Help PHteammemberSendJustin apotentialprospectTakeNotes ona clientcallParticipate ina Softwaretraining for aclientCompleted aFinancialStatementwith noreview notesShare a clientsuccess storyon arecurringteam callAssist whensomeoneasks for helpin team chatFinish aFinancialby the 5thPrep aFS thatisn't yoursReceiveAppreciationor Feedbackfrom a clientLearnsomethingnewHelpanInternDo afinancial thatisn't yours tohelpAssist withprocessingfor yourclient*Assist witha newclientonboardingResolvea ClientissueSchedule 1:1w/PA &requestspecificfeedbackAssignemail inKarbonFull weekwith noneedededitsKnowledgeShare onTeam orPOD CallShow KathyWattssomethingaboutKarbonAttend anin personclientmeetingAssignWork inKarbonFinish afinancial bythe 5th ofthe monthKnowledgeShare with aTeamMember whoneeds helpCompleted aFinancialStatementwith noreview notesScheduleMy WeekAttenda clientcallTaggingsomeonein anemailHelp PHteammemberSendJustin apotentialprospectTakeNotes ona clientcallParticipate ina Softwaretraining for aclientCompleted aFinancialStatementwith noreview notesShare a clientsuccess storyon arecurringteam callAssist whensomeoneasks for helpin team chatFinish aFinancialby the 5thPrep aFS thatisn't yoursReceiveAppreciationor Feedbackfrom a clientLearnsomethingnewHelpanInternDo afinancial thatisn't yours tohelpAssist withprocessingfor yourclient*Assist witha newclientonboardingResolvea ClientissueSchedule 1:1w/PA &requestspecificfeedbackAssignemail inKarbonFull weekwith noneedededitsKnowledgeShare onTeam orPOD CallShow KathyWattssomethingaboutKarbonAttend anin personclientmeetingAssignWork inKarbonFinish afinancial bythe 5th ofthe monthKnowledgeShare with aTeamMember whoneeds helpCompleted aFinancialStatementwith noreview notesScheduleMy WeekAttenda clientcallTaggingsomeonein anemail

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