Client Portfolio Management Course
This course equips you with practical skills to manage a client portfolio in B2B SaaS, focusing on segmentation, risk detection, and growth strategies for sustained client success.

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 information from CRM, product analytics, and billing, then arrange an 18-client portfolio with straightforward methods and key measures. You will learn to spot churn early, create focused retention and upsell strategies, develop good outreach, and set up dashboards and routines that support renewals, growth, and steady portfolio development.
Elevify advantages
Develop skills
- Churn risk detection: identify early warning signs and respond quickly to keep clients.
- B2B SaaS segmentation: organise accounts by value, risk, and potential in a basic model.
- Upsell play design: create targeted offers and outreach to increase expansion revenue.
- Strategic account planning: develop 6-month plans, meetings, and success strategies.
- Portfolio prioritization: apply key measures and methods to concentrate on important 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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