| Capacity | Secret sauce | Opportunity | Initial Assessment | Portfolio |
| Sales Driven | Knowledge Base | Basically | Advantage | Resource[s] |
| Retention | Level Set | BUZZWORD BINGO (free square) | Return on Investment (ROI) | Reach out |
| Utilize | Conversion | Action Item / Action It | Profit[ability] | Conversation |
| Data Driven | Perspective | Integration | Success | Tailwind[s] |