This bingo card has a free space and 24 words: Take all your Breaks and Lunches, resolved an issue that was preventing efiling, The client said their friend told them or they saw it on tik tok, Posted a funny gif in the team room, Took a walk outside, Discussed Audit Defense with a Client, Customer is driving while trying to do taxes, Found a resource in Elevate, Pulled and opened a diagnostic, Wore or used TT swag, Left a lead a survey, Used the HEAT method to de-escalate a Customer, Referenced the weather, Referenced/ researched using IRS pub, Used a customer name more than once during a call, Heard a Dog on a call and asked about the breed, Learned an interesting fact about a client, Talked to someone in the same state as you, made a customer happy/laugh, Learned something new (tax related), Assisted phone call lasted more than 1 hour, Completed an Expert Review, Showed client the tax summary or preview my 1040 and Filled out a spotlight or 360 review for someone on our team.
CSM Bingo | CSAT BINGO | HORNE - PMM-FS | TD/TMT BINGO | Tax Season Bingo
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