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