Call WIPS& make 3followapptsMake 50tax reform/ CESpacketsCompleteCSPchecklistBook 1LCATeventcreate 2posts onsocialmediaKnow dropoff policyand offerto clientsset 2appts inan LCATeventMake 40connectcallsConfirmblue apptsdailyAdd notesto each apptyou confirmor setPut yardsignsout/indailyCompleteCESthank youemails*****FREESPOT*****Book atleast 10appts fromconnectDistributeflyers to 1location fromQSS listEmail taxpros WIP &unpaidreports dailyCall WIPS& make 3followapptsMake 50tax reform/ CESpacketsCompleteCSPchecklistBook 1LCATeventcreate 2posts onsocialmediaKnow dropoff policyand offerto clientsset 2appts inan LCATeventMake 40connectcallsConfirmblue apptsdailyAdd notesto each apptyou confirmor setPut yardsignsout/indailyCompleteCESthank youemails*****FREESPOT*****Book atleast 10appts fromconnectDistributeflyers to 1location fromQSS listEmail taxpros WIP &unpaidreports daily

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