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The “I-Hate-Losing-Clients” Course: Client Relationship Management

Note: This is the ONLY client relationship management training course in the world custom-designed for the professions by a CPA/Consultant. Based on hundreds of client interviews and case-studies.

Method of Presentation: Lecture and discussion

Recommended Time Frame: 8 hours

Taught by: Allan Boress, CPA, CFE and best-selling author of I Hate Selling

Designed For: Every firm who wants to provide CLIENT RELATIONSHIP MANAGEMENT training for Partners and Managers to protect their clients from outside predators in an ever-increasingly competitive marketplace.


To have participants understand completely what drives client satisfaction – from the client’s point of view

To teach participants how to quantify the quality and strength of the client relationship

To help protect your most important assets, your clients, from outside predators


Participants leave the program with a complete understanding of how to quantify the quality of the client relationship and specific steps to enhance and protect them.

Program Highlights:

  • Why Clients Leave and Why Clients Stay: Our Annual Survey Results
  • Seeing the World Through the Eyes of your Clients: What clients Really Want from their professional service providers (and are willing to pay for)
  • Testing the Quality of your Key Client Relationships
  • How Quality of Relationships impacts Fees, Referrals and Sales of Additional Services
  • The Biggest Mistakes Professionals Make in Dealing With their Clients
  • Building the Skills Necessary to Effectively Manage Relationships: 40 Proven Ways to Strengthen Client Relationships
  • Adding Value to the Relationship: Seeing yourself as the client’s “Business Doctor”
  • How to Deal with Difficult Clients
  • Identifying and Dealing With the Five Major Personality Styles
  • Common Traits of the Best Client Relationship Managers
  • How to Use Your Existing Strengths as a Professional or Consultant to Build Relationships
  • The Model Of Client Relationships: The Boress Relationship Pyramid

Free Report: The 5 Deadliest Mistakes People Make While Selling

(Read these great tips to resurrect your closing ability. Seriously!)

It's FREE!

*Your info is 100% protected and never sold. We don't harass you either. We only send you one email every month or so with links to free advice on how to immediately increase your closings, upsell to existing clients, rise above burnout issues, when to do certain types of marketing and so forth.

What Leaders Say

Our results have been phenomenal!

Everyone in our team immediately began putting Allan Boress' methods to work. The energy level in our firm has been incredible. Most importantly, everyone is empowered and confident in selling our firm. We more than paid for Allan's fee with the results we attained the first week following the training.

James L. Williams
Dixon Odom LLP

Just got the $85k job

After following Allan Boress' recommended actions, GR was awarded the job we had been struggling to close. Total recurring fee should be about 60K per year. Extra should be 10-15K per year... Thanks for your help.

Russ Gordon
Goldenberg Rosenthal

Allan Boress changes cultures, changes mindsets.

Each time we work with Allan, it has a lasting impression on our people. Allan's material is very atypical of what is generally offered in sales training programs. Our partners, managers and staff are more likely to think about the marketing and networking possibilities in everything they do, from social activities to the way they work with clients. Working with Allan can go a long way in terms of changing culture, changing mindsets — permanently!

Paul Dunker
Director of Marketing
Big 4 Consulting Firm

AllanBoress takes you through the entire PAINLESS selling process...

...and provides sure-fire closes and much needed advice on face-to-face as well as telephone selling skills. It is perfect for any consultant who gets a butterfly twinge at the thought of making a sales call.

Christian Frederickson
International consultant to professional
service firms and author of How To Build
a Million Dollar Practice

Just because you are a professional service provider doesn't mean you can't sell.

... And it's not that hard! It's even somewhat logical. Allan Boress' program has definitely had an impact on our ability to sell, and on self-confidence in sales situations. Allan provides valuable tools and a methodology to support ongoing, greater success. Our work with him gave us a common way to communicate, a common framework in which to approach and close a sale.

Brian T. Carley
Managing Partner
Big 4 Consulting Firm