// USE CASES
Castia isn’t built for a single vertical. It’s built for the work — discover, reach, decide — which looks the same whether you sell roof tiles or SaaS seats. Six patterns we’ve seen take to it well.
Brokers, service businesses, insurance, real estate. Tight geography, in-person matters, the local presence is the moat. Castia maps the territory and groups visits by route so the field day actually compounds.
Storefront discovery, supplier expansion, partnership outreach. The playbook is “find brands at this size in this category, reach the founder, partner before they outgrow you.” Castia handles the find-and-reach, leaves the partnership conversation to you.
Account research, signal-driven outreach, team coordination across AE / SDR / RevOps. The board is the shared brain. The agent watches the signals you tell it to watch and surfaces the next move.
Industry-segmented prospecting, founder reach, retention triggers. Most agencies run this on caffeine and a spreadsheet. Castia gives the team a platform that survives turnover — playbooks compound, not get rebuilt every quarter.
Candidate sourcing, multi-channel touchpoints, pipeline tracking. Same shape as sales prospecting — find, qualify, reach, track — different vocabulary. The board flexes; the workflows transfer.
Trade businesses, professional services, neighborhood expansion. The discovery is local, the reach is mixed-channel, the closing is human. Castia supplies the platform so the human time is spent on the conversations that matter.
ANATOMY OF A PLAYBOOK
Every vertical follows the same six steps. The skills change, the vocabulary changes, the platform doesn’t.
Define the territory
ICP, region, exclusion list. The skill bounds get set once, the discovery runs forever.
Discover & enrich
Public registries, geofenced search, imprint scrape. Owner name and channel coordinates land on the board.
Sequence the reach
Email first (compliant by default), engagement triggers the call, in-person closes. Templates per vertical.
Track every touch
One activity log across email, phone, LinkedIn, in-person. The board is the team’s shared brain.
Steer in plain language
“Visited, callback in autumn.” Agent updates the record and schedules the next move.
Compound the playbook
Templates evolve from what closes. Skills you build for one territory transfer to the next.
VERTICAL-AGNOSTIC
Verticals we haven’t built for yet are usually a one-week skill away. The hard parts — board, agent, multi-channel, compliance — are already done.
// PILOT SHAPE
We pick a vertical, you bring the territory and the people. Eight weeks later we sit with the data and decide together if it’s worth scaling. Not a sales pitch — a working session.