Email taxpros WIP &unpaidreports dailyCompleteCESthank youemailsBook 1LCATeventBook atleast 10appts fromconnectFREEFREECompleteCSPchecklistcreate 2posts onsocialmediaFREEset 2appts inan LCATeventMake 40connectcallsPut yardsignsout/indailyMake 50tax reform/ CESpacketsKnow dropoff policyand offerto clientsDistributeflyers to 1location fromQSS listCall WIPS& make 3followapptsEmail taxpros WIP &unpaidreports dailyCompleteCESthank youemailsBook 1LCATeventBook atleast 10appts fromconnectFREEFREECompleteCSPchecklistcreate 2posts onsocialmediaFREEset 2appts inan LCATeventMake 40connectcallsPut yardsignsout/indailyMake 50tax reform/ CESpacketsKnow dropoff policyand offerto clientsDistributeflyers to 1location fromQSS listCall WIPS& make 3followappts

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