Prospectansweredthe phoneExplainedmy valueGot atrustedcontactScheduledan apptSpoke toa clientover age90Bought anincomeinvestmentfor a clientLeft aMessageSpokeabout nextstepsGot nameof taxpreparerBoughtstock fora clientSpoke toa prospectunder age30Promisedto followup in aweekFoundover$50,000 inassetsGothungup onSent anEJ opinionreportAskedfor theorderSpokeabout lifeinsuranceDialed anumberno longerin serviceSpoke toa spousefor thefirst timeGot anemailGot areferralScheduledan appt forafter 5Scheduledan in-home apptFoundassets totransferin-kindSpokeabout e-deliveryEnrolled aclient inonlineaccessSpokeabout anold 401kCoded aprospectredSet apptfor nextweekProspectansweredthe phoneExplainedmy valueGot atrustedcontactScheduledan apptSpoke toa clientover age90Bought anincomeinvestmentfor a clientLeft aMessageSpokeabout nextstepsGot nameof taxpreparerBoughtstock fora clientSpoke toa prospectunder age30Promisedto followup in aweekFoundover$50,000 inassetsGothungup onSent anEJ opinionreportAskedfor theorderSpokeabout lifeinsuranceDialed anumberno longerin serviceSpoke toa spousefor thefirst timeGot anemailGot areferralScheduledan appt forafter 5Scheduledan in-home apptFoundassets totransferin-kindSpokeabout e-deliveryEnrolled aclient inonlineaccessSpokeabout anold 401kCoded aprospectredSet apptfor nextweek

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