Full weekwith noneedededitsFinish afinancial bythe 5th ofthe monthShare a clientsuccess storyon arecurringteam callHelpanInternReceiveAppreciationor Feedbackfrom a clientScheduleMy WeekShow KathyWattssomethingaboutKarbonAssist withprocessingfor yourclient*Attend anin personclientmeetingDo afinancial thatisn't yours tohelpHelp PHteammemberAssignWork inKarbonAssignemail inKarbonParticipate ina Softwaretraining for aclientLearnsomethingnewTaggingsomeonein anemailKnowledgeShare onTeam orPOD CallAttenda clientcallSchedule 1:1w/PA &requestspecificfeedbackFinish aFinancialby the 5thTakeNotes ona clientcallKnowledgeShare with aTeamMember whoneeds helpAssist whensomeoneasks for helpin team chatResolvea ClientissueCompleted aFinancialStatementwith noreview notesAssist witha newclientonboardingCompleted aFinancialStatementwith noreview notesPrep aFS thatisn't yoursSendJustin apotentialprospectFull weekwith noneedededitsFinish afinancial bythe 5th ofthe monthShare a clientsuccess storyon arecurringteam callHelpanInternReceiveAppreciationor Feedbackfrom a clientScheduleMy WeekShow KathyWattssomethingaboutKarbonAssist withprocessingfor yourclient*Attend anin personclientmeetingDo afinancial thatisn't yours tohelpHelp PHteammemberAssignWork inKarbonAssignemail inKarbonParticipate ina Softwaretraining for aclientLearnsomethingnewTaggingsomeonein anemailKnowledgeShare onTeam orPOD CallAttenda clientcallSchedule 1:1w/PA &requestspecificfeedbackFinish aFinancialby the 5thTakeNotes ona clientcallKnowledgeShare with aTeamMember whoneeds helpAssist whensomeoneasks for helpin team chatResolvea ClientissueCompleted aFinancialStatementwith noreview notesAssist witha newclientonboardingCompleted aFinancialStatementwith noreview notesPrep aFS thatisn't yoursSendJustin apotentialprospect

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