Coded aprospectredDialed anumberno longerin serviceSpokeabout lifeinsuranceLeft aMessageSet apptfor nextweekSpokeabout e-deliveryScheduledan in-home apptScheduledan apptGot areferralAskedfor theorderSpokeabout nextstepsScheduledan appt forafter 5Explainedmy valueSpokeabout anold 401kSpoke toa clientover age90Spoke toa prospectunder age30Prospectansweredthe phonePromisedto followup in aweekGot atrustedcontactFoundover$50,000 inassetsGot anemailSpoke toa spousefor thefirst timeFoundassets totransferin-kindEnrolled aclient inonlineaccessBoughtstock fora clientSent anEJ opinionreportGothungup onBought anincomeinvestmentfor a clientGot nameof taxpreparerCoded aprospectredDialed anumberno longerin serviceSpokeabout lifeinsuranceLeft aMessageSet apptfor nextweekSpokeabout e-deliveryScheduledan in-home apptScheduledan apptGot areferralAskedfor theorderSpokeabout nextstepsScheduledan appt forafter 5Explainedmy valueSpokeabout anold 401kSpoke toa clientover age90Spoke toa prospectunder age30Prospectansweredthe phonePromisedto followup in aweekGot atrustedcontactFoundover$50,000 inassetsGot anemailSpoke toa spousefor thefirst timeFoundassets totransferin-kindEnrolled aclient inonlineaccessBoughtstock fora clientSent anEJ opinionreportGothungup onBought anincomeinvestmentfor a clientGot nameof taxpreparer

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