| Retention | Off-line | High-Level | Value Add[ed] | Impactful |
| Google Juice | Objectives | Customer Service | Ball Park | Best Practice |
| Due dilligence | Timeline(s) | MARKETING BINGO (free square) | Braindump | Intellectual Property |
| No-Brainer | Relevance | Revisit | Portfolio | Metrics |
| Emergent | Up-Sell | Focused | Facilitate | Real-Time |
| Growth | Cross Sell | Proactive | A-B Testing | Followup |
| Bottom up | Phase | Touch Base | Downsize | Dynamic |
| Client Focus[ed] | Brand[ing] | MARKETING BINGO (free square) | Sales Driven | Benchmark |
| Market Leader | First to market | Target Audience | Perspective | Streamline |
| Traction | Monetize | Metrics | Niche[s] | Best Practice |