| Level Set | Opportunity | Big Picture | Off the Shelf | Phase |
| Personalization | Customer Oriented | Expectations | Niche[s] | Growth |
| Touchpoints | Metadata | BUZZWORD BINGO (free square) | Action Item / Action It | ETA |
| Walk the Talk | Portal | Real-Time | Deploy | Conversation |
| Popup | Seamless | Cross Sell | Raising the Bar | Lean In |
| Walk the Talk | Low-Hanging Fruit | Elevator pitch | That being said / Having said that | In a Nutshell |
| Portfolio | Reinvent[ing] the wheel | Fault Tolerant | Google Juice | Perspective |
| Customer Centric | Brain Storm / Mind Shower | BUZZWORD BINGO (free square) | Virtual / Virtualization | Raising the Bar |
| Milestone | Reconfigure | One Stop Shop | B2B | Deep dive |
| No-Brainer | Focused | Team Building | Top down | Reverse Engineer |