Call WIPS& make 3followappts*****FREESPOT*****Confirmblue apptsdailyMake 40connectcallsKnow dropoff policyand offerto clientsPut yardsignsout/indailyAdd notesto each apptyou confirmor setset 2appts inan LCATeventEmail taxpros WIP &unpaidreports dailyDistributeflyers to 1location fromQSS listBook 1LCATeventCompleteCSPchecklistBook atleast 10appts fromconnectCompleteCESthank youemailscreate 2posts onsocialmediaMake 50tax reform/ CESpacketsCall WIPS& make 3followappts*****FREESPOT*****Confirmblue apptsdailyMake 40connectcallsKnow dropoff policyand offerto clientsPut yardsignsout/indailyAdd notesto each apptyou confirmor setset 2appts inan LCATeventEmail taxpros WIP &unpaidreports dailyDistributeflyers to 1location fromQSS listBook 1LCATeventCompleteCSPchecklistBook atleast 10appts fromconnectCompleteCESthank youemailscreate 2posts onsocialmediaMake 50tax reform/ CESpackets

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