Assist withprocessingfor yourclient*Attenda clientcallAttend anin personclientmeetingCreativeClientSolution orTax SavingsIdeaCreate aproposal &participate inpricingdiscussionReachingout to AllTeam ChatwithAvailabilityKnowledgeshare with ateammember whoneeds helpProactivelydraft email fora client andask to sendyourselfInd. ResearchProblem,document file& disuss withteam.Knowledgeshare onteam orpod callOffer upan actionitem postclient callAssistingwhensomeoneasks for helpin team chatMVPMomentProactivelyassign workto PHI teammemberSolelyfacilitateprocessingext. for yourclientImpactMakerAttend onementorshipmeetingPull your"list" forSpringProjectsTakenotes ona clientcallHelp PHIteammemberoutside of"our" timeConnectw/remote TMyou don'tnormallywork w/ExtraMileAwardTrain PHIteammember ontopic they'restruggling w/achieve yourDAP goals 3weeks in arowSchedule 1:1w/manager& requestspecificfeedbackReceiveappreciationor feedbackfrom a clientAhead of theGame - beatmanager toschedulingout workOn boardnewclient*Have internalclient mtg.w/manager forbusy seasongame planattend aprospectmeetinghelp anintern Completeda return withlittle/noreview notesAssist withprocessingfor yourclient*Attenda clientcallAttend anin personclientmeetingCreativeClientSolution orTax SavingsIdeaCreate aproposal &participate inpricingdiscussionReachingout to AllTeam ChatwithAvailabilityKnowledgeshare with ateammember whoneeds helpProactivelydraft email fora client andask to sendyourselfInd. ResearchProblem,document file& disuss withteam.Knowledgeshare onteam orpod callOffer upan actionitem postclient callAssistingwhensomeoneasks for helpin team chatMVPMomentProactivelyassign workto PHI teammemberSolelyfacilitateprocessingext. for yourclientImpactMakerAttend onementorshipmeetingPull your"list" forSpringProjectsTakenotes ona clientcallHelp PHIteammemberoutside of"our" timeConnectw/remote TMyou don'tnormallywork w/ExtraMileAwardTrain PHIteammember ontopic they'restruggling w/achieve yourDAP goals 3weeks in arowSchedule 1:1w/manager& requestspecificfeedbackReceiveappreciationor feedbackfrom a clientAhead of theGame - beatmanager toschedulingout workOn boardnewclient*Have internalclient mtg.w/manager forbusy seasongame planattend aprospectmeetinghelp anintern Completeda return withlittle/noreview notes

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