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