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