Q and Closing Intelligence

A proposal for C21 Results leadership

Q, offered as a service.

Live business intelligence, built around each client's own data.

Prepared for Terry and Dusty · Mitch Fields · November 2026

Month one with Q

We found $150,000 we did not know we were losing.

$150,000

In lost revenue this year, traced to a loan officer skill gap

$2,000

Per month to run it

~6×

The full annual cost, found in the first month

The data was already ours. Nobody could see it until it was in one live view.

The problem

The data exists. Nobody can see it in real time.

Scattered

CRM, accounting, transaction software, spreadsheets, PDFs.

Each system answers its own questions and nothing else.

Stale

Reports arrive monthly or quarterly.

By the time a leak shows up, it has been leaking for months.

Invisible

The expensive problems live between systems.

Ours sat between loan, transaction and agent data.

The product

One live view of the business, plus an analyst.

What it is

A private dashboard built on the client's own systems.

Their brand, their numbers, updated automatically.

What it shows

Key signals pulled from the data, never typed by hand.

Trends, comparisons, who and what is behind every change.

Closing Intelligence: plain-English questions over documents like settlement statements.

Why it is different

Built to the client, not a template they fill in.

Every answer shows its working, so leaders trust it.

Already running at C21 Results
Live demo: Q and Closing Intelligence on our own data

How we sell it

Six repeatable steps. Live in 4 to 6 weeks.

1
Discovery call
2
Data interview
3
Scoping
4
Setup fee
5
Monthly retainer
6
Ongoing custom work

Ideal client

Any industry, $7M+ in annual revenue.

Data spread across several systems, and a leader who wants to see it.

Who does what

TerryRelationships and network. Opens the door.DustyRelationship management. Keeps the account.MitchTechnical credibility, demo and delivery.

The money

Small per client. Compounding at ten.

At the pricing floorPer clientTen clients
Setup fee$5,000$50,000
Monthly retainer$2,000$20,000
Recurring, per year$24,000$240,000
Year one$29,000$290,000

$5,000 setup and $2,000 a month are minimums. Monthly pricing scales with data sources and complexity.

Margin

Running cost per client (hosting, AI, data) is small next to $2,000.

Working estimate: ~$300 a month, about 85% gross margin before delivery time.

Estimate, to confirm

For the client

$24,000 a year against problems like the $150,000 we found.

The partnership

Your network. My product. Built together.

What I bring

The product, built and running.

Technical credibility in the room and the live demo.

Delivery: data interview through live dashboard.

What I need

A real stake in what we sell, so it grows with the business.

Revenue share or ownership, open on the shape.

Agreed in writing before the first client signs.

Why together

Terry's network opens doors I cannot reach alone.

Dusty keeps clients happy and renewing.

C21 Results is the proof and the first case study.

Next steps

Three things to leave the room with.

  1. 1Agree the partnership shape in principle, then put it in writing.
  2. 2Name three to five first prospects from Terry's network.
  3. 3Lock the pricing floor: $5,000 setup, $2,000 a month.

Mitch Fields · Chief Technology Officer, C21 Results