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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 we examine
Customer and team touchpoints, handoffs, ownership, CRM signals, service rules, and the systems that shape the experience.
What you receive
A map of where friction occurs, who owns each part, which issues matter most, and what to fix first.
What can follow
Service redesign, workflow cleanup, better customer signals, or AI-supported routing and summaries.
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 we examine
Lifecycle stages, risk and health signals, handoffs, escalation paths, response rules, and missing customer context.
What you receive
A lifecycle risk model, a list of useful signals, a response map, and clear recommendations for earlier action.
What can follow
Better onboarding, stronger account health, earlier renewal planning, or a more useful customer success rhythm.
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 we examine
How people use the CRM, field and data quality, automation, handoffs, reporting, ownership, and frontline workarounds.
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.
What can follow
CRM workflow redesign, segmentation, outreach and escalation rules, better reporting, or adoption support.
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 we examine
Use-case fit, workflow readiness, data needs, human review, governance, adoption risk, trust, and success measures.
What you receive
A clear readiness decision, a map of where people stay involved, required guardrails, and a practical order for implementation.
What can follow
AI-assisted summaries, routing support, knowledge workflows, service visibility, or a focused decision-support pilot.
See the AI Service Readiness Review

Find your match

Choose the problem you need to understand first.

You may recognize more than one problem. Start with the one blocking the most important decision. The first diagnostic can show whether another review is needed later.

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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™