| Followup | Cadence Call | Client Focus[ed] | Phase | Think Outside the Box |
| Cross Sell | Prototype | Convergent | Streamline | Dynamic |
| Downsize | Strategic | BULLSHIT BINGO (free square) | Negotiated | Goal[s] |
| Conversion | Run it up the flagpole | In a Nutshell | Traction | One to one |
| Total Cost of Ownership (TCO) | Mind Share | Marketing / Promotional Collateral | Agenda | Opportunity |