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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

FitCheck™ Decision Brief

Get a free, human-reviewed decision brief on the likely constraint behind your CX, CRM, workflow, or AI problem and what to do next.

Contact

Contact Matt Rabah

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

Free decision brief · Human reviewed

FitCheck™

Before you fund the solution, check the fit.

Describe the problem before choosing a service. Matt reviews your answers and sends a FitCheck™ Decision Brief: what may be blocking progress, what needs clarification, and the smallest useful next step.

A next decision you can use.

Your recommendation may be a free resource, an internal step, a focused diagnostic, or a discussion about implementation. Sometimes the answer is “not yet.” You keep the brief whether or not we work together.

Start your FitCheck™ ↓
What goes into your decision brief?
Problem clarity
What outcome is failing, and what is still only a suspected cause?
Operating complexity
Which teams, systems, and handoffs touch the problem?
Evidence readiness
What information could help distinguish the symptom from its cause?
Change readiness
Who owns the decision, and can they change how the work happens?

The brief records the problem as you described it, a likely constraint, a readiness state, the reasoning and open questions, and one recommended next decision. A Cadence Lab service is included only when it fits.

What might your result recommend?
Clarify first
Define the affected customer or team and the outcome that needs to change.
Align first
Agree on decision ownership across the teams involved.
Evidence first
Gather a small, relevant sample before choosing a cause or solution.
Stabilize first
Make the current workflow dependable enough to assess or automate.
Ready to diagnose
There is a meaningful question, an owner, and room to act on the findings.
Explore implementation
An existing diagnosis may support delivery; confirm its evidence and scope first.

This is a human assessment of what you share, not a numerical score or a verified root-cause diagnosis. If the evidence is insufficient, the brief will say what is missing.

Start your FitCheck™

Problem and outcome

Tell me what’s happening now and what a useful result would look like.

Include who is affected, which teams are involved, and why the problem matters.

Describe the problem in at least 40 characters.

Name a customer, team, or business result you could see or measure.

Describe the desired outcome in at least 20 characters.

Your operating environment

Choose the options that best describe how work and information move today.

How does the work happen today?
How useful is your customer data today?
Readiness and ownership
Is there a leader who can support decisions across teams?
Can your organization change workflows, ownership, or team practices if needed?
Contact information

Use the address where you want to receive the response.

Enter a valid email address.