Let's work together

Every Batman Needs
a Robin

Are you a Sales Leader who needs better intel to help target new markets, find new channel partners somewhere else on the planet, or get the data to be able to forecast for operations and hold the sales team accountable? Then you’re in the right place! We’re your wingmen for any sales effort.

Sales team in office
Plain and simple

our solutions

What’s your forecast this quarter? How do you find new channel partners overseas? How can we increase qualified leads? How am I going to grow revenue this year? The questions don’t have to be so daunting. Often it is as simple as accessing the right data or networks. It's time to hire your data guru!

Step 1:

  • Vision Organizer
  • Targeting
  • Buyer Persona
  • KPI Tracking

Step 2:

  • Accountability Chart
  • People Analyzer
  • DISC Assessments
  • Team Evaluation (SEIA)
  • Sales Training
  • Sales Skills
  • Recruiting

Step 3:

  • Value Stream Mapping
  • Qualification Criteria
  • Lead Generation
  • Call Planning
  • Prospecting

Step 4:

  • Forecasting
  • Pricing
  • Dashboards
  • CRM Implementation
  • Marketing Automation
  • Sales Tools
Man yelling and doing too much at once
Your data gurus

Get the Intel You Need to Close the Business

So often in sales you get sucked into all the internal battles, having to become a project manager for orders or triage customers. On top of that, leadership requests some obscure data thats needed by...this afternoon. When the day ends you wonder if you are really being paid to sell or to ring lead a circus. It’s OK, we get it! Let us help you build the toolset so answers are at your fingertips. Your air cover is included!

Build clarity

Key Benefits

In the B2B space, it is often less about rotodialing a list of potential clients and more about finding the specific clients that have the highest potential for your business. Our goal is to help drive the intel that will make the selection process easier and allow the sales team to focus on closing the highest probability accounts.

What Success Looks Like
• More Time for You
• Better Account Targeting
• Higher Close Rates
• Less Stress

Sales team discussing
Time to clarify


Our goal is to keep it simple. We work together to ensure we understand the core value of the company and the offering to the customer. With that, we map the elements and metrics to define success. Then we execute!



Start by filling out a form and letting us know your company values, your offers to your customer, and your vision.


We'll meet to talk over your goals. Then, we will discuss the best way to tackle the tasks you bring our way.

Build a Business Plan

We will take your goals and turn them into steps and recommendations for success. We will run the plan past you and refine it.

Map Out Timelines and Deliver

Finally, we will set objectives in order to implement your vision efficiently, and execute the plan.

What our clients say

We have a history of making other business leaders' lives easier. Manufacturing to marketing, our clients have achieved their visions and grown their business with our help. Hear their story and take your business goals to the next step.


I started working with The Next Step Inc. as I was entering a new company and new role.  Their understanding of the markets and ability to map out what buyers are thinking was critical for me to get up to speed quickly.  It’s great to have a metric focused marketing firm that is always pushing to drive value and uses the data to bring clarity to where we need to put our resources.  I have really been impressed and enjoyed working with them.


VP Sales and Marketing, Lion Precision

I worked with Jeff and his team to build out our first Google Ad campaign. We hadn’t done one before and their team was able to do the heavy lifting. They understood my market and products, mapped out the forms, built the content, and launched the campaign. Within a few weeks the new ad was driving 25% of our website traffic with one ad! I didn’t need to write content, project manage or really get involved. This is the way a marketing firm should work.


VP Sales & Marketing, Motion Tech Automation

I was given Jeff’s name as a recommendation from a friend.  The front-end assessment of our business and market helped align our team quickly.  Within a matter of a week, they built out the highly professional content with a clear value proposition message. They helped us focus on a few key materials that would drive value in the sales process. The Next Step team managed everything so I didn’t have to, and also were able to get grant money in the process to help pay for the efforts.


President, Tower Solutions

I sat down with Jeff to talk about building a new website for my business. He quickly assessed that before we could build anything, let’s first go work on selling a system so that we could understand what was actually needed to market the product. His approach of finding the key elements to close business was impressive, and I enjoy working with someone who understands the technical nature of my product.


Owner, Can Cyclor

Jeff was hired on a consultant basis and got busy. 6 weeks down the path, we now own a clear vision and template for New Product Development predicated on market data. This guy is 110% devoted to the science of business and product development.


President, Chemstar Products Company

We have been working with Jeff at The Next Step for about two months and we have made more progress than over the last 5 years. He was able to come in and work with our Team and create systems to eliminate wasted time and effort. He was also good at working with the different personalities involved and uncovers the underlying issues. I would highly recommend him.


Owner, Ursa Major

Jeff has served as a board member for Manufacturers Alliance since 2012. His insights have always challenged our thinking and helped us to get to the next level. Having someone I can trust that will take over and drive a program so I don’t have to is so relieving. It allows me the ability to stay focused on running the business. If you have a project that needs to get done, give them a call.


President, Manufacturers Alliance

I served as a board member for a small manufacturing company Jeff was working on. Within 6 months of starting the company had built out a new brand, found new channel partners, moved the facility, gotten to profitability, and started their lean journey all while evaluating and hiring staff to meet the company objectives. Jeff’s well rounded business knowledge makes him a key resource that can solve any business challenge. If you are struggling with a problem and need some support to drive through it. The Next Step Inc. is your team.


COO, Hydra-Flex Inc.