ExtraMileAwardTrain PHITeamMemberAttenda ClientCallCompleted aReturn withLittle/NoReviewNotesHelp PHITeamMemberoutside of"our" timeReach outto All TeamChat withAvailabilityConnectw/RemoteTeam Memberyou don'tnormally workwithHelpanInternPull your"List" forSpringProjectsAchieveDAP Goals3 weeks ina rowCreate aProposal &Participate inPricingDiscussionAssist withprocessingfor yourclient*Assist whensomeoneasks for helpin team chatKnowledgeShare with aTeamMember whoneeds helpAttend onementorshipmeetingOffer upan ActionItem PostClient CallHave internalclient meetingw/mgr forbusy seasongame planTakeNotes ona ClientCallResolvea ClientNoticeImpactMakerAttend aProspectMeetingProactivelydraft email toclient andask to sendyourselfProactivelyassign workto PHI teammemberKnowledgeShare onTeam orPod CallAhead of theGame - beatmanager toschedulingout workAttend anin personclientmeetingReceiveAppreciationor Feedbackfrom a ClientSolelyfacilitateprocessingext. for yourclientsOn-Boardnewclient*Schedule 1:1w/mgr &requestspecificfeedbackIndependentlyResearchProblem,document file &discuss withteamMVPMomentCreativeClientSolution/TaxSavings IdeaExtraMileAwardTrain PHITeamMemberAttenda ClientCallCompleted aReturn withLittle/NoReviewNotesHelp PHITeamMemberoutside of"our" timeReach outto All TeamChat withAvailabilityConnectw/RemoteTeam Memberyou don'tnormally workwithHelpanInternPull your"List" forSpringProjectsAchieveDAP Goals3 weeks ina rowCreate aProposal &Participate inPricingDiscussionAssist withprocessingfor yourclient*Assist whensomeoneasks for helpin team chatKnowledgeShare with aTeamMember whoneeds helpAttend onementorshipmeetingOffer upan ActionItem PostClient CallHave internalclient meetingw/mgr forbusy seasongame planTakeNotes ona ClientCallResolvea ClientNoticeImpactMakerAttend aProspectMeetingProactivelydraft email toclient andask to sendyourselfProactivelyassign workto PHI teammemberKnowledgeShare onTeam orPod CallAhead of theGame - beatmanager toschedulingout workAttend anin personclientmeetingReceiveAppreciationor Feedbackfrom a ClientSolelyfacilitateprocessingext. for yourclientsOn-Boardnewclient*Schedule 1:1w/mgr &requestspecificfeedbackIndependentlyResearchProblem,document file &discuss withteamMVPMomentCreativeClientSolution/TaxSavings Idea

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