Completedan ExpertReviewShowedclient the taxsummary orpreview my1040Filled out aspotlight or360 reviewfor someoneon our teamUsed acustomername morethan onceduring a callLearnedsomethingnew (taxrelated)Pulledandopened adiagnosticReferenced/researchedusing IRSpubDiscussedAuditDefensewith a ClientAssistedphone calllasted morethan 1 hourUsed theHEATmethod tode-escalatea CustomerCustomeris drivingwhile tryingto do taxesPosted afunny gifin theteam roomresolved anissue thatwaspreventingefilingTake allyourBreaks andLunchesThe client saidtheir friend toldthem or theysaw it on tiktokHeard a Dogon a call andasked aboutthe breedFound aresourcein ElevateTook awalkoutsideLeft alead asurveymade acustomerhappy/laughReferencedtheweatherTalked tosomeone inthe samestate as youLearned aninterestingfact abouta clientWore orused TTswagCompletedan ExpertReviewShowedclient the taxsummary orpreview my1040Filled out aspotlight or360 reviewfor someoneon our teamUsed acustomername morethan onceduring a callLearnedsomethingnew (taxrelated)Pulledandopened adiagnosticReferenced/researchedusing IRSpubDiscussedAuditDefensewith a ClientAssistedphone calllasted morethan 1 hourUsed theHEATmethod tode-escalatea CustomerCustomeris drivingwhile tryingto do taxesPosted afunny gifin theteam roomresolved anissue thatwaspreventingefilingTake allyourBreaks andLunchesThe client saidtheir friend toldthem or theysaw it on tiktokHeard a Dogon a call andasked aboutthe breedFound aresourcein ElevateTook awalkoutsideLeft alead asurveymade acustomerhappy/laughReferencedtheweatherTalked tosomeone inthe samestate as youLearned aninterestingfact abouta clientWore orused TTswag

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