This bingo card has a free space and 29 words: Take Notes on a client call, Help an Intern, Share a client success story on a recurring team call, Assist with processing for your client*, Schedule 1:1 w/PA & request specific feedback, Help PH team member, Resolve a Client issue, Completed a Financial Statement with no review notes, Learn something new, Schedule My Week, Tagging someone in an email, Assign Work in Karbon, Assign email in Karbon, Attend a client call, Do a financial that isn't yours to help, Knowledge Share on Team or POD Call, Receive Appreciation or Feedback from a client, Attend an in person client meeting, Completed a Financial Statement with no review notes, Assist when someone asks for help in team chat, Full week with no needed edits, Finish a Financial by the 5th, Participate in a Software training for a client, Knowledge Share with a Team Member who needs help, Show Kathy Watts something about Karbon, Finish a financial by the 5th of the month, Prep a FS that isn't yours, Send Justin a potential prospect and Assist with a new client onboarding.
HORNE - PMM-MAAP | HORNE - PMM-CAS ADMIN | Busy Season Bingo | Busy Season Bingo! | Busy Season Bingo!
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