Make 50tax reform/ CESpacketsKnow dropoff policyand offerto clientsBook 1LCATevent*****FREESPOT*****set 2appts inan LCATeventcreate 2posts onsocialmediaCompleteCSPchecklistCall WIPS& make 3followapptsCompleteCESthank youemailsAdd notesto each apptyou confirmor setDistributeflyers to 1location fromQSS listBook atleast 10appts fromconnectEmail taxpros WIP &unpaidreports dailyConfirmblue apptsdailyPut yardsignsout/indailyMake 40connectcallsMake 50tax reform/ CESpacketsKnow dropoff policyand offerto clientsBook 1LCATevent*****FREESPOT*****set 2appts inan LCATeventcreate 2posts onsocialmediaCompleteCSPchecklistCall WIPS& make 3followapptsCompleteCESthank youemailsAdd notesto each apptyou confirmor setDistributeflyers to 1location fromQSS listBook atleast 10appts fromconnectEmail taxpros WIP &unpaidreports dailyConfirmblue apptsdailyPut yardsignsout/indailyMake 40connectcalls

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