| Asset | Ballpark | Out of the loop | Opportunity | Think outside the box |
| Data points | Strategic fit | Core competencies | Life Cycle | Key point |
| Client focus(ed) | Benchmark | CONFERENCE CALL BINGO (free square) | Social Media | Integration |
| iPhone | Technology | Bottom line | Focus | Out of the box |
| Revisit | Billable | Knowledge base | High Level | Vision |
| Benchmark | Life Cycle | More than happy | Result-driven | Please mute your phones |
| Touch base | Rationale | Retention | iPhone | Opportunity |
| High Level | Core competencies | CONFERENCE CALL BINGO (free square) | Perspective | Win-win |
| 24/7 | Mindset | Virtualization | Bottom line | Data points |
| Vision | Input | Feedback | Knowledge base | Social Media |