LightbulbMaple
Case study · GTM systems engineering

One GTM platform. Every AE over quota.

Maple sells AI phone agents to 1,000+ restaurants. Lightbulb embedded as Maple’s RevOps and GTM systems engineering partner in May 2026 and built one platform where the whole revenue team works, with Salesforce, billing, the dialer, call data and Slack wired together and kept running in production. In Q3, every Maple AE finished between 120% and 150% of quota.

Client
Maple, AI phone agents for 1,000+ restaurants
Partner since
May 2026
Our role
Embedded RevOps and GTM systems engineering partner
Systems
Salesforce, Postgres, Stripe, Sequence, Nooks, Slack
120–150%Q3 quota attainment, every AE
1.5×SDR bookings vs the daily average
8×more deal data captured on every demo
84%win rate on deals the AI flagged Hot
What we shipped

176 pull requests to production

Every change shipped as reviewed code, deployed through CI next to Maple’s product, across every part of the revenue lifecycle.

How 176 pull requests split across Maple’s revenue systemEach column is one area of the work, split by type.
35 automations51 features and tools90 fixes and maintenance

Automations run on their own: syncs, jobs, Slack alerts, AI pipelines.

Features and tools are what reps and leaders use: pages, fields, reports and workflows.

Fixes and maintenance keep it all running as the business changes.

(01) The platform

Reps don’t log into Salesforce

Maple’s sellers work in one place: the GTM app. Behind it, the app reads and writes Salesforce, Postgres, Stripe, Sequence, the dialer and Slack, so Salesforce stays the source of truth without being somewhere reps have to go. We built into that platform and maintained every integration around it, shipping 176 pull requests to production since May.

How Maple’s GTM stack fits togetherReps work in the GTM app. Lightbulb built and maintains the integrations behind it.
GTM appWHERE REPS WORKSalesforceSOURCE OF TRUTHPostgresAPP DATABASEStripeSELF-SERVE BILLINGSequenceENTERPRISE BILLINGSDR dialerNOOKSPhone calls / textsCalendarTranscriptsSlackALERTS, APPROVALSLLMs + JevFILL CRM FIELDSDashboardsMULTIPLE PLATFORMS
GTM appWhere reps work
Two-way sync
SalesforceSource of truthPostgresApp database
Integrations
StripeSelf-serve billingSequenceEnterprise billingSDR dialerNooksPhone calls / textsCalendarTranscriptsSlackAlerts, approvalsLLMs + JevFill CRM fieldsDashboardsMultiple platforms
Two-way syncIntegration, built and maintained by Lightbulb
What we built
01

GRR and NRR dashboard

Gross and net revenue retention and cohort retention, compiled from Stripe and Sequence billing data and split enterprise vs self-serve.

02

AI email sequencer for SDRs

A call outcome in the dialer triggers a personalized follow-up email. The SDR reviews each draft in the loop before it goes out.

03

AI on every activity

Calls, meetings and emails run through LLMs and decision models like Jev, which fill in CRM fields automatically.

04

Quota and commission dashboard

Synced to Stripe and Salesforce: billed revenue, eligibility windows and accelerators. Reps work deals instead of tracking commission by hand.

05

Automations page

A Zapier-style view inside the GTM app of every backend automation, with the Slack notifications it sends and the Salesforce writes it makes.

06

Two-way sync, maintained

Salesforce and Postgres kept in step, plus live integrations with billing, the dialer, phones, calendar and call transcripts.

(02) The revenue operating system

In Q3, every Maple AE hit quota

A platform only matters if the numbers move. We used it to run Maple’s revenue engine: one dialer, a deal score leadership can forecast from, a deal cycle that captures the right data, and a steady supply of fresh accounts for every rep.

Q3 2026 quota attainmentEvery AE on Maple’s team finished the quarter inside the yellow range.
Deal temperature84%

An AI score that tells leadership which deals are real

Call transcripts update a 1 to 5 deal temperature on each opportunity. Deals scored Hot before they closed won 84% of the time, and not one deal scored Likely Lost was won. When the score marked a deal as cooling (Neutral or lower), it was lost 97% of the time. Leadership forecasts from it, and reps use it to decide where to spend the week.

Win rate by AI deal temperatureClosed, qualified deals since late July, using the last score set before the deal closed.
Exit criteria + AI capture8×

Every demo fills in the deal record

We reshaped Maple’s stages around exit criteria, then had AI fill the record from every call: next step, objections, blockers, pain, timing, competition and deal temperature. A deal that reaches a demo now averages 4 of these 8 fields filled, up from half a field before. That’s 8 times the deal data, with no typing from the rep.

Share of demoed deals with each field filledDeals with a completed demo. Before: demos Apr 1 to Jul 5. With AI capture: demos Jul 6 to Oct 5.
BeforeWith AI capture

From Salesfinity to Nooks

We moved the SDR team to Nooks, consolidating dialer spend and cutting the dead air between parallel dials. Every dial since the switch writes its outcome back to Salesforce.

Fresh lists, clean books

We kept new lead lists flowing and cut books for every AE and SDR, with duplicate restaurants cleaned out across territories.

(03) Sales efficiency

SDRs call the right restaurants. AEs skip the admin.

The last step was time. We gave SDRs a model that ranks who to call next, and took post-call admin off the AEs’ plates.

Dial prioritization1.5×

A predictive model that ranks every account each morning

Every morning the model scores each account in the SDR books and tells each SDR who to call next. It was trained on Maple’s own call outcomes and validated on held-out weeks before launch. Once it went live, SDRs booked 13 demos in a day against an average of 8.5.

SDR-booked demos per dayDemos booked by SDRs in a day: the prior daily average vs a full day with the dial model live.
AE admin, down to a tap in SlackAfter every call and demo, the system drafts the CRM update and the rep approves it from a Slack card. Manual data entry is close to zero.
  1. 01Call or demo endsTranscript arrives from the dialer, phone or meeting recorder
  2. 02AI drafts the updatePain, timing, next step, objections, competitor, deal temperature
  3. 03Rep reviews in SlackBlock Kit cards for the draft and the meeting outcome
  4. 04Salesforce updatedWritten back automatically, with history

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