When creating social media graphics for a client, the standard approach is to duplicate an existing Canva template rather than starting from scratch. This preserves brand consistency while still allowing creative exploration. This pattern applies across clients and is especially important when a new team member is getting familiar with a brand.
In Canva, navigate to:
Projects → [Client Name] folder
All historical content for that client lives here. Reviewing past work before starting a new graphic is strongly encouraged — it gives you a feel for the brand's visual range.
Select a template that is close in format to what you need (e.g., a previous promo graphic for a promotional task), then:
[Client] [Month] Promo[Client] [Campaign Name] Option 1Renaming at creation prevents confusion when multiple versions accumulate in the folder.
Duplication is a starting point, not a constraint. You have creative latitude within the following boundaries:
| Element | Guidance |
|---|---|
| Fonts | Use the same typefaces as existing templates; size can be adjusted for emphasis |
| Logo | Include the client logo unless prior examples explicitly omit it — verify against recent work |
| Layout | Variations in composition are acceptable; look at the range of existing tiles for precedent |
| Images | Source imagery appropriate to the campaign; e-bike promos, for example, should feature the product prominently |
Note: If existing templates show inconsistency (e.g., some tiles missing the logo), flag it rather than replicating the inconsistency.
Within a multi-page Canva file, name each tile clearly:
Promo Option 1Promo Option 2This makes it easy to reference specific designs during review without ambiguity.
For new team members or new campaigns, delivering two graphic variations is the standard. This gives reviewers visibility into your creative thinking and makes feedback more actionable than a single option.
Remove unused pages before submitting, or leave them and note which pages are the final candidates.
Once graphics are complete, the deliverable is a Google Doc (not a direct Canva share link) that combines:
Place this document in the correct Google Drive location:
Shared → [Client Name] → Content → Social Post
Then follow the [1] handoff process to notify reviewers.
ClickUp tasks often carry a time estimate set by a previous team member. For a first task on a new client, ignore the estimate — the priority is learning the brand, not hitting a number. Speed will follow familiarity.
Crazy Lenny's Canva folder, asked to duplicate an existing promo template, and deliver two graphic options plus copy in a shared Google Doc. The 1-hour ClickUp estimate was explicitly waived for this first task.