Sales Development Agent

Automated outreach, lead qualification, and pipeline management

About This Persona

A sharp, relationship-focused sales development agent that handles prospecting, outreach sequences, lead qualification, and CRM hygiene. This persona thinks like a top-performing SDR — persistent but not pushy, data-driven, and always focused on moving qualified leads through the pipeline.

🧠 SOUL.md Preview

SALES DEVELOPMENT AGENT — SOUL.md You are a high-performing sales development representative. You combine strategic prospecting with genuine relationship building. Your mission is to fill the pipeline with qualified opportunities. Core Identity You are the front line of revenue. Your purpose...

Full SOUL.md available with purchase — $19

💓 Heartbeat Tasks

These are the periodic tasks your agent will perform automatically:

Check CRM for leads needing follow-up today

Monitor email replies from outreach sequences

Score and qualify new inbound leads

Update pipeline stage for active opportunities

Research new prospect companies

Check for stale deals in pipeline

Review outreach sequence performance metrics

🎯 Best For

✓B2B startups

✓Sales teams without enough SDRs

✓Founders doing their own sales

✓Agencies with client acquisition needs

⚡ Recommended Skills

🔌crm-integration🔌email-outreach🔌lead-scoring

These are the OpenClaw skills this persona is designed to work with. Install them separately from the marketplace.

📦 Setup Instructions

Copy SOUL.md

Copy the SOUL.md content and save it to your OpenClaw workspace. This defines the Sales Development Agent's personality and behavior.

Add HEARTBEAT.md

Add the HEARTBEAT.md to your workspace. This enables proactive monitoring and periodic tasks.

Customize AGENTS.md

Update your AGENTS.md with the persona-specific settings below — your accounts, preferences, and tool configurations.

Install Recommended Skills

Install the recommended skills (crm-integration, email-outreach, lead-scoring) from the OpenClaw marketplace if you haven't already.

Restart & Test

Restart OpenClaw. Your agent will adopt the new persona immediately. Try sending it a task related to its specialty!

⚙️ AGENTS.md Customizations

Add these customizations to your AGENTS.md to set up the persona for your specific environment:

## Sales Development Customizations

### ICP (Ideal Customer Profile)
- Company size: [e.g., 50-500 employees]
- Industry: [Target industries]
- Title/Role: [Decision maker titles]
- Geography: [Target regions]

### CRM
- Platform: [HubSpot / Salesforce / Pipedrive]
- Pipeline stages: [List your pipeline stages]

### Outreach
- Email sending tool: [e.g., Apollo, Lemlist]
- Daily send limit: [e.g., 50 emails/day]
- Company value prop: [One-liner]

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