ScheduleMy WeekAssist withprocessingfor yourclient*Assist witha newclientonboardingDo afinancial thatisn't yours tohelpCompleted aFinancialStatementwith noreview notesSendJustin apotentialprospectTakeNotes ona clientcallAttenda clientcallCompleted aFinancialStatementwith noreview notesHelpanInternFull weekwith noneedededitsAssist whensomeoneasks for helpin team chatKnowledgeShare onTeam orPOD CallAssignemail inKarbonFinish aFinancialby the 5thAssignWork inKarbonTaggingsomeonein anemailParticipate ina Softwaretraining for aclientFinish afinancial bythe 5th ofthe monthShare a clientsuccess storyon arecurringteam callReceiveAppreciationor Feedbackfrom a clientResolvea ClientissueShow KathyWattssomethingaboutKarbonPrep aFS thatisn't yoursLearnsomethingnewKnowledgeShare with aTeamMember whoneeds helpSchedule 1:1w/PA &requestspecificfeedbackAttend anin personclientmeetingHelp PHteammemberScheduleMy WeekAssist withprocessingfor yourclient*Assist witha newclientonboardingDo afinancial thatisn't yours tohelpCompleted aFinancialStatementwith noreview notesSendJustin apotentialprospectTakeNotes ona clientcallAttenda clientcallCompleted aFinancialStatementwith noreview notesHelpanInternFull weekwith noneedededitsAssist whensomeoneasks for helpin team chatKnowledgeShare onTeam orPOD CallAssignemail inKarbonFinish aFinancialby the 5thAssignWork inKarbonTaggingsomeonein anemailParticipate ina Softwaretraining for aclientFinish afinancial bythe 5th ofthe monthShare a clientsuccess storyon arecurringteam callReceiveAppreciationor Feedbackfrom a clientResolvea ClientissueShow KathyWattssomethingaboutKarbonPrep aFS thatisn't yoursLearnsomethingnewKnowledgeShare with aTeamMember whoneeds helpSchedule 1:1w/PA &requestspecificfeedbackAttend anin personclientmeetingHelp PHteammember

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