| Key point | Core competencies | Knowledge base | Sweet spot | Data points |
| Utilization | Retention | Win-win | Revisit | Iteration |
| Rationale | Mindset | CONFERENCE CALL BINGO (free square) | Fast track | Client focus(ed) |
| Understanding | Out of the box | Ballpark | Master Plan | Strategy or Strategies |
| Vision | Take that off-line | Game plan | Sequential or sequentially | Perspective |