Training: Customer Portfolio Management
In an increasingly competitive business environment, organizations are adopting structured approaches to assign dedicated advisors or account managers to each customer, as clients now expect personalized and high-quality service. Customers are therefore grouped into portfolios based on well-defined criteria.
This training is designed to equip participants with the skills required to manage a customer portfolio effectively. Participants will discover, revisit, or deepen key concepts related to customer portfolio management, enabling them to contribute more actively to business sustainability—particularly through improved service quality and increased revenue generation.
Throughout this training, participants will engage in icebreaker activities, presentations, practical scenarios, experience-sharing sessions, a post-training action plan workshop, and hands-on exercises.
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The Customer Portfolio Management course at a glance
- Length
- 2 days
- Schedule
- 9:00 a.m. to 4:30 p.m.
- Format
- Live virtual class or in person in Montreal and Quebec City
- Audience
- Tous
- Price
- $981 per participant, or $833 for public bodies and non-profits (plus taxes)
- Language
- English
Doussou Formation and Customer Portfolio Management: key facts
- Since 2016Doussou Formation has been delivering professional training in Quebec
- 300+specialized courses in our catalogue
- 97 %satisfaction according to client evaluations
- RAP · CPMTAccredited supplier and recognized training organization
Upcoming Customer Portfolio Management sessions
Customer Portfolio Management course outline
Why Build and Manage Customer Portfolios?
- Why create structured customer portfolios?
- The key benefits of managing customer portfolios
Defining Customer Classification Criteria
- Understanding your customers
- Classification based on revenue, turnover, industry sector, and other relevant criteria
Developing Tailored Strategies for Different Customer Segments
- Customer relationship management strategies
- Delivering consistent service quality
- Practical role-playing workshop
Growing and Retaining a Customer Portfolio
- How to develop and expand a customer portfolio
- Best practices for maintaining long-term customer relationships
Evaluating Customer Portfolios
- Why evaluate a customer portfolio and the benefits of doing so
Customer Portfolio Evaluation Methods
- Current value of the customer portfolio
- Potential value of the customer portfolio
Prices and practical information
Preferred rate
$833 / participant
Public bodies and non-profits · plus taxes
Standard price
$981 / participant
Businesses and individuals · plus taxes
Practical information
- Length: 2 days
- Schedule: 9:00 a.m. to 4:30 p.m.
- Format: Live virtual class or in person in Montreal and Quebec City
- Payment: online (PayPal or card) when registering, or by invoice for organizations
Corporate Customer Portfolio Management training
Train your whole team as a private group, on your own documents, at your premises or in a virtual class, on the dates that suit you.
Participant reviews
97% satisfaction (end-of-course evaluations, 120 evaluations) · Read all testimonials
Why take this Customer Portfolio Management course
Objectives: what you will be able to do
- Provide participants with strong customer portfolio management skills
- Establish or strengthen a customer-centric culture within the organization
- Increase customer satisfaction levels to drive revenue growth
What is included
- Course materials and exercise files for each participant
- Certificate of attendance
- Optional personalized coaching after the course
- In public in-person sessions:
- Tea and coffee
- Lunch at a nearby restaurant
- Parking (in some cities)
- Wi-Fi access