Proactivelydraft email toclient andask to sendyourselfAchieveDAP Goals3 weeks ina rowOffer upan ActionItem PostClient CallCreate aProposal &Participate inPricingDiscussionHave internalclient meetingw/mgr forbusy seasongame planCompleted aReturn withLittle/NoReviewNotesProactivelyassign workto PHI teammemberAssist withprocessingfor yourclient*Connectw/RemoteTeam Memberyou don'tnormally workwithAssist whensomeoneasks for helpin team chatIndependentlyResearchProblem,document file &discuss withteamReceiveAppreciationor Feedbackfrom a ClientAttend anin personclientmeetingTrain PHITeamMemberPull your"List" forSpringProjectsSolelyfacilitateprocessingext. for yourclientsAttend aProspectMeetingAttenda ClientCallImpactMakerKnowledgeShare onTeam orPod CallExtraMileAwardKnowledgeShare with aTeamMember whoneeds helpReach outto All TeamChat withAvailabilityHelp PHITeamMemberoutside of"our" timeHelpanInternTakeNotes ona ClientCallAhead of theGame - beatmanager toschedulingout workCreativeClientSolution/TaxSavings IdeaMVPMomentSchedule 1:1w/mgr &requestspecificfeedbackAttend onementorshipmeetingResolvea ClientNoticeOn-Boardnewclient*Proactivelydraft email toclient andask to sendyourselfAchieveDAP Goals3 weeks ina rowOffer upan ActionItem PostClient CallCreate aProposal &Participate inPricingDiscussionHave internalclient meetingw/mgr forbusy seasongame planCompleted aReturn withLittle/NoReviewNotesProactivelyassign workto PHI teammemberAssist withprocessingfor yourclient*Connectw/RemoteTeam Memberyou don'tnormally workwithAssist whensomeoneasks for helpin team chatIndependentlyResearchProblem,document file &discuss withteamReceiveAppreciationor Feedbackfrom a ClientAttend anin personclientmeetingTrain PHITeamMemberPull your"List" forSpringProjectsSolelyfacilitateprocessingext. for yourclientsAttend aProspectMeetingAttenda ClientCallImpactMakerKnowledgeShare onTeam orPod CallExtraMileAwardKnowledgeShare with aTeamMember whoneeds helpReach outto All TeamChat withAvailabilityHelp PHITeamMemberoutside of"our" timeHelpanInternTakeNotes ona ClientCallAhead of theGame - beatmanager toschedulingout workCreativeClientSolution/TaxSavings IdeaMVPMomentSchedule 1:1w/mgr &requestspecificfeedbackAttend onementorshipmeetingResolvea ClientNoticeOn-Boardnewclient*

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