Sidekick Orchestration
// Sidekick Solo

Stop rebuilding context every time you need to get something done.

A personal AI workspace that helps you prepare, decide, create, and follow through.

Solo reduces repeated preparation and follow-through while helping you take on valuable work you previously lacked the time or specialist support to do. We configure the workspace around your files, voice, priorities, and recurring work, then help you learn how to run it yourself.

You keep the workspace, operating context, instructions, and practical knowledge behind it.

Sidekick Solo
Illustrative Personal Workspace
Your day at a glance
Last refreshed 7:04 AM
Live
⚠  Needs attention
12 days
J.H. proposal still not sent
You built the document last week. The workspace has the draft ready. It still needs your approval.
this week
M.C. renewal conversation due
Agreement renews in 3 weeks. Last contact was 28 days ago. This one needs to be you.
Active Clients
8
+1 this month
Monthly Revenue
$64,200
80% of target
Proposals Out
2
$61,550 value
Closed This Week
1
New client signed
✓  Workspace can prepare · 3
1
Draft J.H. follow-up · 12 days overdue
overdue
2
Update client summary for review call
today
3
Draft renewal notices · 2 clients
this week
★  Only you · 3
1
Send J.H. proposal · draft ready
12 days
2
Renewal call · M.C. renews in 3 wks
this week
3
Scope call · A.P. waiting on you
today
// Sample outputMade-up example to show the concept. A real personalized dashboard is much more tailored: your live data, your tools, your branding. Dashboards are just one popular component of what we provide.
// What changes

Move the work forward without carrying every step in your head.

Less repeated context
Your files, priorities, writing patterns, and working rules are available when the next task begins.
Faster preparation and follow-through
Turn meeting notes, research, and existing materials into useful drafts and next steps without starting from a blank page.
New capability within reach
Build reports, plans, structured analysis, and operating tools that might otherwise be delayed, outsourced, or left undone.
A system you can run
Learn how the workspace works, where human review belongs, and how to improve it as your work changes.
// Designed for busy professionals
  • Executives
  • Advisors
  • Consultants
  • Realtors
  • Operators
  • Creatives
  • and more
// The problem Solo solves

Too much of the work depends on what you remember and have time to chase.

When you are overloaded, the problem is rarely one enormous task. It is the constant reconstruction: finding the notes, rebuilding the context, drafting the same kind of document, remembering who needs what, and carrying the system in your head.

A blank AI chat can help with one question, but you still coordinate the work. Solo gives the workspace persistent context and clear instructions so it can prepare the next useful step while you keep control of judgment, approval, and anything sensitive.

Spend less time rebuilding the assignment. Spend more time reviewing, deciding, and moving the work forward.

// Your Personal SystemLive
Meeting notesInboxCalendarFilesCRM
SIDEKICK SOLO
Daily brief
Priorities surfaced
Follow-up drafted
In your voice
CRM updated
No manual entry
Your tools stay. Solo runs the layer between them.
What most people experience
Starts fresh every session. No memory of who you are.
Generic outputs that don't sound like you.
You explain context before every session.
Useful for one-off questions. Frustrating for real work.
With Sidekick Solo
Picks up where you left off. Your context is always loaded.
Calibrated to your voice. Outputs sound like you wrote them.
Built for your actual work: decisions, writing, follow-ups, prep.
Designed to improve as you refine its context, instructions, and review rules.
// Use Cases

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.

Full-depth work
The daily layer

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.

// Support

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.

Included with every Solo

30-Minute Onboarding Walkthrough

Chase walks you through the workspace, answers questions, and shows you where review and approval belong.

Onboarding Resources

Step-by-step guides, working rules, and walkthroughs you can refer back to when you use or refine the workspace.

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.

Also included with Solo + Coaching

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

Use asynchronous messaging between sessions for questions about the work you are applying through the workspace.

// How It Works

Simple process.

Confirm the fit, configure the workspace, review it together, and start with real work.

Step 01

Start with a 30-minute call

We identify the work you want AI to handle and decide whether Solo fits. You leave knowing what you would get and whether it is worth pursuing.

Step 02

Confirm and purchase

Review the agreement and complete payment only after you decide it is right. Once signed and paid, the build begins.

Step 03

We build your setup

Share the approved files and writing samples needed to configure your context, voice, priorities, and first workflows. Delivery timing is confirmed before purchase.

// About
Chase Bernier

Built and delivered by Chase Bernier

Chase on LinkedIn →

Chase built the first version for his own operating work. Solo applies the same principles to your context, voice, priorities, and recurring responsibilities. Coaching is included in the coaching tier when you want help applying it to live 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.

// Pricing

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.

Sidekick Solo

Best when you are comfortable learning independently after setup. Includes the configured workspace, onboarding, and seven days of support.

$1,200
One-time  ·  Flat fee  ·  CAD
  • 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
Sidekick Solo + CoachingRecommended

Best when you want help applying the workspace to live work. Includes the Solo setup, four weekly coaching sessions, and 30 days of asynchronous support.

$1,800
One-time  ·  Flat fee  ·  CAD
  • 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

Solo runs on your own Claude subscription. Choose the plan that fits your workload; for sustained Solo use, we recommend Max 5x as the practical starting point. Claude currently lists Pro at $20 USD/mo, Max 5x at $100 USD/mo, and Max 20x at $200 USD/mo. Claude bills separately, and its pricing and limits can change.

// After your first month

Need more help after the initial engagement? Additional coaching or a separately scoped workflow can be discussed when there is a clear next outcome.

If several people need to change how they work, Fractional Chief AI Officer is the right starting point.

// Common Questions

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?

It depends on the workflow, the quality of the source material, and how consistently you use the workspace. We do not promise a standard number of hours. The first goal is to reduce repeated context and preparation on one or two real workflows. You should expect to review important output, keep sensitive decisions human, and refine the system as your work changes.

What Claude plan do I need for Sidekick Solo?

Choose the Claude plan that fits your workload and judgment. For sustained Solo use, we recommend Max 5x as the practical starting point because it provides substantially more capacity than Pro. Lighter users can begin on Pro, and heavier daily users can choose Max 20x. Anthropic bills the subscription separately and can change its pricing and limits.

Why does a Cowork session take longer than a regular Claude chat?

Cowork can read approved files, use specialized tools, and build working outputs rather than returning one short answer. A task may take longer than a chat response because the workspace is gathering context and producing a more complete result. You remain responsible for reviewing consequential work and approving any external action.

Accepting new clients
// Get Started

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.

30 minutes  ·  No preparation needed

Need shared workflows, controls, and ownership across an organization? Fractional gives the work one accountable AI operating owner.

See Fractional Chief AI Officer