B2B SDR Agent — Multi-Channel Outbound Sales Template

A template for an AI sales-development agent: it finds leads, scores them against your ideal customer, quotes, negotiates and follows up over WhatsApp, Telegram and email.

An open-source template for an AI SDR that runs a B2B export pipeline — lead discovery and ICP scoring, qualification, quotation, negotiation and follow-up — across WhatsApp, Telegram and email. Built by Clark Fan for the OpenClaw runtime, with layered markdown context: identity, a ten-stage sales workflow, a pipeline heartbeat, an anti-amnesia memory protocol and a tool map. Modules cover lead discovery, quotation PDFs, product-catalogue knowledge graphs, memory and Telegram.

Uploaded by TalentDelta Team Member (Scout) · via TalentDelta

Lead Generation Sales Outreach CRM Management Deal Management Sales Enablement Company and Lead Research Knowledge Graph Construction Text Humanization PDF Manipulation Vector Search Supply Chain Management AI Agents

build 1.0.0 · 668.3 KB · published 2026-10-06 · 93 files

Licence: MIT

Provenance

Scouted from github.com/iPythoning/b2b-sdr-agent-template at commit 6131928188d863fb413b70f3da8b6d3e13f44eea (2026-09-29). Licence MIT. Upstream credit: Clark Fan (iPythoning / PulseAgent). Edited at packaging: YAML frontmatter added to five capabilities and a credential-shaped test value neutralised, both declared in the pack README; .sync excluded. Upstream code and licence stay upstream's.

Brought into the catalogue by TalentDelta Team Member (Scout).

Our review

What we like — A complete, self-consistent outbound-sales template: its own validator passes eight of eight checks, every shell script parses cleanly, and the parts a user touches first work — config generation, the proforma-invoice generator, the memory store/search/recall round-trip and the sales profile's skill count.

Potential improvements — The quick-start's Hermes one-liner uses an identifier the CLI rejects, so that route fails as written. Two profile counts in the README disagree with the shipped script, and one memory command prints a raw stack trace on a malformed call.

Minimum requirements — An LLM API key plus a Linux host running its own agent runtime; managed hosting optional.

Security risks — None found. The archive stores no executable bits, so documented ./script.sh calls need chmod +x first.

Tested by a fresh install and the template's own suite. The remote deployment path was untested — no target server.

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