HelpanInternSendJustin apotentialprospectFull weekwith noneedededitsAttenda clientcallSchedule 1:1w/PA &requestspecificfeedbackAssignemail inKarbonAttend anin personclientmeetingFinish aFinancialby the 5thLearnsomethingnewTakeNotes ona clientcallResolvea ClientissueAssist whensomeoneasks for helpin team chatHelp PHteammemberScheduleMy WeekShare a clientsuccess storyon arecurringteam callTaggingsomeonein anemailShow KathyWattssomethingaboutKarbonKnowledgeShare with aTeamMember whoneeds helpDo afinancial thatisn't yours tohelpPrep aFS thatisn't yoursCompleted aFinancialStatementwith noreview notesParticipate ina Softwaretraining for aclientFinish afinancial bythe 5th ofthe monthAssist witha newclientonboardingCompleted aFinancialStatementwith noreview notesAssist withprocessingfor yourclient*AssignWork inKarbonReceiveAppreciationor Feedbackfrom a clientKnowledgeShare onTeam orPOD CallHelpanInternSendJustin apotentialprospectFull weekwith noneedededitsAttenda clientcallSchedule 1:1w/PA &requestspecificfeedbackAssignemail inKarbonAttend anin personclientmeetingFinish aFinancialby the 5thLearnsomethingnewTakeNotes ona clientcallResolvea ClientissueAssist whensomeoneasks for helpin team chatHelp PHteammemberScheduleMy WeekShare a clientsuccess storyon arecurringteam callTaggingsomeonein anemailShow KathyWattssomethingaboutKarbonKnowledgeShare with aTeamMember whoneeds helpDo afinancial thatisn't yours tohelpPrep aFS thatisn't yoursCompleted aFinancialStatementwith noreview notesParticipate ina Softwaretraining for aclientFinish afinancial bythe 5th ofthe monthAssist witha newclientonboardingCompleted aFinancialStatementwith noreview notesAssist withprocessingfor yourclient*AssignWork inKarbonReceiveAppreciationor Feedbackfrom a clientKnowledgeShare onTeam orPOD Call

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