Client Portfolio Management Course
Gain mastery in managing client portfolios for B2B SaaS companies. Learn to segment accounts effectively, prioritise your efforts, spot churn risks early, and craft upsell strategies. Develop dashboards, track success metrics, and build 6-month account plans to ensure renewals, expansion revenue, and steady growth.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course teaches you to segment SaaS client accounts using CRM, analytics, and billing data, then prioritise an 18-client portfolio with proven frameworks and KPIs. You'll master early churn detection, targeted retention and upsell strategies, effective outreach techniques, and dashboard creation for driving renewals, expansion, and reliable portfolio growth.
Elevify advantages
Develop skills
- Spot early churn risks and act quickly to keep clients.
- Segment B2B SaaS accounts by value, risk, and growth potential.
- Design targeted upsell offers and outreach to boost revenue.
- Create 6-month roadmaps, meetings, and success plans for key accounts.
- Prioritise high-impact accounts using KPIs and clear frameworks.
Suggested summary
Before starting, you can change the chapters and 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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