Know dropoff policyand offerto clientsEmail taxpros WIP &unpaidreports dailyCall WIPS& make 3followapptsBook 1LCATeventset 2appts inan LCATeventMake 40connectcallsFREEFREEPut yardsignsout/indailyDistributeflyers to 1location fromQSS listCompleteCSPchecklistcreate 2posts onsocialmediaFREEMake 50tax reform/ CESpacketsCompleteCESthank youemailsBook atleast 10appts fromconnectKnow dropoff policyand offerto clientsEmail taxpros WIP &unpaidreports dailyCall WIPS& make 3followapptsBook 1LCATeventset 2appts inan LCATeventMake 40connectcallsFREEFREEPut yardsignsout/indailyDistributeflyers to 1location fromQSS listCompleteCSPchecklistcreate 2posts onsocialmediaFREEMake 50tax reform/ CESpacketsCompleteCESthank youemailsBook atleast 10appts fromconnect

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