Starting state A
Formation
Build my first playbook
Make product knowledge, ICP assumptions, and founder judgment reviewable before the campaign runs.
// B2B SAAS · FRAGMENTED-STACK VIEW
Your GTM stack can generate activity. It cannot run the playbook.
Castia is the operating layer between account signals, research, drafting, automatic checks, approval, CRM handback, and the next campaign version.
Fragmented stack
ResearchSequencerCRMDocsMeeting notes
A research table, sequencer, CRM, internal documents, and meeting notes can each do useful work. Together they still lack shared campaign state, one approval scope, and a learning record that carries into the next version.
Castia operating loop
- 01Define the Segment Playbook
Set the segment, product context, qualification rules, research blueprint, outreach blueprint, and human control points.
- 02Research accounts from relevant signals
Keep the trigger, supporting sources, product fit, and exclusions together before any message is drafted.
- 03Check every recipient and message automatically
Run the configured fit, evidence, policy, and message checks across the complete proposed batch.
- 04Route only exceptions for human review
Surface the cases that need judgment without asking an operator to inspect every clean result.
- 05Approve one exact recipient/message batch
Show who will receive which message, resolve exceptions, and hold launch until that precise batch is approved.
- 06Return outcomes to CRM and iterate
Hand accepted outcomes back to the CRM and keep responses, objections, and decisions attached to the next playbook version.
When this lens becomes relevant
You are proving the first repeatable motion, entering a new segment, or deciding how much SDR operating capacity to add.
Starting state B
Scaling
Scale an existing playbook
Split ICPs into distinct research and outreach blueprints without separating shared product and portfolio context.
Same Castia product
Mechanism
Automatic checks
Every message keeps its signal, sources, fit rationale, and policy checks.
Human control
Exception-only review
Only exceptions are routed for human input before approval.
Boundary
No guaranteed pipeline
Availability and outcomes are labelled rather than implied.
// Illustrative example
A campaign built around a hiring signal.
One Segment Playbook researches companies showing relevant SDR or AI-SDR hiring activity, checks product fit, and drafts a grounded angle without treating that signal as proof a role should be replaced.
This demonstrates an operating shape. It is not a customer result or performance claim.
Operating boundary
The objections belong in the page.
Castia can automate a meaningful share of repetitive SDR operating work. It does not promise universal role replacement, meetings, pipeline, or performance.
Is this a separate SaaS product?
No. The lens changes the trigger, examples, and Segment Playbook context. The product, plan, entitlement, activation, and operating loop stay identical.
Does this replace every SDR?
No. Castia can automate repetitive operating work while criteria, exception resolution, exact batch approval, launch authority, and judgment stay human.
Same commercial path
One product. One plan. One self-serve CTA.
€250/month
Available to every organization size
- 25,000 monthly credits
- One member, one verified sender, and one CRM connection
- Full core Playbook Operating Loop
- No per-Segment-Playbook fee or configured playbook-count limit
Campaign lens · B2B SaaS
Replace coordination work—not judgment.
Start with CastiaSaaS context passes into the same activation flow