Client Journey
by zocks-communicationsa3e445c13966No licenseListed Oct 8, 2026Updated Oct 8, 2026
Builds a client-ready Client Journey for one household — a five-stage lifecycle timeline marking where the family sits today, a relationship tree including beneficiaries never met, their outside professional team, a dated timeline of life events and turning points, and every motivator, worry and consequential fact on record with its corroboration and age — plus what they have never been asked that the rest of the book covers. Use whenever the user wants everything known about a household, a family tree or lifecycle report, who is who in a family, what is new on a client, or a comprehensive picture polished enough to walk a client through. Requires Zocks MCP — will not run from transcripts, uploads, or any other source.
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| references/ai-result-shapes.md | 9.6 KB | text/markdown |
| references/data-budget.md | 12.2 KB | text/markdown |
| references/extraction.md | 6.4 KB | text/markdown |
| references/lifecycle-stages.md | 6.8 KB | text/markdown |
| references/metrics.md | 4.4 KB | text/markdown |
| references/output-modes.md | 6.3 KB | text/markdown |
| references/output-template.md | 7.5 KB | text/markdown |
| references/run-setup.md | 11.7 KB | text/markdown |
| SKILL.md | 22.2 KB | text/markdown |
Source and attribution
Source:zocks-communications/zocks-agent-pluginsinskills/client-journeyat commita3e445c
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
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