KnowledgeShare with aTeamMember whoneeds helpTaggingsomeonein anemailAttenda clientcallPrep aFS thatisn't yoursScheduleMy WeekDo afinancial thatisn't yours tohelpAssist withprocessingfor yourclient*SendJustin apotentialprospectShare a clientsuccess storyon arecurringteam callParticipate ina Softwaretraining for aclientReceiveAppreciationor Feedbackfrom a clientHelp PHteammemberFinish aFinancialby the 5thAssignemail inKarbonFinish afinancial bythe 5th ofthe monthFull weekwith noneedededitsCompleted aFinancialStatementwith noreview notesCompleted aFinancialStatementwith noreview notesShow KathyWattssomethingaboutKarbonKnowledgeShare onTeam orPOD CallSchedule 1:1w/PA &requestspecificfeedbackLearnsomethingnewTakeNotes ona clientcallAttend anin personclientmeetingAssist whensomeoneasks for helpin team chatAssist witha newclientonboardingAssignWork inKarbonResolvea ClientissueHelpanInternKnowledgeShare with aTeamMember whoneeds helpTaggingsomeonein anemailAttenda clientcallPrep aFS thatisn't yoursScheduleMy WeekDo afinancial thatisn't yours tohelpAssist withprocessingfor yourclient*SendJustin apotentialprospectShare a clientsuccess storyon arecurringteam callParticipate ina Softwaretraining for aclientReceiveAppreciationor Feedbackfrom a clientHelp PHteammemberFinish aFinancialby the 5thAssignemail inKarbonFinish afinancial bythe 5th ofthe monthFull weekwith noneedededitsCompleted aFinancialStatementwith noreview notesCompleted aFinancialStatementwith noreview notesShow KathyWattssomethingaboutKarbonKnowledgeShare onTeam orPOD CallSchedule 1:1w/PA &requestspecificfeedbackLearnsomethingnewTakeNotes ona clientcallAttend anin personclientmeetingAssist whensomeoneasks for helpin team chatAssist witha newclientonboardingAssignWork inKarbonResolvea ClientissueHelpanIntern

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