| High-Level | Client Focus[ed] | Emergent | Grow | Goal[s] |
| Leverage | Portfolio | Strategic | Mindset | Targeted |
| Growth | Drill Down | MARKETING BINGO (free square) | Pushback | Niche[s] |
| No-Brainer | Milestone | Downsize | Objectives | Customer Relationship Management (CRM) |
| Fast Track | Intellectual Property | Monetize | Customer Centric | One to one |