Your First Week

How to use this checklist

Your first week is about three things: getting set up safely, learning the standards, and practising until the work feels natural. Tick each box as you finish it. Share your progress with your Campaign Lead or trainer at the end of each day.

Your days follow your scheduled shift for training, which your Campaign Lead will confirm. Use your campaign's check-in method from day one, exactly as you will when live.

Before day 1

• Set up your workstation to the standard in Your Setup
• Tested your internet, backup connection and power backup
• Prepared a quiet workspace and told your family your schedule
• Read Welcome to Narqix Academy

Day 1: Welcome and setup

Goal: you are connected, secure and oriented.

• Join the welcome session with your trainer or Campaign Lead
• Complete your check-in using your campaign's check-in method
• Install and test the tracker as instructed; learn how to add a task note
• Join your team channel and introduce yourself in two or three lines
• Complete the security setup: disk encryption, screen lock, password manager, two-factor authentication
• Send your trainer the setup confirmation (screenshot or checklist as requested)
• Read How Narqix Works and Your Setup
• Read Code of Conduct and Data Security and Privacy
• Post your first end-of-day update (use the simple format below)

Day 1 end-of-day update format

EOD (DATE), Day 1
Completed: setup checklist, security setup, read 4 pages
Questions: (YOUR QUESTIONS, or "none")
Tomorrow: Narqix Standards pages

Day 2: Narqix Standards

Goal: you know the rules that protect clients, customers and you.

• Attendance and Shift Standard
• Communication Standard
• Reporting Standard (practise writing a start-of-day and end-of-day report)
• Escalation Ladder (learn the levels and time limits by heart)
• AI Use Policy
• Compliance Basics for Calling and Texting (everyone reads this, even non-callers)
• Complete the Check yourself questions on every page
• Post your start-of-day and end-of-day reports in the real format

Day 3: Standards and Core Skills

Goal: you understand quality, health and the core skills of your role.

• Quality Standard and QA Scoring (study the scorecard for your role)
• Night Shift Health and Wellbeing (set your sleep plan today)
• Performance Reviews and Coaching
• Core Skills: CRM Hygiene and Note Writing
• Core Skills: Time Zones and Scheduling
• Core Skills: Professional Email Writing or Phone Mastery (depending on your role)
• Take a typing test and record your speed and accuracy

Day 4: Your track and your client

Goal: you understand your industry, your role and your client.

• Read your track section overview and your role page
• Read the remaining Core Skills pages for your role
• Read the Client Playbook for your campaign (if you have been assigned one)
• Build your one-page client cheat sheet (see Learning How to Learn a New Client)
• Callers: read the core scripts and your track scripts out loud at least three times each
• Non-callers: complete the practice task your trainer gives you
• Write a list of your open questions and send it to your lead in one message

Day 5: Practice and assessment

Goal: you prove you are ready for supervised live work.

• Role-play or practice task with your trainer or QA (scored on the real scorecard)
• Shadow a live shift or review recorded examples, if available
• Take the Foundation quiz (80% overall, 100% on security and compliance)
• Review your scores with your trainer and agree what to practise next
• Submit your first weekly report using the weekly template

What a strong first week looks like

Habit	Strong	Needs work
Punctuality	Checked in on time every day	Late without telling anyone
Reports	Start-of-day and end-of-day posted daily	Forgotten or posted late
Questions	Batched, clear, with what you already checked	Many single messages, or no questions at all
Practice	Scripts read aloud, notes written to format	Pages skimmed, no practice
Security	Setup done on day 1	Still using saved browser passwords on day 3

After week 1

Most people spend the next one to three weeks in supervised live work. More of your work is checked, and customer-facing writing may need approval. That is normal and it ends as your QA scores prove consistency. Your first formal check-in is at 30 days, then 60 and 90. See Performance Reviews and Coaching.

Check yourself

1. What three things is your first week about?
2. Which Standards page do non-callers still need to read, and why?
3. What score do you need on the Foundation quiz, and which questions must be perfect?
4. When are you allowed to contact a real lead or customer?

Answers

1. Getting set up safely, learning the standards, and practising until the work feels natural.
2. Compliance Basics for Calling and Texting, because anyone may touch customer contact data or support a calling campaign.
3. 80% overall, with 100% on security and compliance questions.
4. Only after your Campaign Lead confirms you are cleared for live work.

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