Clarify understanding and
confirm next steps with CC Notes

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

Your Master Coach - Co-author of Smarter Selling

David is the Master Coach for the Relationship Capital Academy and co-author of the Financial Times published best-seller, Smarter Selling, 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 master's 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. Now he is working with you!