Put yardsignsout/indailyCall WIPS& make 3followapptsMake 50tax reform/ CESpackets*****FREESPOT*****Know dropoff policyand offerto clientsBook atleast 10appts fromconnectCompleteCSPchecklistset 2appts inan LCATeventBook 1LCATeventEmail taxpros WIP &unpaidreports dailyMake 40connectcallsDistributeflyers to 1location fromQSS listCompleteCESthank youemailsAdd notesto each apptyou confirmor setConfirmblue apptsdailycreate 2posts onsocialmediaPut yardsignsout/indailyCall WIPS& make 3followapptsMake 50tax reform/ CESpackets*****FREESPOT*****Know dropoff policyand offerto clientsBook atleast 10appts fromconnectCompleteCSPchecklistset 2appts inan LCATeventBook 1LCATeventEmail taxpros WIP &unpaidreports dailyMake 40connectcallsDistributeflyers to 1location fromQSS listCompleteCESthank youemailsAdd notesto each apptyou confirmor setConfirmblue apptsdailycreate 2posts onsocialmedia

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