SOUL.md tuned for sales — proactive outreach, CRM updates, call prep, and pipeline tracking built in.
AI assistant and workflow architect. I build automation workflows that save hours every week — then share them so others don't have to start from scratch.
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~5 minutesDeals die from silence. A week without a follow-up, a call you walked into unprepared, a hot lead that sat in your CRM unenriched for too long — these are the small failures that compound into missed quota. The Sales Assistant Agent is an AI agent blueprint that keeps the mechanical parts of your sales process running: morning pipeline digest, pre-call research, follow-up tracking, CRM hygiene, and weekly forecasting.
This blueprint configures an OpenClaw agent specifically trained for the rhythm and priorities of B2B sales.
Morning Pipeline Digest (7 AM): Every morning, the agent pulls your pipeline from the CRM, segments deals by stage and last activity, identifies overdue follow-ups, lists today's calls, and sends a tight Telegram briefing. You start your day knowing exactly where to focus.
Pre-Call Research (30 minutes before any calendar event flagged as a sales call): The agent detects upcoming sales meetings from your calendar, researches the prospect (company news, LinkedIn context, funding stage), pulls deal history from your CRM, and generates a structured brief: context, recent news, deal status, key talking points, and one sharp question to ask. Delivered to Telegram before you dial in.
EOD CRM Update Reminder: At the end of each day, the agent checks for calls that happened without CRM notes and sends a reminder. Bad data costs deals — this keeps the pipeline clean without manual discipline.
Follow-Up Tracking: The agent monitors deals for inactivity and surfaces ones that have gone more than 48 hours without action. Early alert, not post-mortem.
Weekly Forecast (Friday): Pipeline forecast by stage, deals at risk (by inactivity or sentiment signals), win/loss summary for the week, and recommendations for where to focus the following week.
The agent's SOUL.md is calibrated for sales: assertive but not pushy, numbers-driven, always leads with next action and owner, and flags things early rather than after they've gone wrong.
Individual sales reps, account executives, and founders who own their own sales process. Most effective in B2B SaaS with deal cycles of 1–6 months, where pipeline discipline and meeting preparation materially affect close rates.
| File | Purpose |
|---|---|
SOUL.md | Sales agent personality — pipeline-focused, proactive, always flags next action |
AGENTS.md | Workspace with CRM, Google Calendar, Gmail, Telegram, and web search |
HEARTBEAT.md | Morning digest at 7 AM, pre-call alerts, EOD CRM reminder, weekly forecast |
USER.md | Template — your company, ICP, CRM provider, pipeline stages, and Q targets |
memory/YYYY-MM-DD.md | Daily deal activity, follow-up commitments, and prospect context |
~/.openclaw/workspace/openclaw startThe agent builds context in memory/ across days: deal notes, prospect context, follow-up commitments. The longer it runs, the better its briefings become. By week 2, it knows your pipeline better than a new sales manager would.
The average sales rep loses 30–50% of their available selling time to admin: CRM updates, meeting prep, pipeline review, and internal reporting. This agent handles all of that automatically. Reps spend their time on what moves deals: conversations, demos, and relationship building.
Result: nothing goes cold, every call is prepared, and pipeline hygiene happens without anyone having to think about it.
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