Add every write-up and the meeting transcript, then copy a ready-to-run prompt into a fresh Claude chat to produce the Site Visit Report + 12-Week Action Plan.
Visit details
Phase 1 start defaults to two weeks after the visit; Year 1 complete to 51 weeks after that. Adjust if needed.
Sources
…or drag & drop all the write-ups here at once (.docx, .pdf, .txt). Each one is added as its own source — nothing gets overwritten.
Add every write-up you received for this visit, plus the meeting transcript. Label each one so the report knows who said what — that's how conflicting accounts get flagged instead of silently averaged.
Generate the report
This merges every source above into one ready-to-run prompt, in the locked-in Reliable Towing style. It produces two Word documents: the Site Visit Report and the 12-Week Phase Action Plan — one synthesis across all sources, with repetition held down.
Click Copy Report Prompt.
Open a new Claude chat and paste it in (attach the lion logo if you want it on the covers).
Claude returns both documents.
Preview the assembled prompt
Delivered documents
…or drag & drop the finished Site Visit Report and 12-Week Phase Action Plan here — Word or PDF. These are archived as delivered, not read into the prompt.
Back-filling an older visit? Pick the company and visit date, leave Sources empty, and just drop the reports in here.
