Case Study: Nextep achieves faster sales and stronger prospect relationships with Wistia's Soapbox

How Nextep Transforms Their Sales Process with Soapbox

Nextep is a professional employer organization (PEO) that provides HR, payroll, benefits, risk and compliance, and technology services for small and mid-sized businesses. Faced with an industry “call-center” mentality and the need to build trust with prospects handling sensitive HR data, Nextep needed a way to humanize outreach, reach the right decision makers, and turn cold contacts into ongoing relationships.

Nextep adopted Soapbox video for initial outreach and follow-ups, pairing scripts and peer coaching to help reps get comfortable on camera. The videos helped reps show personality, prompt faster responses (often within 24 hours), accelerate document returns (in some cases within an hour), increase meeting bookings, and drive wider team adoption as successes were shared — all while differentiating Nextep from competitors and strengthening long-term relationships.

Nextep

Christy Hrencher

Director of Marketing