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Diagnostic

CX Systems Diagnostic

Find the source of customer friction across teams, systems, ownership, and handoffs.

Diagnostic

Lifecycle Risk Review

Learn which customer signals matter, who should respond, and what to improve before renewal risk becomes urgent.

Diagnostic

CRM Workflow Audit

Find where CRM workflows, data, automation, and ownership get in the way of customer work.

Free toolsBrowse all six

Free CX and AI Tools

Use six free tools to evaluate AI use cases, map handoffs, sort feedback, review CRM data, and plan service recovery.

Free tool

AI Use Case Stress Test

Identify readiness gaps, ownership questions, failure points, and the smallest useful AI test.

Free tool

CX Handoff Mapper

Map a customer journey across people, teams, and systems to find weak handoffs and missing owners.

Free tool

AI Evaluation Builder

Turn an AI task and its failure modes into a rubric, test cases, reviewer rules, and stop conditions.

Free tool

CRM Data Health Sampler

Review a CSV sample for missing values, duplicates, inconsistent formats, and fields that may not support the workflow.

Free tool

Service Recovery Planner

Turn a customer failure into a recovery plan with clear ownership, timing, communication, and follow-up.

Experience design

AI Customer Experience Design

Design AI experiences with clear roles, trustworthy context, human judgment, safe recovery, and measurable outcomes.

Customer problem

User Adoption Fatigue

Find why people verify, correct, or bypass a workflow, then fix the work before asking for more adoption.

Customer problem

Executive Misalignment

Turn competing priorities into a clear decision, accountable ownership, and a practical operating sequence.

Workflow guide

Salesforce Tracing

Follow customer work through Salesforce records, automation, ownership, handoffs, and outcomes.

Workflow guide

Cross-Functional Handoffs

Find where customer context, ownership, or urgency gets lost between teams and systems.

Workflow guide

Service Escalation Maps

Map the conditions, ownership, authority, context, and response needed before a service issue becomes a failure.

Workflow guide

AI-to-Human Routing

Design routing around clear boundaries, safe pauses, useful context, human authority, and accountable outcomes.

AI tooling

AI Copilot Design

Bring trusted context into real workflows, support better decisions, and keep people accountable for the outcome.

AI tooling

PII Scrubbing for AI Workflows

Reduce unnecessary personal data in AI workflows with clear boundaries, tested transformations, and accountable review.

AI tooling

Prompt Injection Controls

Reduce prompt injection risk with clear trust boundaries, limited permissions, enforceable policy, and adversarial testing.

Start here

Fit Check

Find out whether your customer experience, CRM, or AI initiative is ready for a useful next step.

Contact

Contact Matt Rabah

Share a customer experience, lifecycle risk, CRM workflow, or AI readiness problem and get a direct response.

About Cadence Lab

Work directly with the person doing the work.

I’m Matt Rabah, founder of Cadence Lab. I help organizations understand why customer problems keep coming back and improve the work behind them. Cadence Lab is a solo practice, so you’ll work with me from diagnosis through recommendations, workflow design, and measurement planning.

Experience

Twelve years across customer experience and customer success.

My work spans service operations, customer lifecycle programs, CRM workflows, and practical AI adoption.

I’ve worked with Salesforce, HubSpot, Gainsight, Zendesk, Delighted, and Oracle.

My AI experience includes ChatGPT, Gemini, Claude, local models, Salesforce Agentforce, and task-specific agents. I help teams choose useful applications, define where people stay involved, and prepare the workflows and data those applications need.

Point of view

The problem you see isn’t always where the problem starts.

A problem may show up in service, retention, CRM reporting, or an AI project. Its cause may sit in another team, system, rule, or decision. I follow those connections without losing sight of what the customer experiences.

  1. Customer experience reflects how the work gets done

    Customers feel the effects of ownership, handoffs, data, tools, and frontline decisions. Fixing one touchpoint without looking at the work around it rarely solves the real problem.

  2. A good diagnosis protects your next investment

    Before you buy a platform, launch a program, or expand AI, a focused diagnostic shows what is known, what is still unclear, and which decision matters first.

  3. AI readiness starts with the workflow

    Useful AI needs a clear purpose, reliable inputs, clear owners, a usable workflow, human review, and a way to catch when something goes wrong.

How I work

The recommendation has to work in real life.

The goal is a decision people can understand, own, carry out, and improve as new evidence appears.

  1. Follow the evidence

    Separate what you can observe from what people assume. Be clear about what the evidence supports and where uncertainty remains.

  2. Name the owner

    Make it clear who decides, who does the work, who handles exceptions, and who owns the customer outcome.

  3. Design for the work people actually do

    Work with the real limits of teams, systems, incentives, data, and frontline behavior. A process diagram or technology launch will not change the work by itself.

  4. Measure what changed

    Choose the customer, adoption, workflow, and performance measures that should improve. Review the results and adjust.

Working together

The best work starts with honesty on both sides.

A diagnostic works best when your team wants to understand the problem before choosing a solution and is willing to act on what we find.

Cadence Lab brings

A clear way to turn a messy problem into a decision

  • One clear diagnostic question, not a broad consulting exercise.
  • A view across customer friction, teams, workflows, systems, and ownership.
  • A clear separation between facts, assumptions, limits, and decisions.
  • A practical recommendation that shows what to do first and what can wait.

The engagement requires

The access and authority to get to the truth

  • A customer or business problem worth solving.
  • Access to the people, data, and examples around the work.
  • A sponsor who can help teams make decisions together.
  • A willingness to change ownership or workflows when the evidence points there.

Start with an honest fit check

Sometimes the honest answer is that I’m not the right fit.

Share what customers are experiencing, which people and systems are involved, and what needs to change. I’ll review it and tell you plainly whether Cadence Lab is a useful next step.

Start a fit check