Operating ProcedureExecution layer

Avina Signal Configuration and Credit Governance (Delivery)

A checklist with 7 steps: Install the X-Ray Pixel on the client domain before any signal work begins.

By InnovaAI ResearchPublished

What are the steps?

checklist

Avina Signal Configuration and Credit Governance (Delivery)

  1. 01

    Install the X-Ray Pixel on the client domain before any signal work begins

    Place the pixel on every page the client wants covered, then confirm anonymous visitor reveals are populating from RB2B, Vector, and Clearbit. Pixel coverage is the prerequisite for first-party intent data; a partial install silently drops the accounts your retainer is priced against.

  2. 02

    Draft signal definitions in plain language inside the AI Signals Agent

    Write each definition as a sentence describing observable behavior (for example, a job post for a RevOps hire or repeated visits to a pricing page). The agent converts the description into a custom signal. Cap the initial build at three intent topics so credit consumption stays predictable during the first month.

  3. 03

    Map each signal to a credit weight and record the monthly ceiling

    Starter carries up to 800 credits per month, Team up to 3,000, and Growth up to 6,500. Assign the client a documented ceiling and note which signals are high-burn. Without this, a broad web-data signal can exhaust a Starter allowance before the month closes.

  4. 04

    Enable account scoring and confirm the ICP fit rules

    Growth-tier account scoring ranks accounts by fit and signal strength. Review the scoring output against the client's ICP definition before routing anything to sales, because a mis-scored account list trains the client's reps to ignore Avina alerts.

  5. 05

    Connect CRM sync and Slack alert routing

    Team and above include CRM sync and up to two platform integrations. Map enriched contacts to the correct Salesforce or HubSpot fields and point Slack alerts at the channel the client's reps actually monitor. Verify one test record lands end to end before go-live.

  6. 06

    Build the outbound layer only after scoring is validated

    AI Outbound and LinkedIn ad audience sync sit on the Team plan. Hold sequence activation until two weeks of scored accounts have been reviewed, so outreach fires on qualified signals rather than raw visitor traffic.

  7. 07

    Run a monthly credit and signal-quality review with the client

    Pull credit consumption against the ceiling, retire signals that produced no closed-won influence, and add replacements through the AI Signals Agent. This review is the artifact that justifies the retainer renewal.