Start of Day Report · Narqix Academy

For every Narqix team member. After reading this page you will be able to post a start-of-day report (SOD) in under three minutes that tells your lead and client exactly what you will deliver today and what you need from them.

Track: All tracks · Role: Everyone · Time to complete: 10 min

When and where

When: within 15 minutes of the start of your scheduled shift, after you check in with your campaign's check-in method.
Where: the place your campaign requires (team channel, client channel or email). Same place, same time, every shift.
Times: always in the client's time zone, with the zone named.
Source: the full rules are on the Reporting Standard page in Narqix Standards.

General version

Use this on back office, support, TC, funding, preservation and specialist campaigns.

SOD (DATE)
Online: (START) to (END) (CLIENT TIME ZONE)
Top 3 priorities:
1. (TASK), due (TIME AND ZONE)
2. (TASK), due (TIME AND ZONE)
3. (TASK), due (TIME AND ZONE)
Need from you: (DECISION OR ACCESS NEEDED, or "nothing right now")

Calling and texting version

Use this on real estate, solar, HVAC outbound and funding calling campaigns. The first three lines are the same as the general version. The extra lines tell your lead what the dialing plan is before the first call.

SOD (DATE), (CAMPAIGN)
Online: (START) to (END) (CLIENT TIME ZONE)
Top 3 priorities:
1. (TASK), due (TIME AND ZONE)
2. (TASK), due (TIME AND ZONE)
3. (TASK), due (TIME AND ZONE)
Callbacks and follow-ups due today: (NUMBER), first at (TIME AND ZONE)
Lists or lead views for today: (LIST OR VIEW NAMES)
Calling window check: (STATES OR ZONES OPEN NOW, AND WHEN THEY CLOSE)
Need from you: (DECISION, LIST OR ACCESS NEEDED, or "nothing right now")

Example: general version (back office)

SOD Oct 19, 2026
Online: 9:00 AM to 5:30 PM ET
Top 3 priorities:
1. Enter 22 vendor invoices from the weekend, due 12:00 PM ET
2. Confirm 5 meetings for Tuesday, due 2:00 PM ET
3. Competitor research, companies 31 to 50, due 5:00 PM ET
Need from you: approval on the 2 held invoices (no purchase order), listed in the "Held" tab

Example: calling version (real estate cold calling)

SOD Oct 19, 2026, (CAMPAIGN)
Online: 4:00 PM to 12:30 AM ET
Top 3 priorities:
1. All 9 callbacks due today, first at 5:15 PM CT
2. Probate list, 400 records, aim for 45 conversations
3. Handoff notes for every HOT and FU-WARM lead within the shift
Callbacks and follow-ups due today: 9, first at 5:15 PM CT
Lists or lead views for today: Probate list, Tax delinquent list (re-scrubbed)
Calling window check: Eastern and Central open now; Eastern closes 9:00 PM ET (Florida records 8:00 PM ET)
Need from you: nothing right now

Rules for a strong SOD

Priorities are outcomes with deadlines. "Clear inbox to under 10 by 11:00 AM ET" beats "inbox".
Callbacks come first. A promised callback is a promise. List it in your top 3 when one is due early in the shift.
"Need from you" is specific. Name the decision, the item and the deadline. If you need nothing, say so.
No customer personal data. Use lead IDs, order numbers or initials, never full names with phone numbers.

Coach's note: Write your SOD before you open your inbox or dialer. Once the day starts pulling at you, you stop planning and start reacting. Three minutes of planning protects the eight hours that follow.

Never do this: Never post a copy of yesterday's SOD with the date changed. Never list a priority you already know you cannot finish today without saying so. If a deadline is at risk, say it in the SOD, not at the end of the shift.

Before you post

Date and campaign correct
Every time has the client's time zone
Callbacks and promises due today are listed
"Need from you" is specific, or says "nothing right now"
No customer personal data

Check yourself

How soon after your shift starts is the SOD due?
Which time zone do you use in the SOD?
Rewrite as an outcome with a deadline: "Work on CRM."
You have a seller callback promised for the first hour of your shift. Where does it go in the SOD?

Answers

Within 15 minutes of the start of your scheduled shift.
The client's time zone, with the zone named.
Example: "Add next-step dates to the 40 records with none, due 3:00 PM ET."
In the top 3 priorities, and in the "Callbacks and follow-ups due today" line on the calling version.