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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.

Privacy policy

Here is what happens to your information.

This policy explains what Cadence Lab collects through this site, why it is used, who helps process it, and what choices you have.

Scope and responsibility

This Privacy Policy covers information processed throughcadencelab.co, including the Fit Check and any communication that follows. “Cadence Lab,” “we,” “us,” and “our” refer to Cadence Lab, an independent customer experience practice led by Matt Rabah.

This policy does not cover websites or services run by other organizations. When this site links to another website, that organization’s privacy policy governs how it handles information.

Information we collect

Information you provide

The Fit Check asks for enough information to understand an operating problem and respond. This may include:

  • Your name, work email address, organization, and role
  • The customer experience problem and its operating or business impact
  • Information about your operating environment, CRM conditions, leadership alignment, and readiness for workflow change
  • Additional context you choose to provide

Please do not submit

Passwords, access tokens, payment-card information, health records, government identifiers, regulated personal data, or other confidential credentials.

Information processed automatically

When you visit the site, its hosting and security systems may process technical information needed to deliver and protect it. This can include your IP address, request date and time, requested page or URL, browser and device information, referring page, and security or diagnostic data.

Search terms entered on the full search page can appear in the page URL. The quick-search dialog filters published content in your browser, but opening a full search sends the search URL to the site in the ordinary course of loading that page.

Cookies and tracking

Cadence Lab does not currently include third-party advertising trackers or site analytics scripts in the public website. Cloudflare may use cookies or similar technologies when necessary to provide security, traffic management, and reliable delivery. Browser controls can be used to manage cookies, although blocking necessary technologies may affect site operation.

How information is used

Cadence Lab uses information to:

  • Review a Fit Check and assess whether an engagement is useful
  • Respond to questions and continue requested communications
  • Understand the teams, systems, constraints, and decisions surrounding an inquiry
  • Operate, secure, troubleshoot, and improve the website
  • Detect or prevent spam, abuse, and unauthorized activity
  • Meet applicable legal, accounting, or contractual obligations

Fit Check information is used to evaluate and respond to the inquiry. Submitting the form does not subscribe you to a marketing list and does not create a consulting agreement.

Where data-protection law requires a legal basis, processing may be necessary to take steps at your request before entering a contract, to pursue legitimate interests in operating and protecting the practice, to comply with legal obligations, or to act with your consent, depending on the context.

Service providers and disclosure

Cadence Lab uses a small number of providers to run this website and deliver Fit Check submissions:

Cloudflare

Hosting, delivery, and security

Cloudflare hosts the website and processes network and request information to deliver pages, operate infrastructure, and protect the site.

Review Cloudflare’s privacy policy

Resend

Fit Check email delivery

A validated Fit Check submission is sent to Resend so it can deliver the inquiry to Cadence Lab by email. The site application does not write the submission to a separate website database.

Review Resend’s privacy policy

Information may also be disclosed when reasonably necessary to comply with law, respond to valid legal process, protect rights or safety, investigate abuse, or complete a business reorganization subject to appropriate safeguards.

Cadence Lab does not sell personal information or share it for cross-context behavioral advertising.

Retention and security

Retention

Information is retained only for as long as reasonably needed to review and respond to an inquiry, maintain relevant business records, support an engagement, resolve disputes, enforce agreements, or meet legal obligations. Retention can vary according to the nature of the communication and the resulting relationship.

Fit Check submissions are delivered through email and may remain in Cadence Lab’s business email records and in service-provider systems according to their configurations and retention practices.

Security

Cadence Lab uses reasonable administrative and technical measures intended to protect information. The Fit Check validates input, limits submission size, rejects unsupported request formats, checks same-origin submissions, uses spam-screening measures, and avoids storing submissions in a public website database.

No internet transmission or storage method is completely secure. Please avoid sending information that is not necessary for the inquiry.

International processing

Service providers may process information in the United States or other locations where they operate. Privacy protections can differ between jurisdictions. Providers are expected to process information under their applicable terms and data-protection commitments.

Your choices and privacy rights

Depending on where you live and subject to applicable exceptions, you may have the right to request access to, correction of, or deletion of personal information; to object to or restrict certain processing; or to request a portable copy of information.

You may also withdraw consent where processing relies on consent. Withdrawing consent does not affect processing that occurred before the withdrawal.

To make a request, emailhi@cadencelab.co. Include enough information to identify the relevant communication, but do not send sensitive identifiers. Cadence Lab may need to verify your identity before completing a request and may retain information where permitted or required by law.

Children

This website and its services are intended for business users and are not directed to children. Cadence Lab does not knowingly collect personal information from children.

Policy changes

This policy may be updated to reflect changes in the website, services, providers, or legal requirements. The effective date at the top of the page will be revised when the policy changes materially.

Contact Cadence Lab

Questions about this policy or requests concerning personal information can be sent to:

Cadence LabAttention: Privacyhi@cadencelab.co