5.0
THE VISUAL IDENTITY CLIENT WORKBOOK TEMPLATE
THE VISUAL IDENTITY CLIENT WORKBOOK TEMPLATE
5.0 / 5.0
(5) 5 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 106 reviewsHey CJ,
I haven’t actually started using it yet but it looks great. I love that it’s editable and it also gives me an opportunity to re-think how I normally present my brand proposals. A good ‘kick up the rear’ for me so many thanks. Can’t wait to customise it and wow a few new clients.
It was incredibly easy to use! Everything was so well organized and intuitive - it made the whole process of building my brand identity smooth and enjoyable. I especially appreciated how flexible the layout was - I could easily customize it to fit my needs. Highly recommend!
The quality of the templates, from ease of use to layout are huge. It’s been saving me so much time.
Reallly nicely put together and simple to use, more importantly it's give me great inspiration to take it and tweak it and make it my own :)
I highly recommend this pack to anyone, no matter your experience, if you are creating brand showcases or pitches this is the perfect place to start :)
Very professional and easy to use. Saved me a lot of time.
It is great, i use for a new client, and help me a lot. thanks you!
I just received the Ultimate Pro Design Bundle and, even from scanning the files, I can tell this is going to be a huge asset. The bundle is incredibly complete, covering every type of template we could need, which immediately streamlines our workflow planning.
The quality looks fantastic, promising to solve our issue with inconsistent presentations. What's clever about these templates is that they provide a solid structure, you don't just get a nice design, you get the fundamental layout and crucial elements that make a presentation effective. While I haven't customized them all yet, the ease with which I can adjust colors and fonts to meet our brand needs is clear. This bundle offers a great balance between customization and learning best practices. A highly promising purchase for instant professional consistency. Thanks CJ!
Awesome Template - as a freelance newbie, this has helped me dive straight into projects and create a style guide that clients are very happy with! Thanks CJ
Very useful
This template has been a HUGE help with presenting work. It saves so much time and is incredibly customizable to fit your clients brand. 10/10!
Cannot recommend this template enough, not only is it useful, it's informative and beautifully designed.
I've been a professional designer for 20 years and recently found CJ on insta, proving this ol gal can learn new tricks thanks to your tips and hard work. This workbook template has been a game changer - a time saver and an eye opener about a couple holes in my creative brief flow. You're a beast man, keep up the amazing work and a big thank you!
If you're considering this, go for it - don't wait around like I did. I should have got this ages ago! It's been amazing in establishing myself as a Freelance designer as I move away from Corporate. Thanks so much! I would not have taken this step without it.
Love it! Amazing bundle and totally worth it if you're into the graphic design industry! Thanks CJ!
The template is really helpful and was a great inspiration and base for (finally) updating the boring template I've created years ago and used ever since.