KnowledgeShare with aTeamMember whoneeds helpFinish afinancial bythe 5th ofthe monthHelp PHteammemberShare a clientsuccess storyon arecurringteam callParticipate ina Softwaretraining for aclientAssist withprocessingfor yourclient*ScheduleMy WeekAssist whensomeoneasks for helpin team chatAssignWork inKarbonTakeNotes ona clientcallShow KathyWattssomethingaboutKarbonAssignemail inKarbonAssist witha newclientonboardingTaggingsomeonein anemailReceiveAppreciationor Feedbackfrom a clientAttend anin personclientmeetingResolvea ClientissueCompleted aFinancialStatementwith noreview notesHelpanInternSendJustin apotentialprospectKnowledgeShare onTeam orPOD CallLearnsomethingnewSchedule 1:1w/PA &requestspecificfeedbackDo afinancial thatisn't yours tohelpFinish aFinancialby the 5thCompleted aFinancialStatementwith noreview notesFull weekwith noneedededitsPrep aFS thatisn't yoursAttenda clientcallKnowledgeShare with aTeamMember whoneeds helpFinish afinancial bythe 5th ofthe monthHelp PHteammemberShare a clientsuccess storyon arecurringteam callParticipate ina Softwaretraining for aclientAssist withprocessingfor yourclient*ScheduleMy WeekAssist whensomeoneasks for helpin team chatAssignWork inKarbonTakeNotes ona clientcallShow KathyWattssomethingaboutKarbonAssignemail inKarbonAssist witha newclientonboardingTaggingsomeonein anemailReceiveAppreciationor Feedbackfrom a clientAttend anin personclientmeetingResolvea ClientissueCompleted aFinancialStatementwith noreview notesHelpanInternSendJustin apotentialprospectKnowledgeShare onTeam orPOD CallLearnsomethingnewSchedule 1:1w/PA &requestspecificfeedbackDo afinancial thatisn't yours tohelpFinish aFinancialby the 5thCompleted aFinancialStatementwith noreview notesFull weekwith noneedededitsPrep aFS thatisn't yoursAttenda clientcall

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