DossKit(tm) Dossier Builder for private client markets

Dear service provider: Your private client places high importance on your ability to anticipate, extend and fulfill.  In our experience as a trusted partner to leading luxury market providers, we see that HNW clients expect – and reward – reliable, discrete, concierge-quality performance.  Those rewards include referrals, positive reviews, upsales, gratuities and repeat business.  In response, we developed DossKit™, which has helped thousands of upscale agents and clients get higher satisfaction from their luxury experience while improving workflow, minimizing costs, and increasing sales – all for typically less than a fraction of a percent of the client fee.

DossKit™ Delivers a Rich Dossier Experience 

With DossKit’s included Dossier Builder, agents and concierges can now give private clients a fully branded online collaboration space to build a rich Dossier that assembles credential, dietary, culinary, medical, interests, preferences, dislikes, itineraries, plans, ideas and more.  By drawing a bright line around what’s expected, what’s required, what’s possible and what’s delivered, DossKit clarifies multi-party communications, eliminates error-prone tedium, and engages your client in creating their own best 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 you 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.  Put yourself in your client’s place, and try it yourself 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.
Try Dossier Builder yourself - free
Customize It
Get yours today! DossKit brings clarity and quality to your business and, in turn, confidence and delight to your clients.  DossKit helps you gain new insights, meet the exacting standards of your clients, clearly surpass expectations, and creatively delight them.  We can also help you integrate DossKit’s dataflow into your in-house marketing systems, which can greatly improve your planning, reporting, follow-up and loyalty programming.  We have seen DossKit user-agents discover new revenue opportunities just by asking the right questions, gathering the relevant information and making the timely offer.
If you would like DossKit™ tailored and branded 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 and anonymize collected data  – especially PIA, Personal Identifying Information – to protect the privacy of our clients and their clients.  in this regard, our trusted partner status is unparallelled and unbroken.

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