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Client Engagement

5 Topics 5 Posts

Working with stakeholders, gathering requirements, and communication

This category can be followed from the open social web via the handle client-engagement@fde.today

  • FDE Communication Playbook - Emails, Standups, and Escalations

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    The FDE Communication Playbook Technical skill gets you the job. Communication skill determines your success. The Weekly Client Update Email Send this every Friday. It is the single most impactful habit for FDEs: Template: This week: 3-5 bullet points of what was accomplished Blockers: Anything you need from the client Next week: What you plan to work on Decisions needed: Any choices the client must make Keep it under 10 lines. Executives skim. Running Client Standups Keep it to 15 minutes - Respect their time Lead with outcomes, not activities - "Users can now export reports" not "I refactored the export module" Surface blockers early - Do not wait until they become crises End with next steps and owners - Who does what by when Escalation Framework When something goes wrong (and it will): Level 1 - Informational "I want to flag that X might delay Y by a few days. I have a plan to address it." Level 2 - Need input "We have hit an issue with X. I see two options: A or B. I recommend A because of Z. Can we discuss?" Level 3 - Crisis "X is down/blocked/failing. Here is what I know, what I have tried, and what I need from you right now." Never surprise your client or your manager with bad news they should have heard earlier. Saying No Without Saying No FDEs get asked to do everything. Here is how to redirect: "We can absolutely do that. Let me scope it and show you where it fits in the timeline." "That is a great idea. Given our current priorities, should we swap it in for X or add it to the next phase?" "I can do a quick spike on that - give me 2 hours to assess feasibility before we commit." Translating Tech to Business The skill that separates good FDEs from great ones: Bad: "We need to migrate from REST to GraphQL to reduce over-fetching" Good: "We can make the dashboard load 3x faster with a backend change. It will take about a week." Always frame technical work in terms of outcomes the client cares about: speed, cost, reliability, user experience. What communication strategies have worked for you? Any templates or frameworks? Share below.
  • Hiring Forward Deployed Engineers - A Guide for Managers

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    How to Hire FDEs - A Guide for Engineering Managers and Founders Hiring FDEs is different from hiring SWEs. Here is what works. Why FDE Hiring Is Hard The talent pool is small - FDE is still a niche title You are looking for a rare combination: strong engineer + strong communicator + comfortable with ambiguity Many candidates who are great SWEs fail at client-facing work Many candidates who are great consultants lack engineering depth What to Look For Must-haves: Can write production-quality code under pressure Communicates complex ideas clearly to non-technical people Comfortable with ambiguity and incomplete information Self-directed - does not need a PM to tell them what to do Genuine curiosity about client problems Strong signals: Has worked directly with customers or end users before Built something end-to-end, not just features on an existing system Can context-switch quickly between technical and business conversations Has experience in consulting, customer success, or solutions engineering Open source contributions show ability to work with existing codebases Red flags: Only wants to work on greenfield projects Cannot explain their work without jargon Needs detailed specifications before starting Uncomfortable with travel or client interaction Optimizes for technical elegance over practical outcomes Interview Process Design Recommended structure for FDE interviews: Coding screen - Practical, not algorithmic puzzles System design - Give a real client scenario from your business Client simulation - Role-play a client meeting with a non-technical interviewer Decomposition - Give an ambiguous problem, see how they structure it References - Ask specifically about client interaction and adaptability Compensation Strategy Pay 10-20% above equivalent SWE roles Include travel stipend or per diem Equity is important - FDEs prove product-market fit Consider retention bonuses - FDE burnout is real Retention FDE burnout is the biggest retention risk: Rotate clients every 6-12 months Give FDEs time for internal projects and learning Create clear career progression - FDE to Senior FDE to Lead to Field CTO Listen to their product feedback - they are your best product managers Are you a hiring manager for FDEs? What has worked for your team? Share below.
  • FDE Communication Playbook - Emails Standups and Escalations

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    Communication Determines FDE Success Weekly Client Update (Every Friday) This week: 3-5 bullets of accomplishments Blockers: What you need from the client Next week: Planned work Decisions needed: Choices they must make Keep it under 10 lines. Client Standups 15 minutes max Lead with outcomes not activities Surface blockers early End with owners and deadlines Escalation Framework Level 1: I want to flag X might delay Y. I have a plan. Level 2: We hit an issue. Two options. I recommend A. Level 3: X is down. Here is what I know and need. Saying No We can do that. Let me scope where it fits in the timeline. Great idea. Should we swap it for X or add to next phase? Tech to Business Translation Bad: Migrate REST to GraphQL to reduce over-fetching Good: Dashboard loads 3x faster with a backend change. One week. What communication strategies work for you?
  • Hiring Forward Deployed Engineers - A Guide for Managers

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    How to Hire FDEs What to Look For Must-haves: Production-quality code under pressure Clear communication to non-technical people Comfortable with ambiguity Self-directed Curious about client problems Red flags: Only wants greenfield projects Cannot explain work without jargon Needs detailed specs before starting Uncomfortable with client interaction Interview Design Practical coding screen System design with real client scenario Client simulation role-play Ambiguous problem decomposition References focused on client interaction Compensation Pay 10-20% above equivalent SWE Include travel stipend Equity is important Retention FDE burnout is the biggest risk: Rotate clients every 6-12 months Give time for internal projects Create clear career progression Listen to product feedback What has worked for your team? Share below.
  • How Do You Handle Scope Creep with Clients?

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    Scope creep is probably the number one challenge FDEs face. Common Scenarios Client asks for one more feature that turns into a month of work Stakeholders have conflicting priorities The original project scope keeps expanding Strategies That Work Document everything - Written scope agreements protect everyone Say yes, then prioritize - We can do that, let us figure out where it fits Make trade-offs visible - If we add X, we push Y. Which matters more? Regular check-ins with your manager - They can push back at a higher level Time-box exploration - Let me spend 2 hours looking into feasibility What are your strategies for managing scope?