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●  System builds

System builds,
torn down honestly.

Not client case studies. Technical teardowns of four systems Laneo designed and built — the operating problem, the architecture, the safeguards, and what the evidence actually supports.

Contractor reviewing a scope of work with the follow-through pipeline on screen
Build 01 — flagship
SYSTEM BUILDCommissioning candidate · activation gates remain
RESIDENTIAL CONTRACTOR

One list, every weekday morning.

The Contractor Follow-Through System turns enquiries into visible, owned work: estimates booked with evidence, quotes waiting for owner approval, follow-up that stops on replies, and a weekday Revenue Recovery List keeping every open opportunity on one next action. Five workflows, tested against strict evidence rules — client outcomes not yet measured.

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CAPABILITIES
  • Every enquiry becomes visible, owned work
  • Quotes wait for owner approval before they send
  • Follow-up stops on replies, opt-outs, status changes
  • Weekday Revenue Recovery List — one next action per file
CPA document intake: client emails swept, filed, and logged
Build 02
SYSTEM BUILDV1 operating system · client outcomes not yet measured
CPA / TAX FIRM

Tax season, without the inbox chaos.

A document-intake operating system for CPA firms: a dedicated inbox swept every 15 minutes, ZIPs opened safely, files checked and filed into deterministic client folders, every intake logged, the firm notified. Modelled results only — not measured client outcomes.

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CAPABILITIES
  • Every attachment filed to the right client folder
  • Damaged files stopped before filing — never filed as garbage
  • Follow-ups run until every document is in
  • Full audit log on every file
Mortgage renewal recovery: upcoming renewals surfaced with consent checked
Build 03
SYSTEM BUILDPer-workspace activation required
MORTGAGE BROKERAGE

Never lose another renewal because nobody followed up.

Renewal recovery for mortgage brokerages: the closed-client book scanned on a schedule, renewals surfaced inside a 120-day window, consent-checked cohorts, reviews booked to the broker’s calendar. Modelled impact only — dashboards show preview data.

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CAPABILITIES
  • Renewals surfaced inside the 120-day window
  • Consent and suppression checks before anyone is contactable
  • Renewal reviews booked to the broker’s calendar
  • Heartbeat proves the scan ran — plus weekly backup and full export
Mortgage content pilot: broker-approved posts and engagement follow-up
Build 04
PILOT BUILDPartially implemented · controlled pilot preparation
MORTGAGE BROKER

Stay visible until they’re ready to talk.

A content and acquisition pilot for mortgage brokers: daily market-signal checks become broker-approved posts, and engaged readers route into broker-owned follow-up. Partially implemented — being prepared for a controlled pilot, not a finished product.

Read the full teardown →
CAPABILITIES
  • Daily signal check — market moments become drafts
  • Nothing publishes without broker approval
  • Engaged readers captured and routed
  • Illustrative scenario only — pilot not yet run

Could your business
be the next one?

Book a free 20-minute Process Review. We’ll map your process and find the biggest leak — whether Laneo is part of the answer or not.

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The review is free. Any third-party software or usage costs remain separate.

Find your biggest leak →