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.
- a3e445c13966Currentcommit a3e445cPublished Oct 8, 2026
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Source:zocks-communications/zocks-agent-pluginsinskills/client-journeyat commita3e445c
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