KnowledgeShare onTeam orPOD CallFinish aFinancialby the 5thShare a clientsuccess storyon arecurringteam callAttenda clientcallHelpanInternReceiveAppreciationor Feedbackfrom a clientCompleted aFinancialStatementwith noreview notesAttend anin personclientmeetingTakeNotes ona clientcallShow KathyWattssomethingaboutKarbonFull weekwith noneedededitsParticipate ina Softwaretraining for aclientAssist whensomeoneasks for helpin team chatAssignWork inKarbonTaggingsomeonein anemailAssist witha newclientonboardingCompleted aFinancialStatementwith noreview notesPrep aFS thatisn't yoursAssignemail inKarbonResolvea ClientissueSendJustin apotentialprospectKnowledgeShare with aTeamMember whoneeds helpHelp PHteammemberDo afinancial thatisn't yours tohelpSchedule 1:1w/PA &requestspecificfeedbackScheduleMy WeekAssist withprocessingfor yourclient*LearnsomethingnewFinish afinancial bythe 5th ofthe monthKnowledgeShare onTeam orPOD CallFinish aFinancialby the 5thShare a clientsuccess storyon arecurringteam callAttenda clientcallHelpanInternReceiveAppreciationor Feedbackfrom a clientCompleted aFinancialStatementwith noreview notesAttend anin personclientmeetingTakeNotes ona clientcallShow KathyWattssomethingaboutKarbonFull weekwith noneedededitsParticipate ina Softwaretraining for aclientAssist whensomeoneasks for helpin team chatAssignWork inKarbonTaggingsomeonein anemailAssist witha newclientonboardingCompleted aFinancialStatementwith noreview notesPrep aFS thatisn't yoursAssignemail inKarbonResolvea ClientissueSendJustin apotentialprospectKnowledgeShare with aTeamMember whoneeds helpHelp PHteammemberDo afinancial thatisn't yours tohelpSchedule 1:1w/PA &requestspecificfeedbackScheduleMy WeekAssist withprocessingfor yourclient*LearnsomethingnewFinish afinancial bythe 5th ofthe month

HORNE - PMM-FS - 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. Knowledge Share on Team or POD Call
  2. Finish a Financial by the 5th
  3. Share a client success story on a recurring team call
  4. Attend a client call
  5. Help an Intern
  6. Receive Appreciation or Feedback from a client
  7. Completed a Financial Statement with no review notes
  8. Attend an in person client meeting
  9. Take Notes on a client call
  10. Show Kathy Watts something about Karbon
  11. Full week with no needed edits
  12. Participate in a Software training for a client
  13. Assist when someone asks for help in team chat
  14. Assign Work in Karbon
  15. Tagging someone in an email
  16. Assist with a new client onboarding
  17. Completed a Financial Statement with no review notes
  18. Prep a FS that isn't yours
  19. Assign email in Karbon
  20. Resolve a Client issue
  21. Send Justin a potential prospect
  22. Knowledge Share with a Team Member who needs help
  23. Help PH team member
  24. Do a financial that isn't yours to help
  25. Schedule 1:1 w/PA & request specific feedback
  26. Schedule My Week
  27. Assist with processing for your client*
  28. Learn something new
  29. Finish a financial by the 5th of the month