A 10,000-name mailing, or an aged lead resold to a dozen agents, is built on demographics alone, with no intent check, so whether anyone is actually in-market is luck of the draw. Work the mother lode instead: reach the households and business owners in-market for tax planning, Roth conversions, and tax-bill reduction right now, for the same or less than you spend today.
Toggle the two methods, let it play, or size your own campaign. Same claim, two very different ways to work it.
A quick overview of how MyIntentData™ reaches in-market households by intent instead of demographics — and why that beats panning the whole claim.
▶ Watch the 3-min video
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A big tax bill, an RMD, a business sale, or a year-end deadline raises the right question: how do I stop overpaying the IRS? It moves people. But that interest is liquid: it flows to whoever follows up first, a national tax chain, a software ad, the first CPA to return a call. You paid to create the demand. Without a way to capture it, you fund a competitor's pipeline.
Pay to reach a whole ZIP built on demographics alone, convert a single-digit sliver on the day, and let the rest of the interest you created leak to whoever follows up next. No intent check, so it is luck of the draw.
Reach the households and business owners actively researching tax planning, Roth conversions, and reducing their tax bill now, arrive while the need is real, and keep far more of the demand you created, every record identified and workable.
Illustrative. Response and split vary by list, offer, and market. The point-in-time in-market share for a considered purchase like advice is small, which is exactly why a demographic list cannot tell you who they are.
We do not sell you a spreadsheet. IDMS™ takes you from a signal to booked revenue, and hands you the content to work it.
Modeled for tax and accounting intent, tax planning, Roth conversions, RMDs, and small-business tax, so the signals map to how your buyers actually behave.
Our exclusive process turns raw signals into clear reports and record data sheets you can use.
The Records-To-Revenue Tactical Playbook™: 10 emails, 5 letters, and 5 phone scripts with matching voicemails, done for you.
Work fresh, in-market records and book appointments. Measured by ROMS, not vanity metrics.
For the first 100 qualifying orders, the one-time onboarding that builds and delivers your Records-To-Revenue Tactical Playbook™ is waived. A 500-record starter runs a one-time $10 per record. Qualifying orders: 500+ single pull, and all 90-day and 12-month programs. Records are billed by the cadence you choose; you only pay for records actually delivered.
Price an order, project your return, and see how intent data compares to every other way to find a client.
Set your monthly volume (200/month minimum), then target up to two areas by center ZIP and radius. We confirm available inventory, then send a secure payment link. You are billed only on records actually delivered.
The Intelligent Data Marketing System™, in three depths for tax and accounting professionals. Every claim is backed by independent sources.
The core argument in a fast read: luck of the draw versus concentration, and the numbers behind it.
Download (PDF) →The full white paper: attention to intention, ROMS, the Playbook, and the Founders Offer.
Download (PDF) →The deep version with the full evidence base, comparisons, and objections addressed.
Download (PDF) →Book a short, no-pressure demo. We will show you MyIntentData™ live, pull a sample for your ZIP, and model the ROMS against the marketing you are running today.
Prefer to talk first? Call 888-888-6001 or email info@elitewealthnetwork.com
