Benchmark IQ: From Scattershot Marketing to a Precision Pipeline

Founder: Michael Gazzano
Firm: Benchmark IQ
Focus: High-Net-Worth Tax Strategy & Advisory
Background: Former ADP executive turned tax entrepreneur
‍

Mike transitioned from a successful corporate career to build a high-performance tax planning firm. With deep insights from his years at ADP, he launched Benchmark IQ to help business owners escape overpaying taxes and become proactive with their financial strategy. But even great strategy couldn’t overcome one key bottleneck: consistent, qualified lead flow.

📈 High-Intent, High-Capital Prospects
📅 Calendar Filled with 7–8 Figure Business Owners
💰 Consistent Conversations in the “Buying Pocket”
🧑‍💼 Refined Outbound Process, Fewer Tire-Kickers
✅ Benchmarked to Only Speak with Clients Grossing $1M+

“Now, we only reluctantly meet with business owners making less than $1M. That’s how dialed in it’s become.”

Mike’s sales team now spends their time having meaningful strategy discussions with clients who actually value long-term tax planning—not just quick year-end deductions.

‍

“Daniel does what he says he’ll do. His strategies are effective, and his commitment is real. If you’re targeting high-net-worth tax clients, stop looking—this is your solution.”

— Michael Gazzano, Founder, Benchmark IQ

‍

Michael and his team tried it all—coaches, vendors, funnels, and Facebook ads. Results were scattered, quality was low, and the ROI didn’t add up.

“We weren’t targeting — we were just standing behind a marketing machine gun instead of using a sniper rifle.”

Too many leads were underqualified, unprepared, or unable to pay for premium planning. Conversations were draining time and yielding little return.

‍

Daniel and the Wealthy Clients team came in with a sniper-focused system:

• 🎯 Refined Targeting to reach 7–8 figure business owners
• 🧠 Messaging Strategy based on real-time behavioral insights
• 🔁 Constant Optimization of lead quality and appointment flows
• 🤝 Direct, high-touch collaboration between Daniel and Benchmark’s team

“Within 30–45 days, we were finally seeing effective ROI on our ad spend.”

The Impact

• Time Saved: No more wasted calls with low-value leads
• Operational Clarity: The team knows exactly who to talk to
• Premium Positioning: Benchmark IQ is now seen as the white glove solution for serious clients
• Marketing Confidence: Ad spend now returns measurable, consistent ROI

“We were headed toward more waste. Now, we’ve narrowed in on the exact market we want—and they’re coming to us.”

👉 You’re one system away from replacing cold outreach and weak leads with high-capital decision-makers eager to work with you.

Let’s build your sniper rifle and take the guesswork out of growth.