Why you should listen

1. Learn how Kathryn scaled from solo freelancer to a strategic RevOps firm serving VC-backed SaaS companies
2. Discover the real impact of AI on RevOps—and why data hygiene is more critical than ever
3. Hear how Kathryn balances strategy, tech, and team building to retain clients for 18+ months

SaaS companies grow fast—and Kathryn Castle knows how to keep their revenue operations from falling apart along the way. In this episode, she shares how she went from independent contractor to founder of Candybox, a RevOps and tech strategy firm serving B2B SaaS companies backed by VCs and PE firms.

We talk about niching down, what’s changed in RevOps over the last six years, and how AI is pushing more strategic conversations about data, integration, and platform selection. Kathryn also opens up about team building, long-term retainers, and the realities of consulting in fast-paced environments.

About Kathryn Castle

Kathryn Castle is the founder of Candybox CRM, a RevOps consultancy that helps B2B tech scale-ups build clean, scalable go-to-market systems around Salesforce and HubSpot. Kathryn works remotely from Mexico, where she spends her free time catering to her five cats' whims and learning to dance salsa.

Resources and Links

• Candyboxcrm.com
• Kathryn's LinkedIn profile
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