InsightFox canvases

... are designed to help you engage with clients and customers to uncover value, and build deeper, trusted relationships..

The 22 canvases incorporate a comprehensive set of ideas and tools to drive relationship building, including:

  • developing a more business-focused and strategic mindset and approach
  • assessing and developing the strength of your business relationships
  • preparing for business conversations and meetings
  • facilitating effective conversations using advanced questioning techniques
  • deep listening so you can develop key lines of thought and avoid bias
  • positioning your ideas and proving your capability
  • anticipating and handling queries and questions from clients and customers

The canvas worksheets include practical guidance to apply the tools and techniques introduced to your everyday work interactions and conversations.

Learning resources

A comprehensive case study: 'What Tess did' walks you through an example based on a real-life situation, with video commentary by David Lambert, CEO of Relcap Academy and co-author of Smarter Selling.

In addition, you will also gain access to a variety of learning resources on the approaches and techniques used in the canvases.

These include short videos (vbytes), interactive e-learning (ebytes), online challenges, assessments and ebooks.  

All aspects of the sales process

There are 22 canvases - each one focusing on an important aspect in the relationship building and sales processes.

To scroll through the content covered by a particular canvas, tap below:

What's included...

Application canvases

Real-life case study





How each canvas works...

Use the Aligning behaviors with Prefrr© canvas to learn how to build better rapport - tap on each canvas to explore further.

A key area of the relationship building

The canvases focus on all aspects of the relationship building and sales process.

Practical guidance

Explanations on what the canvas covers, when to use it, as well as how to use it.

Easy to use worksheets

Apply the approaches and techniques to your business relationships using online or printed worksheets.
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Try the canvas and resources..

To get feedback on your behavioral preferences and how your behavior impacts how you build rapport, try this canvas and its learning resources free.

The program includes the canvas, links to the Prefrr© behavioral assessment, video-bytes and ebooks.

David Lambert

Meet your online guide

David is the master trainer for the Relationship Capital Academy.

A lifelong learner with a passion for educating, David draws on a wide-range of business and sales experience that includes experience as a consultant, business owner and educator.
He co-founded TraQs Consulting in the UK, moved to Hong Kong and held positions as Director of Marketing and Communications and after taking an MSC in Training and HR Management, Director of PwC’s Leadership Academy. 

After leaving PwC, he wrote Smarter Selling with his good friend Keith Dugdale.  Published by the Financial Times in London, the book explores the approaches and tools that build trusted relationships.

For the last 20 years, David has worked with many leading organizations helping them to develop the communication and trust-building skills of their people.

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