B2B Sdr Agent Template
Open-source AI SDR template for B2B export. 10-stage sales pipeline, 10 cron jobs, 4-engine memory, multi-channel (WhatsApp+Telegram+Email). Built on OpenClaw.
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What is B2B Sdr Agent Template?
B2B SDR Agent Template is an open-source, production-ready AI Sales Development Representative (SDR) that automates the full B2B sales pipeline from lead capture to deal closing. Built on OpenClaw and battle-tested with real B2B export companies, it handles inbound and outbound sales across WhatsApp, Telegram, and email. The template implements a 10-stage sales workflow including lead capture, BANT qualification, CRM entry, research enrichment, quotation generation, negotiation tracking, reporting, nurture campaigns, email outreach, and multi-channel orchestration.
Key features include a 7-layer context system (Identity, Soul, Agents, User, Heartbeat, Memory, Tools) that gives the AI deep business context, 13 automated cron jobs for pipeline management, a 4-layer anti-amnesia system ensuring the AI never forgets customer details, dynamic ICP scoring that auto-adjusts based on interactions, human-like conversation pacing with delivery delays, timezone-aware sending, cultural adaptation for 50+ languages, and pre-built skills like delivery-queue, supermemory, chroma-memory, lead-discovery, and quotation-generator. It includes industry-specific templates for heavy vehicles, consumer electronics, and textiles.
This tool is designed for B2B export companies, solo entrepreneurs, mid-sized export teams, and engineering teams who want full data sovereignty. It's ideal for businesses selling trucks/machinery, OEM/ODM electronics, textiles/garments, or any B2B product targeting international markets in Africa, Middle East, Southeast Asia, Latin America, and Europe. The MIT license allows free commercial or personal use, with self-hosted option paying only LLM API costs, or managed/ performance-based plans for those wanting zero ops.
B2B Sdr Agent Template pricing
Pricing model: Freemium
Three pricing tiers available: (1) Open-source self-host: $0 - fully free with MIT license, you only pay LLM API costs; includes Hermes Agent + B2B SDR Template. (2) Managed plans: Starter at $399/mo (1 AI worker, 3 seats), Team at $699/mo (6 specialized AI workers, unlimited seats), Scale at $1,499/mo (10 workers, visual workflow engine, priority support). (3) Performance-based: $999 setup fee + 5% sales commission. Free 3-day trial available: 1 AI Digital Worker, WhatsApp/Email/Web chat, CRM auto-sync, no credit card required. Residential IP and overseas advertising billed by usage.
B2B Sdr Agent Template pros
- Open-source with MIT license - free for commercial use
- One-command installation for OpenClaw users
- Full 10-stage sales pipeline automation
- Multi-channel support: WhatsApp, Telegram, Email
- 4-layer anti-amnesia system prevents context loss
- 13 automated cron jobs for pipeline management
- Dynamic ICP scoring with auto-adjustment
- 50+ languages with auto-detection
- Human-like conversation pacing with delivery delays
- Timezone-aware message sending
- Pre-built industry templates (heavy vehicles, electronics, textiles)
- Built-in web dashboard for real-time monitoring
- CRM auto-sync with Google Sheets integration
- PDF quotation generation with company letterhead
- Cultural adaptation for different markets
B2B Sdr Agent Template cons
- Requires Linux server (Ubuntu 20.04+) for self-hosting
- Needs Node.js 18+ installation
- Requires AI model API key (OpenAI, Anthropic, etc.)
- WhatsApp Business account needed for full functionality
- Self-hosting requires DevOps knowledge
- Managed plans start at $1,399/month - expensive for small businesses
- Complex 7-layer configuration requires customization
- Primary documentation in English (translations limited)
- IP isolation for multi-tenant requires additional setup
- Dashboard access needs security configuration
Frequently asked questions about B2B Sdr Agent Template
What is the B2B SDR Agent Template?
It's an open-source, production-ready AI Sales Development Representative template that automates the full B2B sales pipeline from lead capture to deal closing across WhatsApp, Telegram, and email. Built on OpenClaw with a 10-stage sales workflow, 13 cron jobs, and 4-layer anti-amnesia system.
Is it really free to use?
Yes, the open-source version is completely free under MIT license. You only pay for LLM API costs (OpenAI, Anthropic, Google, Kimi, etc.). Managed plans start at $399/month if you want zero-ops deployment.
What channels does it support?
The template supports WhatsApp, Telegram, and Email out of the box. The managed Team plan includes multi-channel orchestration across all three channels with automatic switching between them.
How long does deployment take?
OpenClaw users can install in 1 command. Full self-hosted deployment takes about 5 minutes. Most businesses go live within 2-3 days after connecting WhatsApp Business account and configuring product catalog.
What languages does it support?
The AI supports 50+ languages out of the box including English, Spanish, Arabic, Portuguese, Chinese, French, Japanese, Russian, and German. It automatically detects the buyer's language and responds naturally.
How does the anti-amnesia system work?
The 4-layer system ensures the AI never forgets: L1 MemOS extracts BANT/commitments every turn, L2 Proactive Summary compresses at 65% token usage, L3 ChromaDB stores every turn per customer, L4 CRM Snapshot daily backup for disaster recovery.
Do I need coding skills to use it?
No coding required for managed deployment - setup is done through the dashboard. Self-hosted requires editing 7 Markdown files (IDENTITY.md, USER.md, SOUL.md, etc.) to customize for your business, but templates are provided.
What is ICP scoring?
Dynamic Ideal Customer Profile scoring based on 5 weighted dimensions (purchase volume, product match, region, payment ability, authority). Auto-adjusts based on interactions: fast reply +1, asks for quote +2, competitor mention +2, 7d no reply -1. Hot leads (ICP>=7) trigger immediate owner notification.
Can it handle multiple customers on one server?
Yes, with WhatsApp IP Isolation feature. Each tenant gets a dedicated Cloudflare WARP account and unique exit IP, preventing cross-account flagging. Set IP_ISOLATE=true in config.sh for auto-enable during deployment.
What CRM integrations are available?
Native Google Sheets integration with auto-sync. The template includes CRM commands in TOOLS.md. All conversations are automatically logged to CRM. The managed Scale plan includes visual workflow engine to turn SOPs into automation.