Log in
Choose your language

Client Portfolio Management Course

Client Portfolio Management Course
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.
Workload: between 4 and 360 hours

What our students say

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

FAQs

Who is Elevify? How does it work?

Do the courses have certificates?

Are the courses free?

What is the course workload?

What are the courses like?

How do the courses work?

What is the duration of the courses?

What is the cost or price of the courses?

What is an EAD or online course and how does it work?

PDF Course