Add notesto each apptyou confirmor setPut yardsignsout/indailyset 2appts inan LCATeventBook atleast 10appts fromconnectCompleteCSPchecklistMake 40connectcallsConfirmblue apptsdailyCall WIPS& make 3followapptscreate 2posts onsocialmediaCompleteCESthank youemailsBook 1LCATevent*****FREESPOT*****Distributeflyers to 1location fromQSS listMake 50tax reform/ CESpacketsEmail taxpros WIP &unpaidreports dailyKnow dropoff policyand offerto clientsAdd notesto each apptyou confirmor setPut yardsignsout/indailyset 2appts inan LCATeventBook atleast 10appts fromconnectCompleteCSPchecklistMake 40connectcallsConfirmblue apptsdailyCall WIPS& make 3followapptscreate 2posts onsocialmediaCompleteCESthank youemailsBook 1LCATevent*****FREESPOT*****Distributeflyers to 1location fromQSS listMake 50tax reform/ CESpacketsEmail taxpros WIP &unpaidreports dailyKnow dropoff policyand offerto clients

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