| Touch base | Client focus(ed) | Core competencies | Proactive | Mindset |
| At the end of the day | Utilization | Value-added | Practice | Integration |
| Cascade | iPhone | CONFERENCE CALL BINGO (free square) | Result-driven | Opportunity |
| Retention | Subject-Matter Expert (SME) | Iteration | Strategy or Strategies | Opportunity |
| Synergy | Vision | Fast track | Strategic fit | Bottom line |