client-journey
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.
Install
With your agent
Install OMGSkills skill "zocks-communications/zocks-agent-plugins:skills/client-journey" 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-journey ~/.claude/skills/client-journeyFrom README
Client Journey 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 Journey — 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.
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