(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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Check your voicemail
Guide someone who got an IRS letter
Help 1 client make a MyJH account
Collect a PYD
Get 5 returns off hold
Get 1 referral from an existing client
Make 50 phone calls in a week
Attach a WFG on an ETR
Help someone who hasn’t filed in years
Have 5 people call back from a voicemail you left
Make 10 phone calls in a single day
Answer someones question in the tax questions slack channel
Leave at least 20 voicemails by the end of the week
Help a customer who was nervous or upset about their taxes
Attend the 10 at 10
Book at least 8 appointments in one week
Explain why a refund is lower than expected to at least 3 callers
Convert a hesitant caller into an appointment
Vaccum your office
Help a client retrieve an IP PIN
Get named in a google review
Fix a reject
Complete a full day with no missed appointments
Answer a tax question that you’ve never been asked before