| Client Focus[ed] | Goal[s] | Best Practice | Out Source | Metrics |
| Real-Time | Lead The Field / Occupy The Field | Back-end | Demographic | Customer Relationship Management (CRM) |
| Performance | High-Level | MARKETING BINGO (free square) | Followup | Run the Numbers |
| Impactful | Portfolio | Objectives | On The Same Page | Empower[ment] |
| One to one | Ball Park | Leverage | Retention | Grow |