KnowledgeShare with aTeamMember whoneeds helpAchieveDAP Goals3 weeks ina rowHelp PHITeamMemberoutside of"our" timeHave internalclient meetingw/mgr forbusy seasongame planAttend aProspectMeetingCompleted aReturn withLittle/NoReviewNotesMVPMomentResolvea ClientNoticeOffer upan ActionItem PostClient CallIndependentlyResearchProblem,document file &discuss withteamCreate aProposal &Participate inPricingDiscussionTakeNotes ona ClientCallImpactMakerSchedule 1:1w/mgr &requestspecificfeedbackSolelyfacilitateprocessingext. for yourclientsAssist whensomeoneasks for helpin team chatAttend anin personclientmeetingConnectw/RemoteTeam Memberyou don'tnormally workwithAttend onementorshipmeetingHelpanInternProactivelydraft email toclient andask to sendyourselfProactivelyassign workto PHI teammemberReceiveAppreciationor Feedbackfrom a ClientKnowledgeShare onTeam orPod CallOn-Boardnewclient*CreativeClientSolution/TaxSavings IdeaPull your"List" forSpringProjectsReach outto All TeamChat withAvailabilityExtraMileAwardTrain PHITeamMemberAttenda ClientCallAssist withprocessingfor yourclient*Ahead of theGame - beatmanager toschedulingout workKnowledgeShare with aTeamMember whoneeds helpAchieveDAP Goals3 weeks ina rowHelp PHITeamMemberoutside of"our" timeHave internalclient meetingw/mgr forbusy seasongame planAttend aProspectMeetingCompleted aReturn withLittle/NoReviewNotesMVPMomentResolvea ClientNoticeOffer upan ActionItem PostClient CallIndependentlyResearchProblem,document file &discuss withteamCreate aProposal &Participate inPricingDiscussionTakeNotes ona ClientCallImpactMakerSchedule 1:1w/mgr &requestspecificfeedbackSolelyfacilitateprocessingext. for yourclientsAssist whensomeoneasks for helpin team chatAttend anin personclientmeetingConnectw/RemoteTeam Memberyou don'tnormally workwithAttend onementorshipmeetingHelpanInternProactivelydraft email toclient andask to sendyourselfProactivelyassign workto PHI teammemberReceiveAppreciationor Feedbackfrom a ClientKnowledgeShare onTeam orPod CallOn-Boardnewclient*CreativeClientSolution/TaxSavings IdeaPull your"List" forSpringProjectsReach outto All TeamChat withAvailabilityExtraMileAwardTrain PHITeamMemberAttenda ClientCallAssist withprocessingfor yourclient*Ahead of theGame - beatmanager toschedulingout work

Busy Season 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.


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  1. Knowledge Share with a Team Member who needs help
  2. Achieve DAP Goals 3 weeks in a row
  3. Help PHI Team Member outside of "our" time
  4. Have internal client meeting w/mgr for busy season game plan
  5. Attend a Prospect Meeting
  6. Completed a Return with Little/No Review Notes
  7. MVP Moment
  8. Resolve a Client Notice
  9. Offer up an Action Item Post Client Call
  10. Independently Research Problem, document file & discuss with team
  11. Create a Proposal & Participate in Pricing Discussion
  12. Take Notes on a Client Call
  13. Impact Maker
  14. Schedule 1:1 w/mgr & request specific feedback
  15. Solely facilitate processing ext. for your clients
  16. Assist when someone asks for help in team chat
  17. Attend an in person client meeting
  18. Connect w/Remote Team Member you don't normally work with
  19. Attend one mentorship meeting
  20. Help an Intern
  21. Proactively draft email to client and ask to send yourself
  22. Proactively assign work to PHI team member
  23. Receive Appreciation or Feedback from a Client
  24. Knowledge Share on Team or Pod Call
  25. On-Board new client*
  26. Creative Client Solution/Tax Savings Idea
  27. Pull your "List" for Spring Projects
  28. Reach out to All Team Chat with Availability
  29. Extra Mile Award
  30. Train PHI Team Member
  31. Attend a Client Call
  32. Assist with processing for your client*
  33. Ahead of the Game - beat manager to scheduling out work