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Zocks 101: Foundation
Connectivity, Trust & the Meeting Lifecycle
During Zocks 101, we'll walk through everything you need to get Zocks running the right way — your integrations, the full meeting lifecycle, and how to process every client interaction so nothing falls through the cracks.
Join us and leave with a workflow you can use the very next day — and a foundation that's ready for Zocks 201.
Connect the systems that make Zocks work
The more you connect, the more Zocks can do for you. We'll do a live check of your CRM, calendar, email, financial planning tools, and video platform — so the full Zocks experience is unlocked before your next client call.
Pre-Meeting: Walk in prepared, not scrambling
No more bouncing between your CRM, eMoney, and a trail of old emails trying to remember what you promised to cover. See how Zocks automatically pulls everything you need into a single brief before every meeting — and how to use the smart agenda so every client gets the same quality of prep, every time.
Live Meeting: Lead the conversation, protect the time
Your only job in a client meeting should be being present. We'll show you how to run a meeting with Zocks across every format — virtual, phone, and in person — so Zocks captures every detail while you stay focused on the client. We'll also cover Ask Anything, so you can pull up a client's last summary or planning gap in seconds without breaking the conversation.
Post-Meeting: Close the loop, every time
After the call is where advisors see the biggest time savings. We'll walk through the complete post-meeting workflow — reviewing your summary, pushing field-level updates to your CRM and planning tools, actioning follow-up tasks, and sending a polished follow-up email — so every meeting is fully handled and you're ready for the next one.