This bingo card has a free space and 41 words: Attend a client call, Creative Client Solution or Tax Savings Idea, Create a proposal & participate in pricing discussion, Independently facilitating processing estimates for your clients, Extra Mile Award, Receive appreciation or feedback from client, Completed a Return with Little/No Review Notes (manager discretion), Take notes on a client call, Help an Intern, Offering Assistance when someone asks for help in All Team/Pod chat, Find & Attend a CPE Course for a topic you're interested in, Independently resolve a Client Notice when received, Attend a prospect meeting, Proactively assign work to a HPC team member, before manager asks, Knowledge share w/ team member, Ahead of the Game - beat your manager to scheduling out incoming work, Train a HPC team member on a topic they're struggling with, Proactively draft pending items/info requests for a client and ask to send yourself, before manager asks, Offer up an action item post client call (next steps), Proactively draft email for a client and ask to send yourself, before manager asks, Create or Offer Up Idea to Improve Client Experience or Project, Independently Research a Client/Return Problem, Save Results to the file & discuss with team, MVP Moment, Recommend one existing client for expanded HORNE services to Manager, Knowledge Share on Team or Pod Call, Facilitate training or initiative to help train our HPC Team, Reach out to a team member that is remote/in another office you don't normally work with to "just connect", Have an internal client meeting with manager to brainstorm ways to elevate your role & responsibilities on project, Schedule one on one with manager and request feedback/specific questions, Attend an in-person client meeting, Help a HPC team member outside of 8-5 "our" time with questions, Reaching out to All Team/Pod chat with Availability, Attend one mentorship meeting, On-board new client (setting up prior year return in CCH, Read Me document for the file, team meeting, etc), Assist with Processing for your client (in take scanning/assigning, flipping return/estimates, and/or client communication for wrap up), Attend a Networking Event & Share your contact information with one new contact, Recommend one existing client for expanded HORNE services to Manager, Send reviewer 3 items you noticed when "analyzing" return with print preview when sending to review, Offer up an idea for improvement for our team to management team, Catch AND correct something we've been doing incorrectly on a return in previous years and Impact Maker.
⚠ This card has duplicate items: Recommend one existing client for expanded HORNE services to Manager (2)
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