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