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