5.0
THE VISUAL IDENTITY CLIENT WORKBOOK TEMPLATE
THE VISUAL IDENTITY CLIENT WORKBOOK TEMPLATE
5.0 / 5.0
(3) 3 total reviews
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THE ULTIMATE CLIENT WORKBOOK TEMPLATE FOR LOGO & BRAND DESIGNERS
(ILLUSTRATOR & INDESIGN VERSION)
If your design ideas feel flat, forced, or just not hitting the mark, the problem probably isn’t you, it’s the brief.
Most designers don’t struggle because they’re not creative enough. They struggle because they’re working with weak information. When clients don’t know how to communicate their brand clearly, you end up guessing, and guessing leads to surface-level work.
This workbook helps you flip that. It gives you a powerful, easy-to-use framework to take your clients through a proper brand strategy conversation before you even open Illustrator. You’ll go beyond the usual “what colours do you like?” questions and uncover the kind of insight that fuels strategic, original, and long-lasting identity work. No more vague direction. No more uninspired concepts. Just clarity, purpose, and endless creative ideas that actually solve problems.
WHY THIS TEMPLATE IS DIFFERENT
🧠 Built for discovery calls
Designed to be used live on screen with your client. This isn’t a form, it’s a conversation tool.
🎯 Helps you ask better questions
Loaded with prompts that spark deeper answers and meaningful dialogue. Say goodbye to generic briefs.
📈 Turns chaos into clarity
Helps you structure everything from brand purpose to design preferences in a way that sets the project up for success.
🤝 Positions you as the expert
This template shows your client you’ve got process, structure, and a strategic mind, not just a nice portfolio.
🛠️ Easy to customise
Edit colours, fonts, layout and wording to suit your personal brand or studio vibe. Built using character styles to make font changes a breeze.
WHAT YOU GET
- 12-page Adobe Illustrator/InDesign template
- Professionally structured layout built for screen-sharing sessions
- Real brand strategy prompts to guide more meaningful conversations
- Character styles panel set up for quick font swaps
- Fully editable and adaptable to your process
WHO IT’S FOR
- Freelance logo and brand identity designers
- Designers who want stronger, clearer creative briefs
- Anyone tired of vague answers, back-and-forth emails, or awkward kick-off calls
- Creatives who want to work smarter and build better relationships with clients
WHAT YOU NEED
Adobe Illustrator or InDesign, and a basic understanding of how to edit a template.
IMPORTANT INFO
All digital downloads are non-refundable. If you need help with your purchase, just drop me a line at cj@cjcawley.com
Let customers speak for us
from 83 reviewsFantastic resource! Immediately used for a landscaping branding project and they were blown away with the presentation-led approach. Getting my clients to understand the journey was critical to them appreciating and understanding the nuanced and subtle approach their new mark took and CJ was able to capture all the relevant content required in a brilliant bundle which has levelled up my handover process. Definitely worth every penny!
Thank you! This is a great tool. I am combining it with what I already have to make my own templates / tools. Love your advice. And also enjoy seeing how you organized everything.
No complaints. Used three of your templates now to get started on some assets I’d never had to make before and they’ve been a huge help. Launching on social soon and these got me there faster
This bundle is a great steal - not only i wanted to save time but also wanted to invest into my learning and see how the pros do it, this is a killer bundle for all those reasons.
All clear and Set for a direct professional start love it🤌🏼✨
It’s awesome. For someone that is starting his design journey (me) this tool / template helps a lot.
It is really good and easy. Though there can be a little confusion with knowing that you actually have to select the format in which you want the files in because there is an option to choose which is not quite obvious.Recieving and using the files is really nice because everything is well organised and informative.
I have been watching your content for a while now. You have been an inspiration so much so your design style helped my own style as a designer. I just want to say keep up the work you do as it really matters. Even with your health taking a toll and you picking yourself up again, I loved that energy. I am starting out my journey as a freelance brand designer, and I hope one day I become good enough to be able to meet you and have a chat with you.
ps.
The template really helped me put my portfolio in order the way I wanted to.
Process is quick and rice is reasonable !
Bro CJ, thank you very much from Malaysia. The template is cool, it helped me to complete my portfolio way more fast!
It's been a really nice experience! I have nothing negative to say. :)
A great template! It has really helped streamline my business and having an example brand in the template to reference was also a nice added bonus.
These templates are fantastic! They provide an excellent foundation to start from.
Creating my portfolio has been sped up 10 fold. Worth every penny (and the discount code was noice). Finally given me the kick up the butt after 13+ years to update my portfolio....the last one was printed it was that long ago 😅
Very helpful for starters. Definitely worth the money