Put yardsignsout/indailycreate 2posts onsocialmediaCall WIPS& make 3followapptsMake 50tax reform/ CESpacketsKnow dropoff policyand offerto clientsDistributeflyers to 1location fromQSS listBook atleast 10appts fromconnectFREEFREECompleteCESthank youemailsset 2appts inan LCATeventBook 1LCATeventFREECompleteCSPchecklistMake 40connectcallsEmail taxpros WIP &unpaidreports dailyPut yardsignsout/indailycreate 2posts onsocialmediaCall WIPS& make 3followapptsMake 50tax reform/ CESpacketsKnow dropoff policyand offerto clientsDistributeflyers to 1location fromQSS listBook atleast 10appts fromconnectFREEFREECompleteCESthank youemailsset 2appts inan LCATeventBook 1LCATeventFREECompleteCSPchecklistMake 40connectcallsEmail taxpros WIP &unpaidreports daily

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