Coded aprospectredScheduledan apptSpokeabout nextstepsGot anemailSpokeabout e-deliverySpoke toa clientover age90Promisedto followup in aweekLeft aMessageScheduledan appt forafter 5Got atrustedcontactExplainedmy valueFoundover$50,000 inassetsBought anincomeinvestmentfor a clientGot nameof taxpreparerProspectansweredthe phoneGot areferralSpokeabout anold 401kAskedfor theorderScheduledan in-home apptFoundassets totransferin-kindSpokeabout lifeinsuranceSet apptfor nextweekGothungup onSpoke toa prospectunder age30Dialed anumberno longerin serviceSpoke toa spousefor thefirst timeSent anEJ opinionreportEnrolled aclient inonlineaccessBoughtstock fora clientCoded aprospectredScheduledan apptSpokeabout nextstepsGot anemailSpokeabout e-deliverySpoke toa clientover age90Promisedto followup in aweekLeft aMessageScheduledan appt forafter 5Got atrustedcontactExplainedmy valueFoundover$50,000 inassetsBought anincomeinvestmentfor a clientGot nameof taxpreparerProspectansweredthe phoneGot areferralSpokeabout anold 401kAskedfor theorderScheduledan in-home apptFoundassets totransferin-kindSpokeabout lifeinsuranceSet apptfor nextweekGothungup onSpoke toa prospectunder age30Dialed anumberno longerin serviceSpoke toa spousefor thefirst timeSent anEJ opinionreportEnrolled aclient inonlineaccessBoughtstock fora client

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