Distributeflyers to 1location fromQSS listset 2appts inan LCATeventCall WIPS& make 3followappts*****FREESPOT*****Add notesto each apptyou confirmor setConfirmblue apptsdailyPut yardsignsout/indailyBook atleast 10appts fromconnectMake 40connectcallsCompleteCESthank youemailsMake 50tax reform/ CESpacketscreate 2posts onsocialmediaBook 1LCATeventCompleteCSPchecklistKnow dropoff policyand offerto clientsEmail taxpros WIP &unpaidreports dailyDistributeflyers to 1location fromQSS listset 2appts inan LCATeventCall WIPS& make 3followappts*****FREESPOT*****Add notesto each apptyou confirmor setConfirmblue apptsdailyPut yardsignsout/indailyBook atleast 10appts fromconnectMake 40connectcallsCompleteCESthank youemailsMake 50tax reform/ CESpacketscreate 2posts onsocialmediaBook 1LCATeventCompleteCSPchecklistKnow dropoff policyand offerto clientsEmail taxpros WIP &unpaidreports daily

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