made acustomerhappy/laughFilled out aspotlight or360 reviewfor someoneon our teamTake allyourBreaks andLunchesUsed theHEATmethod tode-escalatea CustomerWore orused TTswagLeft alead asurveyLearnedsomethingnew (taxrelated)Showedclient the taxsummary orpreview my1040Posted afunny gifin theteam roomThe client saidtheir friend toldthem or theysaw it on tiktokresolved anissue thatwaspreventingefilingAssistedphone calllasted morethan 1 hourFound aresourcein ElevateReferenced/researchedusing IRSpubUsed acustomername morethan onceduring a callCustomeris drivingwhile tryingto do taxesLearned aninterestingfact abouta clientHeard a Dogon a call andasked aboutthe breedTook awalkoutsideReferencedtheweatherPulledandopened adiagnosticTalked tosomeone inthe samestate as youDiscussedAuditDefensewith a ClientCompletedan ExpertReviewmade acustomerhappy/laughFilled out aspotlight or360 reviewfor someoneon our teamTake allyourBreaks andLunchesUsed theHEATmethod tode-escalatea CustomerWore orused TTswagLeft alead asurveyLearnedsomethingnew (taxrelated)Showedclient the taxsummary orpreview my1040Posted afunny gifin theteam roomThe client saidtheir friend toldthem or theysaw it on tiktokresolved anissue thatwaspreventingefilingAssistedphone calllasted morethan 1 hourFound aresourcein ElevateReferenced/researchedusing IRSpubUsed acustomername morethan onceduring a callCustomeris drivingwhile tryingto do taxesLearned aninterestingfact abouta clientHeard a Dogon a call andasked aboutthe breedTook awalkoutsideReferencedtheweatherPulledandopened adiagnosticTalked tosomeone inthe samestate as youDiscussedAuditDefensewith a ClientCompletedan ExpertReview

Team Geilhufe - 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. made a customer happy/laugh
  2. Filled out a spotlight or 360 review for someone on our team
  3. Take all your Breaks and Lunches
  4. Used the HEAT method to de-escalate a Customer
  5. Wore or used TT swag
  6. Left a lead a survey
  7. Learned something new (tax related)
  8. Showed client the tax summary or preview my 1040
  9. Posted a funny gif in the team room
  10. The client said their friend told them or they saw it on tik tok
  11. resolved an issue that was preventing efiling
  12. Assisted phone call lasted more than 1 hour
  13. Found a resource in Elevate
  14. Referenced/ researched using IRS pub
  15. Used a customer name more than once during a call
  16. Customer is driving while trying to do taxes
  17. Learned an interesting fact about a client
  18. Heard a Dog on a call and asked about the breed
  19. Took a walk outside
  20. Referenced the weather
  21. Pulled and opened a diagnostic
  22. Talked to someone in the same state as you
  23. Discussed Audit Defense with a Client
  24. Completed an Expert Review