| Leverage | Opportunity | Goal[s] | Business Plan | Bottom up |
| First to market | Wow Factor | Streamline | Retention | Touch Base |
| Low-Hanging Fruit | Intellectual Property | MARKETING BINGO (free square) | Up-Sell | Solution(s) |
| Client Focus[ed] | Scope | On The Same Page | Restructuring | Bottom Line |
| Fast Track | Performance | Profit[ability] | Lead The Field / Occupy The Field | Phase |