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Fit Check™
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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.

Support

Get the right help without starting over.

If we are already working together, stay in the project thread. It has the context needed to answer your question. If not, choose the path that best matches what you need.

Choose a path

Put your question in the right place.

You do not need to diagnose the problem first. Pick the closest match and share what you know.

Active project

We are already working together

Reply in the project channel or email thread you already use. That keeps your question tied to the right decisions, files, and people.

See what to include
New problem

You want help with a CX or AI problem

Use the fit check to describe what is stuck, who it affects, and what needs to change. You do not need to know which service fits.

Start a fit check
Service question

You want to compare the diagnostics

Review each diagnostic by the problem it addresses, the evidence it uses, and the decision it helps your team make.

Compare diagnostics
Site or content

You found something that needs attention

Use the contact page to report a broken link, content error, accessibility issue, or another general concern.

Contact Cadence Lab

Active project support

A little context saves a lot of backtracking.

Keep your question in the project channel your team already uses. Include these four details so the next step is easier to see.

  1. What are you working on?

    Name the engagement, deliverable, workflow, or decision involved.

  2. What changed?

    Share the new information, constraint, dependency, or point of confusion.

  3. What does it affect?

    Explain the impact on a customer, decision, deadline, system, or team.

  4. What would help next?

    Say whether you need an answer, review, recommendation, or change to the work.

Not sure where to start?

Start with the problem, not the service name.

Use Support when

  • You need help with work already in progress
  • You need to report a site, content, or accessibility issue
  • You need help finding the right contact path

Use the Fit Check when

  • You have a new CX, AI, data, or workflow problem
  • You are unsure whether a diagnostic is the right next step
  • You want a clear answer about whether Cadence Lab can help

New problem

Tell me what is stuck.

Share the problem, who it affects, and the outcome that needs to change. I will tell you whether a diagnostic makes sense.

Start a fit check