(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 Client Call
Knowledge Share with a Team Member who needs help
Create a Proposal & Participate in Pricing Discussion
Take Notes on a Client Call
Offer up an Action Item Post Client Call
Attend one mentorship meeting
Solely facilitate processing ext. for your clients
Help an Intern
Reach out to All Team Chat with Availability
Independently Research Problem, document file & discuss with team
Resolve a Client Notice
Help PHI Team Member outside of "our" time
Extra Mile Award
Schedule 1:1 w/mgr & request specific feedback
Assist when someone asks for help in team chat
Ahead of the Game - beat manager to scheduling out work
Train PHI Team Member
Proactively assign work to PHI team member
Knowledge Share on Team or Pod Call
Assist with processing for your client*
Attend a Prospect Meeting
Receive Appreciation or Feedback from a Client
MVP Moment
Creative Client Solution/Tax Savings Idea
Pull your "List" for Spring Projects
Attend an in person client meeting
Connect w/Remote Team Member you don't normally work with
Impact Maker
Proactively draft email to client and ask to send yourself
Achieve DAP Goals 3 weeks in a row
Have internal client meeting w/mgr for busy season game plan
