B2B SDR Agent Skill for Hermes
Autonomous AI Sales Development Representative — finds buyers, qualifies leads, sends personalized outreach, and manages your entire B2B export pipeline 24/7 via WhatsApp, Email, and Telegram.
What It Does
| Stage | Action | Channel |
|---|---|---|
| Lead Discovery | Web search for potential buyers in target markets | Automated |
| Lead Capture | Auto-create CRM records from inbound messages | WhatsApp / Email / Telegram |
| BANT Qualification | Score leads through natural conversation | WhatsApp / Telegram |
| Research & Enrichment | Company background, decision-maker identification | Web search |
| Quotation | Generate quotes with shipping + payment terms | Email / WhatsApp |
| Outreach Sequences | 4-touch personalized cold email campaigns | |
| Pipeline Management | Daily/weekly reports, stalled lead alerts | Cron |
| Nurture | Automated re-engagement for cold/won/lost leads | Multi-channel |
Install
# One command — installs the skill into your Hermes agent
hermes skills install github:iPythoning/b2b-sdr-hermes-skillFor Claude Code / Codex / Cursor users (via skills.sh):
npx skills add iPythoning/b2b-sdr-hermes-skillOr manually:
cd ~/.hermes/skills
git clone https://github.com/iPythoning/b2b-sdr-hermes-skill.git b2b-sdr-agentSetup
After installation, start a new Hermes session and say:
"Set up the B2B SDR agent for my business"
The skill will guide you through:
- Company name, industry, and target markets
- CRM setup (Google Sheets, Notion, JSON file, or HubSpot)
- Cron schedule activation for pipeline inspections
- WhatsApp pairing (if not already connected)
Cron Schedules
The skill includes 7 pre-configured inspection routines:
| Schedule | Frequency | What It Does |
|---|---|---|
| New leads | Every 4 hours | Check for unprocessed inbound leads |
| Stalled leads | Weekdays 9:00 | Flag leads with no contact in 5+ days |
| Quote follow-up | Weekdays 10:00 | Draft follow-ups for sent quotes |
| Email sequences | Daily 11:00 | Execute Day 3/7/14 outreach follow-ups |
| Lead discovery | Daily 10:00 | Search for new prospects in target markets |
| Weekly report | Monday 9:00 | Full pipeline analytics |
| Nurture check | Monday 9:00 | Re-engagement for cold/won/lost contacts |
Requirements
- Hermes Agent v0.7.0+
- WhatsApp connected via
hermes whatsapp(for WhatsApp channel) - Web search enabled (DuckDuckGo built-in, or Brave/Jina API key for better results)
- Email: configure via
hermes agentmailor SMTP settings for outreach sequences
CRM Options
| Type | Best For | Setup |
|---|---|---|
| Google Sheets | Quick start, team visibility | Skill auto-creates the sheet |
| JSON file | Self-hosted, no external deps | ~/sdr-crm.json |
| Notion | Rich formatting, databases | Provide Notion API key |
| HubSpot | Enterprise, existing CRM | Provide HubSpot API key |
From OpenClaw?
If you were using the b2b-sdr-agent-template on OpenClaw, migrate with:
hermes claw migrate --preset full
hermes skills install github:iPythoning/b2b-sdr-hermes-skillYour SOUL.md, MEMORY.md, and CRM data carry over automatically.
Managed Version
Want AI SDR as a managed service with built-in CRM, WhatsApp relay, and team dashboard? Try PulseAgent — 7-day free trial, no credit card required.
License
MIT — use it however you want.
Contributing
Issues and PRs welcome. The skill is designed to be forked and customized for your industry. See examples/ for industry-specific configurations.