A
ARIA
Account & Revenue Intelligence Agent
LIVE

Build Plan — 7 Phases

A complete, step-by-step roadmap to build ARIA from zero — with clear tasks, deliverables, team needs, and timelines for each phase.

7-Month Timeline Overview

1
Foundation
Wk 1–4
2
Signal Monitor
Wk 5–8
3
Account Scorer
Wk 9–12
4
Content Engine
Wk 13–16
5
Integrations
Wk 17–20
6
Test & Refine
Wk 21–24
7
Full Launch
M7+
📚
Phase 1 Weeks 1–4

Foundation

Build the knowledge base — define all signals, map IDA products to use cases, and set up the development infrastructure.

Tasks
  • Workshop with IDA marketing team to list all known buying signals from past wins
  • Map all IDA products (eMACH.ai, Purple Fabric, iGCB, Islamic Banking) to signal categories
  • Define Ideal Customer Profile (ICP) for each product line by region
  • Set up GitHub repository, dev environment, CI/CD pipeline
  • Identify and document all 500+ data sources — news APIs, LinkedIn, regulatory portals
Deliverables
  • Signal Library (100+ classified signals)
  • Product–Signal mapping matrix
  • ICP definitions per product
  • Dev environment ready to build
Team Required

1 Senior Product Marketer + 1 AI Developer

📚
Foundation
Weeks 1–4
End state:
Dev environment ready to build
📡
Phase 2 Weeks 5–8

Signal Monitor

Build the listening engine — connect to all data sources and start ingesting real-time signals from the banking ecosystem.

Tasks
  • Connect Google News API and Bing News API for global banking and fintech coverage
  • Implement LinkedIn monitoring for CIO/CTO/CDO job change alerts at target banks
  • Build regulatory body RSS feed parsers (RBI, Fed, ECB, MAS, SAMA, APRA)
  • Set up competitor website change monitoring (Temenos, Oracle, FIS, Finastra news)
  • Build NLP classification layer to separate relevant signals from noise
  • Deploy PostgreSQL database to store, tag, and retrieve all signals
Deliverables
  • Live news ingestion pipeline processing 500+ articles per day
  • LinkedIn signal connector with job change detection
  • Regulatory feed parser covering 20+ global regulators
  • Signal database with tagging and severity classification
Team Required

1 AI Developer + 1 Data Engineer

📡
Signal Monitor
Weeks 5–8
End state:
Signal database with tagging and severity classification
🎯
Phase 3 Weeks 9–12

Account Scorer

Build the scoring brain — translate raw signals into actionable opportunity scores for every target bank account.

Tasks
  • Build Opportunity Scoring algorithm using weighted signal point system
  • Import IDA's full CRM account list as the baseline scoring universe
  • Build signal-to-account entity matching logic (which bank does this news article belong to?)
  • Define HOT / WARM / COLD / DORMANT classification thresholds with marketing team
  • Build scoring admin dashboard for the marketing operations team
  • Backtest model against 50 historical wins — would the scorer have caught them?
Deliverables
  • Scoring algorithm v1.0 with configurable weights
  • Live account score database updating in real time
  • Admin scoring dashboard with filtering and export
  • Backtesting report validating model accuracy
Team Required

1 AI Developer + 1 Product Marketer for validation testing

🎯
Account Scorer
Weeks 9–12
End state:
Backtesting report validating model accuracy
✍️
Phase 4 Weeks 13–16

Content Engine

Give ARIA a voice — build the system that auto-generates personalized, brand-consistent content assets for every HOT account.

Tasks
  • Design prompt templates for 5 asset types: email, account brief, one-pager, LinkedIn message, campaign recommendation
  • Integrate GPT-4o API with full account profile and signal context injection
  • Build RAG pipeline indexing IDA's existing case study and whitepaper library
  • Add IDA brand voice and tone guidelines to all system prompts
  • Build human review interface — approve, edit, or reject before anything goes to sales or CRM
  • Test with 10 real target accounts — quality reviewed by senior marketing lead
Deliverables
  • Content generation API for 5 asset types
  • Human review and approval interface
  • RAG knowledge base with IDA content library indexed
  • Quality test report signed off by marketing team
Team Required

1 AI Developer + 1 Senior Content Marketer

✍️
Content Engine
Weeks 13–16
End state:
Quality test report signed off by marketing team
🔗
Phase 5 Weeks 17–20

Integrations

Wire ARIA into every tool that sales and marketing already use so adoption requires zero workflow changes.

Tasks
  • Build Salesforce CRM two-way connector: push scores and opportunities, pull deal stage data
  • Build Slack bot that sends HOT ACCOUNT alerts to the correct regional sales rep instantly
  • Build weekly ARIA Intelligence Report email digest for CMO and regional heads
  • Connect LinkedIn Campaign Manager API for automated audience targeting suggestions
  • Build HubSpot email trigger automation based on account score changes
  • Implement multi-touch attribution event capture across all channels
Deliverables
  • Salesforce integration live and tested
  • Slack alert bot with correct routing to 20+ sales reps
  • Weekly email digest system with CMO dashboard
  • Attribution data pipeline capturing all touchpoints
Team Required

1 Full-Stack Developer + 1 CRM Administrator + 1 Marketing Ops Manager

🔗
Integrations
Weeks 17–20
End state:
Attribution data pipeline capturing all touchpoints
🔬
Phase 6 Weeks 21–24

Test & Refine

Run ARIA in shadow mode for four weeks — validate every output against reality, gather feedback, and improve the model before full launch.

Tasks
  • Deploy ARIA in shadow mode: generates all outputs but nothing is sent automatically yet
  • Marketing team reviews 100% of recommendations: flag relevant vs. irrelevant vs. wrong
  • Track accuracy: did ARIA-scored HOT accounts actually convert? Compare to non-flagged accounts
  • Collect sales team feedback on account brief quality and talking point relevance
  • A/B test ARIA-generated email copy against manually written versions on open rate
  • Complete security and data privacy compliance review with legal team
Deliverables
  • Shadow mode accuracy report (target: 80%+ signal relevance)
  • Sales team feedback summary with satisfaction score
  • A/B test results comparing ARIA content to manual
  • Security and compliance sign-off from legal
Team Required

Full marketing team + Sales sample group + 1 Developer + Legal review

🔬
Test & Refine
Weeks 21–24
End state:
Security and compliance sign-off from legal
🚀
Phase 7 Month 7+

Full Launch

ARIA goes fully live and autonomous — running every day, briefing teams every week, finding opportunities continuously.

Tasks
  • Full production deployment on Cloudflare Workers with auto-scaling
  • 2-day onboarding workshop for marketing and sales teams across all regions
  • ARIA Intelligence Briefings become the standard Monday morning workflow for all sales reps
  • Quarterly Signal Library review: add new signals as the market evolves
  • Monthly performance review: pipeline influenced, content engagement rate, time saved
  • Bi-annual model retraining using deal outcome data to improve scoring accuracy
Deliverables
  • ARIA fully live in production with 99.9% uptime SLA
  • All teams trained and actively using ARIA outputs
  • Live performance dashboard accessible to CMO and CEO
  • Monthly ROI report showing marketing attribution and pipeline influenced
Team Required

All stakeholders · Owned by Marketing Ops

🚀
Full Launch
Month 7+
End state:
Monthly ROI report showing marketing attribution and pipeline influenced

Resource Summary

📅
7 Months
Total Duration
👥
3–4 People
Core Team Size
🔌
6–8 APIs
External APIs
📈
10x+ Year 1
Target ROI
⬡ Dashboard ⚠ Gap ❗ Problem ⚙ Agent 🔨 Build