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Skill

client-attrition-risk

@zocks-communications Updated 2026-10-08

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.

docstier2

Install

With your agent

Install OMGSkills skill "zocks-communications/zocks-agent-plugins:skills/client-attrition-risk" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.

Manual command

git clone https://github.com/zocks-communications/zocks-agent-plugins /tmp/zocks-agent-plugins && ln -s /tmp/zocks-agent-plugins/skills/client-attrition-risk ~/.claude/skills/client-attrition-risk

From README

Client Attrition Risk Hard gate — no Zocks, no run This skill runs on the Zocks MCP server and on nothing else. Before anything — before the opening widget, before scoping questions, before the first tool call — confirm the Zocks MCP tools are available in this session: contactssearchcontacts, meetingslistpastmeetings, airesultslistresults, insightsqueryinsights and the rest of the Zocks tool family, under whatever prefix the gives them (mcpZocks, or a plugin-scoped variant). If they are not available, stop. No partial run, no illustrative sample, no offer to make do with what's at hand. Say plainly: "I can't run Client Attrition Risk — it needs the Zocks MCP connection, and this session doesn't have it. Connect the Zocks connector and ask again." Then stop; the skill's workflow does not begin. Nothing substitutes for Zocks. Nothing.