Practice Areas
Market Strategy
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Market insights to establish growth strategies, shape new product & market opportunities and accelerate growth in current markets
Strategic CX
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Customer insights to increase upselling, cross-selling, retention and strategic alignment
Investment Diligence
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Market and technology insights to validate that potential investments will achieve their goals
About Us
Topline Strategy is a boutique consulting firm that specializes in growth strategy for Business to Business Technology and Innovative Healthcare businesses and their investors. Our clients range from core IT infrastructure companies to technology-enabled business services. Since 2001, we have completed hundreds of engagements for companies ranging from start ups to Fortune 500 companies. Our work has enabled our clients to generate hundreds of millions to billions in new revenue and market capitalization.
Meet Our Team 
Our Approach
Senior Consultancy Model
One of our primary differentiators is our Senior Consultancy Model. Our belief is that the quality of the results is directly related to the experience of the consultants performing the work. To that end, our principals are deeply engaged in all aspects of the work, including both the market interviews and the analysis of the data.
Fast Turnaround, Actionable Insights
We know our clients hire us to get answers to critical business questions and fully understand that those decisions cannot wait months for the results of a consulting project. Therefore, our projects are scoped for 6-8 weeks on average, with an interim ‘direction’ provided at the halfway point.
Primary Research Oriented
Topline Strategy’s engagements are centered on gathering primary data via surveys and interviews of our clients’ customers, potential customers, and competitors’ customers. It is the insights from our primary research about customers, competitors, and the market that form the foundation of our conclusions and recommendations.
What Our Clients Say
“The most important thing that Topline came back with is the need to expand our portfolio so we have a solution for more of our client base. We’re basically doubling our product portfolio.”
CLICK HERE to view and read the complete interview.
Brian Phillips
CEO of Bigbelly
“It [the Topline Research] has been invaluable in helping us determine how to prioritize the roadmap and where to focus the teams attention. I can tell you the business grew 300% last year… we will ascribe a portion of that to Topline.”
CLICK HERE to read and view the complete case study on Lorient Capital.
David Berman
Managing Partner at Lorient Capital
“When it comes to consulting firms, it’s often a choice between business knowledge and strategic orientation. Topline is unique in having both, and that is why I would recommend them to anyone in the B2B enterprise software space.”
CLICK HERE to read complete interview.
David Keil
CEO, Lakeside Software
