Client Portfolio Management Course
Master client portfolio management for B2B SaaS: segment accounts, prioritize time, detect churn risk, and design upsell plays. Build dashboards, success metrics, and 6‑month account plans that drive renewals, expansion, and predictable revenue growth.

from 4 to 360h 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 prioritize 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 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
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