Brand & Digital Review

What it is for

A standalone review of a client's existing identity and digital presence, with visual findings, evidence coverage, and priorities connected to relevant earlier work.

The Landman example connects its website and public materials to scored findings, growth concepts and a scoped proposal. A separate blank template is available for the next client.

Tools, in order

How to use it

Expected output

One page to discuss priorities before defining scope and price.

Leave the next person enough to work with

Write down what was decided and why, with links to the notes or examples behind it. Keep the open questions alongside the decisions. Someone joining the project should be able to tell which is which without asking you.

Project: [name]
Input sources: [references and permission]
Approved decisions: [choice, rationale, owner]
Assumptions: [what remains untested]
Open questions: [question, owner, due date]
Acceptance checks: [observable pass/fail criteria]
Next step: [person or workflow]
Approval: [name, date, version]

Before you move on

• Can someone who was not in the room understand the result?
• Are claims supported by evidence, with uncertainty labeled?
• Has the responsible person approved the decisions—not just received the document?
• Have you removed private information and checked rights to any assets?

If the summary says something was agreed and you cannot find that agreement in the notes, ask the person who decides before carrying it into the next task.