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Tl;dr |
Meet Melissa George, the trailblazing Founder and CEO of InvestHER Fiduciary Solutions. Melissa has spent 27 years in the financial services industry helping people—especially women—navigate their financial futures and retire with confidence. Her secret weapon? A knack for making every minute count, thanks to her go-to tool, YouCanBookMe. Here’s how she uses it to supercharge her business and empower others!
Melissa’s journey began with a love of numbers and a desire to help people. But as her business grew, so did the demands on her time. "What keeps me up now is scaling… how can I create something that I can sell?" she says. To achieve her goals, she needed a way to efficiently manage her time. That's where YouCanBookMe comes in.
“I love YouCanBookMe,” Melissa says with a smile. “It helps me by allowing me to efficiently manage my time, which is crucial as I work on growing my business."
For Melissa, YouCanBookMe is more than just a calendar tool. “I love the way that I can customize it,” she shares. “I have multiple calendars. I can create a calendar just for a very specific group of people if I want to.”
The flexibility of YouCanBookMe means that Melissa’s clients have the convenience of booking a call, a Zoom meeting, or even an in-person session—whenever it works for them. “The convenience that a client has... they can go on and they can book time on your calendar anytime,” she explains. “They can book a phone call, they can book a Zoom, they can book a face-to-face.”
And those reminders? They’re a game-changer.
“The reminders have... I mean, my appointment rate is so high because of the text messages and the email messages that people get,” Melissa says. “Even after I have a message that goes out about an hour after my meetings, people will text back and say, 'Oh my God, that was time well spent. I really enjoyed it.'"
Growing her business, one appointment at a time
Melissa is laser-focused on growing InvestHER Fiduciary Solutions and making every minute count.
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“I want my calendar to fill up while I'm sleeping. And it does,” she laughs. “I could be any time of the day or night. I'll wake up in the morning, and there are some new appointments that I have.” |
YouCanBookMe's scheduling software for financial services helps Melissa stay on top of her busy schedule by automating many of the tasks that used to eat up her day. “It's sending me time… it's actually multifunctional,” she explains. “It's doing a lot of things, but the main thing is it's saving me time.”
She’s also found that setting up YouCanBookMe was worth the effort. “Probably the thing that just, you know, really takes the most time is setting it up from the beginning because there's so many [options],” she admits. “I really have to think about it. But over time, I just became very, very comfortable with it."
For Melissa, reducing no-shows is key to maintaining a successful business. “For me, I'm trying to have the highest show rate that I possibly can, which it really does help, especially the text messages,” she says. And if clients do need to reschedule? No problem. "I have very few no-shows, but if they need to reschedule, I tell them, 'Hey, go back to the original confirmation email. There's a link in there.' It really does help."
This ease of use extends to integrating with other tools. “The other thing was, you know, there's always this thing about, after you book it, can it drop onto my calendars? Can it do Outlook, Google, whatever… I just love it,” she shares.
Melissa is all about staying connected with her clients and in control of her time. She loves that YouCanBookMe automates so much of the scheduling process, but she also values the personal touch it brings. "I always wish that there was some way that I could just automatically shoot out a text... if there was some way that I could do that because I always have to. That’s a manual thing,” she notes.
But she can’t imagine switching to another tool. “I just love it. I can’t [switch],” she says. “I want it to be a good experience for me, but at the end of the day, it's really about the client.”
Melissa has a straightforward message for other entrepreneurs: "I just love YouCanBookMe," she says. "It makes my life easier, helps me grow my business, and lets me focus on what really matters—my clients."
Melissa George is building a legacy, one appointment at a time. Her dedication to helping female founders and entrepreneurs succeed, her thoughtful approach to scaling, and her commitment to excellent client service are driving her business forward.
With YouCanBookMe by her side, she’s saving time, reducing no-shows, and keeping her calendar full. The future looks bright, and Melissa is ready for whatever comes next.