Your sales rep wakes up at 8 AM. By the time they open WhatsApp, there are 23 unread messages from buyers across 4 time zones. Three are asking for quotes. One is a hot lead from a trade show last month — but nobody followed up. Two are in Arabic.
Sound familiar?
The Problem Nobody Talks About
B2B export is one of the last industries where sales still runs on raw human effort. A typical export company handles:
- 5+ messaging channels (WhatsApp, Telegram, email, WeChat, trade platform DMs)
- Buyers in 15+ countries with different languages, cultures, and business hours
- 30-90 day sales cycles where a single missed follow-up kills the deal
- Repetitive qualification — asking the same BANT questions thousands of times
Most CRMs were built for domestic SaaS sales. They don't understand WhatsApp 72-hour windows, Telegram bot commands, or why your African buyer needs a PDF proforma invoice at 2 AM your time.
What an AI SDR Actually Does
We open-sourced a complete AI sales rep template that handles the full pipeline:
| Stage | What the AI Does | What Humans Did Before |
|---|---|---|
| Lead Capture | Auto-detects new messages, creates CRM records | Manual copy-paste from WhatsApp |
| Qualification | Natural BANT conversation, ICP scoring | 20-minute calls per lead |
| Research | Reads company websites, scores fit | Google stalking for 30 min |
| Quoting | Generates PDF quotes, sends for approval | Excel templates, manual formatting |
| Follow-up | Day 1/3/7/14 sequences across channels | Sticky notes, forgotten |
| Negotiation | Tracks counter-offers, recommends strategy | Gut feeling |
| Reporting | Daily pipeline reports, stalled alerts | Friday afternoon panic |
The key insight: 80% of sales work is pattern-matching, not relationship-building. An AI handles the pattern-matching so humans can focus on the 20% that actually needs a human touch.
The Architecture
The system is built on 7 Markdown files you customize:
IDENTITY.md → Your company, products, markets
SOUL.md → How the AI talks (tone, rules, limits)
AGENTS.md → The 10-stage sales workflow
USER.md → Your ICP scoring criteria
HEARTBEAT.md → 13 automated daily inspections
MEMORY.md → 4-layer anti-amnesia protocol
TOOLS.md → CRM, channels, integrations
No code required. Edit the Markdown, deploy, and your AI SDR is live.
Real Numbers
Companies using this template report:
- Response time: From 4 hours → under 5 minutes (24/7)
- Follow-up rate: From ~40% → 100% (zero leads forgotten)
- Pipeline visibility: From weekly guesses → real-time daily reports
- Channel coverage: From WhatsApp-only → WhatsApp + Telegram + Email coordinated
Try It
Self-hosted (free, open-source):
curl -fsSL https://raw.githubusercontent.com/iPythoning/b2b-sdr-agent-template/main/install.sh | bash
Managed (PulseAgent): Multi-tenant dashboard, team management, one-click deploy → pulseagent.io
Built by PulseAgent — AI-powered digital workforce for B2B businesses.
