The clean-up work you keep turning down
Portal audits and data clean-ups are too small to staff and too fiddly to enjoy. I do them under your brand, so you keep the client and the margin.
How it works
- 1You send the job: the portal, what the client asked for, and any deadline.
- 2I work as a user in the client's portal under a DPA, on your timeline.
- 3You get the report in your template, or ready to rebrand, plus a change log.
- 4I never contact your client unless you ask me to.
What I can take off your plate
Agency rates, fixed scope, no minimum commitment.
Pre-sale survey
The full 44-point survey and scorecard on a prospect's portal. Use it to win the account and scope the work properly.
White-label Reset
Survey, top ten fixes and a re-survey, delivered as your team. You set the client price.
Overflow days
Data clean-up, workflow tidy-ups, property audits and migrations prep when your team is stretched.
Why an outside specialist
Audits pay badly per hour and need someone who's run portals day to day, not just built them. That's what I've done for four years, across SaaS, life sciences and edtech, including rebuilding a CRM from scratch as the only Super Admin.
You get a repeatable survey with consistent scoring, so every client gets the same standard and you can show progress over time.
The boring but important bits
- ✓NDA and data processing agreement before any access
- ✓Least-privilege user, removed when the job ends
- ✓Backups before bulk changes, every change logged
- ✓Reply within a working day
Got a portal nobody wants?
Send it over. I'll tell you within a day whether it's a fit and what it'll cost.