Call WIPS& make 3followapptsKnow dropoff policyand offerto clientsPut yardsignsout/indailyDistributeflyers to 1location fromQSS listMake 40connectcallsFREEEmail taxpros WIP &unpaidreports dailyCompleteCSPchecklistcreate 2posts onsocialmediaBook 1LCATeventBook atleast 10appts fromconnectset 2appts inan LCATeventCompleteCESthank youemailsFREEMake 50tax reform/ CESpacketsFREECall WIPS& make 3followapptsKnow dropoff policyand offerto clientsPut yardsignsout/indailyDistributeflyers to 1location fromQSS listMake 40connectcallsFREEEmail taxpros WIP &unpaidreports dailyCompleteCSPchecklistcreate 2posts onsocialmediaBook 1LCATeventBook atleast 10appts fromconnectset 2appts inan LCATeventCompleteCESthank youemailsFREEMake 50tax reform/ CESpacketsFREE

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