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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.

Services

Find the real problem before you fund the solution.

Cadence Lab offers four focused diagnostics for customer experience, lifecycle risk, CRM workflows, and AI readiness. Each one shows you where the work is breaking and what to fix first.

Start a fit checkCompare the diagnostics

Four diagnostic services

Four ways to find what’s really going wrong.

Each diagnostic focuses on a different kind of customer or business risk. Every engagement ends with a clear account of the problem, the evidence behind it, and the next useful change.

  • 01

    CX Systems Diagnostic

    Choose this when
    Customers get inconsistent service, repeat themselves, or wait too long, but no team can see where the problem starts.
    What you receive
    A map of where friction occurs, who owns each part, which issues matter most, and what to fix first.
    See the CX Systems Diagnostic

  • 02

    Lifecycle Risk Review

    Choose this when
    Onboarding drifts, accounts become quiet, adoption falls, or renewal risk appears when there is little time left to act.
    What you receive
    A lifecycle risk model, a list of useful signals, a response map, and clear recommendations for earlier action.
    See the Lifecycle Risk Review

  • 03

    CRM Workflow Audit

    Choose this when
    The CRM contains fields, notes, activity, and dashboards, but teams still rely on spreadsheets, messages, and memory to get the work done.
    What you receive
    A map of the current workflow, clear data and adoption findings, a cleanup plan, and requirements for a CRM people can trust.
    See the CRM Workflow Audit

  • 04

    AI Service Readiness Review

    Choose this when
    Your team is considering AI for service, customer success, or operations, but the workflow, data, and human decision rules are not ready.
    What you receive
    A clear readiness decision, a map of where people stay involved, required guardrails, and a practical order for implementation.
    See the AI Service Readiness Review

How it works

A diagnostic tells you where to start.

Findings matter only when they improve a decision, workflow, ownership problem, or measure of success. The work stays connected from diagnosis through implementation and review.

  1. Find the real cause

    Follow the customer problem through teams, systems, data, decisions, and frontline work until the source becomes clear.

    ProducesA clear problem definition backed by current evidence

  2. Agree on what must change

    Set the outcome, owner, boundaries, and order of work before implementation starts.

    ProducesA clear decision about the future workflow and priorities

  3. Build the next workable version

    Turn the recommendation into workflows, CRM requirements, handoff rules, team practices, governance, and the right level of AI support.

    ProducesWorkflow requirements, clear ownership, and adoption needs

  4. Measure and improve

    Use customer, workflow, adoption, and performance measures to see what improved and what needs more work.

    ProducesA measurement plan with scheduled review points

Working standards

You should be able to trace every recommendation.

Workshops, activity, and technology launches are not results. Every recommendation should show the evidence behind it, the person who owns it, and how the team will judge whether it worked.

  • Trace the problem

    Base each recommendation on observed workflows, system behavior, customer signals, and what the people doing the work can show.

  • Name the decision and owner

    State what your team must decide, who can make that decision, and who owns the work that follows.

  • Set the measure of success

    Define which customer and workflow measures should improve, what the evidence cannot prove, and when to review the result.

Fit check

Bring me the messy version of the problem.

Tell me what customers are experiencing, which teams and systems are involved, and what needs to change. I’ll recommend the best diagnostic match and say plainly if another path makes more sense.

Useful context
Customer impact, teams and systems involved, and a sponsor
What you’ll get
A direct recommendation about fit and the next step
Start the Fit Check™