Leads enter several places
Calls, forms, inboxes, spreadsheets, and vendor portals make it difficult to know who owns the next action.
Every inquiry.A clear next step.
LaniHQ connects calls, forms, CRM, pipelines, calendars, reminders, reviews, and reactivation so fewer opportunities disappear between people and tools.
THE OPERATING MODEL
- 01
Capture
Bring calls, forms, messages, and campaign responses into one accountable intake path.
- 02
Route
Assign ownership, status, urgency, and the next action without manual guesswork.
- 03
Follow up
Use timely reminders and approved messages while keeping human judgment available.
- 04
Book
Reduce scheduling friction and carry the record through appointment, estimate, or sale.
WHAT THIS CAN INCLUDE
A complete responsibility—not a disconnected tool list.
Scope is selected around the current constraint. Existing tools stay when they remain the soundest option.
- 01
CRM selection, configuration, cleanup, and migration planning
- 02
Website form, phone, chat, and campaign lead capture
- 03
Lead routing, ownership, stages, and service-level expectations
- 04
Pipeline design and opportunity-status discipline
- 05
Calendars, appointment rules, confirmations, and rescheduling
- 06
Missed-call, estimate, and no-response follow-up
- 07
Review requests and reputation-response workflows
- 08
Past-customer and dormant-lead reactivation
- 09
Consent, opt-out, quiet-hour, and communication safeguards
- 10
Lead-source, response, booking, and pipeline reporting
When this service earns its place.
A larger system is not automatically a better system. These are the conditions that make the responsibility useful.
Follow-up depends on memory
Good opportunities go cold because reminders, estimates, and appointment steps are inconsistent.
The owner cannot see the pipeline
The business needs a trustworthy view of response, status, booked work, and stalled opportunities.
THE MANAGED CADENCE
- 01
Map
Document the real customer journey, owners, exceptions, and communication boundaries.
- 02
Configure
Connect intake, pipeline, calendars, messages, and reporting in the simplest suitable stack.
- 03
Launch
Test every path with the operating team before relying on automation.
- 04
Manage
Monitor failures, adoption, response, outcomes, and approved improvements.
CONNECTED WHEN USEFUL
This service does not have to operate alone.
Start here, then connect the adjacent responsibilities only when they strengthen the customer journey or operating result.
- 01
Automation & AI
Workflow automation, qualification, reminders, handoffs, assistants, and guarded AI where it creates practical value.
- 02
Visibility & Reporting
Analytics, search and AI visibility, site health, behavior, attribution, and reporting organized around business decisions.
- 03
Integrations, Portals & Custom Tools
Integrations, dashboards, portals, permissions, data flows, monitoring, and purpose-built operational tools.
Faster response and fewer opportunities lost between tools.
Show us the current process, tools, and failure points. We will recommend the smallest responsible next move.
Request a systems review