| Service Oriented | Synergy / Synergies | Pushback | Workflow | Timeline(s) |
| Big Picture | Portfolio | Cross Sell | Metrics | Benefit analysis |
| Perspective | Integration | MARKETING BINGO (free square) | Deliverable[s] | Up-Sell |
| Brand[ing] | Grow | End to end | On The Same Page | Scope |
| Solution(s) | Customer Service | Customer Relationship Management (CRM) | Partner | Conversion |
| Ball Park | High-Level | Mind Share | Due dilligence | Flexibility |
| Growth | Service Oriented | Target Audience | End to end | Up-Sell |
| Traction | Personalization | MARKETING BINGO (free square) | Proactive | Patent |
| Return on Investment (ROI) | Vertical Market | Cross Sell | Collaborate | Mindset |
| Revenue | Ramp Up | Solution(s) | Technologies | Customer Relationship Management (CRM) |