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!

Well it wasn’t, until my team got a hold of it.

Just look at how gorgeous this is and tell me your clients won’t love it. 

Ok... but Google???  Google is so... not cute!

The two most popular features include our guest list tracker + seating assignment tool and our planning checklist which can be sorted by planning partner, timeframe, or task!

• Wedding Weekend              Itinerary for VIPs 
• Interactive seating            assignment tool
• And so much more!!!

• Wedding Weekend              Itinerary for VIPs 
• Interactive seating            assignment tool
• Progress tracker
• And so much more!!!

• Budget Tracker
• Design Questionnaire
• Timeline Templates
• ORDER OF CEREMONY &        DIAGRAM

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

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

Inside The Refine Portal, you’ll find my Wedding Planning Process Kit, which includes all of these fantastic tools.

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!

YES! You will totally want to get in there and tweak to meet the needs of your clients, but if you are wanting to outsource that, we can totally do that for you! We also have options for tech related support, coaching and onboarding of your clients.

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.

THE REFINE PORTAL IS 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 Vendor 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 tech 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 tech support by emailing us! Once we confirm your WPPK ownership, we will send you a private link for portal purchase and download!

I already own the Wedding Planning Process Kit...

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Great, pick the option that works best for your needs!

Ready to join the Refine Portal Family?

When purchasing, you’ll be given instructions for instant download and access. That means you can start customizing and using it right away! You’ll also be given a link to schedule a 15 minute Zoom call with our team to install one aspect of the product that can only be done by our team. This does not slow down your use with clients and only takes a couple minutes, giving you time to ask questions as you learn the product.

What to expect after purchasing

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 do you want to spend over 60 hours formatting it and learning how to share that content with multiple clients, without them being able to edit over your master files? Ideas and framework have value! This tool with facilitate growth in your business, while saving you time along the way.

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 do you want to spend over 60 hours formatting it and learning how to share that content with multiple clients, without them being able to edit over your master files? Ideas and framework have value! This tool with facilitate growth in your business, while saving you time along the way.

- 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?

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

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

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?