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Client Training

Empower clients to confidently manage and maintain their deliverables effectively.

Overview​

Client training ensures clients can use, update, and maintain what we've delivered, enabling independence and reducing support requests.

Purpose:

  • Enable client independence
  • Reduce support requests
  • Ensure proper usage
  • Build confidence
  • Maximize value

Training Components​

1. User Training (1-2 hours)​

For: End users, content editors

Topics:

  • Basic navigation
  • Content updates
  • Image management
  • User management
  • Common tasks

2. Admin Training (2-3 hours)​

For: Administrators, technical staff

Topics:

  • System administration
  • Advanced features
  • Troubleshooting
  • Backups
  • Security

3. Technical Training (3-4 hours)​

For: Developers, IT staff

Topics:

  • Code structure
  • Deployment
  • Integrations
  • Customization
  • Maintenance

Training Methods​

Live Sessions​

Best For: Complex systems, interactive learning
Advantages: Questions answered immediately, hands-on practice

Recorded Videos​

Best For: Simple tasks, reference material
Advantages: Self-paced, consistent delivery, scalable

Documentation​

Best For: Step-by-step processes, technical details
Advantages: Detailed reference, searchable, printable

  • Live session for overview
  • Recorded videos for tasks
  • Documentation for reference
  • Follow-up support

Training Session Structure​

Session 1: Overview & Basics (60 min)​

Introduction (10 min)

  • Welcome and introductions
  • Training objectives
  • Q&A process

System Overview (15 min)

  • Dashboard tour
  • Main features
  • Navigation
  • User roles

Basic Tasks (25 min)

  • Login/logout
  • Update content
  • Add images
  • Save changes
  • Preview

Practice Time (10 min)

  • Hands-on exercises
  • Guided practice
  • Questions

Session 2: Advanced Features (60 min)​

Advanced Content (20 min)

  • Rich text editing
  • Media library
  • Categories/tags
  • SEO settings

User Management (15 min)

  • Add/edit users
  • Roles and permissions
  • Password resets

Maintenance Tasks (15 min)

  • Backups
  • Updates
  • Security
  • Performance

Q&A (10 min)

  • Answer questions
  • Clarify doubts
  • Additional topics

Training Checklist​

Before Training​

  • Schedule session
  • Send calendar invite
  • Prepare materials
  • Set up demo environment
  • Test screen sharing
  • Create practice accounts
  • Prepare Q&A document

During Training​

  • Record session
  • Take notes
  • Answer questions
  • Demonstrate features
  • Allow practice time
  • Note additional needs

After Training​

  • Send recording
  • Share documentation
  • Send follow-up email
  • Schedule check-in
  • Gather feedback
  • Update materials

Follow-Up Support​

Week 1​

  • Check-in email
  • Answer questions
  • Quick support calls
  • Additional training if needed

Week 2-4​

  • Monitor usage
  • Proactive outreach
  • Address issues
  • Reinforce training

Month 2-3​

  • Monthly check-in
  • Advanced tips
  • Optimization suggestions
  • Ongoing support

Best Practices​

Do's ✅​

  • ✅ Go slow - Don't rush
  • ✅ Use real examples - Actual content
  • ✅ Encourage questions - Create safe space
  • ✅ Provide resources - Documentation, videos
  • ✅ Follow up - Check understanding
  • ✅ Be patient - Everyone learns differently

Don'ts ❌​

  • ❌ Assume knowledge - Start from basics
  • ❌ Use jargon - Keep it simple
  • ❌ Skip practice - Hands-on essential
  • ❌ Overwhelm - Focus on essentials
  • ❌ Forget to record - For reference
  • ❌ End without Q&A - Allow questions

Last Updated: January 2026
Version: 2.0

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