Completed aReturn withLittle/NoReviewNotesProactivelyassign workto PHI teammemberCreate aProposal &Participate inPricingDiscussionExtraMileAwardOffer upan ActionItem PostClient CallReceiveAppreciationor Feedbackfrom a ClientAchieveDAP Goals3 weeks ina rowHelp PHITeamMemberoutside of"our" timeAttenda ClientCallConnectw/RemoteTeam Memberyou don'tnormally workwithKnowledgeShare with aTeamMember whoneeds helpReach outto All TeamChat withAvailabilityAhead of theGame - beatmanager toschedulingout workTrain PHITeamMemberSchedule 1:1w/mgr &requestspecificfeedbackHave internalclient meetingw/mgr forbusy seasongame planAttend aProspectMeetingCreativeClientSolution/TaxSavings IdeaMVPMomentKnowledgeShare onTeam orPod CallAssist withprocessingfor yourclient*Pull your"List" forSpringProjectsAssist whensomeoneasks for helpin team chatOn-Boardnewclient*Attend onementorshipmeetingProactivelydraft email toclient andask to sendyourselfImpactMakerAttend anin personclientmeetingIndependentlyResearchProblem,document file &discuss withteamResolvea ClientNoticeSolelyfacilitateprocessingext. for yourclientsHelpanInternTakeNotes ona ClientCallCompleted aReturn withLittle/NoReviewNotesProactivelyassign workto PHI teammemberCreate aProposal &Participate inPricingDiscussionExtraMileAwardOffer upan ActionItem PostClient CallReceiveAppreciationor Feedbackfrom a ClientAchieveDAP Goals3 weeks ina rowHelp PHITeamMemberoutside of"our" timeAttenda ClientCallConnectw/RemoteTeam Memberyou don'tnormally workwithKnowledgeShare with aTeamMember whoneeds helpReach outto All TeamChat withAvailabilityAhead of theGame - beatmanager toschedulingout workTrain PHITeamMemberSchedule 1:1w/mgr &requestspecificfeedbackHave internalclient meetingw/mgr forbusy seasongame planAttend aProspectMeetingCreativeClientSolution/TaxSavings IdeaMVPMomentKnowledgeShare onTeam orPod CallAssist withprocessingfor yourclient*Pull your"List" forSpringProjectsAssist whensomeoneasks for helpin team chatOn-Boardnewclient*Attend onementorshipmeetingProactivelydraft email toclient andask to sendyourselfImpactMakerAttend anin personclientmeetingIndependentlyResearchProblem,document file &discuss withteamResolvea ClientNoticeSolelyfacilitateprocessingext. for yourclientsHelpanInternTakeNotes ona ClientCall

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