Running several accounts means starting each day with a reconstruction exercise. The reconstruction is the same every morning and can be done before you arrive.
A status brief that presents everything at the same level of certainty is dangerous, because the reader repeats it all with the same confidence. Some of it came from a system and is true. Some came from a status comment and is an intention. Some is inference from partial data.
Labelling each claim by which of those it is takes very little space and completely changes how the brief can be used, because you know which lines you can say out loud in a client call.
Each account is read in isolation and written in its own section. This is a hard rule rather than a formatting preference: the failure mode when briefing several accounts at once is a number from one appearing in the summary of another, and it is the kind of mistake that is noticed by the client.
No writes to any account system, no messages, no updates. It assembles what is true this morning and hands it to you.
Skills compound. These are the ones we usually install alongside it.