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Client Portfolio Management Course

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

What will I learn?

The Client Portfolio Management Course shows you how to segment SaaS accounts using data from CRM, product analytics, and billing, then prioritise an 18-client portfolio with clear frameworks and KPIs. Learn to 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 prioritisation: 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

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and simple to use. The diversity of content and complementary videos really help with learning.
André Felipe
André FelipePrompt Engineering Student

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