Clarify understanding
and confirm next steps

Use this hands-on application canvas after any significant conversation to share the key points discussed in a format that demonstrates listening and signals a desire to work collaboratively.

Discover how to use the CC Note format of note-taking to record key discussion points, build collaborative understanding, and move to next steps.

The canvas includes practical guidance and tips, a fillable PDF worksheet, short videos, ebooks and a case study example with audio walkthrough, as well as sample CC Notes.

Build your skills further...

David Lambert

Meet your coach

David is the master trainer for Collaborate Universe and co-author of Smarter Selling, the international best-selling book on which many of our programs are based.

A lifelong learner with a passion for educating, David draws on a wide-range of business and sales experience that includes time as a sales consultant; restaurant owner; head of business development and Director and Marketing and Communications at PwC. Equipped with a masters degree in Human Resources and Training, he was also Director of PwC’s Leadership Academy.

For more than 25 years, David has worked with leading organizations helping them to develop the communication and trust-building skills of their people.

His knowledge and experience are a key asset of Collaborate Universe and we encourage you to ask lots of questions of David to maximize the value you take from our programs.