| Initiative | Core competencies | Please mute your phones | Focus | Data points |
| Mindset | iPhone | Asset | Perspective | Retention |
| Tighten up | Opportunity | CONFERENCE CALL BINGO (free square) | Empower (or empowerment) | Out of the box |
| Leverage | Executive team | Life Cycle | Revisit | Sorry, I was on mute. |
| Billable | Win-win | Integration | Virtualization | Meaningful |
| Key point | Think outside the box | Cascade | Result-driven | Focus |
| Revisit | Executive team | Opportunity | More than happy | Synergy |
| Iteration | Game plan | CONFERENCE CALL BINGO (free square) | Asset | Technology |
| Rationale | Feedback | Master Plan | Sweet spot | Take that off-line |
| Retention | Leverage | Value-added | Initiative | Client focus(ed) |