We build the operational infrastructure that essential businesses run on.
Facility services. Healthcare. Manufacturing. Food & beverage. The businesses that keep the world running are still managed with spreadsheets, texts, and tribal knowledge. We deploy AI-powered systems that replace manual chaos with scalable, measurable operations.
Revenue is up. Margins are flat. Everything runs through you.
You have grown the business past the point where informal systems work. Every decision, every fire drill, every customer issue flows through the same two or three people. You are hitting a ceiling — not because of demand, but because of how the work gets done.
The $3M business that operates like a $3M business will never become a $10M business. We build the infrastructure that closes the gap.
50%
SMB productivity is half that of large companies. The gap is operational infrastructure.
McKinsey Global Institute →40%
Productivity lost to context switching and manual coordination in organizations without automation.
Deloitte Productivity+ →Five Disciplines. One Operating Partner.
We organize our work around five core disciplines. Most engagements touch two or three. The right combination depends on where your business is and where it needs to go.
Financial Operations
Cash flow visibility. Margin analysis by service line, customer, and contract. Revenue leakage identification. We turn financial data into operational intelligence your team can act on — not reports that sit in a folder.
Revenue Operations
Quote pipeline automation. Customer reactivation. Win/loss analysis. Pricing strategy. We build the systems that ensure no revenue opportunity falls through the cracks — from first inquiry to closed deal.
Operational Infrastructure
Process standardization. Scheduling optimization. Quality assurance. Supply chain management. We map how work actually moves through your business and rebuild the parts that are breaking.
People & Organization
Key-person risk mitigation. Role design and accountability frameworks. Succession planning. We get critical knowledge out of people's heads and into systems — so the business runs even when key people are unavailable.
Technology & AI Deployment
AI agent orchestration. System integration. Workflow automation. Custom dashboards. We deploy intelligent systems — powered by enterprise infrastructure from Perseus Labs — that do the work humans shouldn't be doing manually.
Exit & Succession Readiness
Operational clean-up. Enterprise value creation. Technology lock-down. Whether you are positioning for a sale, bringing in a partner, or handing off to the next generation — we get the business in shape to maximize its value.
Intelligent Systems Deployed Inside Your Business
We don't deliver PowerPoints. We build and deploy AI-powered systems that your team uses every day. Here is what that looks like in practice.
AI Scheduling & Dispatch
An intelligent agent that takes incoming requests, matches to available teams by skill, location, and availability, and proposes optimal daily plans. Your operations manager goes from 20 calls a morning to reviewing a pre-built schedule.
Smart Quote Follow-Up
An AI agent monitors your pipeline, identifies prospects going cold, and drafts personalized follow-ups using each rep's voice. It sends through their email — the customer never knows it was automated.
Automated Revenue Capture
Field teams capture changes via text or photo. AI extracts the details, logs them to the right account, and flags them for invoicing. No more unbilled work or revenue falling through the cracks.
Customer Reactivation Engine
AI analyzes your customer database, identifies dormant accounts with high reactivation potential, and generates personalized outreach. Turns your existing customer list into a revenue engine.
Proposal & Estimate Builder
Scope details go in, professional proposals come out. Built on your historical pricing data and templates so estimates are consistent, fast, and don't require senior review on every single one.
Live Operations Dashboard
Real-time visibility into job status, team utilization, margin tracking, and KPIs. No more waiting until month-end to find out you have a problem. Built on the data your team already generates.
Every system is custom-configured for your business, deployed on enterprise AI infrastructure, and designed to work the way your team already works.
See What We'd Build For YouWhy Willow Lane
We are not your typical consulting firm.
Solutions That Stick
We don't hand you a strategy deck and walk away. We build solutions designed around how your team actually works — not how we think they should work. That is why our implementations get adopted and stay adopted.
Results in Months, Not Years
We prioritize quick wins that deliver measurable impact within the first 60 to 90 days. You will see the value before the engagement is halfway through.
AI-Native Operations
We don't just reorganize spreadsheets. Powered by enterprise AI orchestration from Perseus Labs, we deploy coordinated intelligent agents that create real leverage. Your competitors are still solving these problems manually.
Measured, Not Promised
Every system we deploy tracks its own impact — hours saved, revenue recovered, throughput improved. We show you the ROI every month. If we cannot prove the return, we have not done our job.
How We Actually Do This With AI
Every consultant says they "use AI." Here is what we mean when we say it — and why it produces results that manual consulting cannot.
Diagnose
We map how work actually moves through your business — not what you think happens, but what actually happens. We find the bottlenecks, manual handoffs, and data gaps that are costing you.
Design
We architect the right solution — which AI agents are needed, what data they consume, what actions they take, and how they coordinate. Every agent has a defined job, clear inputs, and measurable outputs.
Deploy
We configure and deploy the agents on enterprise AI infrastructure from our technology partner, Perseus Labs. We train your team and define exactly what runs autonomously vs. what gets escalated to a human.
Monitor
Every agent tracks its own impact — hours saved, revenue recovered, error rates. We review performance monthly and continuously tune the system. If something is not delivering ROI, we know immediately.
See It In Action: Revenue Recovery Agent System
Here is how we would deploy AI to solve one of the most common problems we see — unbilled work and revenue leakage. This is a real agent architecture, not a concept.
Built on Perseus Labs
The agent systems we deploy run on Perseus Labs' Sentinel platform — the same AI orchestration infrastructure used by institutional finance and private equity firms.
This is not ChatGPT in a spreadsheet. It is purpose-built infrastructure for coordinating multiple AI agents across real business operations — with permissioning, audit trails, shared knowledge, and measurable performance tracking. This is what makes it possible to deploy AI that your team actually trusts and adopts.
Orchestration
Multiple specialized agents coordinated in one harness. They share context, hand off work, and never step on each other.
Performance
Every agent action is measured. Hours saved, revenue recovered, error rates — tracked automatically, not estimated.
Continuity
Full audit trail on every decision. Your team sees exactly what each agent did, what data it used, and why. No black boxes.
Transforming Operations Across Industries
Every engagement is different. The pattern is the same: diagnose the real problem, deploy the right solution, measure the impact.
How AI Agents Tripled Catering Revenue for a Growing BBQ Brand
The Situation
Three Little Pigs BBQ had exceptional product-market fit and growing local demand for catering, but their operations were entirely manual. Inquiries arrived via text, Instagram DMs, and phone calls with no centralized tracking. The owner was personally managing every quote, follow-up, and booking — losing qualified leads in the daily chaos of running the food truck.
The Transformation
We deployed a coordinated AI operations system in under two weeks. An automated inquiry pipeline captures leads from every channel and generates instant quotes based on event size and menu selection. A follow-up agent re-engages prospects who went cold. A scheduling assistant handles booking confirmations, prep timelines, and day-of logistics autonomously — freeing the owner to focus on the food and the customer experience.
Recovering $185K in Annual Revenue Leakage at a $15M Service Company
The Situation
A $15M commercial mechanical services company was tracking field change-orders using text messages and handwritten notes. Information rarely made it back to the billing team, causing the business to quietly lose nearly $200K per year in work that was completed but never invoiced.
The Transformation
Rather than a costly ERP implementation, we deployed a lightweight automated capture system. Field teams text a photo of the change-order from the job site. AI extracts the details, logs them to the project file, and flags the billing team. The entire revenue leakage closed within 90 days.
How We Work With You
You do not need to know which service you need. Tell us what is happening. We will figure out the right path together.
The Full Transformation
For businesses experiencing growth-induced chaos.
- Week 1 — Align on objectives and scope in your language
- Week 2-3 — Deep operational assessment across all five disciplines
- Month 2 — Full roadmap with prioritized quick wins
- Month 2-4 — Deploy systems, train teams, measure results
- Ongoing — Monthly reviews. Continuous optimization.
The Surgical Fix
For businesses with a specific, identified problem.
- Week 1 — Go straight at the problem you identified
- Week 1-2 — Assess team readiness around that issue
- Week 2-4 — Design and deploy the right solution
- Month 2+ — Implement and stay until your team owns it
The Ongoing Partnership
For owners preparing for an exit, transition, or scale.
- Monthly — Embedded as your part-time operations executive
- Ongoing — Accountability, structure, and strategic execution
- Quarterly — Strategic reviews and performance measurement
- Always — A strategic partner, not a vendor
How Much Are Broken Operations Costing You?
Most business owners don't realize how much time and money they lose to inefficiency every week.
* These figures reflect direct operational inefficiency. Your actual results will vary based on business size, complexity, and implementation scope.
About Willow Lane Advisory
Willow Lane Advisory was founded on a belief that mid-market businesses deserve the same caliber of strategic and operational expertise that Fortune 500 companies get — without the $2M engagement fees and 12-month timelines.
Our leadership team brings decades of experience across LinkedIn, Deloitte, Pfizer, and the private equity ecosystem. We have built, scaled, and optimized businesses across industries — and we bring that pattern recognition to every engagement.
The best strategy in the world fails if the people using it cannot or will not adopt it. That is why we combine strategic depth with practical, on-the-ground execution — and we stay until it sticks.
Senior-Led Execution
Every engagement is led by experienced operators — not junior analysts learning on your dime. You work directly with people who have done this before.
Technology Partnership
We partner with specialized technology firms — including Perseus Labs for AI orchestration — to deploy enterprise-grade solutions without building everything from scratch.
Industries We Serve
We work with essential businesses whose demand is structurally embedded — services the economy cannot function without.
Get Your Free Operational Diagnostic
Answer four quick questions about your business. Our AI will generate a personalized diagnostic of your biggest operational risks — in real time.
No pitch. No pressure. Just a clear-eyed look at where your operations are leaking time and money.