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:
| Layer | File | What It Does |
|---|---|---|
| Identity | IDENTITY.md |
Company info, pipeline stages, lead scoring criteria |
| Soul | SOUL.md |
AI personality, communication style, hard rules |
| Agents | AGENTS.md |
8-stage workflow definitions, BANT scoring, safety policies |
| User | USER.md |
Boss profile, product lines, ICP scoring, competitor intel |
| Heartbeat | HEARTBEAT.md |
Automated pipeline patrol — new leads, stalled deals, data quality |
| Memory | MEMORY.md |
3-tier memory architecture (hot/warm/cold) |
| Tools | TOOLS.md |
CRM commands, channel config, web research, email |
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:
- Workspace files (
.md) = Your agent's brain. Edit Markdown, change behavior. - Skills = Reusable capability packages. Install with
clawhub install <skill-name>. - Gateway = The WebSocket server that connects your agent to WhatsApp/Telegram/Email.
- 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.