Client Attrition Risk
by zocks-communicationsa3e445c13966No licenseListed Oct 8, 2026Updated Oct 8, 2026
Finds the clients an advisor is quietly losing from their own book, ranking the households that have gone silent past their usual rhythm by how they felt last time, whether their sentiment was already falling, whether they stopped driving the conversation, and whether they have named another advisor. Says who to call first and how to open. Use whenever the user asks who is at risk, who has gone quiet, who they haven't spoken to in a while, who to call this week, or whether they are losing anyone — and for a re-engagement list, a brief on one household, or a draft re-engagement email. Requires Zocks MCP — will not run from transcripts, uploads, or any other source.
- a3e445c13966Currentcommit a3e445cPublished Oct 8, 2026
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Source:zocks-communications/zocks-agent-pluginsinskills/client-attrition-riskat commita3e445c
License: No license
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