B2B SDR Agent Skill

What B2B SDR Agent Skill does

The skill covers the SDR pipeline in stages: web search for potential buyers in target markets, automatic CRM records from inbound messages, BANT qualification through conversation, company and decision-maker research, quotations with shipping and payment terms, four-touch cold email sequences, and re-engagement for cold, won and lost leads. After installing it, you start a Hermes session and ask it to set up the agent, and it walks through company details, CRM choice, cron activation and WhatsApp pairing.

Seven pre-configured cron routines drive the daily work: new-lead checks every four hours, stalled-lead flags, quote follow-up drafts, email sequence steps on days 3, 7 and 14, daily lead discovery, a Monday pipeline report and a nurture check. CRM storage can be Google Sheets, a local JSON file, Notion or HubSpot. People coming from the OpenClaw template can migrate with hermes claw migrate --preset full, which carries over SOUL.md, MEMORY.md and CRM data.

Key features

• Lead discovery by web search in target markets
• Automatic CRM records from inbound WhatsApp, email and Telegram messages
• BANT lead qualification through conversation
• Four-touch personalized cold email sequences
• Seven pre-configured cron inspection routines
• CRM options: Google Sheets, JSON file, Notion and HubSpot

When to use it

• Handling inbound export inquiries on WhatsApp and logging them as leads
• Running weekly pipeline reports and stalled-lead alerts from cron
• Moving an OpenClaw SDR setup over to Hermes

Who it is for: Exporters and small B2B sales teams who want an agent to handle lead discovery, follow-up and pipeline reporting.

How it fits with Hermes Agent

Built as a Hermes Agent skill that relies on Hermes cron schedules and its WhatsApp, email and web search features.

How to install B2B SDR Agent Skill

These commands are copied from the project's README. Check the repository for the latest steps before you run them.

hermes skills install github:iPythoning/b2b-sdr-hermes-skill

Requirements: Hermes Agent v0.7.0+, WhatsApp connected via hermes whatsapp for the WhatsApp channel, web search enabled, email configured via hermes agentmail or SMTP for outreach

Note: Notion and HubSpot CRM options need API keys, and the README also advertises PulseAgent, a separate managed service with a 7-day free trial.

FAQ