Spokeabout e-deliveryFoundassets totransferin-kindSpoke toa clientover age90Scheduledan in-home apptLeft aMessageAskedfor theorderSent anEJ opinionreportScheduledan apptBought anincomeinvestmentfor a clientGot anemailEnrolled aclient inonlineaccessGot nameof taxpreparerDialed anumberno longerin serviceSpokeabout nextstepsGot areferralCoded aprospectredGot atrustedcontactScheduledan appt forafter 5Prospectansweredthe phoneSpokeabout anold 401kSpoke toa spousefor thefirst timeSet apptfor nextweekBoughtstock fora clientExplainedmy valueSpoke toa prospectunder age30Gothungup onFoundover$50,000 inassetsPromisedto followup in aweekSpokeabout lifeinsuranceSpokeabout e-deliveryFoundassets totransferin-kindSpoke toa clientover age90Scheduledan in-home apptLeft aMessageAskedfor theorderSent anEJ opinionreportScheduledan apptBought anincomeinvestmentfor a clientGot anemailEnrolled aclient inonlineaccessGot nameof taxpreparerDialed anumberno longerin serviceSpokeabout nextstepsGot areferralCoded aprospectredGot atrustedcontactScheduledan appt forafter 5Prospectansweredthe phoneSpokeabout anold 401kSpoke toa spousefor thefirst timeSet apptfor nextweekBoughtstock fora clientExplainedmy valueSpoke toa prospectunder age30Gothungup onFoundover$50,000 inassetsPromisedto followup in aweekSpokeabout lifeinsurance

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
  1. Spoke about e-delivery
  2. Found assets to transfer in-kind
  3. Spoke to a client over age 90
  4. Scheduled an in-home appt
  5. Left a Message
  6. Asked for the order
  7. Sent an EJ opinion report
  8. Scheduled an appt
  9. Bought an income investment for a client
  10. Got an email
  11. Enrolled a client in online access
  12. Got name of tax preparer
  13. Dialed a number no longer in service
  14. Spoke about next steps
  15. Got a referral
  16. Coded a prospect red
  17. Got a trusted contact
  18. Scheduled an appt for after 5
  19. Prospect answered the phone
  20. Spoke about an old 401k
  21. Spoke to a spouse for the first time
  22. Set appt for next week
  23. Bought stock for a client
  24. Explained my value
  25. Spoke to a prospect under age 30
  26. Got hung up on
  27. Found over $50,000 in assets
  28. Promised to follow up in a week
  29. Spoke about life insurance