| Gap Analysis | Back to the drawing board | Initial Assessment | Marketing / Promotional Collateral | Omnichannel / Cross Channel |
| Niche[s] | One to one | Business Opportunity | Demographic | Conversation |
| Agenda | Cross Sell | BUZZWORD BINGO (free square) | Timeline(s) | Discovery |
| Opportunity | Buzz | Fast Track | Vision statement | Open Source |
| Pipeline | Deliverable[s] | Fault Tolerant | Integration | Challenge[s] |