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