This bingo card has a free space and 24 words: "Stops in to speak with Rick", Requests to speak to someone in 'a different department, I Aways Meet with Rick, Asks for a discount (again), Starts message with 'Just a quick question, I never got a letter, Says 'I've been a customer for 20 years, Repeats themselves three times, Kay Hallett Call, Tom Drummond Call, Client who stops in daily, No show, I didn't get my Zoom Invite, Calls when meeting starts to ask how zoom works, Knock on the door more than once to get client to move on., early by a 1/2 hour or more for tax meeting, Switch Clients Meetings last minute, Drops Documents off in a box or a bag, you recognize a client number by heart, Client has taxes done and forgets they had additional documents that they forgot about, Client calls to make sure we received paperwork they put in the mail slot, Late for Tax Meeting, Client says "its just a simple return" and we have to reschedule.
Tax Season | Tax Season | kumar client intake zoom bingo | Tax Season | Abacus Bingo
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