Make 50tax reform/ CESpacketsConfirmblue apptsdailyCall WIPS& make 3followapptsDistributeflyers to 1location fromQSS listBook 1LCATeventBook atleast 10appts fromconnect*****FREESPOT*****Email taxpros WIP &unpaidreports dailyAdd notesto each apptyou confirmor setCompleteCSPchecklistMake 40connectcallsset 2appts inan LCATeventcreate 2posts onsocialmediaCompleteCESthank youemailsKnow dropoff policyand offerto clientsPut yardsignsout/indailyMake 50tax reform/ CESpacketsConfirmblue apptsdailyCall WIPS& make 3followapptsDistributeflyers to 1location fromQSS listBook 1LCATeventBook atleast 10appts fromconnect*****FREESPOT*****Email taxpros WIP &unpaidreports dailyAdd notesto each apptyou confirmor setCompleteCSPchecklistMake 40connectcallsset 2appts inan LCATeventcreate 2posts onsocialmediaCompleteCESthank youemailsKnow dropoff policyand offerto clientsPut yardsignsout/indaily

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