Getting meetings with busy people

From Message to Meeting — The I‑We‑You Advantage

Busy people guard their time. Generic outreach gets ignored, credentials don’t cut through, and long explanations lose attention. What earns meetings is a clear, client‑first request that shows relevance fast.  The Getting Meetings with Busy People Canvas gives advisors and consultants a simple, repeatable way to craft those requests.

It uses the I‑We‑You framework to keep every message tight and compelling: I is brief and sets out the intent — the purpose of the conversation. We outlines the shared agenda, agreeing how to use the time and inviting the client to add topics they care about. You delivers the most important element — a commitment to provide value, whether that’s an insight, a contact, or useful information.

With this discipline, your outreach messages become concise, client‑centric, and memorable — helping you secure meetings with busy people and move conversations forward with confidence.

Why Advisors Like the Program

  • Practical and Actionable — the Application Canvas, fillable PDF worksheet, and related guidance — help you set the right environment and engage clients and buyers from the start.
  • Integrated Application — canvas, clear guidance, realistic case study, examples, short videos, ebooks, and worksheet — combine insight with implementation.
  • Framework that Delivers — with practice, the approach becomes a repeatable way to introduce conversations — that demonstrate the value the other person will gain.
  • Secure Conversations — by generating curiosity and interest — using the I We You framework.

What You’ll Get

  • Application Canvas — step‑by‑step guide to the framework — craft clear, client‑first meeting requests.
  • Fillable PDF Worksheet — develop I‑We‑You outreach requests — prepare messages that win meetings.
  • Vbytes — short videos on applying the framework — with David Lambert, CEO Relcap.academy. 
  • Case Study — follow consultant Tess construct an outreach email — see how he secures a conversation.
  • Do’s and Don’ts — practical guardrails for outreach — quick reference on composing successful emails.
  • Certificate of Completion — formal recognition — demonstrate your achievement.

Ready to Increase the Number of Conversations?

Secure more meetings, faster. The Getting Meetings with Busy People Canvas equips advisors and consultants with a proven, repeatable way to earn time with clients who normally say no.

Start applying it today and turn outreach into conversations that matter.

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!