They simply wanted to hire a planner to be efficient and get the job done, however that looked.

That meant I was spending $1500 a year on something they didn’t view as a client experience or value add!  They didn’t even consider it as a benefit in my sales process, dang it!

How do I know?  Well, because I sent them this survey, and they told me so!

Having used several big box CRMs I got tired of paying for something my clients didn’t love.

A CRM (customer relationship management tool) designed by wedding planners for wedding planners!

Welcome to the Refine Portal!

AND inside, you’ll have access to my entire planning system, workflow AND coaching tips.

A one time, low cost solution  •  No monthly fee  •  No tiers based on client count

I’m here to offer you a CRM for half of that cost

The Refine Portal can be used on a phone, tablet or computer… with or without WiFi!

Available Offline

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Google does not have scheduled downtime for maintenance during busy season, or well… ever. Google also does not make updates with little to no warning when you’re in the middle of finalizing details.

No blackouts or scheduled downtime

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The Refine Portal is built in Google Drive, which means you have complete ownership of your work and system! Google isn’t going out of business, and once I give you the content - it’s yours forever, even if I retire. 

Complete Ownership

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You can identify which planning partner updated information so you can reach out to them for clarification if needed.

ID User Comments

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You can restore information if momma gets in there and deletes something by accident! Rewinding mistakes is always priceless.

Restore your Work

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You can back up your work! Anytime. In a working, editable document. Other CRMs move your content to a useless PDF.

Back up your work

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How does the Refine Portal compare to other big box CRMs? Great question...

So I took measures into my own hands, and created my own reliable tool. 

Yet, they continued, leaving me feeling exposed and vulnerable.

Both of these things were happening to me. And as a representative of wedding planners across the world, I spoke with the owner of my CRM at the time, wherein I was given a promise that these things would stop happening.

It’s Thursday, and you have the biggest wedding of your career on Saturday. But your CRM just made updates and now all of your information is wonky, things are moved or missing and now you have no idea what you are looking at. Oh and the client now thinks you are making mistakes.

How about another picture?

It’s October, the busiest wedding month of the year and your CRM crashes. What do you do? Just accept that you don’t have access to your documents?

So let me paint this picture for you...

See the whole Portal in action here!

The refine portal is built in google drive, which sounds ugly and gross.
but Just look at how gorgeous this is and tell me your clients won’t love it.

EASY aaaaand beautiful are indeed possible. 

Come take a look inside and see for yourself!

check out the client viewpoint here!

The three most popular features include our budget tracker, guest and seating tool, and our planning checklist, which are automated and allow for viewing your progress at a glance.

*Exclusive to the Refine Portal and not sold separately.

• Wedding Weekend              Itinerary for VIPs 
• Interactive seating            assignment tool*

• Wedding Weekend              Itinerary for VIPs 
• Interactive seating            assignment tool*
• Progress tracker*

• Budget Tracker*
• Timeline Templates
• ORDER OF CEREMONY &        DIAGRAM

• Budget Tracker*
• Timeline Templates
• ORDER OF CEREMONY &          DIAGRAM
• PROGRESS TRACKER*

• Planning Checklist*
• Workflow
• Meeting Agendas
• PLANNING PHASES
• GUEST LIST TRACKER*

Inside The Refine Portal, you’ll receive these
incredible tools + everything else found inside my
Wedding Planning Process Kit!





And so much more!!!

See everything inside the base model






And so much more!!!

You’ll find user friendly:
• Folders
• Pre-designed headers to keep or customize
• Canva Templates for branding   
• Checklist functionality
• Formulas in the guest and budget
  tracking tools 
• Tutorials

You’ll find user friendly:
• Folders
• Pre-designed headers to    keep or customize
• Canva Templates for          branding   
• Checklist functionality
• Formulas in the guest        and budget tracking        tools 
• Tutorials

The Refine Portal is organized with you in mind!

The Refine Portal was created to provide an a la carte option to CRM users tired of paying for features and support they don't use. Other CRMs have to charge a monthly fee to provide Customer Support. Given not everyone needs that, we have kept our cost low and provide that as needed via THESE upgraded services. 

Additionally, we provide tutorials + a long list of FREE resources to guide you. 

CUSTOMER SUPPORT

Inclusion is really important to us at Refine so you’ll find that all images are of details only, to avoid anyone not feeling represented. We also use inclusive language throughout the content. Rather than “bride and groom”, you’ll find “couple or client.”

INCLUSIVE IMAGERY AND LANGUAGE

Your CRM should fully represent YOU and your abilities as a designer. That’s why I’m proud to say that you can fully customize The Refine Portal to align with your brand colors, fonts, imagery and tone.

As with any CRM, set up can take a bit of time and users often outsource that. We are happy to assist with THESE service options.

FULLY CUSTOMIZABLE

Portal Bundle!

Please note, these additional kits are not integrated into the portal. They are email templates provided in a Word Document for you to apply to your email platforms. This is simply the most cost effective way to get the bulk of my tools and resources at one time.

If you'd also like my Email Template Kit and Final Reconciliation Kit in addition to the Wedding Planning Process Kit, you can purchase this stacked version of The Refine Portal.

Want to snag the Whole Template Bundle?

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Refine Portal!

Great! Just click the button below! You'll receive everything you need to be fully loaded with the kit, tutorials, branding templates and basic support.

I Don't already own the Wedding Planning Process Kit...

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Upgrade Here!

You can simply upgrade your kit to the portal integration + tutorials, branding templates and basic support by emailing us! We'll confirm your WPPK purchase and send pricing and purchase information! 

I already own the Wedding Planning Process Kit...

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Great, pick the option that works best for your needs to learn more about pricing and inclusions!

Ready to join the Refine Portal Family?

When purchasing, you’ll be given tutorials and video instructions for instant download and access. That means you can start customizing and using it right away! 

We'll also provide you with an email address to contact our team for troubleshooting! 

Once downloaded, you'll find a folder of tutorials and videos to train you on set up, customizing, using the various documents, and how to share with clients so they can't edit your master files.

Last, but not least, you'll be invited to join our Portal User Facebook group. Portal buyers are not permitted to openly coach or share the portal with those that don't own it, so we've created a space of vetted buyers to allow for collaboration! 

What to expect after purchasing

Layout software is the responsibility of the venues, so we encourage you to use their access. Otherwise, we encourage using Merri, Canva or Powerpoint.

Merri is currently in Beta mode, which means they have awesome entry pricing ($19 a month)! 

Fun fact: if they don't already have a venue in their system that you need, you can gather the information they need and once you send, they'll have it created and ready for you within 24 hours! Other programs require that you upload a CAD drawing and work around it. With Merri, this service allows for a fully functioning experience! 

We have a partnership with Rock, Paper, Coin for this! Use REFINE at check out for one free year of their service.

While we will always promote the use of a professional platform like RPC for invoices and contracts, we are currently building an infrastructure to allow for invoices and contracts in 2022. 

Why is a platform like RPC important? For many reasons, but to highlight the most invaluable one: because once you own the Refine Portal, it's yours. Though, with RPC, they are in direct contact with banks every day and can advocate on your behalf as necessary. 

Yup! just like with anything on Google Drive or Sites, you can create a link and put it anywhere!

Though, as far as creating a tab on your website, with a login for your clients on that page, we don't find that necessary. It's an added step and defeats the purpose of the Refine Portal. We have an onboarding process that we recommend and provide you at the time of purchase. 

As many as you’d like! No added fees.


Not on this product. We offer sneak peeks above and have ongoing public sessions to showcase and answer questions, We ask that you please be familiar and comfortable with technology and Google Drive prior to purchasing. If you can check those boxes, you'll be good to go! 

If you've never had a CRM before, it's good to know in advance that they come with learning curves and require setting time aside to read, navigate instructions and be fully committed to the process. We've tested our tutorials on our NOT so tech savvy mothers and they were able to use it just fine! ;) 

Unlike other CRMs, The Refine Portal is literally YOURS just by default of access. It's not physically possible to revoke access to it, so by nature, we are not able to offer trials. 

Trust me, we wish we could and your requests for that are not being ignored. It's simply a product limitation beyond our control. 

We do have loads of sneak peeks in our Facebook group, a couple linked on this website page, and of course testimonials in various places as well! 

Sure! But it took us two years to create and test what we offer. On a base level, it takes about 60 hours to format our Wedding Planning Process Kit in Google Drive. But in addition to that, we've created tools that are exclusive to the Refine Portal and we have learned how to share everything with multiple clients, without them being able to edit over your master files.

Ideas and framework have value! Yes, you can research and learn the same tricks we have. But this tool will facilitate growth in your business, while saving you time along the way.

We offer a library of written and video tutorials that cover any scenario we have faced with the Refine Portal. We also provide inclusion in a Facebook Group for Portal users to collaborate, share ideas, troubleshoot together and more! 

While other CRMs are able to provide daily, chat-box style customer service, they have to charge ongoing monthly fees to afford the staffing demands. 

One compromise in selecting a one time / low cost option like the Refine Portal is that it does not come with ongoing support. Additionally, because it's so customizable, we aren't always able to assist given all the ways users move and change things.

We ask our buyers to be comfortable with Google Drive and technology prior to purchasing the Refine Portal.

Rock, Paper Coin (contracts and invoices) and Merri (layout) are the only two CRMs that provide any level of "do it for you" service. And that is only for specific parts of their platform. Of course, many Virtual Assistants provide set up services for any and all CRMs as well. We DO offer coaching, customization and extended assistance for additional fees, and are working on a Certification program for VAs that would like to add Refine Portal care to their list of CRM set up offerings.

Yes, the portal and the interface are both fully customizable. We also offer customization as an added service if you'd like to outsource it.

Layout software is the responsibility of the venues, so we encourage you to use their access. Otherwise, we encourage using Canva or Powerpoint.

We have a partnership with Rock, Paper, Coin for this! Use REFINE at check out for one free year of their service.

Yup! just like with anything on Google Drive or Sites, you can create a link and put it anywhere!

As many as you’d like! No added fees.

Not on this product. We offer sneak peeks and ask that you please be familiar and comfortable with Google Drive prior to purchasing.

Unlike other CRMs, The Refine Portal can be replicated. We are not able to offer trials for this reason and ask that you rely on the sneak peaks and many praises when making your decision.

Sure! But it took us two years to create and test what we offer. On a base level, it takes about 60 hours to format our Wedding Planning Process Kit in Google Drive. But in addition to that, we've created tools that are exclusive to the Refine Portal and we have learned how to share everything with multiple clients, without them being able to edit over your master files.

Ideas and framework have value! This tool will facilitate growth in your business, while saving you time along the way.


We offer many free tutorials and monthly group classes where buyers can listen in on how we use it, ask questions, gather ideas and collaborate in general. These classes are $25 per seat and announced via our Facebook Group event tab.

While other CRMs are able to provide daily, chat-box style customer service, they have to charge ongoing monthly fees to afford this.

One compromise in selecting a one time / low cost option like the Refine Portal is that it does not come with ongoing support. Additionally, because it's so customizable, we aren't always able to assist given we aren't familiar with all the ways a user can design it.

We ask our buyers to be comfortable with Google Drive and technology prior to purchasing the Refine Portal.

Upon purchasing, we provide a 15 minute appointment to reduce the overwhelm that comes with a new program, make sure things are set up properly, answer questions and point you in the right direction.

We DO offer coaching, customization and extended assistance for additional fees.

- Brandy Blackford

"I spent hundreds of hours and dollars on a platform that I never used, wasn't pretty and required my clients to sign up for it and then learn to use it. And I couldn't help them because I didn't really get it either. Then I bought the Refine Portal and Interface and everything just became so much easier and less stressful. Clients already knew Google Drive, I knew Google Drive and the Portal is based on Word and Excel, so easy peasy lemon squeezy. Clients like using it, they know it is always accessible (even without wifi) and they know their parents will be okay using it too."

- Jackie Chaban

"I was using a different CRM before which wasn't liked by my clients at all (and I am in San Francisco - where people are very tech savvy) It was hard to use and clunky. The clients that were transferred from the old CRM to the Refine Google Drive had rave reviews and ACTUALLY USED it. So instead of spending money monthly on a program that only a few liked and used, I have a one time cost and a FAR BETTER option for my clients. HIGHLY recommend."

- Caroline Ruth

"The Refine Portal is hands-down the most comprehensive "software" for a wedding planner. It has been easy for my clients to use, and is a beautiful addition to their services. Because of the Portal, I have been able to hire 2 more planners for my business so that it can grow and I have all the tools they need to plan with their clients."

Curious what users just like you thought about The Refine Portal?

do you Already have a Google Drive system that is working for you, but want a facelift on the aesthetic side? Click here to grab our landing page!

do you have a google drive system that is working for you, but want a facelift on the aesthetic side? Click here and we'll be glad to share our landing page!

Buy the Portal Now!

Alright, it's official.  I need The Refine Portal!

Buy Now!

We are happy to sell our Refine Interface, the landing page that gives The Refine Portal such a beautiful first impression.  Take a look at this sneak peek video!

You can use this interface to connect to your own Google Drive system. This is a Google Site Template that can also be customized.

Installation of this product requires a 15 minute Zoom meeting with our team, which allows time for a question or two if you have one.

Already have a system that is working for you, but want a facelift on the aesthetic side?