Sent anEJ opinionreportSet apptfor nextweekGot areferralSpoke toa spousefor thefirst timeBought anincomeinvestmentfor a clientPromisedto followup in aweekGothungup onSpokeabout lifeinsuranceSpoke toa clientover age90Askedfor theorderSpokeabout nextstepsDialed anumberno longerin serviceLeft aMessageFoundassets totransferin-kindEnrolled aclient inonlineaccessProspectansweredthe phoneSpokeabout anold 401kScheduledan appt forafter 5Got atrustedcontactScheduledan apptGot nameof taxpreparerBoughtstock fora clientCoded aprospectredScheduledan in-home apptSpoke toa prospectunder age30Got anemailExplainedmy valueSpokeabout e-deliveryFoundover$50,000 inassetsSent anEJ opinionreportSet apptfor nextweekGot areferralSpoke toa spousefor thefirst timeBought anincomeinvestmentfor a clientPromisedto followup in aweekGothungup onSpokeabout lifeinsuranceSpoke toa clientover age90Askedfor theorderSpokeabout nextstepsDialed anumberno longerin serviceLeft aMessageFoundassets totransferin-kindEnrolled aclient inonlineaccessProspectansweredthe phoneSpokeabout anold 401kScheduledan appt forafter 5Got atrustedcontactScheduledan apptGot nameof taxpreparerBoughtstock fora clientCoded aprospectredScheduledan in-home apptSpoke toa prospectunder age30Got anemailExplainedmy valueSpokeabout e-deliveryFoundover$50,000 inassets

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