Spoke toa spousefor thefirst timeGot anemailScheduledan appt forafter 5Askedfor theorderSpokeabout anold 401kExplainedmy valueBoughtstock fora clientEnrolled aclient inonlineaccessPromisedto followup in aweekSpokeabout lifeinsuranceGot areferralSpokeabout e-deliverySpoke toa clientover age90Bought anincomeinvestmentfor a clientFoundassets totransferin-kindCoded aprospectredFoundover$50,000 inassetsDialed anumberno longerin serviceProspectansweredthe phoneScheduledan in-home apptGot atrustedcontactSent anEJ opinionreportScheduledan apptLeft aMessageGothungup onSpoke toa prospectunder age30Got nameof taxpreparerSpokeabout nextstepsSet apptfor nextweekSpoke toa spousefor thefirst timeGot anemailScheduledan appt forafter 5Askedfor theorderSpokeabout anold 401kExplainedmy valueBoughtstock fora clientEnrolled aclient inonlineaccessPromisedto followup in aweekSpokeabout lifeinsuranceGot areferralSpokeabout e-deliverySpoke toa clientover age90Bought anincomeinvestmentfor a clientFoundassets totransferin-kindCoded aprospectredFoundover$50,000 inassetsDialed anumberno longerin serviceProspectansweredthe phoneScheduledan in-home apptGot atrustedcontactSent anEJ opinionreportScheduledan apptLeft aMessageGothungup onSpoke toa prospectunder age30Got nameof taxpreparerSpokeabout nextstepsSet apptfor nextweek

Edward Jones Call session - 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. Spoke to a spouse for the first time
  2. Got an email
  3. Scheduled an appt for after 5
  4. Asked for the order
  5. Spoke about an old 401k
  6. Explained my value
  7. Bought stock for a client
  8. Enrolled a client in online access
  9. Promised to follow up in a week
  10. Spoke about life insurance
  11. Got a referral
  12. Spoke about e-delivery
  13. Spoke to a client over age 90
  14. Bought an income investment for a client
  15. Found assets to transfer in-kind
  16. Coded a prospect red
  17. Found over $50,000 in assets
  18. Dialed a number no longer in service
  19. Prospect answered the phone
  20. Scheduled an in-home appt
  21. Got a trusted contact
  22. Sent an EJ opinion report
  23. Scheduled an appt
  24. Left a Message
  25. Got hung up on
  26. Spoke to a prospect under age 30
  27. Got name of tax preparer
  28. Spoke about next steps
  29. Set appt for next week