| Leverage | Workflow | Upside | Proactive | On The Same Page |
| Drill Down | Assets | Timeline(s) | Mind Share | Business Plan |
| Low-Hanging Fruit | Deadlines | MARKETING BINGO (free square) | Benchmark | Performance |
| Partner | B2B | Portfolio | Customer Service | Run the Numbers |
| Relevance | Cross Sell | Brand[ing] | Demographic | Buzz |
| Personalization | Gap Analysis | Moving/Going Forward | Customer Service | Prototype |
| Fast Track | Grow | Customer Oriented | Opportunity | Landing Page[s] |
| Return on Investment (ROI) | Revenue | MARKETING BINGO (free square) | One to one | Action Item |
| E-commerce | Phase | Monetize | Synergy / Synergies | Success |
| Empower[ment] | Due dilligence | Convergent | Flexibility | Prioritized |