Know dropoff policyand offerto clientsDistributeflyers to 1location fromQSS listMake 50tax reform/ CESpacketsCall WIPS& make 3followapptsMake 40connectcalls*****FREESPOT*****set 2appts inan LCATeventEmail taxpros WIP &unpaidreports dailyAdd notesto each apptyou confirmor setPut yardsignsout/indailyBook atleast 10appts fromconnectConfirmblue apptsdailyCompleteCSPchecklistcreate 2posts onsocialmediaCompleteCESthank youemailsBook 1LCATeventKnow dropoff policyand offerto clientsDistributeflyers to 1location fromQSS listMake 50tax reform/ CESpacketsCall WIPS& make 3followapptsMake 40connectcalls*****FREESPOT*****set 2appts inan LCATeventEmail taxpros WIP &unpaidreports dailyAdd notesto each apptyou confirmor setPut yardsignsout/indailyBook atleast 10appts fromconnectConfirmblue apptsdailyCompleteCSPchecklistcreate 2posts onsocialmediaCompleteCESthank youemailsBook 1LCATevent

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