Research and AI advisory
Act With Clarity®
AI is changing your market and your work. You need clarity on both.
Cascade Insights® helps B2B companies that
offer solutions in sectors such as:
Technology
FinServ
Marketing
Life Sciences
GreenTech
Education
Legal Tech
Government
Manufacturing
Retail
What We Do
Markets rarely volunteer the complete truth. Neither do organizations.
We investigate how buyers make decisions, how competitors create advantage, and how work gets done inside your company. Then we help you decide what the evidence means and what should change.
You can engage us to understand your market, redesign work around AI, or both.
Each begins the same way: see reality clearly before acting
Research: See Clearly
AI works with the evidence that exists. We create the evidence that does not.
Your buyers know why they chose one vendor, rejected another, delayed a decision, or changed direction. Those answers rarely exist in public data, and they rarely arrive fully formed from a generic dataset.
Through human conversations, careful follow-up, and experienced interpretation, we uncover what buyers, potential partners, and prospects reveal only when someone knows how to ask, and we tell you which answers are worth betting on
Here are a few areas we can help you explore:
AI Work Redesign: Turn Individual Gains Into Team Performance
“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
Your people are already getting better results with AI. The next opportunity is to redesign the work around those gains.
Right now those gains are mostly individual, inconsistent, and surrounded by workflows built for the way work used to happen. Individual time savings that stay individual never reach the P&L, and most never do. The World Economic Forum and PwC found that only 16% of organizations have fully redesigned their roles and processes for AI, and that the companies with the strongest AI-driven financial outcomes are twice as likely to have redesigned workflows rather than added tools.
We use interviews, workflow research and assessment, and engagement with your leadership to find what is already working, identify where value is getting trapped, and redesign the workflows, skills, and human judgment around the strongest opportunities.
Here are the ways engagements typically unfold:
AI Work Redesign Sprint
Find where AI is already working, decide what to scale, and redesign the work around it.
AI Training for Teams
Train people in the redesigned work, using their roles, workflows, and business priorities rather than generic examples.
Executive AI Cohort
Help leaders identify where AI changes their team’s work and make better decisions about what should remain human.
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.