ReceiveAppreciationor Feedbackfrom a ClientAttend aProspectMeetingKnowledgeShare with aTeamMember whoneeds helpTrain PHITeamMemberHave internalclient meetingw/mgr forbusy seasongame planMVPMomentAssist withprocessingfor yourclient*TakeNotes ona ClientCallCompleted aReturn withLittle/NoReviewNotesKnowledgeShare onTeam orPod CallExtraMileAwardOn-Boardnewclient*Assist whensomeoneasks for helpin team chatProactivelydraft email toclient andask to sendyourselfCreate aProposal &Participate inPricingDiscussionAttend anin personclientmeetingResolvea ClientNoticeIndependentlyResearchProblem,document file &discuss withteamSchedule 1:1w/mgr &requestspecificfeedbackHelp PHITeamMemberoutside of"our" timeAchieveDAP Goals3 weeks ina rowSolelyfacilitateprocessingext. for yourclientsHelpanInternProactivelyassign workto PHI teammemberAttend onementorshipmeetingOffer upan ActionItem PostClient CallConnectw/RemoteTeam Memberyou don'tnormally workwithPull your"List" forSpringProjectsCreativeClientSolution/TaxSavings IdeaAttenda ClientCallReach outto All TeamChat withAvailabilityAhead of theGame - beatmanager toschedulingout workImpactMakerReceiveAppreciationor Feedbackfrom a ClientAttend aProspectMeetingKnowledgeShare with aTeamMember whoneeds helpTrain PHITeamMemberHave internalclient meetingw/mgr forbusy seasongame planMVPMomentAssist withprocessingfor yourclient*TakeNotes ona ClientCallCompleted aReturn withLittle/NoReviewNotesKnowledgeShare onTeam orPod CallExtraMileAwardOn-Boardnewclient*Assist whensomeoneasks for helpin team chatProactivelydraft email toclient andask to sendyourselfCreate aProposal &Participate inPricingDiscussionAttend anin personclientmeetingResolvea ClientNoticeIndependentlyResearchProblem,document file &discuss withteamSchedule 1:1w/mgr &requestspecificfeedbackHelp PHITeamMemberoutside of"our" timeAchieveDAP Goals3 weeks ina rowSolelyfacilitateprocessingext. for yourclientsHelpanInternProactivelyassign workto PHI teammemberAttend onementorshipmeetingOffer upan ActionItem PostClient CallConnectw/RemoteTeam Memberyou don'tnormally workwithPull your"List" forSpringProjectsCreativeClientSolution/TaxSavings IdeaAttenda ClientCallReach outto All TeamChat withAvailabilityAhead of theGame - beatmanager toschedulingout workImpactMaker

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