Create aProposal &Participate inPricingDiscussionAttend anin personclientmeetingTrain PHITeamMemberKnowledgeShare with aTeamMember whoneeds helpCreativeClientSolution/TaxSavings IdeaMVPMomentResolvea ClientNoticeAttenda ClientCallImpactMakerOffer upan ActionItem PostClient CallReach outto All TeamChat withAvailabilityKnowledgeShare onTeam orPod CallAssist whensomeoneasks for helpin team chatCompleted aReturn withLittle/NoReviewNotesConnectw/RemoteTeam Memberyou don'tnormally workwithProactivelydraft email toclient andask to sendyourselfSolelyfacilitateprocessingext. for yourclientsOn-Boardnewclient*IndependentlyResearchProblem,document file &discuss withteamAttend onementorshipmeetingHave internalclient meetingw/mgr forbusy seasongame planReceiveAppreciationor Feedbackfrom a ClientSchedule 1:1w/mgr &requestspecificfeedbackPull your"List" forSpringProjectsProactivelyassign workto PHI teammemberAhead of theGame - beatmanager toschedulingout workAssist withprocessingfor yourclient*Help PHITeamMemberoutside of"our" timeHelpanInternTakeNotes ona ClientCallAttend aProspectMeetingAchieveDAP Goals3 weeks ina rowExtraMileAwardCreate aProposal &Participate inPricingDiscussionAttend anin personclientmeetingTrain PHITeamMemberKnowledgeShare with aTeamMember whoneeds helpCreativeClientSolution/TaxSavings IdeaMVPMomentResolvea ClientNoticeAttenda ClientCallImpactMakerOffer upan ActionItem PostClient CallReach outto All TeamChat withAvailabilityKnowledgeShare onTeam orPod CallAssist whensomeoneasks for helpin team chatCompleted aReturn withLittle/NoReviewNotesConnectw/RemoteTeam Memberyou don'tnormally workwithProactivelydraft email toclient andask to sendyourselfSolelyfacilitateprocessingext. for yourclientsOn-Boardnewclient*IndependentlyResearchProblem,document file &discuss withteamAttend onementorshipmeetingHave internalclient meetingw/mgr forbusy seasongame planReceiveAppreciationor Feedbackfrom a ClientSchedule 1:1w/mgr &requestspecificfeedbackPull your"List" forSpringProjectsProactivelyassign workto PHI teammemberAhead of theGame - beatmanager toschedulingout workAssist withprocessingfor yourclient*Help PHITeamMemberoutside of"our" timeHelpanInternTakeNotes ona ClientCallAttend aProspectMeetingAchieveDAP Goals3 weeks ina rowExtraMileAward

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.


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