Meet the Working Smart Sidekick.

The Sidekick has been my personal AI assistant for my business. Now I've put it all together in one place so you can create your own Sidekick.

Sidekick Premium Coaching Package

“Someday, when my business grows enough, I’d love to hire an assistant.”

Have you ever wished you could get someone to help you with your business? Someone to help you keep track of follow-ups, plan your week, work through ideas, and get things done. Someone who knows you well enough that you don’t have to explain everything from the beginning each time.

Hiring an assistant sounds wonderful, but it's also expensive and demands a lot of your time and energy to find and train the right person. In the meantime, everything you need to do lives in your head or notes on your desk.

What if you could start building that kind of help now?

Working Smart Sidekick is a guided, step-by-step program for setting up your own personal AI assistant. We’ll help you introduce it to your business the way you would a new assistant: who you are, how you communicate, who you serve, and what you need help with.

Then you’ll put it to work on the things that fill your week—from writing thoughtful follow-ups to keeping up with your customers and figuring out your next best step.

 

Build your Sidekick. Finally get a business assisstant.

Redeem Time


Sometimes the task itself isn’t the hard part. It’s finding the information, deciding what to say, and staring at a blank screen until you get over the jitters enough to send the email.
Your Sidekick helps you get to a useful first draft or a workable plan sooner. Sit down with the email you need to answer, the connection you want to follow up with, or the idea you haven’t had time to develop. You’ll have something concrete to work with before your tea gets cold.

Use Ideas



Most of us have plenty of ideas for our business. What we need is help following through on them.
Customer check-ins. Reconnecting with people who haven’t ordered in a while. Getting the word out about this month’s special. Your Sidekick helps you work through the details and turn those intentions into manageable steps, with drafts and checklists to work from.
We’ll help you build simple processes you can use again, so every new effort doesn’t mean figuring everything out from scratch.

 

Find Freedom



Give your tired mind some help to create mental space and freedom.
You finally have a little time for your business—but you’ve been working, taking care of kids, or running errands all day. Your mind is tired before you even sit down.
Your Sidekick gives you a thinking partner to help sort through what’s on your plate. Bring it the loose ends, the idea you’re unsure about, or the question of where to start. It can help you choose a manageable next step without having to work through every possibility on your own.

 

From Charlene:


”
I wanted a thinking partner who could help me make good use of what was in front of me.”


 

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Sidekick is my own personal solution for balancing my business with my life. 

I wanted help making good use of my time and skills. Someone to think with about the opportunities in front of me—including the ones I might not be paying attention to.

That’s why I asked my son Justin to help me build this.

I often picture life as a pool table. You can line everything up, but once those balls scatter, you have to look at what’s in front of you and choose your next best shot.

That’s what building a business in a full life feels like. You planned to send the emails. You planned to follow up. Then something changed, and now you have less time or energy than you expected.

I wanted an assistant that knew enough about me and my business to help me get reoriented, work through the details, and move forward. And I wanted that help to leave room for the rest of my life, too.

That’s the idea behind your Working Smart Sidekick—and why I want to help you build one of your own.

The Sidekick In Action

“I have a set amount of time for my business, and I don’t have much energy left.”

Building a business in the margins of a full life can be tiring. By the time you have twenty minutes to yourself, deciding what to do with them feels like another job.

How your Sidekick helps: Tell it what’s happening, how much time you have, and what you have energy for. Using the context you’ve shared, it can help you choose your next best shot and prepare what you need to take it.

You can make a thoughtful choice about what to do—and what can wait.

“I want to follow up. I just don’t know what to say.”

You had a good conversation with someone, but now you’re putting off reaching out. You want to sound like yourself and pick up where you left off.

How your Sidekick helps: Give it a few notes about the person and your conversation. It can help you draft a message in your voice, drawing on what matters to them. When they reply, you can think through the next response together.

 

 

“My back-office reports are full of names. I never know what to do with them.”

Most of us open a report, see hundreds of rows, and close it again.

How your Sidekick helps: Each month, upload the reports from your back office. Your Sidekick can sort them into a short list of who to reach out to and why, like customers who’ve gone quiet, upcoming birthdays, or someone who’d appreciate this month’s special.

You decide who to contact first, and it helps you prepare a personal note for each one.

“I care about my customers. I know I’m not keeping up with everyone.”

Some customers haven’t ordered in a while. Others might appreciate hearing about something new. You want to give them thoughtful attention, but it’s hard to keep all of that in your head.

How your Sidekick helps: Working from customer information and approved product resources you provide, it can help you spot people to reconnect with and prepare warm, personal messages. You decide what fits each relationship and when to reach out.

Self-Paced Program

$149

Get the guidance and practical resources to set up your Sidekick and start using it in your business.Your Program Includes:

  •  The complete four-phase course, taking you from initial setup to a working weekly routine.
  • Step-by-step walkthroughs and short demonstrations so you can see what to do.
  • Ready-made files and guided conversations to help introduce your background, goals, voice, and business.
  • Setup checklists so you know what comes next.
  • Repeatable processes for communication, customer care, planning, and organizing business information.
  • Real-business assignments so you practice on something useful to you.
  • Completion checks to help you see whether each part is working.
  • An upkeep checklist so you can keep your Sidekick current as your business changes.
  • Join by December 20th, and you’ll also receive two bonuses:

  • My “Who Do You Know?” workshop, adapted for your Sidekick, just in time to make the most of holiday gatherings.
  • A free live training in January: Using Your Sidekick to Plan Your Year. We’ll explore ideas and ways to use your Sidekick, and we’ll record it for anyone who can’t attend live.
Sidekick Self-Paced Program

Coached Program with Community

$750

Build your Sidekick with coaching, guidance and a community working alongside you.

 

Get everything in the self-paced program, plus dedicated help applying it to your situation. You’ll also receive:

  • Three private, one-on-one coaching sessions, spaced a few weeks apart so you can put your Sidekick to work in between.
  • Bi-monthly live community co-working sessions, for support and accountailbity as your build your Sidekick and have questions
  • A review of your personal and business foundation, helping you fill in missing context and clarify what matters.
  • Feedback on your voice, messaging, and sample work, so the results feel more like yours.
  • Help using your Sidekick in real situations, with your own customers, conversations, or upcoming plans.
  • A review of your everyday routine, helping you simplify what feels awkward and make your Sidekick easier to use.
  • Custom files and written next steps after each session, so your Sidekick can do what we discussed.
  • Join by December 20th, and you’ll also receive two bonuses
    • My “Who Do You Know?” workshop, adapted for your Sidekick, just in time to make the most of holiday gatherings.
    • A free live training in January: Using Your Sidekick to Plan Your Year. We’ll explore ideas and ways to use your Sidekick, and we’ll record it for anyone who can’t attend live.
Sidekick Premium Coached Package

You end up with your own AI assistant, set up around your voice, business, goals and available time.

  • An organized place for relationship notes, so you can find the context for your next conversation.
  • Repeatable help with everyday work, including follow-ups, customer check-ins, content, and event planning.
  • A daily and weekly routine for reviewing what’s happening and choosing your next steps.
  • A simple process for capturing business information, including notes, receipts, and mileage.
  • The skills to keep your Sidekick useful, by updating its information, refining its work, and checking important details.
  • A working relationship that grows with you. As your business changes, you can introduce new goals, update your resources, and work through new situations together.

Your Sidekick is personal to you, your business, your life.

Here's what to expect: we’ll walk you through four phases, helping you give your Sidekick information and instructions it needs to be useful. Each phase includes a short orientation, a checklist, ready-made resources, demonstrations, and a real task to try in your business.

You’ll build a piece, use it, and make adjustments before moving on. Coached participants will also have one-on-one sessions to review their progress and customize their Sidekick.

Help your sidekick get to know you

Introduce yourself, your business, what matters to you, and the life you’re fitting your work into.

Teach it your voice and business

Give it examples of how you communicate and approved information about your company and products. Practice creating work you would feel comfortable using.

Put it to work

Set up repeatable help with everyday work, including follow-ups, customer check-ins, and reconnecting with customers who’ve gone quiet. Your Sidekick will also have a process for capturing business information, like notes from your conversations.

Make it part of your week

Build simple planning, capture, and review routines. Learn how to update your Sidekick and pick things back up after a busy stretch.

Using AI has truly given me more time, in a way I haven't experienced in a long time.

 


 

And then I immediately wanted to help others find more space and time. Build your Sidskick. Give yourself some help. We'll give you everything you need to train an assistant that understands your business and understands you. 

Build Your Sidekick at Your Own Pace
Build Your Sidekick with Coaching Support

I made the Sidesick because I care about my business, but Istill want to make room for the rest of my life.

We're all building a business in the margins of a full life. You care about your business. You want to serve your customers well, make progress, and see what you can build.

AND You also have a household, commitments, people you love, and other things you want to do.

Finding a little time to work is only part of it. We also need enough mental energy to decide where to start, work through the details, and follow through.

Does any of this sound familiar?

“By the time I sit down, I’m too tired to figure out what to do.”

“I know what I want to offer them. I just don’t know how to say it.”

“I’d love to try that idea if someone would help me work through the details.”

“I want to enjoy time with my family without mentally running through everything I haven’t done.”

Your Working Smart Sidekick gives you somewhere to bring those questions and loose ends. You can think through what matters, get help preparing the work, and make a realistic choice about what comes next.

Frequently Asked Questions