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