You know you should be getting more from AI.
You just need the right setup.
Your email, meetings, follow-ups, and admin, running through one workspace that knows your business. Set up in days, built to stick.
No new software to learn. Solo runs inside Claude and the tools you already use, configured around your actual week, and every session picks up where the last one left off.
Sources: U.S. Chamber of Commerce (2025); Salesforce SMB Trends.
- Executives
- Advisors
- Coaches
- Realtors
- Small Business
- Creatives
- and more
What actually makes this different
You know the feeling. Your context lives in six systems and your own head. Every follow-up, every prep doc, every report starts from zero, and you are the only thing holding it together. That is exhausting, and it has nothing to do with how good the tools are.
Most people trying to build this on their own spend weeks or months getting to what could take a few hours, and even then the pieces rarely connect. Solo skips that. A purpose-built system, configured for your work and your voice, from day one.
It aggregates your context. It writes in your voice. It runs the procedural work on its own. You stop operating tools and start directing work.
What you can build with it.
Email triage is table stakes. This is what the system looks like at full depth. Click any to expand.
A 15-page GTM strategy from 48 disconnected source files
Market research, brand assets, financials, competitor data, and founder notes, assembled into a structured, branded go-to-market document ready for stakeholders. Normally a week of pulling context together before writing a word. Three focused sessions instead.
Done in a single morningA full investor update from quarterly data and meeting notes
Revenue numbers, milestones, team updates, and forward-looking commentary assembled into a formatted investor update. Three sources, one document. Half a day of copy-paste became forty minutes.
Done before the next meetingA 60-page strata package analyzed before an offer deadline
Special levies, depreciation gaps, AGM minutes, financial statements. Flagged, summarized, and risk-rated in under an hour. The client made an informed offer with clarity she would not have had from reading it herself.
Decision made with confidenceA monthly client newsletter from three industry articles
Drop in three articles and say “turn these into this month’s newsletter.” A polished draft comes back in your voice, formatted and ready to send. The task you'd been putting off for months, handled.
Done in ten minutesThese are common use cases, not the ceiling. If you can describe the outcome you want, it can usually be built.
You're Not On Your Own
Most people don't need more AI tools. They need someone in their corner while they figure out how to use the one they have.
30-Minute Onboarding Walkthrough
Chase walks you through your system, answers questions, and makes sure you know how to get value from day one.
Onboarding Resources
Step-by-step guides, best practices, and walkthroughs you can refer back to anytime. Built from what real clients actually get stuck on.
7 Days of Refinements
If something is not working the way you need it to, we adjust it. Most refinements are small: a tone shift, a different output format, an added context source.
Weekly Coaching Sessions
30 minutes, every week for your first month. Bring what's working, what's stuck, what you want to try next. Real tasks from your actual work, not hypotheticals.
Async Messaging
Questions between sessions? Just message. A quick answer when you're stuck is worth more than a perfectly scheduled call two weeks from now.
If one of those workflows is already on your plate this week, the call is 30 minutes and you'll leave knowing whether Solo builds it.
Simple process.
Call, confirm, build, done. You're using it the same week.
Start with a 30-minute call
We talk through what you want to do with AI, answer your questions, and figure out together whether Solo makes sense for where you are. You'll leave knowing exactly what you'd get and whether it's worth your time.
Confirm and purchase
After the call you'll receive a link to review the service agreement, accept the terms, and complete payment via Stripe. No commitment until you've decided it's right. Once signed and paid, we start building.
We build your setup
Delivered within two business days. Before we build, we'll ask for a few writing samples: emails, documents, anything that shows how you communicate. That's what makes the voice calibration work. Delivered to your Google Drive.
You start using it.
Your setup includes a 30-minute session with Chase. Use it as an onboarding walkthrough if you're new to the system, or as a working session on a real task if you've already explored it. Plus 7 days of refinements included.
Chase built this system for himself first. He uses it every day to run his business, manage relationships, and make faster decisions. You get the same system, configured for how you work. Coaching is available any time if you want Chase working through it with you.
The system behind Solo is 500+ sessions of iteration. The context system, voice calibration, decision history, and the way all of it connects: your meeting prep pulls from your notes on the people you work with, your weekly review reads patterns across every session, your action tracker catches commitments from calls you had three weeks ago. The easy part is the first file. The hard part is everything that makes the system compound.
Nothing he could find did what he needed, so he built it. What you're getting isn't a template. It's a system that someone is running in production, every day, on real work.
Based in Metro Vancouver, BC.
Real workflows, real results.
“What Sidekick has built is a true personal operating system. When it's set up right, it feels like you suddenly have an admin, an analyst, and a small team working behind the scenes for you.
What impressed me most was how much effort is in the backend that I don't have to think about. Most people will never be able to recreate this on their own, even if they try to piece things together from blogs.
You're not just buying templates. You're getting a polished, proprietary operating system that lets you operate at a much higher level with far less friction.”
“I hate written communication. Like I hate it with a passion. I hate sending follow-up emails. I hate drafting communications. I just always have.”
Runs back-to-back full-day facilitations in week 4 of every month. Facilitation notes now feed into Solo; session recaps and follow-up emails come back drafted in her voice, ready to send. No new app. Runs inside the tools she already uses.
“I’ve always wanted to send newsletters with market statistics to my clients and I’ve never been able to tackle it.”
REBGV board articles and market stats feed into Solo; the newsletter comes back drafted in her voice in about 20 minutes. Separate workflow: strata documents get cross-referenced before she makes an offer, so she can tell the client whether the property is worth pursuing.
“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.”
Records training sessions and client calls with Plaud. Files feed into Solo, which updates Salesforce directly, runs competitive product analysis comparing carrier PDFs against the client’s situation, and drafts follow-up emails in his voice.
“Sitting on hundreds of hours of filmed content with no time to turn any of it into social media posts.”
Transcripts from raw footage feed into Solo; LinkedIn posts and social content come back drafted in his voice, ready to schedule. Separate workflow: a list of luxury home builders in BC and Alberta who lack video content gets filtered, prioritized, and surfaced as a call list.
The businesses that execute well are growing roughly 10x faster.
Simple pricing.
One-time. Flat fee. No subscription, no retainer required. Two tiers, so you choose how much support you want.
Most of what Solo handles is work you're doing yourself right now, in pieces, across too many tools.
Your full custom AI setup, built for you. Everything you need to get running, with a week of support.
- ›Custom AI setup built for your work
- ›Voice calibration: tuned to how you actually write
- ›Plain-language user guide
- ›30-minute onboarding session
- ›7 days of refinements
Everything in Solo, plus a month of coaching to get you to confident, independent use.
- ›Everything in Sidekick Solo, plus:
- ›4 weekly 30-minute coaching sessions with Chase
- ›Async messaging for 30 days
- ›Work through real tasks from your actual backlog
Frontier AI costs less than a phone bill. The gap was never the tools. It is implementation, and that is exactly what Solo builds for you.
Ongoing support, project-based work, and async or live coaching are available any time. Equipping several people? Solo seats are discounted progressively from three up.
Equipping a team? Fractional Chief AI Officer builds AI into how the whole organization runs.
Quick answers before you book.
What’s included in Sidekick Solo?
30+ configured skills covering strategic thinking, communications, meeting intelligence, and operations. Done-for-you setup built around your specific role and context. Seven days of direct email support from Chase. A refinement window to adjust anything that is not working the way you would expect. You receive a workspace that is ready to use from session one, not a template you configure yourself.
How much time will this actually save me?
Setup compresses dramatically. Ongoing ROI builds with use. Week 1 is calibration, not payoff. Think of it like a gym membership, except we set the gym up in your house, stocked it with the right equipment, and gave you a trainer for the first month. You still have to lift. The learning curve does not disappear. Sidekick compresses it from months of solo trial and error to a few weeks with a guide. By Month 2, clients stop thinking “Claude saves me time here” and start thinking “why did I ever do this manually?”
What Claude plan do I need for Sidekick Solo?
You need at minimum Claude’s Pro plan. If you are not hitting your plan’s usage limits, you are likely not using this enough to get the ROI. If you run multiple long sessions each day, Claude Max removes the ceiling entirely.
Why does a Cowork session take longer than a regular Claude chat?
Cowork is not a chat interface. When you give it a task, it reads your files, runs specialized tools, and builds actual output, not a single generated response. A session that drafts your follow-up emails, consolidates action items across three recent calls, and surfaces two flagged client relationships is doing the work of an hour of focused attention. It takes longer because it is doing more. The people who get the most out of Solo keep two or three sessions open at once and rotate between them. The wait disappears.
You're not behind. You just haven't had the right setup. That's a 30-minute fix.
No pitch, no pressure. If it's not the right fit, we'll tell you.
30 minutes · No preparation needed
Ready to equip the whole organization? Fractional Chief AI Officer embeds Chase to build AI into how your operation runs.
See Fractional Chief AI Officer →