Attendeda WescottclienteventTook aclient todinner orhappy hourCreated yourown post onLinkedIn forprospectingCollaboratedon a projectwith anotherdepartmentHelpedprepare aprospectpresentationAttendedan industryconferenceReceiveda clientthank-youletterConducted adiscoverymeeting froma prospectyou sourcedWent aboveand beyondfor a newclientrequestHadmeetings ata client’shome orofficeShared aWescottpost onLinkedInHelpedimprovea processWorkedwith aclient 5+yearsShared anarticlehelpful toa clientStayedlate tohelp aclientCreated aclient “wow”in the past3 monthsReceiveda clientthank youcardAttendedanetworkingeventIntroducedWescott tosomeone intheir networkAdded aCPA orattorney toour referrallistAsked fora referraland weredeniedContributedtomarketingcontentIntroduceda colleaguewho helpeda clientHelpedonboard anew clientAttendeda WescottclienteventTook aclient todinner orhappy hourCreated yourown post onLinkedIn forprospectingCollaboratedon a projectwith anotherdepartmentHelpedprepare aprospectpresentationAttendedan industryconferenceReceiveda clientthank-youletterConducted adiscoverymeeting froma prospectyou sourcedWent aboveand beyondfor a newclientrequestHadmeetings ata client’shome orofficeShared aWescottpost onLinkedInHelpedimprovea processWorkedwith aclient 5+yearsShared anarticlehelpful toa clientStayedlate tohelp aclientCreated aclient “wow”in the past3 monthsReceiveda clientthank youcardAttendedanetworkingeventIntroducedWescott tosomeone intheir networkAdded aCPA orattorney toour referrallistAsked fora referraland weredeniedContributedtomarketingcontentIntroduceda colleaguewho helpeda clientHelpedonboard anew client

Organic Growth Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
  1. Attended a Wescott client event
  2. Took a client to dinner or happy hour
  3. Created your own post on LinkedIn for prospecting
  4. Collaborated on a project with another department
  5. Helped prepare a prospect presentation
  6. Attended an industry conference
  7. Received a client thank-you letter
  8. Conducted a discovery meeting from a prospect you sourced
  9. Went above and beyond for a new client request
  10. Had meetings at a client’s home or office
  11. Shared a Wescott post on LinkedIn
  12. Helped improve a process
  13. Worked with a client 5+ years
  14. Shared an article helpful to a client
  15. Stayed late to help a client
  16. Created a client “wow” in the past 3 months
  17. Received a client thank you card
  18. Attended a networking event
  19. Introduced Wescott to someone in their network
  20. Added a CPA or attorney to our referral list
  21. Asked for a referral and were denied
  22. Contributed to marketing content
  23. Introduced a colleague who helped a client
  24. Helped onboard a new client