Completeda return withlittle/noreview notesachieve yourDAP goals 3weeks in arowHave internalclient mtg.w/manager forbusy seasongame planhelp anintern Train PHIteammember ontopic they'restruggling w/Help PHIteammemberoutside of"our" timeCreativeClientSolution orTax SavingsIdeaCreate aproposal &participate inpricingdiscussionKnowledgeshare with ateammember whoneeds helpSolelyfacilitateprocessingext. for yourclientAhead of theGame - beatmanager toschedulingout workImpactMakerExtraMileAwardAttenda clientcallReachingout to AllTeam ChatwithAvailabilityInd. ResearchProblem,document file& disuss withteam.Offer upan actionitem postclient callProactivelyassign workto PHI teammemberProactivelydraft email fora client andask to sendyourselfAttend onementorshipmeetingOn boardnewclient*Knowledgeshare onteam orpod callPull your"list" forSpringProjectsMVPMomentAssist withprocessingfor yourclient*Receiveappreciationor feedbackfrom a clientConnectw/remote TMyou don'tnormallywork w/Attend anin personclientmeetingSchedule 1:1w/manager& requestspecificfeedbackAssistingwhensomeoneasks for helpin team chatattend aprospectmeetingTakenotes ona clientcallCompleteda return withlittle/noreview notesachieve yourDAP goals 3weeks in arowHave internalclient mtg.w/manager forbusy seasongame planhelp anintern Train PHIteammember ontopic they'restruggling w/Help PHIteammemberoutside of"our" timeCreativeClientSolution orTax SavingsIdeaCreate aproposal &participate inpricingdiscussionKnowledgeshare with ateammember whoneeds helpSolelyfacilitateprocessingext. for yourclientAhead of theGame - beatmanager toschedulingout workImpactMakerExtraMileAwardAttenda clientcallReachingout to AllTeam ChatwithAvailabilityInd. ResearchProblem,document file& disuss withteam.Offer upan actionitem postclient callProactivelyassign workto PHI teammemberProactivelydraft email fora client andask to sendyourselfAttend onementorshipmeetingOn boardnewclient*Knowledgeshare onteam orpod callPull your"list" forSpringProjectsMVPMomentAssist withprocessingfor yourclient*Receiveappreciationor feedbackfrom a clientConnectw/remote TMyou don'tnormallywork w/Attend anin personclientmeetingSchedule 1:1w/manager& requestspecificfeedbackAssistingwhensomeoneasks for helpin team chatattend aprospectmeetingTakenotes ona clientcall

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. Completed a return with little/no review notes
  2. achieve your DAP goals 3 weeks in a row
  3. Have internal client mtg. w/manager for busy season game plan
  4. help an intern
  5. Train PHI team member on topic they're struggling w/
  6. Help PHI team member outside of "our" time
  7. Creative Client Solution or Tax Savings Idea
  8. Create a proposal & participate in pricing discussion
  9. Knowledge share with a team member who needs help
  10. Solely facilitate processing ext. for your client
  11. Ahead of the Game - beat manager to scheduling out work
  12. Impact Maker
  13. Extra Mile Award
  14. Attend a client call
  15. Reaching out to All Team Chat with Availability
  16. Ind. Research Problem, document file & disuss with team.
  17. Offer up an action item post client call
  18. Proactively assign work to PHI team member
  19. Proactively draft email for a client and ask to send yourself
  20. Attend one mentorship meeting
  21. On board new client*
  22. Knowledge share on team or pod call
  23. Pull your "list" for Spring Projects
  24. MVP Moment
  25. Assist with processing for your client*
  26. Receive appreciation or feedback from a client
  27. Connect w/remote TM you don't normally work w/
  28. Attend an in person client meeting
  29. Schedule 1:1 w/manager & request specific feedback
  30. Assisting when someone asks for help in team chat
  31. attend a prospect meeting
  32. Take notes on a client call