CompleteCSPchecklistCompleteCESthank youemailsEmail taxpros WIP &unpaidreports dailyPut yardsignsout/indailyBook atleast 10appts fromconnectKnow dropoff policyand offerto clientsConfirmblue apptsdailyMake 40connectcallsBook 1LCATeventCall WIPS& make 3followappts*****FREESPOT*****create 2posts onsocialmediaAdd notesto each apptyou confirmor setDistributeflyers to 1location fromQSS listMake 50tax reform/ CESpacketsset 2appts inan LCATeventCompleteCSPchecklistCompleteCESthank youemailsEmail taxpros WIP &unpaidreports dailyPut yardsignsout/indailyBook atleast 10appts fromconnectKnow dropoff policyand offerto clientsConfirmblue apptsdailyMake 40connectcallsBook 1LCATeventCall WIPS& make 3followappts*****FREESPOT*****create 2posts onsocialmediaAdd notesto each apptyou confirmor setDistributeflyers to 1location fromQSS listMake 50tax reform/ CESpacketsset 2appts inan LCATevent

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