VIRTUAL REFINE PORTAL WORKSHOPS

Ensuring maximum return on investment with hands-on support.

Our next workshop is February 4th.

“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

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

  • This Workshop is a must. It gives you a full overview of what you have and how to use it, along with time to bounce off ideas and concerns with other planners. Best investment in yourself as a planner and in your process for clients.

    Kaitlyn

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GRAB YOUR SEAT

FOR OUR NEXT WORKSHOP ON FEBRUARY 4TH

WORKSHOPS ARE VIRTUAL, AND HOSTED VIA ZOOM!

Click the button below to learn more, including the date and time as that changes per event.