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