Client Behavioral Profile

by zocks-communicationsa3e445c13966No licenseListed Oct 8, 2026Updated Oct 8, 2026

Reads one advisory client or household two ways — a fast temperature check on whether they are cooling, steady or warming, and a full behavioral profile covering what motivates them, what they are afraid of, how they decide, whether their stated risk tolerance matches their behaviour, and how engaged they have been — then a calibrated stance for the next conversation. Use whenever the user asks what a client is like, how to approach them, what motivates them, how a meeting went, what the mood is, why they won't commit, or whether a relationship is cooling or warming. Requires Zocks MCP — will not run from transcripts, uploads, or any other source.

Instructions onlyBusiness & Finance

Only the file list is public. File contents are available once the skill is installed in a workspace.

PathSizeType
references/ai-result-shapes.md9.6 KBtext/markdown
references/data-budget.md12.2 KBtext/markdown
references/output-modes.md6.3 KBtext/markdown
references/run-setup.md11.7 KBtext/markdown
references/temperature-read.md5.2 KBtext/markdown
SKILL.md25.9 KBtext/markdown

Source and attribution

Source:zocks-communications/zocks-agent-pluginsinskills/client-behavioral-profileat commita3e445c

License: No license

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