Book 1LCATeventCompleteCSPchecklistDistributeflyers to 1location fromQSS listMake 40connectcallsEmail taxpros WIP &unpaidreports dailyCompleteCESthank youemailsPut yardsignsout/indailyConfirmblue apptsdaily*****FREESPOT*****create 2posts onsocialmediaKnow dropoff policyand offerto clientsset 2appts inan LCATeventAdd notesto each apptyou confirmor setMake 50tax reform/ CESpacketsBook atleast 10appts fromconnectCall WIPS& make 3followapptsBook 1LCATeventCompleteCSPchecklistDistributeflyers to 1location fromQSS listMake 40connectcallsEmail taxpros WIP &unpaidreports dailyCompleteCESthank youemailsPut yardsignsout/indailyConfirmblue apptsdaily*****FREESPOT*****create 2posts onsocialmediaKnow dropoff policyand offerto clientsset 2appts inan LCATeventAdd notesto each apptyou confirmor setMake 50tax reform/ CESpacketsBook atleast 10appts fromconnectCall WIPS& make 3followappts

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