What Are Default Prompts
Default Prompts are pre-built, crafted prompt templates available through the Zocks MCP connector in Claude. They are designed to help you get significantly better, more structured, and more actionable outputs from your meeting data than you would by typing a simple one-line question.
When you ask Claude a basic question like "What tax opportunities does my client have?", the response depends entirely on how well your question is phrased. Default Prompts solve this by packaging proven, detailed instructions that tell Claude exactly what data to retrieve, how to analyze it, and how to structure the output. The result is a comprehensive, citation-backed report rather than a surface-level summary.
Each Default Prompt is purpose-built for a specific advisor workflow — from tax planning to client retention analysis. They handle the complexity of querying meeting transcripts, AI results, and summaries so you can focus on the insights, not the prompting.
How to Access Default Prompts
Open the Claude Chat interface (not Cowork)
Click the + button in the message composer.
Select Connectors.
Choose Add from Zocks.
Select the prompt you want to use. Fill in the required input fields and send.
Claude will then execute the full prompt behind the scenes - searching your Zocks contacts, retrieving the right meeting data, and returning a structured output based on the template.
After selecting a Default Prompt and filling in the required inputs, you can also add your own instructions in the message field before sending. This lets you customize the output further - for example, with the Evaluate Last Meeting prompt, you can attach your firm's own scorecard template and Claude will use your custom dimensions and scoring scale instead of the defaults. You can also ask for a specific focus area, request a particular level of detail, or add any other context that helps tailor the result to your needs.
Default Prompts
Input Fields
Each Default Prompt requires you to fill in one or more input fields before it can run. These inputs personalize the prompt to your specific client and preferences.
Tax Opportunities
Input | Required | Description |
Client Name | Yes | The full name or household name of the client you want to analyze (e.g., "Morgan Household", "Sarah Chen"). |
Output Type | No | Your preferred output format for the report (e.g., structured HTML report, PDF, spreadsheet). |
What it does: Scans all meeting history for a client to surface tax planning opportunities. The prompt extracts every mention of income events, compensation structures, equity grants, retirement contributions, charitable giving, real estate transactions, business ownership, estate planning, and life events with tax implications. It then produces a prioritized tax opportunity report across two time horizons: current-year actions (contribution gaps, bracket positioning, deduction opportunities, time-sensitive elections) and multi-year strategies spanning 3–5 years (Roth conversion windows, retirement income sequencing, business structure changes, planned transactions). Each opportunity is ranked by estimated impact and cited back to the specific meeting and client language that surfaced it.
Evaluate Last Meeting
Input | Required | Description |
Client Name | Yes | The full name or household name of the client whose most recent meeting you want to evaluate (e.g., "Morgan Household"). |
Output Type | No | Your preferred output format for the scoring report (e.g., structured report, PDF, spreadsheet). |
What it does: Retrieves the most recent meeting session for a client and produces a structured scoring report. If you have attached a firm scorecard template, it uses your custom dimensions and scoring scale. Otherwise, it evaluates across six default dimensions: Discovery and Listening, Agenda and Structure, Client Engagement, Planning Alignment, Compliance Hygiene, and Action Item Quality. For each dimension it provides a score, a one-sentence rationale, the strongest moment, and the clearest missed opportunity. The report includes a compliance flag section for any statements requiring advisor review, and closes with a recommended focus area for the next meeting.
Client Motivators
Input | Required | Description |
Client Name | Yes | The full name or household name of the client whose motivators you want to profile (e.g., "Morgan Household"). |
What it does: Builds a behavioral and emotional profile of what drives a client by mining all meeting transcripts. It identifies and categorizes stated life goals, recurring fears and concerns, family dynamics influencing decisions, emotional language around money or risk, and themes raised once but never revisited. For each motivator, the report notes the first meeting it appeared, how frequently it recurs, its emotional weight, and whether it has been formally addressed in a planning context. Results are ranked by significance, with sourcing details and a suggested advisor action for each.
Topic Tracker
Input | Required | Description |
Client Name | Yes | The full name or household name of the client (e.g., "Morgan Household"). |
Topic | Yes | The specific topic you want to trace across all meetings (e.g., "Roth conversion", "real estate sale", "college funding"). |
What it does: Traces a single topic across every meeting with a client, producing a chronological log of how the conversation has evolved. For each mention it captures the meeting date, whether the client or advisor raised it, the exact language used, any decision or commitment made, and any follow-up action items. The report synthesizes how the client's position and sentiment around the topic have shifted over time, flags contradictions between different points in time, highlights action items that were raised but never resolved, and suggests a next step for the advisor.
Planning Topic Gaps
Input | Required | Description |
Client Name | Yes | The full name or household name of the client whose planning coverage you want to assess (e.g., "Morgan Household"). |
What it does: Performs a comprehensive planning coverage assessment by mapping all meeting content against ten core financial planning topics: Retirement Income Planning, Tax Planning and Optimization, Estate Planning and Wealth Transfer, Insurance and Risk Coverage, Education Funding, Equity Compensation and Concentrated Positions, Investment Policy and Asset Allocation, Cash Flow and Budgeting, Business Owner Planning, and Charitable Giving. For each topic it determines whether it was covered substantively, mentioned only in passing, or never addressed. The report includes which meetings covered each topic and a prioritized list of gaps recommended for the next meeting agenda.
Sentiment Trend
Input | Required | Description |
Client Name | Yes | The full name or household name of the client whose engagement trend you want to analyze (e.g., "Morgan Household"). |
What it does: Analyzes a client's engagement and sentiment trajectory over time by examining all meetings in chronological order. It evaluates sentiment scores from AI results, emotional language used by the client, participation patterns across household members, unprompted questions about fees or alternatives, meeting frequency trends, and whether suggested meetings were declined or delayed. The report identifies inflection points and connects each shift to the topics discussed at that time, distinguishing temporary dips from structural engagement decline. It concludes with a retention risk assessment (low, medium, or high) with reasoning and a recommended next step.
Annual Client Letter
Input | Required | Description |
Client Name | Yes | The full name or household name of the client you want to write the letter for (e.g., "Morgan Household"). |
Letter Style | Yes | The desired tone and style for the letter (e.g., "warm and personal", "formal and concise", "celebratory and forward-looking"). |
Output Type | Yes | Your preferred output format for the letter (e.g., structured HTML report, PDF, Word document). |
What it does: Generates a personalized annual client letter by reviewing all meetings from the past 12 months. It extracts major life events and transitions, financial decisions made or planned, goals expressed or updated, concerns raised, family milestones, and progress on prior action items. The resulting letter opens with a genuine reflection on the year specific to the client, acknowledges what changed in their life and financial picture, recognizes progress and decisions taken, speaks to what they are working toward in the year ahead, and closes with a personal, forward-looking note. The letter is written in the advisor's voice using the client's own language and themes. An advisor note is appended flagging any data gaps.
Tips for Best Results
Use specific client names. Enter the name as it appears in Zocks. If you use a household name, make sure it matches your contact records. If multiple matches are found, Claude will ask you to confirm before continuing.
Choose the right output type. If you want something you can share with colleagues, a PDF or Word document works well. If you want to work with the data further, try requesting a spreadsheet.
Results are for advisor use. With the exception of the Annual Client Letter (which is designed to be sent to clients), all outputs are framed as advisor intelligence — not client-facing advice. Review and adapt before sharing externally.