We help B2B technology and healthcare companies maximize revenue from their existing customer base by increasing expansion, cross-sell, retention, and long-term strategic alignment with customers. Our work helps:
In complex B2B and healthcare markets, long-term growth is driven by the depth and durability of customer relationships: why customers expand, how additional products gain traction, and what determines renewal or churn.
Topline’s Strategic CX practice goes beyond traditional “Voice of the Customer” satisfaction surveys. We conduct rigorous qualitative and quantitative research to uncover the real drivers of expansion, cross-sell adoption, competitive switching, and long-term retention, then translate those insights into concrete commercial action.
The result: an actionable strategy to increase customer lifetime value through clearer positioning, stronger account development, and a defined approach to cross-sell, upsell, and net revenue retention.
Every project follows a focused, senior-led process that balances deep research with fast execution.
In just a few weeks, we deliver insight you can act on with confidence.
Identify economic buyers, influencers, users, and blockers across the customer relationship and account lifecycle.
In-depth interviews, win/loss research, surveys, and behavioral analysis to uncover the drivers of expansion, cross-sell adoption, and retention.
Analyze the customer lifecycle to identify moments where adoption stalls, expansion opportunities are missed, or churn risk emerges.
Translate insight into clearer positioning, account strategy, cross-sell motion, and retention initiatives that increase customer lifetime value.
Our Strategic CX work is grounded in decades of growth strategy and commercial diligence. We approach customer insight not as an academic exercise, but as a tool to inform real strategic and investment decisions.
Having worked across hundreds of B2B SaaS and healthcare engagements, we understand how customer dynamics translate into revenue outcomes — and how to turn insight into action.
If expansion is slowing, cross-sell opportunities are underperforming, or retention is under pressure, the answers are often in the customer journey.
From scaling venture‑backed startups to guiding multi‑billion‑dollar enterprises, our clients trust us to deliver insight that fuels measurable growth. Hear it directly from the leaders who’ve partnered with us.
David Berman
Managing Partner
(Topline) has been invaluable in terms of helping us think about how to prioritize the road map and where to focus the team’s attention. I can tell you the business grew 300 percent last year, so we’ll ascribe a portion of that to Topline.
(Topline) has been invaluable in terms of helping us think about how to prioritize the road map and where to...
Richard Schreuer
Founder
Getting the design right is vital for pricing and packaging optimization studies. Otherwise, it’s garbage in-garbage out. It takes a partner like Topline Strategy, with their deep B2B IT experience, to make the studies work.
Getting the design right is vital for pricing and packaging optimization studies. Otherwise, it’s garbage in-garbage out. It takes a...
Rob Erlichman
CEO
Topline’s insights into how customers make purchase decisions has led us to fundamentally rethink how we sell. The ROI on the project is incalculable.
Topline’s insights into how customers make purchase decisions has led us to fundamentally rethink how we sell. The ROI on...
Peter McCann
CEO
The engagement with Topline kept us aligned, validated some things, and gave us some things to work on…The executable that came out of it was great for us. It helped us realign our M&A efforts and validate the customers we should have been going after. That kept us focused.
The engagement with Topline kept us aligned, validated some things, and gave us some things to work on…The executable that...
Sean Bradley
Vice President of Product, One10
Topline delivered outstanding work on the recent product and market research project. Topline’s thorough analysis, strategic insights, and attention to detail provided invaluable information. It has been a pleasure collaborating with Topline’s team. They knocked it out of the park!
Topline delivered outstanding work on the recent product and market research project. Topline’s thorough analysis, strategic insights, and attention to...
Whether you’re an investor or operator evaluating growth, strategy, or a transaction, we’re ready to help you move forward with clarity and confidence.
Copyright © 2026 Topline Strategy Group, Inc. All Rights Reserved. A Lunatix Production.
