| Segment | Control Group | Workflow | Skill set(s) | Heavy lifting |
| One Stop Shop | Bandwidth | Game Plan | Ball Park | Re-engagement |
| Personalization | Up to speed | BUZZWORD BINGO (free square) | Pushback | Scope |
| Customer Facing | Impact[ful] | Big Picture | Critical Path / Issue | Marketing / Promotional Collateral |
| Diversity | Drink the Kool-Aid | Turnkey | Process | Non-Traditional Management |
| Call to Action | 30,000 foot view | Transformative | Retention | Legacy |
| Level Set | Data Mining | Go to market | Synergy / Synergies | Deliverable[s] |
| Service Oriented | Off-line | BUZZWORD BINGO (free square) | Initial Assessment | Cadence Call |
| Ecosystem | Proactive | Discovery | Objectives | Market Window |
| Portfolio | Sticky-ness | Reinvent[ing] the wheel | Expectations | Patent |