Client Coaching

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  • Last Reviewed: 2025-08-26

Before coaching begins. We need to determine if we are handing off the project and showing them specifics to their site, or if we are coaching them how to build in the project.

Before the first coaching session is to get the client what they need so that they can start looking it over.

  • Handing Off - Zip of repo to client.
  • Co-Devs - Grant access to project in DevOps to users
  • Backup of production database.
  • Zip of production blob storage.
  • Install latest LTS of Node and NPM.
  • Recommend that they install Visual Studio and SQL Server.

General Coaching

For the first or first couple meetings the agenda will be set by Blend. This includes but not limited to:

  • Brief overview of full project. Which includes Views, Models, Controllers, Services, and Business logic for the site.
  • Pipeline setup and walk through each step. Along with release pipelines if any.
  • Appsettings.[Machine-Name].json for local configuration of database.
  • Demonstrate how scss and js changes are made and how they are compiled and moved into the CMS.
  • Demonstrate getting the static site running locally. Where they can see what the css changes will do in real time.
  • Demonstrate Blend's process for making changes with creating a branch and making PRs that get merged after code reviewed and tested.
  • Get an assessment of they know about the CMS, MVC, and DotNet.

Handoff Coaching

After the above points have been made. Then it coaching comes down to specific people. As they get more familiar with the code and how things are working. The client will provide a list of questions a couple of days before coaching so that we have time to gather what we need to properly answer the question on the coaching call.

Be open to out of the blue questions as some questions arise while demonstrating. If the question is easily answerable proceed with demonstration of question and where to locate. If the question requires more thought and resources to provide a good answer, state that you will have to think about it or gather the resources and can answer on the next coaching call.

Co-Devs Coaching This instance is typically where the client's devs want to build on the site alongside the Blend team.

  • Be very thorough about Blend development process with doing PRs and doing code reviews. As their team will need to follow these processes.
  • Good to do some paired programming with the dev(s) so that they get an understanding of how the site is built.
  • If coaching is taking place during implementation then is good to have them join the code review calls.
  • I think the best approach during implementation is to do 2 call a week with client devs. Code reviews 1 day and a couple of days later coaching call where they can ask questions and assistance on what they are working on.