Put yardsignsout/indailyCompleteCSPchecklistAdd notesto each apptyou confirmor setCompleteCESthank youemailsCall WIPS& make 3followapptscreate 2posts onsocialmediaMake 40connectcallsKnow dropoff policyand offerto clientsEmail taxpros WIP &unpaidreports dailyset 2appts inan LCATeventConfirmblue apptsdailyBook 1LCATeventMake 50tax reform/ CESpacketsBook atleast 10appts fromconnectDistributeflyers to 1location fromQSS list*****FREESPOT*****Put yardsignsout/indailyCompleteCSPchecklistAdd notesto each apptyou confirmor setCompleteCESthank youemailsCall WIPS& make 3followapptscreate 2posts onsocialmediaMake 40connectcallsKnow dropoff policyand offerto clientsEmail taxpros WIP &unpaidreports dailyset 2appts inan LCATeventConfirmblue apptsdailyBook 1LCATeventMake 50tax reform/ CESpacketsBook atleast 10appts fromconnectDistributeflyers to 1location fromQSS list*****FREESPOT*****

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