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Zocks 201: Architect — Customization, Workflows & Process Definition
You're saving time with Zocks. Now let's build your practice into the platform.
Zocks 201 is a hands-on session for advisors and their support staff who are ready to go deeper — configuring Zocks around your firm's processes, language, and key initiatives so it can do more of the real work for you, automatically. The right configuration starts with the right question: what are the one or two things that differentiate how your firm serves clients? We'll use that as the lens for everything we build together.
Join us on June 18 at 2 pm ET and leave with a platform that's built around your practice — and ready to scale with it.
Build templates that reflect your voice and your process
Templates control how your meeting prep, notes, and follow-up emails are formatted. We'll show you how to build your own using dynamic text and presets — so the right client information surfaces automatically, every time.
Configure meeting types that match how your firm works
Meeting types tie your templates, presets, and defaults into one workflow for each kind of client interaction. We'll walk through building your own from scratch so Zocks is ready to do the work before the meeting even starts.
Use forms to turn conversations into clean, actionable data
Forms structure specific client information and push it directly into a PDF or your CRM to create new records and kick off downstream workflows — without anyone re-keying data.
Never miss a client life event with Client Signals
Every conversation contains moments that matter — a new job, a home purchase, a baby on the way. We'll show you how to configure Client Signals to detect these events automatically, surface them on the client's timeline, and trigger the right next step before your client even thinks to ask.
See what's working across your entire practice
When your data is clean and consistent, you gain visibility you didn't have before. We'll walk through Zocks Analytics — meeting scoring, coaching visibility, and conversation insights — so practice leaders can see what's happening across the book, not just in individual meetings.
Zocks 201: Architect — Customization, Workflows & Process Definition
You're saving time with Zocks. Now let's build your practice into the platform.
Zocks 201 is a hands-on session for advisors and their support staff who are ready to go deeper — configuring Zocks around your firm's processes, language, and key initiatives so it can do more of the real work for you, automatically. The right configuration starts with the right question: what are the one or two things that differentiate how your firm serves clients? We'll use that as the lens for everything we build together.
Join us on June 18 at 2 pm ET and leave with a platform that's built around your practice — and ready to scale with it.
Build templates that reflect your voice and your process
Templates control how your meeting prep, notes, and follow-up emails are formatted. We'll show you how to build your own using dynamic text and presets — so the right client information surfaces automatically, every time.
Configure meeting types that match how your firm works
Meeting types tie your templates, presets, and defaults into one workflow for each kind of client interaction. We'll walk through building your own from scratch so Zocks is ready to do the work before the meeting even starts.
Use forms to turn conversations into clean, actionable data
Forms structure specific client information and push it directly into a PDF or your CRM to create new records and kick off downstream workflows — without anyone re-keying data.
Never miss a client life event with Client Signals
Every conversation contains moments that matter — a new job, a home purchase, a baby on the way. We'll show you how to configure Client Signals to detect these events automatically, surface them on the client's timeline, and trigger the right next step before your client even thinks to ask.
See what's working across your entire practice
When your data is clean and consistent, you gain visibility you didn't have before. We'll walk through Zocks Analytics — meeting scoring, coaching visibility, and conversation insights — so practice leaders can see what's happening across the book, not just in individual meetings.
Zocks 201: Architect — Customization, Workflows & Process Definition
You're saving time with Zocks. Now let's build your practice into the platform.
Zocks 201 is a hands-on session for advisors and their support staff who are ready to go deeper — configuring Zocks around your firm's processes, language, and key initiatives so it can do more of the real work for you, automatically. The right configuration starts with the right question: what are the one or two things that differentiate how your firm serves clients? We'll use that as the lens for everything we build together.
Join us on June 18 at 2 pm ET and leave with a platform that's built around your practice — and ready to scale with it.
Build templates that reflect your voice and your process
Templates control how your meeting prep, notes, and follow-up emails are formatted. We'll show you how to build your own using dynamic text and presets — so the right client information surfaces automatically, every time.
Configure meeting types that match how your firm works
Meeting types tie your templates, presets, and defaults into one workflow for each kind of client interaction. We'll walk through building your own from scratch so Zocks is ready to do the work before the meeting even starts.
Use forms to turn conversations into clean, actionable data
Forms structure specific client information and push it directly into a PDF or your CRM to create new records and kick off downstream workflows — without anyone re-keying data.
Never miss a client life event with Client Signals
Every conversation contains moments that matter — a new job, a home purchase, a baby on the way. We'll show you how to configure Client Signals to detect these events automatically, surface them on the client's timeline, and trigger the right next step before your client even thinks to ask.
See what's working across your entire practice
When your data is clean and consistent, you gain visibility you didn't have before. We'll walk through Zocks Analytics — meeting scoring, coaching visibility, and conversation insights — so practice leaders can see what's happening across the book, not just in individual meetings.
Hear why advisors love Zocks
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