| Burn rate | End to end | Leverage | Facilitate | Discovery |
| Segment | Customer Relationship Management (CRM) | Portfolio | Heavy lifting | On Board |
| Marketing / Promotional Collateral | Non-Traditional Management | BUZZWORD BINGO (free square) | Relevance | Center of Excellence |
| One Stop Shop | Traction | Laser-focused | Partner | Timeline(s) |
| Capacity | Total Cost of Ownership (TCO) | Red Flag | Team Player | Core Competency / Core Competencies |
| Off-line | Client Focus[ed] | ETA | Discovery | Total Quality [or] Quality Driven |
| Workshop | Followup | Target Audience | Market Leader | Personalization |
| Success | Dynamic | BUZZWORD BINGO (free square) | Benefit analysis | Burn rate |
| Demographic | Policy[ies] | Upside | 30,000 foot view | Legacy |
| Retention | Heavy lifting | Soup to nuts 24/7 | E-commerce | Team Building |