Scheduledan appt forafter 5Got nameof taxpreparerSpoke toa spousefor thefirst timeDialed anumberno longerin serviceSpoke toa prospectunder age30Promisedto followup in aweekScheduledan apptLeft aMessageFoundover$50,000 inassetsFoundassets totransferin-kindGothungup onScheduledan in-home apptSpokeabout anold 401kSet apptfor nextweekGot atrustedcontactBoughtstock fora clientGot anemailSpokeabout lifeinsuranceBought anincomeinvestmentfor a clientProspectansweredthe phoneSpoke toa clientover age90Got areferralAskedfor theorderEnrolled aclient inonlineaccessSent anEJ opinionreportCoded aprospectredSpokeabout nextstepsExplainedmy valueSpokeabout e-deliveryScheduledan appt forafter 5Got nameof taxpreparerSpoke toa spousefor thefirst timeDialed anumberno longerin serviceSpoke toa prospectunder age30Promisedto followup in aweekScheduledan apptLeft aMessageFoundover$50,000 inassetsFoundassets totransferin-kindGothungup onScheduledan in-home apptSpokeabout anold 401kSet apptfor nextweekGot atrustedcontactBoughtstock fora clientGot anemailSpokeabout lifeinsuranceBought anincomeinvestmentfor a clientProspectansweredthe phoneSpoke toa clientover age90Got areferralAskedfor theorderEnrolled aclient inonlineaccessSent anEJ opinionreportCoded aprospectredSpokeabout nextstepsExplainedmy valueSpokeabout e-delivery

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