Real-time sales co-pilot · no bot in the meeting
NextStepp coaches account executives live during the conversation: a running summary, the next best question, a qualification scorecard that fills itself in, and instant objection alerts. Nothing joins the meeting. Nobody sees a bot.
Works with Zoom · Teams · Google Meet · Windows desktop
Illustration: a video call between a sales rep and a prospect. The NextStepp overlay floats above the meeting, updating live with key points, a suggested question, a MEDDPICC scorecard, and a competitor alert as the conversation unfolds.
Why live
Call recorders tell you what went wrong last Tuesday. NextStepp tells you while the prospect is still on the line, when you can still ask the question, handle the objection, and lock in the next step.
In the call
A small always-on-top panel: calm, glanceable, colour-coded. It assists the call without competing with it.
Pain, stack, budget signals, timeline: an always-current picture of the call so far, so you never scramble back through notes mid-sentence.
If triage dropped from six weeks to same-day, what would that free your platform team to ship?
Methodology-tuned suggestions phrased so you can ask them verbatim, weighted toward the implication and need-payoff questions reps under-ask.
MEDDPICC coverage updates as the conversation moves, so you see what’s still unknown while there’s time left to ask.
Competitor mentions and pushback appear as calm, colour-coded cards with a suggested response. Urgency by colour; nothing ever flashes at you.
Capture
Every recorder that sends a bot changes the meeting. “Notetaker has joined” is not the first impression you want on a discovery call. NextStepp captures the meeting locally on the rep’s machine. The attendee list stays clean.
When you hang up
Two on-demand checks turn the conversation into finished work, and you review everything before it sends or syncs.
A recap, both sides’ action items, and the qualification gaps you can still close on the next touch.
A drafted follow-up email, a checklist that includes booking the next meeting, and editable notes, all review-gated so you stay the sender of record.
Your playbook
Your team edits the playbook: company, product, competitive guidance, tone. The engine that produces the coaching stays locked, so output is consistent on every call.
Questions
No. Capture happens locally on the rep’s machine through the meeting app itself. There is no bot participant, no extra attendee, and nothing visible to the other side.
Zoom, Microsoft Teams, and Google Meet (including Meet in Chrome). Meetings are detected automatically; the rep just joins the call as normal. Windows desktop first; macOS is on the roadmap.
NextStepp is built for disclosed recording: when capture starts the rep sees a reminder card with your disclosure script, a recording indicator stays visible for the whole call, and disclosure and confirmation events are logged with timestamps. You control the script and the policy.
Transcripts and analysis are stored encrypted in your own tenant’s space. Audio storage is optional and policy-controlled: the default posture is transcripts-always, audio-optional.
No. Your conversations are processed to coach the call and generate your follow-up work. They are not used to train foundation models.
NextStepp is piloting now with B2B software sales teams, starting in the security software space. Request early access and we’ll reach out as the pilot expands through 2026.
Early access
Piloting now with B2B software sales teams. Windows desktop · Zoom, Teams and Google Meet. Tell us where to reach you.
Got it. You’re on the early access list.