Get proficient with AI in 30 days or less.
For owners and leaders who want AI in their own work.
Chase sets it up on your own emails, quotes and documents, then coaches you until it sticks.
Solo $1,800 CAD. Solo for Execs $2,900 CAD, for leaders who also set the AI direction.
Have a question first? Text Chase at 778-999-0985, email, or connect on LinkedIn.
- Business owners
- Executives
- Builders and trades
- Advisors
- Consultants
- Realtors
- and more
Your own AI, or your own AI plus the company plan.
Both support one person, whatever the size of your company. One-time fees, with no Sidekick subscription or retainer.
AI in your own work.
Email and follow-ups, quotes and proposals, documents, meeting prep, research. Set up on the tools you already use, with hands-on coaching to get you proficient in 30 days.
- ›Custom AI setup built for your work
- ›Voice calibration: tuned to how you actually write
- ›Plain-language guide to your setup
- ›30-minute onboarding session
- ›7 days of refinements
- ›4 weekly 30-minute coaching sessions with Chase
- ›Async messaging for 30 days
- ›Work through tasks from your actual backlog
AI leadership in 30 days. Know what AI should and shouldn't do in your company.
For leaders who also decide how staff use AI, or explain the firm's AI plan to a board, partners or team. Everything in Solo, plus:
- ›Your company's AI position: a 3-page brief
- ›An AI-use policy for your staff
- ›Talking points and a 45-minute rehearsal
- ›A 90-day roadmap
- ›90 days of advice and a day-60 check-in
- ›A 60-minute kickoff on your role and strategy
- ›About 5 hours of your time in all
What people say once it is set up around their work.
Each card is a business process that changed once the setup was in place, told by the person who runs it.
15+ businesses and teams have worked with Sidekick.
Recaps and follow-ups after full-day sessions arrive drafted in the coach’s voice, ready to review.
“I hate sending follow-up emails.”
Meetings, presentations, investment memos and financial models are prepared behind the scenes.
“It feels like you suddenly have an admin, an analyst, and a small team working behind the scenes.”
Preparing properly for a call: about 45 minutes down to about 5.
“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.”
His calls and training sessions now update Salesforce, compare carrier PDFs and draft follow-ups.
“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.”
Two or three clients’ work gets prepped at once, ready for the owner to take it from there.
“I can load it with two or three clients’ work while I’m on someone else’s. It’s already prepping the work, and I jump in and take it from there. I almost have my own support system instead of needing someone else to support me.”
A client newsletter with market statistics, in about 20 minutes.
“I’ve always wanted to send newsletters with market statistics to my clients and I’ve never been able to tackle it.”
Includes early free users, coaching and paid setup. Figures are each client's own estimate.
See these stories on What AI Can DoBuilt to get you proficient in 30 days.
Your part is small. Chase does the setup, then coaches you on your own work until it sticks.
Kickoff call
You send a few examples of your writing and the files you use most, such as past quotes or proposals. That's your part.
Chase builds your setup
Ready about 48 hours after your files arrive. You switch it on with a short guide, or your IT provider does, so he never needs your passwords.
Four coaching sessions
Four weekly 30-minute coaching sessions, with messages to Chase in between.
What's working, and what's next
What's working and what to add next. You keep everything built.
What you can build with it.
Email is only the start. Here is what a full setup can take on. Click any to expand.
Drafts built from your past quotes, pricing, site notes and standard exclusions: bids, proposals, decks and board packages. The workspace organizes the inputs into a structured draft ready for your review pass.
You drop in site-visit notes, photos and two similar past jobs. A quote draft comes back with scope, line items, exclusions and a cover note, ready for your pricing check.
These are illustrative possibilities, not promised results. The right first workflow depends on your source material, review requirements, and where your time and attention are getting trapped.
Tried AI and it didn't stick?
Usually nobody set it up on your own work, and nobody checked in after week one.
Solo starts from your own quotes, emails and documents, and the weekly sessions keep it going until it's part of your day.
Stop managing every prompt. Review the work when it comes back.
Shown what to do · how to do it · when to ask
Sidekick Solo is a hands-on service. We connect AI to the tools and information you approve, show it how to do a real task, and set the points where it must return to you for review.
Chase built the first version for his own operating work. Solo applies the same principles to your context, voice, priorities, and recurring responsibilities. Hands-on coaching is included to help you become proficient in 30 days, using real tasks from your work.
The system is designed around persistent context, clear instructions, decision history, meeting preparation, reviews, and follow-through. The easy part is the first file. The harder part is making the workspace understandable and useful as your work changes.
This is not a generic prompt library. It is a configured workspace with practical review rules and a clear handover so you can operate it yourself.
Based in Metro Vancouver, BC.
A clear AI position for your company.
A short brief written for your company and your plan, and a one-page policy your staff can follow. Here are made-up examples for a 120-person distribution business.
“So what's our plan for AI?”
“There are three places it pays off this year: quotes, supplier email and the monthly report. We start with quotes next month, and a person approves every one. We won't use it for pricing or credit decisions, and everyone follows our AI-use policy. I'll report back in 90 days.”
Illustrative, based on the sample brief.
Have a board or leadership meeting coming? Tell us the date on the fit call. We will confirm whether the brief and rehearsal can be ready in time.
Northfield Supply
Prepared for the VP Operations
Where AI fits the strategy
The 2027 plan depends on growing revenue 20% without adding people in customer service or purchasing. AI helps most where people spend hours gathering, checking and writing.
Best opportunities
| Work | What AI does | When |
|---|---|---|
| Quotes | Drafts each quote from past orders and price lists. A person approves it. | Start now |
| Supplier email | Sorts and summarizes supplier updates and flags delays. | Start now |
| Monthly report | Pulls the numbers and drafts the commentary for review. | Next quarter |
What AI won't do here
Set prices, approve credit or make hiring decisions. Those stay with people.
Guardrails
Company AI accounts only. No customer banking details in AI tools. A person reviews anything sent to a customer.
AI at Northfield Supply
For everyone who works here
Use
Microsoft 365 Copilot with your work account. No other AI tools for company work.
Never put into AI
Customer banking or card details, staff pay or health records, confidential supplier pricing, passwords.
Always check
Numbers, names and prices before anything reaches a customer or supplier. A person sends it, not the AI.
Ask first
New AI tools, connecting AI to other systems, or anything you're unsure about. Ask your manager or IT.
Quick answers before you book.
Which AI tools?
ChatGPT, Claude or Microsoft Copilot, chosen for your work and your security needs. Your AI subscription is separate, usually a monthly fee per person.
What access do you need?
Only what you approve.
No IT provider?
That's fine. If you have one, Chase works with them.
I'm not technical.
You don't need to be. The weekly sessions are there to get you proficient in 30 days on your own work.
Can someone else on my team use it?
Add them as a person: one to three others at $1,800 CAD each. For a whole team, see For companies.
Not sure which fits?
Take the free AI assessment (about 10 minutes), or text Chase at 778-999-0985.
Reading for this step
Bring one piece of work that keeps consuming your time and attention.
We will tell you whether Solo fits, what the first useful workflow could be, and where human review belongs.
Have a question first? Text Chase at 778-999-0985, email, or connect on LinkedIn.
Send a note or book a 30-minute call. No preparation needed.
Want your team using AI well? Company work starts with you and your leaders, then the rollout, measured against your goals.
See For companies →