for Solo, and CAD 4,800-9,600 per month for Fractional.

The six-month and 12-month figures assume the client renews and pays. The 20% applies to the service fees we collect in the client's first 12 months. AI subscriptions are not part of our fees.

// Delivery in four steps

From one client task to daily use.

  1. Choose the work.

    Whoever holds the contract agrees the scope with the client: one task to start, and one named person at the client.

  2. Review the access.

    Your team reviews the access report; the client connects their own accounts.

  3. Build and test.

    Chase prepares the setup files and tests them on real examples with the client.

  4. Coach and hand over.

    Chase coaches the client's staff on the task, then writes down the instructions, the limits and who to contact for support.

// For your security lead

The IT note.

One page on how Sidekick handles tools, data and access. Print it or save it as a PDF to forward.

Tools and settings
Microsoft Copilot, ChatGPT or Claude, chosen for the work and the client’s security needs, in accounts the client’s business owns.
What each connection can read
Set out in the access report before setup: systems, data, processing locations and the permission profile for each connection. We start read-only where possible.
How access is granted and removed
You approve, narrow or decline each proposed connection. The client’s authorised owner grants access. Chase never logs in to client systems or asks for passwords. Activity records and access removal are agreed before setup.
Client files
Used only if the client asks for it, case by case.
Insurance
Professional liability and cyber.
Contact
Chase Bernier · chase@sidekickorchestration.ai · 778-999-0985

Sidekick Orchestration · sidekickorchestration.ai/partners/msp

Chase Bernier, founder of Sidekick Orchestration
// Who Chase is

Work directly with Chase.

Chase Bernier founded Sidekick Orchestration. He built partnerships at DrugBank and worked at Jobber and DoorDash. He runs every part of Sidekick on AI, from sales and marketing to operations and client support.

About Chase

Common questions before a first call.

Which clients are a good fit?

Start with an owner or team lead who has a recurring task worth improving and time to practise. Solo is for one person; Fractional is for a whole team.

What happens on the first call?

Bring a client situation or a task from your own business. We talk through what the client needs, which parts each team would do and what a first job could look like. The 30-minute call is free.

Who do we contact if something stops working?

Chase is your contact for the Sidekick work. Your existing IT support stays with your team. Before work starts, the scope names who handles workflow issues, access changes and escalation. Ongoing AI support after the engagement is separate; it does not become an open-ended help desk obligation for your team.

What does the client keep?

The configured work, instructions for using it, review rules and a clear handover. The engagement terms identify ownership, required third-party licences and anything that still depends on Sidekick. Your team can see what was built and where its support responsibility begins and ends.

How much time will our team need?

Your team contributes knowledge of the environment, access decisions and any agreed IT changes. The client names one person who supplies examples and makes time for testing and coaching. We size that involvement with you before proposing work. It varies with the task and connections; we do not assume your technicians will absorb the implementation.

Can you take on our client?

Yes. Chase leads every engagement and is your single point of contact. When a job needs more hands or a specialist, Sidekick brings in a vetted partner under its contract, with the same limits on what they can access. You know who is involved before they start.

// Start with a conversation

Let's see where we fit.

Bring a client situation or a task from your own business, and talk with Chase about your team's role and whether to refer or resell.

You don't need a client lined up to book the call.

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

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