One entry per account, covering all four sections: H1 read-back, H2 outlook, ownership, and cross-account needs. Choose how you'd rather fill it in — a guided wizard or a spreadsheet grid — then export to Excel.
Cross-account, not tied to one account. Add 3–4 concrete suggestions — training, resourcing, tooling, process.
A timestamped note against an account. Also loggable by Claude via MCP or a Slack slash command.
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