Client Portfolio Management Course
This course equips you with practical tools to manage a client portfolio in B2B SaaS, focusing on segmentation, risk detection, and growth strategies to enhance retention and expansion.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Client Portfolio Management Course teaches you how to group SaaS accounts using info from CRM, product analytics, and billing, then rank an 18-client portfolio with straightforward frameworks and KPIs. You will learn to spot churn early, create focused retention and upsell strategies, develop effective outreach, and set up dashboards and routines that boost renewals, expansion, and steady 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 workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can switch chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos help a lot with learning.

André FelipePrompt Engineering Student
FAQ
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