CreativeClientSolution orTax SavingsIdeaMVPMomentCreate aproposal &participate inpricingdiscussionachieve yourDAP goals 3weeks in arowReachingout to AllTeam ChatwithAvailabilitySolelyfacilitateprocessingext. for yourclientAttenda clientcallConnectw/remote TMyou don'tnormallywork w/Offer upan actionitem postclient callAttend anin personclientmeetingAttend onementorshipmeetingattend aprospectmeetingTrain PHIteammember ontopic they'restruggling w/Completeda return withlittle/noreview notesOn boardnewclient*help anintern Pull your"list" forSpringProjectsAssistingwhensomeoneasks for helpin team chatHelp PHIteammemberoutside of"our" timeHave internalclient mtg.w/manager forbusy seasongame planExtraMileAwardImpactMakerInd. ResearchProblem,document file& disuss withteam.Ahead of theGame - beatmanager toschedulingout workReceiveappreciationor feedbackfrom a clientSchedule 1:1w/manager& requestspecificfeedbackAssist withprocessingfor yourclient*Takenotes ona clientcallProactivelydraft email fora client andask to sendyourselfKnowledgeshare onteam orpod callProactivelyassign workto PHI teammemberKnowledgeshare with ateammember whoneeds helpCreativeClientSolution orTax SavingsIdeaMVPMomentCreate aproposal &participate inpricingdiscussionachieve yourDAP goals 3weeks in arowReachingout to AllTeam ChatwithAvailabilitySolelyfacilitateprocessingext. for yourclientAttenda clientcallConnectw/remote TMyou don'tnormallywork w/Offer upan actionitem postclient callAttend anin personclientmeetingAttend onementorshipmeetingattend aprospectmeetingTrain PHIteammember ontopic they'restruggling w/Completeda return withlittle/noreview notesOn boardnewclient*help anintern Pull your"list" forSpringProjectsAssistingwhensomeoneasks for helpin team chatHelp PHIteammemberoutside of"our" timeHave internalclient mtg.w/manager forbusy seasongame planExtraMileAwardImpactMakerInd. ResearchProblem,document file& disuss withteam.Ahead of theGame - beatmanager toschedulingout workReceiveappreciationor feedbackfrom a clientSchedule 1:1w/manager& requestspecificfeedbackAssist withprocessingfor yourclient*Takenotes ona clientcallProactivelydraft email fora client andask to sendyourselfKnowledgeshare onteam orpod callProactivelyassign workto PHI teammemberKnowledgeshare with ateammember whoneeds help

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