| Input | Strategic fit | Focus | iPhone | Data points |
| Retention | Game plan | Perspective | Out of the loop | Synergy |
| Tighten up | Value-added | CONFERENCE CALL BINGO (free square) | Strategy or Strategies | Touch base |
| Client focus(ed) | Take that off-line | Benchmark | High Level | Sweet spot |
| Executive team | Technology | Practice | Integration | Opportunity |