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Fit Check™

Services

Fix the operating conditions behind customer friction.

Cadence Lab builds customer experience operating systems for the AI era. The work starts with a focused diagnostic, then turns evidence into clearer ownership, more usable workflows, and measurable operating change.

Start a fit checkCompare the diagnostics

Diagnostic entry points

Four ways to make the operating problem visible.

Each engagement examines a distinct pattern of customer and operational risk. The structure is consistent: clarify the problem, inspect the evidence, define the decision, and recommend the next useful change.

  1. CX Systems Diagnostic

    Choose this when
    The customer experience is inconsistent, but the organization cannot see where the system is breaking or which issue should be fixed first.
    What Cadence Lab examines
    Customer and team touchpoints, handoffs, ownership, CRM signals, service rules, and the systems influencing the experience.
    Decision and output
    A cross-functional friction map, ownership analysis, prioritized operating issues, and a practical sequence for improvement.
    What it can lead to
    Service-model redesign, workflow cleanup, customer-signal development, or AI-supported routing and summarization.
    Review CX Systems Diagnostic

  2. Lifecycle Risk Review

    Choose this when
    Onboarding drifts, accounts become quiet, adoption weakens, or renewal risk becomes visible only after the useful intervention window has narrowed.
    What Cadence Lab examines
    Lifecycle stages, risk and health signals, handoffs, escalation paths, intervention rules, and gaps in customer context.
    Decision and output
    A lifecycle risk model, signal inventory, intervention map, and clear recommendations for earlier, more accountable action.
    What it can lead to
    Onboarding redesign, account-health improvements, renewal-readiness workflows, or a stronger customer-success operating rhythm.
    Review Lifecycle Risk Review

  3. CRM Workflow Audit

    Choose this when
    The CRM contains fields, notes, activity, and dashboards, but teams still rely on workarounds and cannot trust it to guide coordinated customer action.
    What Cadence Lab examines
    Workflow design, field use, data quality, segmentation, automation, handoffs, reporting, ownership, and actual frontline behavior.
    Decision and output
    A current-state workflow map, data and adoption findings, prioritized cleanup plan, and requirements for a more usable operating system.
    What it can lead to
    CRM process redesign, segmentation, outreach and escalation workflows, reporting improvements, or adoption support.
    Review CRM Workflow Audit

  4. AI Service Readiness Review

    Choose this when
    The organization is considering AI for service, success, or operations before the supporting workflow and decision rules are ready.
    What Cadence Lab examines
    Use-case fit, data dependencies, human oversight, governance, trust, workflow readiness, adoption risk, and success measures.
    Decision and output
    A readiness decision, human-in-the-loop map, operating constraints, required guardrails, and sequenced implementation priorities.
    What it can lead to
    AI-assisted summaries, routing support, knowledge workflows, service visibility, or a bounded decision-support pilot.
    Review AI Service Readiness Review

Selection guidance

Choose based on where the evidence is weakest.

More than one condition may be present. Start with the diagnostic that resolves the most consequential uncertainty and creates the clearest decision for the organization.

  • The experience breaks across teams and systems

    CX Systems Diagnostic

    Where is friction created, and what operating change matters first?

    Review this diagnostic

  • Risk appears too late in the lifecycle

    Lifecycle Risk Review

    Which signals should trigger action, when, and by whom?

    Review this diagnostic

  • The CRM records work but does not guide it

    CRM Workflow Audit

    What must change for teams to trust and use the system?

    Review this diagnostic

  • The AI proposal is ahead of operating readiness

    AI Service Readiness Review

    Is the use case ready, and what conditions must exist first?

    Review this diagnostic

Working model

The diagnostic is the front door, not the final deliverable.

Findings become useful only when they change a decision, workflow, ownership model, or measurement practice. Cadence Lab keeps the work connected from diagnosis through implementation and review.

  1. Diagnose the operating reality

    Trace the customer problem through teams, systems, data, decisions, and frontline work so the source of friction becomes visible.

    ProducesCurrent-state evidence and a bounded problem definition

  2. Decide what must change

    Align the outcome, decision rights, accountable owners, operating constraints, and sequence of changes before implementation begins.

    ProducesA target operating model and prioritized decision brief

  3. Implement the useful next version

    Translate the recommendation into workflows, CRM requirements, handoff rules, governance, team practices, and appropriate AI support.

    ProducesUsable workflow specifications and adoption requirements

  4. Measure and improve

    Use customer, workflow, adoption, and performance signals to evaluate the operating change and determine what to refine next.

    ProducesA measurement model with review and adaptation points

Evidence standard

Recommendations should be traceable, owned, and measurable.

Cadence Lab does not use activity, workshops, or technology launches as substitutes for evidence. Every recommendation should make its basis, accountability, and evaluation clear.

  • Trace the problem

    Connect each recommendation to observed workflows, system behavior, customer signals, and stakeholder evidence rather than assumption alone.

  • Name the decision and owner

    State what the organization must decide, who can make that decision, and which team owns the resulting work.

  • Define how improvement will be judged

    Specify the operating and customer signals that should change, the limits of the evidence, and when the result should be reviewed.

Fit check

Bring the operating problem, even if it is still messy.

Describe the customer issue, affected teams, current systems, and decision the organization needs to make. Cadence Lab will identify whether one of these diagnostics is appropriate—or say directly when another path makes more sense.

Useful context
Customer impact, operating constraints, and accountable sponsor
Expected outcome
A recommendation about fit and the right next step
Start a fit check