Welcome to Your Suite
This is your private Refining Suite dashboard. Every link here is curated to keep you focused on results, not noise.
- Identity & message clarity
- Offer alignment & priorities
- Baseline systems audit
Use this space to track your top priority for the week.
- Top priority outcome:
- Key action 1:
- Key action 2:
Date: [Add date here]
Time: [Add time + time zone]
Join Zoom link →
Your Refining Suite Sprint
A clear breakdown of your timeline so you always know what you’re working on and why it matters to your legacy.
Vision, legacy goals, ICP, offer alignment, and baseline audit.
Digital footprint, message hierarchy, and visibility stack setup.
Refined content, AI support workflows, and signature assets.
Call Schedule
All live calls in one place. You can plug this into your calendar and never guess what’s next.
Replays & Call Notes
Missed a call or want to revisit a strategy? Everything lives here.
Resource Library
Curated trainings and tools that support your Refining Suite work.
Templates & Documents
All of your editable tools in one place. Most will open in Google Docs or Sheets.
Office Hours
Use office hours to get quick, precise answers instead of sitting in overthinking.
How it works:
- Submit your question or Loom link at least 24 hours before office hours.
- Bring one clear decision or bottleneck you want to move.
- We’ll prioritize strategy, clarity, and tangible next steps.
Support & Contact
When in doubt, reach out. We’d rather refine the question with you than let you stall.
Primary support: [email or portal link]
Typical response: within [X business hours].
Use this only for time-sensitive launch changes or technical issues that block you from using the Suite.
Policies, Access & Next Steps
Clear agreements keep the experience clean and grounded for both of us.
- Access to this dashboard is private and for your personal use only.
- Replays and materials are for you, not for resale or redistribution.
- Implementation is collaborative – your participation is your leverage.
When you complete your Refining Suite, you’ll receive:
- Refining Suite Summary & Outcomes document
- Next-phase recommendations for your digital legacy
- Optional pathways for future support or retainer advisory