Learning path

Back Office & Admin

For every Narqix specialist who runs a client's inbox, calendar, data, CRM, research, files or admin. After this track you will know exactly how Narqix does back office work, and why clients trust us

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1. 1 Start Here 6 pages

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   • Start Here
   • How Narqix Works
   • Your First Week
   • Your Setup
   • Career Path and Levels at Narqix
   • FAQ

2. 2 Narqix Standards 12 pages

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   • Narqix Standards
   • Code of Conduct
   • Attendance and Shift Standard
   • Communication Standard
   • Reporting Standard
   • Escalation Ladder
   • Data Security and Privacy
   • Quality Standard and QA Scoring
   • AI Use Policy
   • Compliance Basics for Calling and Texting
   • Night Shift Health and Wellbeing
   • Performance Reviews and Coaching

3. 3 Core Skills 10 pages

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   • Core Skills
   • Phone Mastery for Non-Native Speakers
   • US Culture and Geography for Callers
   • Professional Email Writing
   • CRM Hygiene and Note Writing
   • Time Zones and Scheduling
   • Typing and Accuracy
   • Handling Difficult Conversations
   • Self-Management and Focus on Night Shifts
   • Learning How to Learn a New Client

4. 4 Back Office & Admin Track 16 pages

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   • Back Office & Admin Track
   • Role Guide: Executive and Admin Assistant
   • Role Guide: Data Entry and Data Quality Specialist
   • Role Guide: CRM Administrator
   • Role Guide: Research Assistant
   • Role Guide: Bookkeeping Support Assistant
   • Role Guide: Recruiting Coordinator
   • Inbox Management: The Six Outcomes Sweep
   • Calendar Management: Zero Conflicts, Zero Surprises
   • Research Briefs: No Source, No Fact
   • Data Entry Accuracy: The Double Entry Comparison Method
   • CRM Hygiene Cycle
   • File Naming and Document Control
   • Client Workflow Record: Documenting Every Client's Processes
   • Weekly Client Report
   • Back Office Glossary

5. 5 Script Library 16 pages

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   • Universal Call Opening and Closing
   • Handling Abusive or Angry Callers
   • Voicemail Basics
   • Stop, Do-Not-Call and Wrong Number Requests
   • Hold, Transfer and Message Taking
   • Client Update: Task Acknowledgment and ETA
   • Client Update: Daily Inbox Digest
   • Client Update: Evening Calendar Brief
   • Scheduling Email: Booking a Meeting on the Client's Behalf
   • Scheduling Email: Confirmation, Reschedule and No-Show
   • Follow Up Email: Polite Nudges for Waiting Items
   • Client Message: Asking for a Decision or Unblocking Work
   • Client Message: Owning a Mistake
   • Vendor Email: Requesting Quotes and Comparing Them
   • Candidate Email: Interview Scheduling and Status Updates
   • Request Email: Missing Receipts and Documents

6. 6 Exams

   Foundation Exam 40 questions · 50 minutes · pass 32 (80%) with all 12 🔒 gate questions correct Back Office Track Exam 30 questions · 45 minutes · pass 24 (80%) with all 6 🔒 gate questions correct