Managing a Large Customer Portfolio

User: "Turleyh"
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Updated by Heather Wendt

Hello!

I recently cracked into the customer success field and I've been loving it! I work at a SaaS startup and I manage the SMB portfolio of our client base. I'm responsible for around 95 clients (and counting). It feels a little daunting to effectively manage a larger portfolio of clients. I want to be proactive rather than reactive and I'm working on developing a process to stay on top of all of my clients needs to ensure they get the most value out of our product. So, I was curious what best practices, advice, cautions, and tips that any of you could share in regards to managing a large amount of customers?

I would appreciate any input!