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Refine Portal with Template Bundle Kit


May 1st at 11:59pm CDT is the last chance to purchase the Refine Portal at this price. The price will then increase by $200. 

With today's purchase, you are PRE-PURCHASING the Refine Portal 4.0 and it will be delivered to you sometime between now and May 10th, give or take a day or so. 

The Refine Portal 4.0 is complete, and ready. We are finalizing tutorials early the week of May 2nd and will send to you ASAP upon completion of those + the time it takes to pull reports and communicate with varying groups involved at different purchase levels. 

In the Refine Planning Portal, I integrated my Wedding Planning Process Kit into Google Drive to build a CRM for planning weddings with your clients. All of my Wedding Planning Process Kit documents are not only in the portal, but they are formatted and organized for optimal use.

Why would I break up with a big box CRM for a basic product? I'm glad you asked. Hop over HERE and read more about it! But the short and sweet of it came down to:

  • When I polled my clients, I discovered they didn't like the CRM I was using.
  • I wanted to take ownership of my process, not relying on a third party to keep my planning tools safe.
  • I found that MOBs or other collaborators were changing and / or losing information. I can recover this in Drive. 
  • I needed a way to back up my documents (other than a PDF) and Drive gives me that option. 

Have you asked your clients what they think? HERE is a great survey you can send them! 

What will you find inside?

  • Folders
  • Pre-designed headers to keep or customize
  • Canva Template for branding   
  • Checklist functionality
  • Formulas in the guest and budget tracking tools 
  • Tutorials 

Additionally, you'll be given tech support to assist during your set up process. And here's a fun fact, what I've done here will save you an estimated 40 hours; not to mention the 10 years of experience it took for me to develop the Kits as they are, in the first place.

The Refine Portal is non-refundable. Please know upfront if you are comfortable with Google Drive as our integration platform.