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Client Portfolio Management Course

Client Portfolio Management Course
flexible workload of 4 to 360h
valid certificate in your country

What will I learn?

This course teaches you to segment SaaS accounts using data from CRM, product analytics, and billing. Prioritise an 18-client portfolio with clear frameworks and KPIs. Detect churn early, design targeted retention and upsell plays, build effective outreach, and create dashboards and routines that drive renewals, expansion, and predictable portfolio growth.

Elevify advantages

Develop skills

  • Churn risk detection: spot early warning signals and act fast to retain clients.
  • B2B SaaS segmentation: group accounts by value, risk, and growth in a simple model.
  • Upsell play design: build targeted offers and outreach that drive expansion MRR.
  • Strategic account planning: craft 6-month roadmaps, meetings, and success plans.
  • Portfolio prioritization: use KPIs and frameworks to focus on high-impact accounts.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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