| Functionality | Open Source | On Board | Challenge[s] | Strategize |
| Gap Analysis | Flexibility | Phase | Personalization | Prototype |
| Strategy | Elephant in the room | BULLSHIT BINGO (free square) | Issues | Quick win |
| Lean In | Market Leader | Segment | Reactivation | Project |
| Re-engagement | High-Level | Portfolio | Cross Sell | No-Brainer |
| Knowledge Base | Segment | Cadence Call | End to end | Impact[ful] |
| Leadership | Omnichannel / Cross Channel | Value | Sustainable | Communication |
| Conversation | Performance | BULLSHIT BINGO (free square) | Dashboard | Objectives |
| One to one | Team Building | Quick win | User Friendly | Cost |
| Off the Shelf | Robust | Portfolio | Level Set | B2B |