Completed aReturn withLittle/NoReviewNotesAchieveDAP Goals3 weeks ina rowAhead of theGame - beatmanager toschedulingout workHelpanInternOffer upan ActionItem PostClient CallSchedule 1:1w/mgr &requestspecificfeedbackImpactMakerOn-Boardnewclient*ExtraMileAwardResolvea ClientNoticeAssist whensomeoneasks for helpin team chatProactivelyassign workto PHI teammemberAttend anin personclientmeetingHelp PHITeamMemberoutside of"our" timeAttenda ClientCallReach outto All TeamChat withAvailabilityPull your"List" forSpringProjectsAssist withprocessingfor yourclient*KnowledgeShare onTeam orPod CallTakeNotes ona ClientCallProactivelydraft email toclient andask to sendyourselfReceiveAppreciationor Feedbackfrom a ClientIndependentlyResearchProblem,document file &discuss withteamTrain PHITeamMemberCreate aProposal &Participate inPricingDiscussionKnowledgeShare with aTeamMember whoneeds helpAttend onementorshipmeetingHave internalclient meetingw/mgr forbusy seasongame planConnectw/RemoteTeam Memberyou don'tnormally workwithCreativeClientSolution/TaxSavings IdeaMVPMomentAttend aProspectMeetingSolelyfacilitateprocessingext. for yourclientsCompleted aReturn withLittle/NoReviewNotesAchieveDAP Goals3 weeks ina rowAhead of theGame - beatmanager toschedulingout workHelpanInternOffer upan ActionItem PostClient CallSchedule 1:1w/mgr &requestspecificfeedbackImpactMakerOn-Boardnewclient*ExtraMileAwardResolvea ClientNoticeAssist whensomeoneasks for helpin team chatProactivelyassign workto PHI teammemberAttend anin personclientmeetingHelp PHITeamMemberoutside of"our" timeAttenda ClientCallReach outto All TeamChat withAvailabilityPull your"List" forSpringProjectsAssist withprocessingfor yourclient*KnowledgeShare onTeam orPod CallTakeNotes ona ClientCallProactivelydraft email toclient andask to sendyourselfReceiveAppreciationor Feedbackfrom a ClientIndependentlyResearchProblem,document file &discuss withteamTrain PHITeamMemberCreate aProposal &Participate inPricingDiscussionKnowledgeShare with aTeamMember whoneeds helpAttend onementorshipmeetingHave internalclient meetingw/mgr forbusy seasongame planConnectw/RemoteTeam Memberyou don'tnormally workwithCreativeClientSolution/TaxSavings IdeaMVPMomentAttend aProspectMeetingSolelyfacilitateprocessingext. for yourclients

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. Achieve DAP Goals 3 weeks in a row
  3. Ahead of the Game - beat manager to scheduling out work
  4. Help an Intern
  5. Offer up an Action Item Post Client Call
  6. Schedule 1:1 w/mgr & request specific feedback
  7. Impact Maker
  8. On-Board new client*
  9. Extra Mile Award
  10. Resolve a Client Notice
  11. Assist when someone asks for help in team chat
  12. Proactively assign work to PHI team member
  13. Attend an in person client meeting
  14. Help PHI Team Member outside of "our" time
  15. Attend a Client Call
  16. Reach out to All Team Chat with Availability
  17. Pull your "List" for Spring Projects
  18. Assist with processing for your client*
  19. Knowledge Share on Team or Pod Call
  20. Take Notes on a Client Call
  21. Proactively draft email to client and ask to send yourself
  22. Receive Appreciation or Feedback from a Client
  23. Independently Research Problem, document file & discuss with team
  24. Train PHI Team Member
  25. Create a Proposal & Participate in Pricing Discussion
  26. Knowledge Share with a Team Member who needs help
  27. Attend one mentorship meeting
  28. Have internal client meeting w/mgr for busy season game plan
  29. Connect w/Remote Team Member you don't normally work with
  30. Creative Client Solution/Tax Savings Idea
  31. MVP Moment
  32. Attend a Prospect Meeting
  33. Solely facilitate processing ext. for your clients