Private clients place high value on a service provider who can anticipate, extend and fulfill on intricacies to deliver a curated, immersive, unique client experience. As a trusted partner to leading private client services, we have learned that HNW clients expect – and reward – reliable, discrete, concierge-quality performance. Those rewards include referrals, positive reviews, upsales, gratuities and repeat business. To support them we developed DossKit™, which has helped thousands of agents and clients get more satisfying results while improving communication and and engagement, all for typically less than a fraction of a percent of any service fees.
With DossKit’s included Dossier Builder, agents and concierges can now give private clients a fully branded online collaboration space for building 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 improves multi-party communications, eliminates error-prone tedium, and engages the 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.
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.
