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