REFINE PORTAL CLIENT COPY CREATION

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Are you ready to outsource a part of your client onboarding process? I'm here to help! We all love that exciting "your client has booked" email-but then starts the work. Instead of focusing on nurturing this new relationship, you are spending precious time creating their planning portal.

 

Have you ever thought, " I just wish someone would do this part for me?!"

 

It's me! Hi! I'm the one, its me! (IYKYK)

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Ready to get started ASAP?!

You can view how it works and read some FAQ's below.

If all looks good, complete the form and consider it done! 

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Please note: The Refine Portal New Client Set Up is NOT an initial Master Refine Portal Set Up. This service is for planners with a "copy ready" master portal. If you need assistance setting up your master portal, feel free to contact me using the link below. 

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Want to chat a bit to make sure this is what you need? No problem.

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Click HERE to book a time to chat and we can figure out together what your next step should be.