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Client Portfolio Management Course

Client Portfolio Management Course
from 4 to 360h flexible workload
certificate valid 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, create targeted 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 quickly to keep clients.
  • B2B SaaS segmentation: group accounts by value, risk, and growth in a straightforward model.
  • Upsell play design: create targeted offers and outreach that increase expansion MRR.
  • Strategic account planning: develop 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.
Workload: between 4 and 360 hours

What our students say

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

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