Reply received?
Stop treating the conversation as unanswered. Put the reply in front of someone who can respond.
The Laneo system
From first enquiry.
To a deliberate outcome.
From “Can you take a look?” to an approved quote and a real outcome. Laneo keeps the handoffs visible, the follow-up guarded and the decisions with your team.
Walk through the process01 Capture the request02 Prepare & approve03 Follow up safely04 Act & record
01 / CAPTURE & ROUTE
The enquiry arrives.
The ownership shouldn’t be a mystery.
A website request, a supported enquiry channel or a manual entry starts a real opportunity. Capture the useful details, keep the known source and put the next step in front of a responsible person.
Need a better front door? Enquiry capture and routing can be scoped around the follow-through process. That setup supports demand; it doesn’t create traffic or guarantee leads.
A clean handoffEnquiry details · Responsible person · Next action
Illustrative enquiry
A new kitchen project.
01
Keep the project details together
Contact, job type, service area and the information your team needs.
02
Route to an owner
Someone decides fit and the next step.
03
Review missing or urgent details
Incomplete requests need review. Urgent requests stay human-first.
Connected handoffs
Same opportunity.
A different way to manage it.
Explore what a shared process connects. Switch between scattered handoffs and a connected process to see where responsibility, project state and the next action belong.
New enquiry
Estimate visit
Open quote
One opportunity record.
Owner · Current state · Next action
Clear responsibility
Guarded follow-up
Deliberate outcome
Owners, project state and next actions stay connected. Your team can see which step needs attention.
02 / ESTIMATE & QUOTE
The visit happened.
Keep the quote moving.
A calendar booking tells you what’s scheduled. Confirmed attendance tells you what actually happened. Laneo keeps that distinction clear so the next action matches the real project state.
After the visit, identify what is holding the quote up: preparation, owner review or delivery. Your team owns construction scope, pricing and the approval of the current version.
Illustrative quote review
The right version.
The right approval.
Estimate visitAttendance confirmed
Quote versionCurrent version
Construction priceSet by your team
Owner approval required
A changed quote needs fresh approval. An old approval doesn’t automatically carry forward.
Your commercial decisionThe system manages the process—not the construction price.
03 / FOLLOW THROUGH
Be persistent.
Keep the context.
Following up is useful until the situation changes. A reply, opt-out, hold, revised quote or won project should change what happens next.
Before an eligible customer follow-up, the configured workflow checks the current state. When it can’t confirm a safe next step, the action goes to a human.
THE CHECK BEFORE THE NEXT MESSAGEThe conversation changes.
The conversation changes.
The next action should too.
A follow-up is eligible only when the configured checks agree. Otherwise, hold the customer message and give your team a clear review task.
Current quoteReply & hold checksHuman decision
Opt-out or hold?
Respect the configured suppression and hold state before any customer follow-up.
Quote still current?
Use the current approved version. Don’t follow up against a stale quote.
Outcome changed?
Won, lost or paused projects need their own next action—not the old follow-up sequence.
Send uncertain?
Review delivery evidence before another attempt. Don’t blindly resend an uncertain message.
Need a human?
Use a clear owner task or personal call when that is the appropriate next step.
04 / RECOVERY & OUTCOMES
Know what needs action.
Know what actually happened.
The weekday Revenue Recovery List turns open work into clear internal actions. Each item explains the reason and what the responsible person should do next.
Record won, lost or paused deliberately. A positive reply alone isn’t a signed job. Keep known sources alongside recorded outcomes so your reporting reflects evidence rather than guesses.
Start with the work needing attentionA reason. A next action. A responsible person.
Illustrative recovery list
Today’s next actions.
01
SEND QUOTE
Current quote approved. Delivery needs attention.
02
PREPARE QUOTE
Estimate attended. Quote still missing.
03
CHECK STATUS
Confirm the outcome using your agreed evidence.
Example items, not customer results.
TWO MODULES. ONE CONNECTED PROCESS.
Fix the gap you have.
Connect the rest when it fits.
Keep the intake that already works. Add the missing follow-through. Or connect capture and follow-through around the same opportunity.
Keep real opportunities moving.
Enquiry ownership, estimate booking and attendance, current-quote approval, guarded follow-up, the weekday Recovery List and recorded Won, Lost or Paused outcomes.
Give incoming interest a clear front door.
Configured enquiry pages and intake, routing, known-source capture and owner assignment. Connect supported source and campaign details to the opportunity and its recorded outcome.
Keep your intake. Improve what happens next.
Use the enquiry channels your team already relies on. Install ownership, estimate and quote handoffs, approval rules and eligible follow-up around the opportunities you already receive.
Best starting point when enquiries arrive, but next actions go missing.Demand & Capture provides intake infrastructure; traffic and acquisition activity need their own plan. Follow-Through manages the estimate and quote process; your team calculates construction prices and approves decisions. Exact connections and scope are confirmed before installation.
Review which module fitsFive Follow-Through workflows. One connected process.
What runs behind
the next action.
01Inquiry recovery
+
When it starts
A supported enquiry enters the pipeline.
What happens nextKeep the useful contact and project details, retain a known source and identify who owns the response. Incomplete or ambiguous records need review before progressing.
02Quote owner review
+
When it starts
The current quote is ready for review.
What happens nextYour team checks the scope and construction price. Approval belongs to that version; a revision needs a fresh decision. Laneo manages the handoff, not construction costing.
03Booking sync
+
When it starts
An estimate appointment is booked or changed.
What happens nextConnect agreed calendar events to the opportunity. Scheduled, rescheduled and attended are separate states. The team confirms what actually happened before quote preparation is treated as due.
04Guarded customer follow-up
+
When it starts
An approved open quote reaches its agreed follow-up point.
What happens nextCheck current project state, replies, opt-outs, holds and approval. A changed or uncertain state goes to review. Uncertain delivery needs evidence before any retry.
05Weekday Revenue Recovery List
+
When it starts
Open work needs a clear next action.
What happens nextGive the responsible person a reason and an action: prepare a missing quote, review approval, check delivery, make a personal call or confirm a project outcome. The list is internal; it is not permission to message every customer.
Workflow descriptions explain the commissioning design. Exact triggers and connections are agreed and tested in the client’s accounts before approved activation.
Installed around your business
Your accounts.
Your team.
A process you can own.
We start by mapping your enquiries, estimate visits, quotes and current tools. Then we scope the setup that addresses a real gap.
Your team retains the client relationship, scope and pricing. The agreed client-owned infrastructure holds your business data. Reusable master tooling remains with the provider.
Map the actual process.
Confirm roles, channels, existing tools and the evidence used for outcomes.
Configure and test.
Set up agreed stages, templates, safeguards and connections. Test in the destination accounts.
Handoff and sign-off.
Show the team how to work the list and pause workflows. Activation follows release approval and acceptance.
A practical 20-minute review
Find the handoff
worth fixing first.
You don’t need a new process for everything. Start with the moment an enquiry, estimate or quote loses its owner or next action.
We’ll walk through your current workflow and check whether the Contractor Follow-Through System can close a useful gap around the tools your team already uses.
What we’ll cover · Google Meet
- How enquiries reach the right person.
- What happens after an estimate visit.
- Who acts when a quote goes quiet.
No customer records or preparation deck needed. No obligation.