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

flexible workload from 4 to 360h
valid certificate in your country
What will I learn?
The Client Portfolio Management Course teaches you how to group SaaS accounts using data from CRM, product analytics, and billing, then prioritise an 18-client portfolio with clear frameworks and KPIs. Learn to spot churn early, design targeted retention and upsell strategies, 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 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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