This bingo card has a free space and 32 words: Ind. Research Problem, document file & disuss with team., On board new client*, Proactively draft email for a client and ask to send yourself, help an intern, attend a prospect meeting, achieve your DAP goals 3 weeks in a row, Pull your "list" for Spring Projects, Impact Maker, Completed a return with little/no review notes, Proactively assign work to PHI team member, Attend one mentorship meeting, Creative Client Solution or Tax Savings Idea, Attend a client call, Schedule 1:1 w/manager & request specific feedback, Help PHI team member outside of "our" time, Solely facilitate processing ext. for your client, Extra Mile Award, Offer up an action item post client call, Take notes on a client call, MVP Moment, Ahead of the Game - beat manager to scheduling out work, Train PHI team member on topic they're struggling w/, Have internal client mtg. w/manager for busy season game plan, Connect w/remote TM you don't normally work w/, Assisting when someone asks for help in team chat, Knowledge share on team or pod call, Receive appreciation or feedback from a client, Attend an in person client meeting, Create a proposal & participate in pricing discussion, Knowledge share with a team member who needs help, Reaching out to All Team Chat with Availability and Assist with processing for your client*.
Busy Season Bingo | Busy Season Bingo! | B2B5 Bingo | 4 | 4
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