As a trusted partner to leading private client services, we have learned that HNW (high net worth) clients expect – and reward – reliable, discrete, concierge-quality performance. Those rewards range from referrals and positive reviews to upsales, gratuities and repeat business. To support our clients we developed DossKit™, which has helped thousands of upscale agents and clients improve communication and engagement, all for typically less than a fraction of a percent of any service fee.
With DossKit’s Dossier Builder, brokers, agents, concierges and HNW advisors can now give their private clients a fully-branded online collaboration space for building rich, customized experiences. DossKit assembles clients’ credentials, itineraries, medical information, dietary, culinary and personal preferences, plans and ideas and more in a simple, discreet dossier that is used only by parties planning the client experience.
Click the “Sample Dossier” button below to see an example completed by a client using DossKit’s included Dossier Builder. It neatly compiles multiple-client party entries into an attractive report, organized for selectively e-sharing relevant portions with key partners – agent, broker, captain, pilot, chef, steward, concierge, and others.
The Dossier Builder makes it easy and elegant for your Client – single, couple, family or group – to collaborate online where they can share, edit and complete one comprehensive Dossier. Place yourself in the client’s role and try the Dossier Builder here. Feel free to use the Comment fields to share feedback and ask questions. No obligation or credit card is necessary. Use the Dossier Builder button below to try it for yourself and imagine how it could improve your business.
