Cadence Lab.Cadence Lab.
Fit Check™
Cadence Lab.Cadence Lab.Fit Check™

Search

Search Cadence Lab

31 searchable pages

Open full search
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.

Solutions · By team

Start with the team closest to the problem.

Customer experience problems don't fit neatly inside an org chart. Still, someone has to start. Find the team that sees the problem most clearly, then identify the partners and decisions needed to fix more than its symptoms.

Team paths

Find your team. Then look beyond it.

A team can lead the work without owning every part of the problem. Each path starts with what that team can see and shows where broader evidence and authority may be needed.

01

CX and transformation

Turn scattered fixes into a shared plan.

CX leaders and transformation teams often see the pattern across journeys, channels, and functions. They need a clear view of what's causing the friction, who owns each condition, and what should change first.

Common conditions

  • Teams offer different explanations for the same customer problem.
  • Experience, process, and technology work compete for priority.
  • Local improvements haven't changed the wider pattern.
Review CX Systems Diagnostic

02

Customer success and lifecycle

Act before customer risk becomes a renewal problem.

Success, onboarding, marketing, product, and retention teams need shared signals, clear timing, and an agreed response when adoption slows or customer health changes.

Common conditions

  • Onboarding drifts or accounts go quiet without a coordinated response.
  • Useful signals sit across product, CRM, service, and team knowledge.
  • Renewal risk becomes clear after the best time to act.
Review Lifecycle Risk

03

Revenue, CRM, and operations

Make the CRM useful for the work, not just the report.

Sales, revenue, service, and CRM teams need records, ownership, and automation that reflect how customer work actually moves. Otherwise, people build their own system beside the official one.

Common conditions

  • Teams rely on spreadsheets, messages, or memory beside the CRM.
  • Automation updates records without clarifying ownership or next steps.
  • Dashboards track activity but don't support trusted decisions.
Review CRM Workflow Audit

04

Product, design, and digital

Connect the interface to the service behind it.

Product, design, content, and digital teams shape what customers see. The outcome also depends on policies, data, systems, handoffs, and owners beyond the product itself.

Common conditions

  • A usable interface leads into a broken downstream process.
  • Research findings don't consistently change operating decisions.
  • Customers lose context when they move between digital and human channels.
Review Digital Experiences

05

Location and frontline operations

Make the place, process, and service work as one.

Store, branch, clinic, venue, campus, workplace, and field teams see where physical space, digital touchpoints, policy, tools, and customer expectations collide.

Common conditions

  • People arrive without the information they need.
  • The environment and service process point to different next steps.
  • Frontline staff work around problems they can't fix themselves.
Review CX on Location

06

Technology, data, and AI

Put AI inside a workflow people can trust.

Technology, data, and AI teams can build the capability. They still need business ownership, reliable context, human judgment, safeguards, adoption, and measures tied to real results.

Common conditions

  • The technology has momentum before the workflow is clear.
  • Technical teams own delivery but not the business decision.
  • Success means launch or usage instead of customer and operating value.
Review AI Service Readiness

Choose a path

Start with ownership. Check the boundaries.

The starting team should know the work well enough to bring evidence and have enough support to involve the people who can change the wider system.

  1. 01

    Accountability

    Which team owns the outcome today?

    Separate the team that sees the problem from the leader who can set priorities, fund the work, or approve a wider change.

  2. 02

    Evidence

    What can this team see?

    List the customer, workflow, system, data, service, adoption, and operating evidence it has, plus what other teams hold.

  3. 03

    Authority

    Where does its control stop?

    Identify the policies, systems, budgets, handoffs, and roles owned elsewhere that still shape the outcome.

  4. 04

    Participation

    Who else needs to be in the room?

    Bring in the customer-facing, operational, technical, data, risk, and leadership partners the real problem requires.

Next step

Bring the owner and the problem together.

Share what your team sees, the outcome it owns, who else is involved, and what decision needs to be made. We'll recommend the most useful place to start, even if it isn't with us.

Start a fit checkReview all services