# household-review-pack

> Claude/Codex skill by [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md) · 0 stars · Updated 2026-10-08

Prepares an annual or semi-annual household review from the last 12 to 24 months — goals then versus now, what changed in their finances and their life, the decisions taken, the commitments made, and the handoffs the review creates for the client's CPA, attorney and other professionals. Produces an advisor summary, and on request a client letter in a chosen tone, a client-facing review presentation on the firm's own template, and a brief for each outside professional. Use whenever the user is preparing for or writing up a client review, wants a year-in-review letter or a review deck, or asks what happened with a household this year, what they promised them, or who needs to know afterwards. 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/household-review-pack ~/.claude/skills/household-review-pack
```

## From README

Household Review Pack 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 Household Review Pack — 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/household-review-pack/
- GitHub: https://github.com/zocks-communications/zocks-agent-plugins
- Author: [@zocks-communications](https://omgskills.com/library/zocks-communications/index.md)

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