Gothungup onDialed anumberno longerin serviceBoughtstock fora clientFoundassets totransferin-kindExplainedmy valueBought anincomeinvestmentfor a clientScheduledan apptScheduledan appt forafter 5Got nameof taxpreparerProspectansweredthe phoneSpokeabout e-deliveryEnrolled aclient inonlineaccessGot areferralSpoke toa prospectunder age30Coded aprospectredLeft aMessageFoundover$50,000 inassetsSet apptfor nextweekGot atrustedcontactSpokeabout lifeinsuranceSpoke toa clientover age90Got anemailScheduledan in-home apptSpokeabout nextstepsPromisedto followup in aweekSent anEJ opinionreportAskedfor theorderSpokeabout anold 401kSpoke toa spousefor thefirst timeGothungup onDialed anumberno longerin serviceBoughtstock fora clientFoundassets totransferin-kindExplainedmy valueBought anincomeinvestmentfor a clientScheduledan apptScheduledan appt forafter 5Got nameof taxpreparerProspectansweredthe phoneSpokeabout e-deliveryEnrolled aclient inonlineaccessGot areferralSpoke toa prospectunder age30Coded aprospectredLeft aMessageFoundover$50,000 inassetsSet apptfor nextweekGot atrustedcontactSpokeabout lifeinsuranceSpoke toa clientover age90Got anemailScheduledan in-home apptSpokeabout nextstepsPromisedto followup in aweekSent anEJ opinionreportAskedfor theorderSpokeabout anold 401kSpoke toa spousefor thefirst time

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