set 2appts inan LCATeventMake 50tax reform/ CESpacketsAdd notesto each apptyou confirmor setCompleteCSPchecklistPut yardsignsout/indailyEmail taxpros WIP &unpaidreports dailyKnow dropoff policyand offerto clientsMake 40connectcallscreate 2posts onsocialmediaConfirmblue apptsdailyCompleteCESthank youemailsBook 1LCATeventCall WIPS& make 3followapptsDistributeflyers to 1location fromQSS list*****FREESPOT*****Book atleast 10appts fromconnectset 2appts inan LCATeventMake 50tax reform/ CESpacketsAdd notesto each apptyou confirmor setCompleteCSPchecklistPut yardsignsout/indailyEmail taxpros WIP &unpaidreports dailyKnow dropoff policyand offerto clientsMake 40connectcallscreate 2posts onsocialmediaConfirmblue apptsdailyCompleteCESthank youemailsBook 1LCATeventCall WIPS& make 3followapptsDistributeflyers to 1location fromQSS list*****FREESPOT*****Book atleast 10appts fromconnect

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