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