client-attrition-risk
Skill from zocks-communications/zocks-agent-plugins
Install
npx skills add zocks-communications/zocks-agent-plugins --skill client-attrition-risk
Runs the open skills CLI and installs the skill for your agent (Claude Code, Codex, Cursor …). Alternatively copy the skill folder into .claude/skills/ or upload it in Claude.ai under Settings → Skills.
As a Claude Code plugin
/plugin marketplace add anthropics/claude-plugins-official
/plugin install zocks-advisor@zocks-advisor
This skill is part of the plugin “zocks-advisor”. In Claude Code the plugin installs it together with the plugin’s other skills, commands and hooks.
What does the client-attrition-risk skill do?
Description from the SKILL.md in the source repository.
Questions about client-attrition-risk
What does the client-attrition-risk skill do?
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.
How do I install client-attrition-risk?
In a terminal: npx skills add zocks-communications/zocks-agent-plugins --skill client-attrition-risk. The skills CLI asks which agents to install it for. In Claude.ai you can upload the skill folder as a ZIP under Settings → Skills.
Which agents can use client-attrition-risk?
Skills use the open SKILL.md format, which Claude Code, Claude.ai, the Claude API, OpenAI Codex, Cursor, Gemini CLI and other agents support.
Is client-attrition-risk safe to use?
Our automatic check found no risky patterns (piped shell scripts, hidden characters, secret access, prompt overrides). It is not a full audit – read the SKILL.md and any scripts before installing.
More skills from zocks-communications/zocks-agent-plugins
Reads one advisory client or household two ways — a fast temperature check on whether they are cooling, steady or warming, and a full behavioral profile covering what motivates them, what they …
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 …
Ranked pipeline of held-away asset opportunities from the advisor's own recent meetings — old 401(k)s, outside brokerage accounts, inheritances, business sale proceeds, real estate, spouse assets — grouped by household and marked …
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 …
Deep single-household analysis naming the one highest-value next action and proving why — unused tax space, a closing Roth conversion window, RMD and IRMAA sequencing, Social Security and survivor math, irreversible pension …
Builds a household's full tax opportunity picture from every analyzed meeting on record, across two horizons — current-year items with deadlines (deferral capacity, a second plan nobody checked, taxable-account drag, giving structure …
Related skills in Agents & Workflows
Helps users discover and install agent skills when they ask questions like "how do I do X", "find a skill for X", "is there a skill that can...", or express interest in …
Configure this repo for the engineering skills: set up its issue tracker, triage label vocabulary, and domain doc layout. Run once before first use of the other engineering skills.
Teach the user a new skill or concept, within this workspace.
No description in the SKILL.md.
No description in the SKILL.md.
Ask which skill or flow fits your situation. A router over the skills in this repo.
No description in the SKILL.md.
Router for all Remotion skills