FREECall WIPS& make 3followapptscreate 2posts onsocialmediaMake 50tax reform/ CESpacketsDistributeflyers to 1location fromQSS listCompleteCESthank youemailsFREEset 2appts inan LCATeventBook 1LCATeventKnow dropoff policyand offerto clientsBook atleast 10appts fromconnectCompleteCSPchecklistFREEPut yardsignsout/indailyEmail taxpros WIP &unpaidreports dailyMake 40connectcallsFREECall WIPS& make 3followapptscreate 2posts onsocialmediaMake 50tax reform/ CESpacketsDistributeflyers to 1location fromQSS listCompleteCESthank youemailsFREEset 2appts inan LCATeventBook 1LCATeventKnow dropoff policyand offerto clientsBook atleast 10appts fromconnectCompleteCSPchecklistFREEPut yardsignsout/indailyEmail taxpros WIP &unpaidreports dailyMake 40connectcalls

CSP BINGO - Call List

(Print) Use this randomly generated list as your call list when playing the game. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
P
2
P
3
P
4
S
5
S
6
B
7
C
8
C
9
P
10
B
11
S
12
B
13
B
14
S
15
C
16
C
  1. P-FREE
  2. P-Call WIPS & make 3 follow appts
  3. P-create 2 posts on social media
  4. S-Make 50 tax reform / CES packets
  5. S-Distribute flyers to 1 location from QSS list
  6. B-Complete CES thank you emails
  7. C-FREE
  8. C-set 2 appts in an LCAT event
  9. P-Book 1 LCAT event
  10. B-Know drop off policy and offer to clients
  11. S-Book at least 10 appts from connect
  12. B-Complete CSP checklist
  13. B-FREE
  14. S-Put yard signs out/in daily
  15. C-Email tax pros WIP & unpaid reports daily
  16. C-Make 40 connect calls