| Life Cycle | Key point | Retention | Benchmark | Proactive |
| Win-win | Strategy or Strategies | Opportunity | Cascade | Input |
| Synergy | Out of the box | CONFERENCE CALL BINGO (free square) | Sweet spot | 24/7 |
| Executive team | Master Plan | High Level | Opportunity | Technology |
| Tighten up | Think outside the box | Ballpark | Bottom line | Knowledge base |
| Focus | Feedback | Perspective | 24/7 | Cloud Computing |
| Touch base | Executive team | Rationale | Data points | Master Plan |
| Value-added | Fast track | CONFERENCE CALL BINGO (free square) | Strategic fit | Tighten up |
| Revisit | Benchmark | High Level | Social Media | Income |
| Opportunity | Practice | Sequential or sequentially | Client focus(ed) | Ballpark |