Spoke toa prospectunder age30Got atrustedcontactScheduledan in-home apptSpokeabout lifeinsuranceSpokeabout anold 401kDialed anumberno longerin serviceSpokeabout nextstepsGot anemailFoundassets totransferin-kindSpoke toa clientover age90Promisedto followup in aweekScheduledan apptGot nameof taxpreparerSet apptfor nextweekBoughtstock fora clientBought anincomeinvestmentfor a clientCoded aprospectredGothungup onGot areferralSent anEJ opinionreportProspectansweredthe phoneAskedfor theorderEnrolled aclient inonlineaccessSpokeabout e-deliveryExplainedmy valueLeft aMessageSpoke toa spousefor thefirst timeFoundover$50,000 inassetsScheduledan appt forafter 5Spoke toa prospectunder age30Got atrustedcontactScheduledan in-home apptSpokeabout lifeinsuranceSpokeabout anold 401kDialed anumberno longerin serviceSpokeabout nextstepsGot anemailFoundassets totransferin-kindSpoke toa clientover age90Promisedto followup in aweekScheduledan apptGot nameof taxpreparerSet apptfor nextweekBoughtstock fora clientBought anincomeinvestmentfor a clientCoded aprospectredGothungup onGot areferralSent anEJ opinionreportProspectansweredthe phoneAskedfor theorderEnrolled aclient inonlineaccessSpokeabout e-deliveryExplainedmy valueLeft aMessageSpoke toa spousefor thefirst timeFoundover$50,000 inassetsScheduledan appt forafter 5

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