Blog - YouCanBookMe

How Kathleen Metcalfe uses YCBM to Empower Real Estate Professionals

Written by Hannah Ouijdani | Aug 29, 2024 2:00:00 PM

Tl;dr Kathleen Metcalfe, the powerhouse founder and CEO at Kammbium, helps real estate agents and teams thrive by bringing clarity to their operations. With 22 years of experience, she swears by YouCanBookMe to keep her scheduling and client management on point—a must in the fast-paced real estate world.

 

From sales to systems: Solving the real estate operations gap

Kathleen Metcalfe didn’t just stumble into the real estate world—she built Kammbium with a clear purpose. After years in retail and recruiting, she realized she had a knack for helping people get organized. So, she made it her mission to coach real estate agents and admins, guiding them from disorganization to a well-structured, efficient operation.

“ Salespeople are trained to sell, but not necessarily to operate.”

- Kathleen Metcalf

She noticed that while real estate agents excel at closing deals and building relationships, they often struggle with the day-to-day operations that keep a business running smoothly. Things like managing schedules, following up with leads, and coordinating team activities were points of failure for a ton of agents, and she wanted to change that.

That’s where Kammbium comes in. Kathleen saw this gap and knew she could help real agents not only succeed in sales but also build sustainable, efficient businesses. Her approach focuses on streamlining processes, implementing effective systems, and ensuring that every part of the business is aligned. 

Whether it’s automating administrative tasks or setting up a clear structure for team collaboration, Kammbium provides the support agents need to thrive in all aspects of their business, not just in sales.

Kammbium’s tech stack for successful coaching

Kathleen knows the power of technology in running a successful business. She’s integrated several tools into Kammbium’s operations to ensure everything runs smoothly, from managing schedules to tracking leads.

What’s in Kathleen’s toolbox

  • Google: Kathleen uses Google and all the tools that come with it, like Google Calendar, to keep Kammbium running smoothly every day.
  • Follow Up Boss: A powerful CRM designed specifically for real estate agents.  that helps her track leads and manage communications.

But the standout tool in her arsenal is undeniably YouCanBookMe

As Kammbium grew, she realized she needed a reliable way to manage her increasingly busy calendar. After switching to Google’s ecosystem, she discovered YouCanBookMe—and it quickly became her go-to coaching scheduling software.

“One of the reasons why we started using YouCanBookMe even more is because we wanted to have a link for people to see when they could schedule with us and be able to come in.”

- Kathleen Metcalf

We hear you, Kathleen. In fact, that’s exactly why we built this game-changing feature! 

By providing clients with a simple scheduling link, she eliminated the endless back-and-forth emails and the confusion over time zones, making it easier for everyone to book time with her.

Why she loves YouCanBookMe

Once she signed up, it was pretty much love at first sight thanks to: 

  • Automated reminders: YouCanBookMe allows her to set up reminders for clients, ensuring they never miss a session. This is especially helpful for busy clients who might be coaching from their car or between appointments.
  • Flexible scheduling: The platform provides a clear and accessible way for clients to book sessions, avoiding any missed opportunities due to scheduling conflicts.
  • Efficiency boost: By reducing the administrative burden, she can focus more on coaching and less on logistics.

This level of automation has not only improved client attendance but also freed up her time to focus on delivering value during her coaching sessions.

It also makes booking (and selling) easy

Kathleen also uses YouCanBookMe to simplify her sales process.

Now, Kammbium can offer both complimentary and paid sessions seamlessly. This flexibility means that when a client wants to schedule time with her—whether it's a free consultation or a paid coaching session—they can simply select their preferred option and book directly through the platform. No more back-and-forth emails or awkward payment follow-ups. 

The automated system handles it all, allowing clients to book (and pay) in one step.

🗣️ Psst! We’ve got tons of tips on how to improve parts of the sales process like lead qualification with an automated calendar scheduler. 

And reduces no-shows

Before YouCanBookMe, Kathleen, like all business owners, really struggled with no-shows.

“What we found were the no-show ratios have increased at times over the years. And we didn't think that that was because they didn't want to talk to us…they still like us and they still are paying, so they must want to come…[it’s] the busyness factor, the distraction factor..."

- Kathleen Metcalf

We, like Kathleen, know that life gets busy. Distractions happen. We're all human, after all, and as much as we wish we had perfect memories, we just don't! That’s where YouCanBookMe comes in.

This platform is designed to take the human error out of things, sending automated email and SMS reminders that ensure clients remember their sessions and make it on time.

And here’s the thing: Kathleen isn’t glued to her desk, frantically texting everyone to remind them. She set up automated reminders and follow-ups, filled out the necessary details on her booking form, and let YouCanBookMe handle the rest.

This simple automation has been a game-changer, keeping Kammbium running smoothly and freeing up Kathleen.

But most importantly, it helps foster stronger relationships and professional connections

For Kathleen, success in real estate isn’t just about closing deals—it’s about building meaningful connections and fostering collaboration. She thrives on networking and creating strong affiliate relationships, embodying what she describes as the core of feminine leadership.

“I think there’s abundance everywhere. There’s plenty of room for everyone to be successful. So, who are the brokers, who are the coaches, who are the vendors, who are all working in this environment inside the industry? And how can we come together to refer business to one another so that we can help everyone be successful?”

- Kathleen Metcalf

YouCanBookMe fits right into this collaborative mindset. It simplifies the scheduling process, making it easy for Kathleen to connect with other professionals—whether they’re brokers, coaches, or vendors.  Our tool helps her effortlessly set up meetings and follow up with referrals, keeping those valuable connections strong and thriving. 

It’s all about making sure everyone in her network has what they need to succeed.

Successful professionals choose YouCanBookMe

In the ever-changing real estate market, staying on top of everything is a must, especially for successful coaches like Kathleen. With YouCanBookMe managing her scheduling, Kathleen can keep her finger on the pulse of her business and stay ahead of the curve. 

The results speak for themselves—more bookings, higher client retention, and a smoother operation overall. In an industry where time is money, a tool that automates bookings, sends reminders, and streamlines day-to-day tasks is more than just a convenience—it’s a competitive edge.

For Kathleen, YouCanBookMe is the secret sauce that keeps her ahead in a fast-paced, unpredictable market. It handles the nitty-gritty details, freeing her up to focus on what matters most—ensuring her clients succeed, her operations run like clockwork, and her business continues to grow, no matter what the market throws her way.

If you want more bookings, happier clients, and a business that runs like clockwork, sign up for YouCanBookMe today. No credit card needed.