Got atrustedcontactPromisedto followup in aweekScheduledan apptExplainedmy valueCoded aprospectredBought anincomeinvestmentfor a clientGot anemailScheduledan in-home apptGothungup onSpoke toa clientover age90Foundassets totransferin-kindSpoke toa prospectunder age30Spokeabout e-deliverySpoke toa spousefor thefirst timeSpokeabout lifeinsuranceSpokeabout nextstepsEnrolled aclient inonlineaccessProspectansweredthe phoneBoughtstock fora clientFoundover$50,000 inassetsLeft aMessageSent anEJ opinionreportScheduledan appt forafter 5Dialed anumberno longerin serviceGot nameof taxpreparerAskedfor theorderSet apptfor nextweekGot areferralSpokeabout anold 401kGot atrustedcontactPromisedto followup in aweekScheduledan apptExplainedmy valueCoded aprospectredBought anincomeinvestmentfor a clientGot anemailScheduledan in-home apptGothungup onSpoke toa clientover age90Foundassets totransferin-kindSpoke toa prospectunder age30Spokeabout e-deliverySpoke toa spousefor thefirst timeSpokeabout lifeinsuranceSpokeabout nextstepsEnrolled aclient inonlineaccessProspectansweredthe phoneBoughtstock fora clientFoundover$50,000 inassetsLeft aMessageSent anEJ opinionreportScheduledan appt forafter 5Dialed anumberno longerin serviceGot nameof taxpreparerAskedfor theorderSet apptfor nextweekGot areferralSpokeabout anold 401k

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