Brett Rogers, Founder

1

• Brett Rogers, Founder
• brett_at_247toolset.com
• 515.988.8226

2
What is 247Toolset?

• 247Toolset helps you better manage and coordinate
  the resources within your organization by
  allowing those resources to create a profile of
  their skills and talents for your organization's
  inventory.
• Or, more simply a contact management tool on
  steroids that your organization can have for only
  19.95 per month.

3
Resource Profiles

• You invite your constituents to become a resource
  and create a profile.
• Each resource describes their willingness to get
  involved using attributes beneficial to your
  mission.

4
Flow

• 247Toolset helps you get it done by making it
  easy for you to manage your organization's
  correspondence, action items, and resources.
• Integrated Correspondence Tracking
• Integrated Project / Action Item Management
• Integrated Resource Search / Engagement

5
A Screenshot Demo

• Let's say you take a call from Wendell at your
  accounting firm. He wants you to come to his
  office and spend time going over your
  organization's tax return.
• You might need help gathering the proper
  documents before you get to the accountant's
  office, to save time and money.
• What follows is how that would happen using
  247Toolset...

6
Take the Call

• You start by clicking into the Correspondence
  module of 247Toolset and choosing
  "AddCorrespondence"

7
Select the Contact
8
Fill in the Details of the Call

• Note that you can promote Correspondence to a
  Project / Action Item when you click Save

9
View the Correspondence
10
Navigate to View the Project
11
Add a Tax Expert Role to the Project
12
From There, You Go Right to Search...
13
Look for Someonewith a Background in Accounting
14
The Request Process

• From within your pool of resources, you don't
  know right away who is willing to help you - but
  247Toolset makes it easy for you to find likely
  candidates, and send a request for engagement to
  them by email.
• Here's how...

15
Filter, then Add Them to Cart
16
Checkout and Send the Request
17
Elapsed Time 3 Minutes
18
What Each Resource Receives in Email
19
Your Project Dashboard

• From your Project's Dashboard, you'll be able to
  monitor who has stepped forward to get involved,
  and that's just the beginning of what
  247Toolset helps you do.There is no
  otherplatform like it.

20
Your 247Toolset Portal

• Each 247Toolset portal is its own web site,
  adjacent to your current web site, skinned to
  mimic your branding.
• The data entered into your 247Toolset portal is
  yours and will never be shared, given, or sold to
  anyone else.
• The attributes you use to inventory your
  resources are customizable to your needs.

21
All That Capability...

• ...for less than 1 per day!
• Who uses 247Toolset?
• Non-profits, staffing companies, churches,
  politicians, schools... any organization that
  needs to save money and be more effective.

22

• Contact 247Toolset for a personal demo
• and learn how your organization
• can save money and be more effective
• 515.988.8226
• brett_at_247toolset.com