DossKit: A Dossier Builder for Private Clients

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.

DossKit™ Delivers a Rich Customized Dossier Experience 

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.

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 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.
Try Dossier Builder yourself - free
Customize It
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, meet the exacting standards of your clients, clearly surpass expectations, and creatively impress 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 a 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, encrypt and anonymize collected data  – especially PIA (Personal Identity 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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