Virtual Refine Portal Workshops
Ensuring maximum return on investment with hands-on support.
“The experience was invaluable and absolutely worth the time and money - I would’ve paid double!
Team Refine applied the Portal to real-life examples and really helped me understand how to better my process with the Portal and beyond”
- Madyson, Workshop Attendee
FAQs
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Purchase and completely download the Refine Portal.
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All payments are non-refundable, but may be:
Transferred to another Refiner that would like to attend the Workshop
Used as credit for other Refine products within 30 days of cancellation
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Each team member will need their own ticket, but come one, come all!
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Yes! It will be sent within a few days of the workshop.
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While most of our workshops are during the days to give plenty of time for working on your portal while in a groove, we do offer an occasional evening workshop. Click each date for specific times!
If opting for an evening workshop, we recommend blocking the next evening to work on your portal as well, while ideas are fresh!
Whether you've been putting off setting up your Refine Portal or you've been a long-time user eager to discover fresh insights, our workshop is tailor-made for you. Dive deep into the heart of the Refine Portal with our comprehensive coaching!
Step-by-Step Mastery:
We'll walk you through each tool, unveiling its potential and showcasing innovative ways to leverage them.
Efficiency Hacks:
Learn the tricks of the trade to streamline your planning process and serve your clients even better.
Hands-On Coaching:
Benefit from dedicated time for independent work, with expert coaches ready to troubleshoot and guide you.
Our past attendees have transformed their approach, moving from “where do I start"?” to complete clarity. The Refine Portal is designed to be the ultimate planning software for planners collaborating with engaged couples, and the workshop is designed to help you maximize that investment!
Take Your Process to the Next Level
GRAB YOUR SEAT
WORKSHOPS ARE VIRTUAL, AND HOSTED VIA ZOOM!
Click your preferred date for more information!