# client-attrition-risk

> Claude/Codex skill by [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars · 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.

Tags: docs, tier2

## Install

```sh
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.

## Links

- HTML page: https://omgskills.com/library/zocks-communications/zocks-agent-plugins/skills/client-attrition-risk/
- GitHub: https://github.com/zocks-communications/zocks-agent-plugins
- Author: [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md)

## More from this repo

- [client-behavioral-profile](https://omgskills.com/library/zocks-communications/zocks-agent-plugins/skills/client-behavioral-profile/index.md) — Reads one advisory client or household two ways — a fast temperature check on whether they are cooling, steady or...
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- [client-journey](https://omgskills.com/library/zocks-communications/zocks-agent-plugins/skills/client-journey/index.md) — Builds a client-ready Client Journey for one household — a five-stage lifecycle timeline marking where the family sits...
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- [held-away-radar](https://omgskills.com/library/zocks-communications/zocks-agent-plugins/skills/held-away-radar/index.md) — Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside...
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