Call WIPS& make 3followapptscreate 2posts onsocialmediaDistributeflyers to 1location fromQSS listKnow dropoff policyand offerto clientsCompleteCSPchecklistFREEset 2appts inan LCATeventMake 40connectcallsBook atleast 10appts fromconnectPut yardsignsout/indailyMake 50tax reform/ CESpacketsBook 1LCATeventFREEEmail taxpros WIP &unpaidreports dailyCompleteCESthank youemailsFREECall WIPS& make 3followapptscreate 2posts onsocialmediaDistributeflyers to 1location fromQSS listKnow dropoff policyand offerto clientsCompleteCSPchecklistFREEset 2appts inan LCATeventMake 40connectcallsBook atleast 10appts fromconnectPut yardsignsout/indailyMake 50tax reform/ CESpacketsBook 1LCATeventFREEEmail taxpros WIP &unpaidreports dailyCompleteCESthank youemailsFREE

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