DossKit: A Planning Tool for Private Clients

Without DossKit™, the private client experiences tedium, confusion and friction.  With it, they have unparallelled convenience, efficiency and delight.

As a trusted partner to leading private client services, we have learned that discerning clients expect – and reward – reliable, discrete, personalized performance.  Those rewards can range from referrals and positive reviews to upsales, gratuities and repeat business.  To support our clients we developed DossKit™, which has helped private client service agents improve the client engagement experience for thousands of individuals, all for typically less than a fraction of a percent of any service fees they may assess.  DossKit™ reduces risk, tedium, confusion and waste for the agent, while providing new insights to the business and greater satisfaction for the client.

DossKit™ Delivers a Rich Customized Dossier Experience 

With DossKit’s Dossier Builder, each agent can deliver a personalized, convenient online engagement experience to each client, enabling them to collaborate and communicate their detailed needs, interests and requirements.  DossKit assembles each client’s credential, itinerary, medical, culinary, purchase, plans, ideas and requests into a flexible, private online environment, to help assure the best 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 to selectively e-share relevant portions with key partners – agent, broker, captain, pilot, chef, steward, concierge, and others.

View sample completed Dossier

Try it Yourself: A Dossier Builder for your Clients
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 a 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 and your brand.


Try Dossier Builder yourself - free


How DossKit builds Loyalty and Revenue
Getting started is easy. DossKit brings clarity and quality to your business and, in turn, confidence and delight to your clients.  DossKit helps you gain new insights to meet the exacting standards of your clients, clearly surpass expectations, creatively impress them, and support your loyalty programming.
We can also help you integrate DossKit’s dataflow into your in-house customer data platform to improve planning, reporting, follow-up and new business insights.  For example, we have seen agents, brokers and concierges discover new revenue and satisfaction opportunities just by asking the right questions, gathering the relevant information, and making a tailored, timely offer.
If you would like a branded DossKit™ solution to suit your business, call us at +1.781.492.7638 USA East, or use the “Customize It” button below to get started today.
Get a Dossier Kit for your business


OUR PRIVACY POLICY. We do not rent, sell or share data we collect for our clients.  We regularly purge, cleanse, encrypt and anonymize collected data, especially PII (Personally Identifiable Information), to ensure the privacy and security of our clients and their clients.  Our client strategy reporting contains only aggregated data.