Got nameof taxpreparerSpoke toa spousefor thefirst timePromisedto followup in aweekScheduledan in-home apptCoded aprospectredGot atrustedcontactSet apptfor nextweekAskedfor theorderSpokeabout anold 401kSpokeabout lifeinsuranceEnrolled aclient inonlineaccessLeft aMessageSpokeabout nextstepsDialed anumberno longerin serviceSpoke toa clientover age90Got areferralFoundassets totransferin-kindSpoke toa prospectunder age30Gothungup onSent anEJ opinionreportExplainedmy valueGot anemailFoundover$50,000 inassetsScheduledan appt forafter 5Prospectansweredthe phoneBoughtstock fora clientSpokeabout e-deliveryBought anincomeinvestmentfor a clientScheduledan apptGot nameof taxpreparerSpoke toa spousefor thefirst timePromisedto followup in aweekScheduledan in-home apptCoded aprospectredGot atrustedcontactSet apptfor nextweekAskedfor theorderSpokeabout anold 401kSpokeabout lifeinsuranceEnrolled aclient inonlineaccessLeft aMessageSpokeabout nextstepsDialed anumberno longerin serviceSpoke toa clientover age90Got areferralFoundassets totransferin-kindSpoke toa prospectunder age30Gothungup onSent anEJ opinionreportExplainedmy valueGot anemailFoundover$50,000 inassetsScheduledan appt forafter 5Prospectansweredthe phoneBoughtstock fora clientSpokeabout e-deliveryBought anincomeinvestmentfor a clientScheduledan appt

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