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Coordinator partner kit
Use this kit when a client has a proposal, quote, hotel block, vendor contract, or payment decision moving faster than the paperwork feels clear.
Client brief
Keep this plain. The product works best when it is framed as a before-you-sign second read, not legal advice or another planning dashboard.
Sendable copy
Send these first
The sample report makes the tool understandable before asking for private paperwork. The guide helps when the client only has a quote or email, not a final contract.
Proof
Show exactly what a review looks like without using a client file.
Open sample
Guide
Use when a couple has a quote, email, or venue packet before the formal agreement.
Open guide
Referral
Invite clients and follow account, acknowledgment, upload, review, and decision progress.
Get link
Pilot ask
Trigger
Client has a proposal, contract, room block, or deposit question.
Action
Invite the client to create their own private workspace.
Follow-up
Follow the client’s decisions and planning tasks without approving the contract.