CompleteCESthank youemailsMake 40connectcallscreate 2posts onsocialmediaMake 50tax reform/ CESpacketsBook 1LCATeventPut yardsignsout/indailyEmail taxpros WIP &unpaidreports dailyDistributeflyers to 1location fromQSS list*****FREESPOT*****Book atleast 10appts fromconnectCall WIPS& make 3followapptsConfirmblue apptsdailyKnow dropoff policyand offerto clientsCompleteCSPchecklistset 2appts inan LCATeventAdd notesto each apptyou confirmor setCompleteCESthank youemailsMake 40connectcallscreate 2posts onsocialmediaMake 50tax reform/ CESpacketsBook 1LCATeventPut yardsignsout/indailyEmail taxpros WIP &unpaidreports dailyDistributeflyers to 1location fromQSS list*****FREESPOT*****Book atleast 10appts fromconnectCall WIPS& make 3followapptsConfirmblue apptsdailyKnow dropoff policyand offerto clientsCompleteCSPchecklistset 2appts inan LCATeventAdd notesto each apptyou confirmor set

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