Client Portfolio Management Course
Master client portfolio management for B2B SaaS companies. Learn to segment accounts using CRM, product analytics, and billing data. Prioritise your 18-client portfolio with clear frameworks and KPIs. Detect churn early, design targeted retention and upsell strategies, build effective outreach, and create dashboards and routines that drive renewals, expansion, and predictable revenue growth.

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.What our students say
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