AssignWork inKarbonAssist withprocessingfor yourclient*TakeNotes ona clientcallSendJustin apotentialprospectTaggingsomeonein anemailReceiveAppreciationor Feedbackfrom a clientFull weekwith noneedededitsCompleted aFinancialStatementwith noreview notesDo afinancial thatisn't yours tohelpPrep aFS thatisn't yoursHelpanInternAttend anin personclientmeetingHelp PHteammemberFinish afinancial bythe 5th ofthe monthAssist whensomeoneasks for helpin team chatScheduleMy WeekLearnsomethingnewFinish aFinancialby the 5thAttenda clientcallAssist witha newclientonboardingAssignemail inKarbonKnowledgeShare onTeam orPOD CallShare a clientsuccess storyon arecurringteam callShow KathyWattssomethingaboutKarbonCompleted aFinancialStatementwith noreview notesKnowledgeShare with aTeamMember whoneeds helpResolvea ClientissueSchedule 1:1w/PA &requestspecificfeedbackParticipate ina Softwaretraining for aclientAssignWork inKarbonAssist withprocessingfor yourclient*TakeNotes ona clientcallSendJustin apotentialprospectTaggingsomeonein anemailReceiveAppreciationor Feedbackfrom a clientFull weekwith noneedededitsCompleted aFinancialStatementwith noreview notesDo afinancial thatisn't yours tohelpPrep aFS thatisn't yoursHelpanInternAttend anin personclientmeetingHelp PHteammemberFinish afinancial bythe 5th ofthe monthAssist whensomeoneasks for helpin team chatScheduleMy WeekLearnsomethingnewFinish aFinancialby the 5thAttenda clientcallAssist witha newclientonboardingAssignemail inKarbonKnowledgeShare onTeam orPOD CallShare a clientsuccess storyon arecurringteam callShow KathyWattssomethingaboutKarbonCompleted aFinancialStatementwith noreview notesKnowledgeShare with aTeamMember whoneeds helpResolvea ClientissueSchedule 1:1w/PA &requestspecificfeedbackParticipate ina Softwaretraining for aclient

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