Research and AI advisory
Act With Clarity®
Uncover market reality. Redesign your work to lead it.
Cascade Insights® helps B2B companies that offer solutions in sectors such as:
Technology
FinServ
Marketing
Life Sciences
GreenTech
Education
Legal Tech
Government
Manufacturing
Retail
B2B Research: See Clearly
AI gets you the answer people are willing to type. We get the one they are willing to say.
Your buyers know exactly why they choose one vendor over another, why they stalled, what would have changed their minds. They rarely put the real or complete version in a conversation with a chatbot. Getting someone to share their complete thoughts, and knowing which answer to trust, is where human to human connection matters most.
Here are a few areas we can help you explore:
AI Advisory: Redesign the Work
“AI rarely fails because the tools are weak. It fails in the room, when the work around it never changes.” – Sean Campbell – Cascade Insights® CEO
AI tools are everywhere. The business value often isn’t.
We help B2B companies find where AI can save meaningful time, increase capacity, and improve how work gets done. Then we redesign the workflows, build the skills, and help lead the change.
Our approach: Redesign the Work.
Here are the ways engagements typically unfold:
AI Strategy Sprint
Find the highest-value opportunities for AI across your business, prioritize what to change, and rebuild the first workflow.
AI Training for Teams
Move beyond generic AI training. Your people learn on their actual work and leave with better workflows they can use immediately.
Fractional Leadership
Need someone to lead AI transformation but not a full-time Chief AI Officer? We provide the senior leadership to turn scattered AI initiatives into measurable results.
Learn More
What We Believe In: Fluid Intelligence®
AI adoption sticks when people know how to direct the work.
Fluid Intelligence® is our name for that skill: the judgment to aim AI at the right problems, give it the right context, challenge it when it is wrong, and design how people and AI work together.
It is what we teach your teams, and how we help new ways of working last beyond the rollout.
Not AI replacing your people. Your people directing AI.


Master the Art of AI Collaboration
This over 100+ page guide previews just a few of the frameworks and approaches we leverage in our AI Advisory work.
Here are just a few things you can learn from the Art of Asking:
- How to Effectively Delegate to AI: Use the 5-element framework to manage AI like you would a capable colleague.
- Workflows and Agentic Use Cases: Learn how to meaningfully manage AI driven workflows and Agents.
- Techniques to Create AI Champions: Learn how to build internal champions who help AI adoption stick across teams.
Get the Guide
A Few of our Clients












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We had a very good engagement with Cascade! Their team has been a pleasure to work with, and the insights we’ve gotten out of it have been impressive.
I’ve compiled them not only into battlecards but a Gemini NotebookLM instance. It’s pretty cool — you can query it with anything you think of, and it pulls from ALL the sources: the transcripts, original .mp4 recordings, and various other documents. This wouldn’t have been possible with run-of-the-mill data gleaned from what’s publicly available. In fact, most competitor insights are carefully hidden away. Cascade uncovered all those details for us and allowed us to go a lot deeper.
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Working with Cascade Insights® for our persona research was a game-changer for our business. Their expertise and meticulous approach in understanding our target audience helped us gain invaluable insights into our customers’ needs, preferences, and behaviors. Armed with this knowledge, we were able to tailor our marketing strategies, resulting in increased engagement and higher conversion rates.
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When you’re in a fast-paced and highly competitive market space, you have to be nimble and smart and sure in all your marketing decisions – and your vendors have to match that. Sean Campbell and his team at Cascade Insights® are all that and more.
Before they even started on one of my recent projects, they conducted a thorough interview and brought in different perspectives that helped crystallize the actual questions we were trying to answer. The project ran flawlessly and professionally, and the analysis was exceptional. Cascade is on my “Go To” list when I need a partner to help me analyze tough market intelligence questions.
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Most of my team is relatively new to the CI field, so I enlisted the help of Cascade Insights® to provide training in CI fundamentals, frameworks, and methodologies.
While the training was only 2 days in length, Sean thoroughly covered all the topics with time built in for team activities that further reinforced what we learned. After the training, the team raved about all the new tools they wanted to use and ideas to incorporate into their existing projects. In fact, they have already begun introducing concepts learned in this training into their day-to-day activities.
I highly recommend Cascade Insights® for any CI manager looking to quickly train new CI professionals or for any team looking to refresh their existing CI knowledge. Sean is very professional and knowledgeable in this field and can really help any CI team (regardless of experience) move to the next level.
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We worked with Cascade Insights® to start up a substantial competitive intelligence and product insights initiative. Their whip-smart staff and expertise in B2B tech was a major asset, starting from our first conversations about doing a project together, making sense of research findings, and delivering results to senior leaders.
When we hit challenges along the road—practically inevitable in standing up a new initiative in an enterprise context—they were flexible, creative, and always positive in finding ways to move forward. In short, in the world of market research, Cascade is at the top of the heap.