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 128 reviewsLoved it! :)
Stunning item, beautifully designed! Great quality as well
Badass design, top quality print and tee. My new favourite t-shirt!
Very complete! Great for bootstrapping the tasks around branding design. I got the InDesign version and the technical file is well set up.
The store was super easy to navigate and I really appreciated the level of information included in the product descriptions! It made me feel a lot more confident buying being able to go through such a thorough description of everything I was getting, including the image examples. Killed it!
Amazing bundle and a huge amount of value for the price — even with the Canadian exchange rate. CJ really went the extra mile putting these together. I love the formatting of the Visual Identity template as worksheet how there's spaces for specific mockup types (social media stories, etc) in the brand presentation rather than just general mockup placeholders. Highly reccomend for anyone who's looking to streamline their client process or level-up their design presentations!
AMAZING
This template has saved me an insane amount of time. For me, the best part is that it includes a blueprint of the legal bits as well, and it's built so it can be signed as a contract too. Truly, a massive number of headaches was avoided. The price was honest, and the template files were immaculate.
Everything was easy, clear, and exactly as expected. A reliable and professional experience.
I landed two projects at once and needed a brand guidelines template to work faster. Buying this template was the best decision. It saved me time and made my work much easier and more professional.
Awesome bundle. Highly recommend to any freelancer that is just starting out -Takes the hassle out of getting your own templates setup and gives you a super polished set of files to hit the ground running. Cheers CJ, you are an absolute legend!
Never thought writing and designing these documents could really stump you. The information was very easy to follow, it came with examples too! One of the best purchases of anything this year for me. Thanks, CJ. 🤩
Always great products!
I came across your YouTube video promoting this and instantly purchased. I used it to get a project and then to present the branding to the client - and it had no revisions! It's elevated my client interactions.
This template is a life and time saver worth every euro! It's given me the excuse to finally update my portfolio. I love the layout, it's simple and clean and yet covers everything that needs to. It isn't the first template I get from you, and it will certainly not be the last! Those who still don't have it and yet keep complaining about not having an updated portfolio, I mean, what are you even doing?