We Open-Sourced a $1M B2B Sales Workflow — Here's How to Deploy It in 5 Minutes with OpenClaw

Why We're Giving Away What Costs Companies $1M+ to Build

Building a full-stack B2B sales development pipeline — one that handles lead capture, qualification, research, quoting, negotiation, follow-ups, and CRM automation across WhatsApp, Telegram, and Email — typically requires:

• 3-5 SDRs ($150K-300K/year)
• CRM system + integrations ($50K-100K/year)
• Custom AI development ($200K-500K one-time)
• Multilingual support (another $100K+ for hiring)

Total: easily $500K-$1M+ over 3 years.

Today, we're open-sourcing the entire system as the B2B SDR Agent Template — free, MIT-licensed, and deployable in 5 minutes with OpenClaw.

What's Inside: The 8-Stage Sales Pipeline

The template implements a battle-tested sales workflow that handles the complete buyer journey:

Stage 1: Lead Capture

Every inbound message on WhatsApp, Telegram, or Email is automatically detected. A CRM record is created instantly with contact details, source channel, and timestamp.

Stage 2: BANT Qualification

The AI naturally weaves qualification questions into conversation — assessing Budget, Authority, Need, and Timeline without sounding like a scripted bot. Leads are scored and tiered automatically.

Stage 3: Deep Research

Before responding, the agent researches the prospect's company using web search, LinkedIn data, and industry databases. It builds a comprehensive buyer profile.

Stage 4: Quoting

Generates professional quotes based on your product catalog. Critical: all quotes require manager approval before being sent to the customer — the AI never makes unauthorized price commitments.

Stage 5: Negotiation

Tracks counter-offers, generates negotiation strategies, and escalates to management when deals exceed authority limits. Every negotiation move is logged.

Stage 6: Reporting

Automated daily pipeline reports at 9:00 AM, weekly summaries on Mondays, and instant alerts for high-value deals or stalled opportunities.

Stage 7: Nurturing

Automated follow-ups, industry news sharing, and post-sale care. Keeps leads warm without manual effort.

Stage 8: CRM Management

Full integration with Google Sheets, Notion, or Airtable. Append-only data model ensures nothing gets accidentally deleted.

The 7-Layer Context Architecture

What makes this template powerful isn't just the workflow — it's the 7-layer context system that gives the AI deep understanding of your business:

Every layer is a plain Markdown file. No code required — just edit the text and your AI sales agent transforms.

How to Deploy in 5 Minutes (OpenClaw Beginner Guide)

Prerequisites

• A server (any VPS with 1GB+ RAM)
• An LLM API key (Kimi, Claude, GPT, Gemini, DeepSeek — any provider works)
• A WhatsApp or Telegram account for the agent

Step 1: Install OpenClaw

npm install -g openclaw
openclaw --version  # Should show 2026.3.22+

Step 2: Clone the Template

git clone https://github.com/iPythoning/b2b-sdr-agent-template.git
cd b2b-sdr-agent-template

Step 3: Configure Your Business

Edit the 7 Markdown files in workspace/:

# Start with IDENTITY.md — replace all {{placeholders}}
nano workspace/IDENTITY.md

# Key fields to customize:
# - Company name, website, industry
# - Product catalog (names, specs, pricing ranges)
# - Target markets and ICP (Ideal Customer Profile)
# - Pipeline stages and deal thresholds

Pro tip: Check examples/ for industry-specific templates:

• examples/heavy-vehicles/ — Heavy trucks & machinery (Africa/Middle East)
• examples/electronics/ — Consumer electronics (OEM/ODM)
• examples/textiles/ — Textiles (GOTS certified, US/EU markets)

Step 4: Deploy

cp deploy/config.sh.example deploy/config.sh
nano deploy/config.sh  # Fill in server IP, API keys, WhatsApp number

./deploy/deploy.sh my-company

That's it. Your AI SDR is live, handling inbound leads 24/7 across all channels.

Step 5: Connect Channels

# Link WhatsApp (scan QR code)
openclaw channels login

# Verify connection
openclaw channels status

3 Industry Examples Included

The template ships with production-ready configurations for three industries:

🚛 Heavy Vehicles (Africa/Middle East)

• Specialized for truck, trailer, and machinery exports
• Arabic + English + French multilingual support
• MOQ and shipping term templates for heavy cargo

📱 Consumer Electronics (Global OEM/ODM)

• SKU-based product catalog with spec sheets
• RFQ handling and sample order workflows
• Certification documentation (CE, FCC, RoHS)

🧵 Textiles (US/EU Markets)

• GOTS/OEKO-TEX certification integration
• Swatch and sample management
• Sustainability compliance documentation

Built-in Safety & Compliance

The template includes enterprise-grade safety controls:

• ✅ Admin whitelist — Only authorized users can give management commands
• ✅ Quote approval — All pricing requires manager sign-off before sending
• ✅ CRM protection — Append-only model, no accidental overwrites or deletes
• ✅ Never reveals AI identity — Operates as "Sales Consultant" externally
• ✅ No mass messaging — Anti-spam protection built in
• ✅ Cost/margin protection — Never discloses internal pricing to customers

What OpenClaw Beginners Need to Know

OpenClaw is an open-source AI agent runtime. Think of it as "the operating system for AI agents." Key concepts:

1. Workspace files (.md) = Your agent's brain. Edit Markdown, change behavior.
2. Skills = Reusable capability packages. Install with clawhub install <skill-name>.
3. Gateway = The WebSocket server that connects your agent to WhatsApp/Telegram/Email.
4. Heartbeat = Scheduled autonomous tasks (pipeline reports, follow-ups, data checks).

This B2B SDR template is the first of many production templates we'll be releasing.

Get Started Now

🔗 GitHub: github.com/iPythoning/b2b-sdr-agent-template

📖 OpenClaw Docs: docs.openclaw.ai

💬 Questions? Email us at hello@pulseagent.io or chat with us on WhatsApp

MIT Licensed — Use it for anything. Commercial use welcome. No strings attached.

PulseAgent is building the future of AI-powered global trade. Our mission: give every business a 24/7, multilingual, AI sales team — starting with this free, open-source template.