Attenda clientcallSchedule 1:1w/manager& requestspecificfeedbackhelp anintern Create aproposal &participate inpricingdiscussionCompleteda return withlittle/noreview notesReceiveappreciationor feedbackfrom a clientOffer upan actionitem postclient callAhead of theGame - beatmanager toschedulingout workAttend anin personclientmeetingImpactMakerTrain PHIteammember ontopic they'restruggling w/attend aprospectmeetingProactivelydraft email fora client andask to sendyourselfHave internalclient mtg.w/manager forbusy seasongame planProactivelyassign workto PHI teammemberCreativeClientSolution orTax SavingsIdeaPull your"list" forSpringProjectsExtraMileAwardInd. ResearchProblem,document file& disuss withteam.achieve yourDAP goals 3weeks in arowReachingout to AllTeam ChatwithAvailabilityConnectw/remote TMyou don'tnormallywork w/Solelyfacilitateprocessingext. for yourclientKnowledgeshare onteam orpod callHelp PHIteammemberoutside of"our" timeAssistingwhensomeoneasks for helpin team chatAttend onementorshipmeetingOn boardnewclient*MVPMomentAssist withprocessingfor yourclient*Knowledgeshare with ateammember whoneeds helpTakenotes ona clientcallAttenda clientcallSchedule 1:1w/manager& requestspecificfeedbackhelp anintern Create aproposal &participate inpricingdiscussionCompleteda return withlittle/noreview notesReceiveappreciationor feedbackfrom a clientOffer upan actionitem postclient callAhead of theGame - beatmanager toschedulingout workAttend anin personclientmeetingImpactMakerTrain PHIteammember ontopic they'restruggling w/attend aprospectmeetingProactivelydraft email fora client andask to sendyourselfHave internalclient mtg.w/manager forbusy seasongame planProactivelyassign workto PHI teammemberCreativeClientSolution orTax SavingsIdeaPull your"list" forSpringProjectsExtraMileAwardInd. ResearchProblem,document file& disuss withteam.achieve yourDAP goals 3weeks in arowReachingout to AllTeam ChatwithAvailabilityConnectw/remote TMyou don'tnormallywork w/Solelyfacilitateprocessingext. for yourclientKnowledgeshare onteam orpod callHelp PHIteammemberoutside of"our" timeAssistingwhensomeoneasks for helpin team chatAttend onementorshipmeetingOn boardnewclient*MVPMomentAssist withprocessingfor yourclient*Knowledgeshare with ateammember whoneeds helpTakenotes 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. Attend a client call
  2. Schedule 1:1 w/manager & request specific feedback
  3. help an intern
  4. Create a proposal & participate in pricing discussion
  5. Completed a return with little/no review notes
  6. Receive appreciation or feedback from a client
  7. Offer up an action item post client call
  8. Ahead of the Game - beat manager to scheduling out work
  9. Attend an in person client meeting
  10. Impact Maker
  11. Train PHI team member on topic they're struggling w/
  12. attend a prospect meeting
  13. Proactively draft email for a client and ask to send yourself
  14. Have internal client mtg. w/manager for busy season game plan
  15. Proactively assign work to PHI team member
  16. Creative Client Solution or Tax Savings Idea
  17. Pull your "list" for Spring Projects
  18. Extra Mile Award
  19. Ind. Research Problem, document file & disuss with team.
  20. achieve your DAP goals 3 weeks in a row
  21. Reaching out to All Team Chat with Availability
  22. Connect w/remote TM you don't normally work w/
  23. Solely facilitate processing ext. for your client
  24. Knowledge share on team or pod call
  25. Help PHI team member outside of "our" time
  26. Assisting when someone asks for help in team chat
  27. Attend one mentorship meeting
  28. On board new client*
  29. MVP Moment
  30. Assist with processing for your client*
  31. Knowledge share with a team member who needs help
  32. Take notes on a client call