A Client Data Portal and Engagement Tracker for Sustainability Consultancies

Mythex lets a sustainability or carbon consultancy build a client portal with a grid of upload slots for electricity, gas, fuel and travel by site and month, quotes scoped by sites and emissions categories, an engagement tracker keyed to each client's reporting year, and a website page for suppliers who just received an emissions questionnaire.

Most of the hours go into chasing data

A footprint is easy to describe and slow to deliver. Twelve months of electricity and gas bills for four sites, fuel card exports, mileage claims, flights booked by three different assistants and a supplier spreadsheet arrive as PDFs and files called final_v3 from five people in finance, facilities and HR. Meanwhile three other clients' financial years closed in the same quarter and want reports by the same date. Next year they will all need it again. A consultancy needs a structured way to collect data, a clear view of which projects are stuck waiting on the client, and renewals tied to each reporting year end.

Upload slots per data type, site and month
A missing-data view the client can see
Engagement stages from scoping to final report
Reporting year end recorded for every client
Quotes scaled by sites, entities and scope
Milestone billing tied to your deliverables

What you can build for sustainability consultancies

A data grid instead of 'send us everything'

Clients get upload slots for electricity, gas, fuel, refrigerants and business travel, laid out by site and month, that fill in as files arrive. Finance, facilities and HR contacts each get their own login, and draft reports with comments live in the same portal for review.

Build a client portal for my sustainability consultancy. Each client has sites, and for the reporting year each site shows a month-by-month grid of upload slots for electricity, gas, vehicle fuel and business travel. Show which slots are still empty, give finance and facilities contacts separate logins, and let clients comment on draft reports.

Engagements keyed to the reporting year

Record each client's year end and the trigger behind the lead, such as a customer questionnaire, a tender or an investor. Engagements move from scoping to data collection, analysis, draft and final, and a renewal prompt fires two months before the next year closes.

Make a CRM for my carbon consultancy with clients, their reporting year end, lead trigger, and engagements moving through scoping, data collection, analysis, draft and final report. Create a renewal task two months before each client's next year end.

Scoped quotes that limit value chain creep

Price by number of sites and entities and by scope, add supplier engagement, target setting or certification support as optional lines, state data-quality assumptions, and quote value chain categories as a separate, named line with a timeline tied to the client's deadline.

Build a quote tool for my sustainability consultancy that prices by sites, legal entities and emissions scopes, lists value chain categories included as a separate line, adds optional target setting and certification support, states a surcharge if data must be estimated, and sets a timeline from the client's reporting deadline.

A page for the supplier questionnaire moment

Explain carbon footprinting, reporting support and net zero planning plainly for first-time buyers, describe the frameworks you work with accurately without implying endorsement, show case studies by sector and size, and ask in the inquiry form what triggered the request.

Build a website for my sustainability consultancy with service pages for carbon footprints, ESG reporting support and net zero plans, a page for small suppliers who received a customer emissions questionnaire with a starter package, case studies by sector, and an inquiry form asking what triggered the request.

Projects waiting on client data

Group engagements by stage with a count of those blocked on client data, lay out upcoming client deadlines by month, split revenue between first-year footprints, repeat reports and retainers, and show analyst workload before you accept more work.

Make a dashboard for my consultancy showing engagements by stage, how many are waiting on client data, client reporting deadlines by month, analyst workload across active projects, and revenue by first-year, repeat and retainer work.

Training for the people who collect the data

Short modules for client staff on emissions basics, with role tracks for finance, facilities and procurement, completion records the client can show its board, and lessons that are easy to update each year.

Create a short online course for my clients' staff explaining emissions basics, with separate tracks for finance, facilities and procurement, and a completion record per learner.

Be careful how you describe standards

Clients will quote your website in tenders and to their own customers. Name the frameworks and standards you work with accurately, describe your role as support rather than certification unless you are accredited to certify, and never suggest an endorsement you do not hold. Ask Mythex for a short methodology page and keep it updated as practice changes.

Bill on what you control

Tie milestone invoices to deliverables you produce, like issuing the draft, rather than to the client finishing their uploads. Data collection is where projects stall, and a milestone that waits on the client's finance team puts your cash flow in their hands. Each invoice should name the reporting year and scope, which clients need for their own audit trail.

Deposit at scoping
Invoice at draft issued
Balance at final report

Questions

Can clients upload utility bills and spreadsheets to the portal?

Yes. Files go into file storage attached to your project, linked to the site, month and data type, so you can see at a glance what has arrived.

Can Mythex calculate emissions?

It can build calculators that apply emission factors you supply to the data clients enter. Choosing the right factors and methodology is your professional work.

Can several people at one client log in?

Yes. Ask for client users with roles, so finance, facilities and HR each see the upload slots they are responsible for.

Do I need to know how to code?

No. You describe the portal and workflow and change it by chatting.

How much does it cost?

You can build and publish on the Free plan with no card. Pro is $25 a month with a custom domain, code editing, export and more credits.

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