How a revenue infrastructure engagement works.
The working reference for the Filro Revenue Infrastructure Transformation: scope, phases, dependencies, schedule, investment and handoff. Written so it can be read before any conversation.
Overview
Filro is an implementation company. We connect the systems between demand generation and closed revenue: capture, routing, follow-up, scheduling, CRM, automation, integrations and attribution. The work is configuration and engineering inside your own accounts, not campaign management and not a retainer.
Engagements start at $50,000 USD, run 12–16 weeks, and are followed by approximately 30 days of stabilization. Work is sold by application: every engagement begins with a Revenue Audit.
What we implement
Conversion infrastructure
The surfaces where demand becomes an identifiable opportunity.
- Websites and landing pages
- Forms and conversion paths
- CRO-oriented UX decisions
- Responsive interfaces
- Tracking embedded at the point of capture
CRM infrastructure
A CRM configured around how your company actually sells.
- CRM setup and pipeline architecture
- Lifecycle stages and deal structure
- Properties, fields and required data
- Contact, company and deal relationships
- Migration where appropriate
- Sales workflow configuration
Lead capture and routing
Rules that decide who owns an opportunity, in seconds.
- Form and inbound capture design
- Qualification logic
- Territory and service-area assignment
- Round-robin and ownership rules
- Internal notifications and escalation
Follow-up infrastructure
Sequenced contact that does not depend on memory.
- Email sequences
- SMS workflows
- Messaging workflows where appropriate
- Lead nurture by stage
- Lead recovery and missed-lead workflows
Scheduling
Booking connected to the calendar and to the right person.
- Booking systems
- Calendar integration
- Qualification before booking
- Routing to the appropriate representative
- Reminders and no-show handling
Revenue automation
The handoffs between systems, executed automatically.
- Workflow and pipeline automation
- Task and lead-status automation
- Reactivation flows
- Operational triggers
- Internal alerting
Integrations
One operating layer instead of parallel tools.
- CRM and website
- Advertising platforms
- Analytics
- Calendars and communication systems
- Forms and external tools
- APIs where appropriate
Analytics and attribution
Visibility from acquisition source through to closed revenue.
- Acquisition and funnel tracking
- Pipeline visibility
- Source attribution
- Conversion reporting
- Dashboards for marketing and sales
- Closed-revenue visibility
AI where it is commercially useful
Applied to specific operations, not used as positioning.
- Lead classification
- Qualification support
- Routing assistance
- Support workflow triage
- Data processing and cleanup
Who it is for
This engagement fits companies where:
- Established service businesses with existing demand
- Multi-location and franchise operations
- Companies generating meaningful inbound lead volume
- Teams running several platforms that do not talk to each other
- Organizations that need conversion and operational visibility
- Businesses with a sales team or structured lead handling
It is not the right fit when:
- Pre-revenue startups
- Companies that need branding or a logo only
- Buyers looking for a $500 website
- Businesses without existing demand or sales operations
The Revenue Audit
The audit is a structured written request describing your systems, lead volume, channels and current bottleneck. We review the full path from demand generation to closed revenue and return a written assessment: where opportunities are lost, why, and what the implementation would address first.
The audit is asynchronous. No call is required to receive it. Start it from the Request a Revenue Audit page.
Architecture phase
Before implementation begins, the target architecture is written down: systems in scope, the record model, ownership and routing rules, the integration surface, migration requirements, and the acceptance criteria for each deliverable. Anything not written in that document is out of scope until a change order says otherwise.
The default is to configure and connect what you already own. A tool is replaced only when it cannot support the architecture, and that recommendation is made explicitly.
Implementation process
Step 01 · Revenue Audit
Analyze acquisition, conversion, CRM, routing, follow-up and attribution as they operate today, and identify where revenue leaks between them.
Step 02 · Architecture
Define the target revenue infrastructure, the systems of record, the handoffs between them, and a sequenced implementation plan.
Step 03 · Build
Configure systems, integrations, conversion surfaces and workflows against the approved architecture.
Step 04 · Migration & Integration
Connect the relevant platforms and migrate the data required for the new structure to operate correctly.
Step 05 · Launch
Deploy the core infrastructure and move live traffic and live opportunities onto it.
Step 06 · Stabilization
Monitor, test, fix edge cases and optimize handoffs for approximately 30 days after launch.
Step 07 · Handover / Ongoing Optimization
Documentation is delivered and the implementation is yours to operate. Continuing optimization is scoped separately and is optional.
What we need from you
- A named decision maker and one responsive point of contact
- Administrative access to the systems in scope, provisioned least-privilege
- Existing data exports where migration is involved
- Timely approvals at the defined checkpoints
- Any third-party licences or seats the target architecture requires
Delays in dependencies shift the schedule. This is the single most common cause of a stretched implementation window.
Schedule and stabilization
A typical implementation runs 12–16 weeks, structured in milestones with written acceptance criteria. After launch, approximately 30 days of stabilization covers monitoring, edge cases, testing and handoff optimization.
Investment
Engagements start at $50,000 USD. The investment covers:
- Implementation planning
- System architecture
- Conversion infrastructure
- CRM configuration
- Automation
- Integrations
- Analytics and attribution
- Stabilization period
Final scope and price depend on:
- Architecture complexity
- Number and type of systems involved
- Integration surface
- Data migration requirements
- Number of locations
- Workflow complexity
- Implementation and access requirements
This engagement is not available through direct checkout. Pricing is confirmed in writing after the audit.
Contracting
Engagements run under a signed master services agreement plus a statement of work or order form setting out scope, milestones, acceptance criteria and payment schedule. Scope changes are handled through written change orders. The full commercial terms are on the Terms page.
Data and access handling
Access is requested per system, least-privilege, and revoked at handoff. Credentials are stored in a secret manager, never in documents or chat. Data handled during migration is limited to what the work requires. More detail is on the security and delivery page, and personal data handling is described in the Privacy Policy.
Handoff and documentation
Everything is built inside your own accounts, so ownership never transfers at the end — it was always yours. Handoff includes written architecture documentation, the record and routing model, automation logic, integration notes and the reporting definitions used in attribution.
After stabilization
Ongoing optimization is optional and quoted separately. Nothing about the implementation depends on continuing to work with Filro: the systems, configurations and data remain in your accounts and remain operational.
The $699 website product
Filro Launch is a separate, fixed-scope website product for local businesses. It is not part of a revenue infrastructure engagement and has its own documentation on the Filro Launch page.
FAQ
Conversion infrastructure, CRM configuration, lead capture and routing, follow-up sequences, scheduling, revenue automation, integrations between the systems you already run, and analytics and attribution reporting. The scope for a given engagement is defined in the Revenue Audit and the architecture that follows it.
Established companies with existing demand and enough operational complexity that revenue depends on systems working together — typically service businesses, multi-location operations and regional companies with a sales team or structured lead handling.
A typical implementation runs 12–16 weeks, followed by a stabilization period of approximately 30 days. The exact schedule depends on the architecture agreed after the audit and on access to the systems involved.
Revenue Infrastructure engagements start at $50,000 USD. Final scope and pricing are set after the Revenue Audit, based on architecture complexity, systems, integrations, migration and number of locations.
In most cases, yes. The default approach is to configure and connect what you already own before recommending a replacement, because migration cost is real and rarely free.
Not by default. A tool is replaced only when it cannot support the architecture, and that recommendation is made explicitly during the architecture phase rather than assumed at the start.
Filro implements and integrates commonly used CRM and marketing platforms through their public APIs and native integration surfaces. Filro is an independent implementation company and does not claim official partner status with any software vendor.
No. Filro implements infrastructure and documents what it does. No revenue increase, ranking position or conversion rate is guaranteed, and any company promising one should be treated with caution.
The stabilization period runs for approximately 30 days after launch, covering monitoring, testing, edge cases and handoff optimization. After that, ongoing optimization is optional and scoped separately.
Yes. The engagement can run asynchronously in writing — audit, architecture, implementation plan, progress updates and handoff documentation. Calls are available when they are genuinely faster, but they are never a requirement to get a plan or a price.
You submit a structured request describing your systems, lead volume, channels and current problems. Filro reviews the path between demand generation and closed revenue and returns a written assessment of where the infrastructure is losing opportunities, plus the implementation approach that would address it.
Optional ongoing optimization is available after stabilization. It is quoted separately and is not required for the implementation to remain yours and fully operational.
Contact
Everything can be handled in writing. Use the contact form for general enquiries or start the Revenue Audit for implementation scoping.
Request a Revenue Audit