IndependentlyResearchProblem,document file &discuss withteamImpactMakerAttenda ClientCallTakeNotes ona ClientCallHave internalclient meetingw/mgr forbusy seasongame planMVPMomentKnowledgeShare with aTeamMember whoneeds helpKnowledgeShare onTeam orPod CallAchieveDAP Goals3 weeks ina rowAttend aProspectMeetingAttend anin personclientmeetingSolelyfacilitateprocessingext. for yourclientsSchedule 1:1w/mgr &requestspecificfeedbackCreate aProposal &Participate inPricingDiscussionHelp PHITeamMemberoutside of"our" timeHelpanInternCompleted aReturn withLittle/NoReviewNotesAttend onementorshipmeetingAssist withprocessingfor yourclient*Proactivelyassign workto PHI teammemberReceiveAppreciationor Feedbackfrom a ClientAhead of theGame - beatmanager toschedulingout workTrain PHITeamMemberExtraMileAwardConnectw/RemoteTeam Memberyou don'tnormally workwithOn-Boardnewclient*Pull your"List" forSpringProjectsOffer upan ActionItem PostClient CallProactivelydraft email toclient andask to sendyourselfResolvea ClientNoticeCreativeClientSolution/TaxSavings IdeaReach outto All TeamChat withAvailabilityAssist whensomeoneasks for helpin team chatIndependentlyResearchProblem,document file &discuss withteamImpactMakerAttenda ClientCallTakeNotes ona ClientCallHave internalclient meetingw/mgr forbusy seasongame planMVPMomentKnowledgeShare with aTeamMember whoneeds helpKnowledgeShare onTeam orPod CallAchieveDAP Goals3 weeks ina rowAttend aProspectMeetingAttend anin personclientmeetingSolelyfacilitateprocessingext. for yourclientsSchedule 1:1w/mgr &requestspecificfeedbackCreate aProposal &Participate inPricingDiscussionHelp PHITeamMemberoutside of"our" timeHelpanInternCompleted aReturn withLittle/NoReviewNotesAttend onementorshipmeetingAssist withprocessingfor yourclient*Proactivelyassign workto PHI teammemberReceiveAppreciationor Feedbackfrom a ClientAhead of theGame - beatmanager toschedulingout workTrain PHITeamMemberExtraMileAwardConnectw/RemoteTeam Memberyou don'tnormally workwithOn-Boardnewclient*Pull your"List" forSpringProjectsOffer upan ActionItem PostClient CallProactivelydraft email toclient andask to sendyourselfResolvea ClientNoticeCreativeClientSolution/TaxSavings IdeaReach outto All TeamChat withAvailabilityAssist whensomeoneasks for helpin team chat

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