| Core competencies | High Level | Integration | Technology | Think outside the box |
| Subject-Matter Expert (SME) | Rationale | Asset | Revenue | Strategic fit |
| Client focus(ed) | Value-added | CONFERENCE CALL BINGO (free square) | Leverage | Data points |
| Life Cycle | Out of the loop | Game plan | At the end of the day | Please mute your phones |
| Proactive | Iteration | Strategy or Strategies | Input | Understanding |
| Proactive | More than happy | Income | Practice | Meaningful |
| Opportunity | Initiative | Take that off-line | Game plan | Empower (or empowerment) |
| Bottom line | Ballpark | CONFERENCE CALL BINGO (free square) | Cascade | Subject-Matter Expert (SME) |
| Sequential or sequentially | Integration | Input | Asset | Think outside the box |
| Technology | Data points | Out of the box | Billable | Understanding |