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b2b-sdr-agent

Automate B2B SDR workflows across WhatsApp, Telegram, and email.

152|46|Updated Mar 23, 2026
Search Tags:#sales automation#ai sdr#multi-channel outreach#crm pipeline#anti-amnesia memory#whatsapp isolation
One-click install
npx skills add https://github.com/iPythoning/b2b-sdr-agent-template --skill b2b-sdr-agent
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: b2b-sdr-agent
Source: https://github.com/iPythoning/b2b-sdr-agent-template/tree/main
Command: npx skills add https://github.com/iPythoning/b2b-sdr-agent-template --skill b2b-sdr-agent

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill solves the problem of turning raw B2B lead activity into a complete, reliable sales pipeline—without manual follow-ups—across WhatsApp, Telegram, and email.

Core Features & Use Cases

  • 7-Layer sales context system: Configurable identity, rules, workflow, owner/ICP setup, heartbeat inspections, and an anti-amnesia memory protocol.
  • 10-stage full-pipeline SDR execution: Lead capture → qualification (BANT) → CRM entry → research/enrichment → quoting/approval → negotiation → reporting → nurture → email outreach → multi-channel orchestration.
  • 4-layer anti-amnesia memory: Structured recall (MemOS), proactive compression, per-turn vector storage (ChromaDB), and daily CRM snapshot fallback for disaster recovery.
  • WhatsApp IP isolation & multi-tenant readiness: Per-tenant Cloudflare/WARP + wireproxy approach to reduce cross-account interference.
  • 13 automated cron jobs: Pipeline heartbeat, lead discovery, follow-up reminders, stalled lead detection, memory health checks, CRM snapshots, and channel window handling.

Quick Start

Install and activate the skill, then deploy with your company name using deploy/deploy.sh after updating deploy/config.sh with your server and channel settings.

Frequently Asked Questions about b2b-sdr-agent

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate B2B sales outreach across WhatsApp, Telegram, and email?▼

You can automate multi-channel B2B sales outreach by deploying an AI SDR pipeline that orchestrates lead capture, BANT qualification, and follow-ups across WhatsApp, Telegram, and email. It uses 13 cron jobs for continuous pipeline operation and channel window handling.

How does the anti-amnesia memory protocol maintain CRM pipeline context?▼

The anti-amnesia memory protocol maintains CRM pipeline context using a 4-layer system: structured recall via MemOS, proactive memory compression, per-turn ChromaDB vector storage, and daily CRM snapshot fallbacks for disaster recovery.

Can I use this AI SDR pipeline for multi-tenant WhatsApp isolation?▼

Yes, the pipeline supports multi-tenant WhatsApp IP isolation using a per-tenant Cloudflare/WARP and wireproxy approach, which prevents cross-account interference when running concurrent sales outreach.

What is the best way to qualify B2B leads using BANT criteria automatically?▼

The best way to automatically qualify B2B leads with BANT criteria is using a 10-stage full-pipeline SDR execution workflow that captures leads, performs BANT qualification, enriches data via web research, and writes directly to your CRM.

How do I deploy an AI SDR pipeline with custom company settings?▼

To deploy the AI SDR pipeline, update the deploy/config.sh file with your server and channel settings, then run the deploy/deploy.sh script with your company name to activate the 7-layer context system and automated cron jobs.

Does this automated SDR workflow handle approval-gated quotations and negotiation tracking?▼

Yes, the automated SDR workflow handles approval-gated quotations and negotiation tracking as part of its 10-stage execution, ensuring quotes require explicit approval before delivery and tracking subsequent negotiation stages.

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