Got anemailGot areferralBoughtstock fora clientSpokeabout lifeinsuranceSpoke toa prospectunder age30Dialed anumberno longerin serviceScheduledan appt forafter 5Prospectansweredthe phoneFoundover$50,000 inassetsGot nameof taxpreparerSet apptfor nextweekScheduledan in-home apptGot atrustedcontactFoundassets totransferin-kindSent anEJ opinionreportEnrolled aclient inonlineaccessGothungup onPromisedto followup in aweekScheduledan apptBought anincomeinvestmentfor a clientCoded aprospectredSpokeabout anold 401kSpoke toa spousefor thefirst timeExplainedmy valueSpoke toa clientover age90Askedfor theorderSpokeabout nextstepsLeft aMessageSpokeabout e-deliveryGot anemailGot areferralBoughtstock fora clientSpokeabout lifeinsuranceSpoke toa prospectunder age30Dialed anumberno longerin serviceScheduledan appt forafter 5Prospectansweredthe phoneFoundover$50,000 inassetsGot nameof taxpreparerSet apptfor nextweekScheduledan in-home apptGot atrustedcontactFoundassets totransferin-kindSent anEJ opinionreportEnrolled aclient inonlineaccessGothungup onPromisedto followup in aweekScheduledan apptBought anincomeinvestmentfor a clientCoded aprospectredSpokeabout anold 401kSpoke toa spousefor thefirst timeExplainedmy valueSpoke toa clientover age90Askedfor theorderSpokeabout nextstepsLeft aMessageSpokeabout 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.


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