What we shipped
this week.

Full Stoke loop on one anonymized $45M AUM RIA: ICP definition → AI prospect discovery (12 verified matches) → 7-touch FINRA-compliant sequence → 9-check compliance audit → reply inbox with AI classifier → booking confirmation. The missing conversion surface between /founding and signup. Founding Advisor buyers can now see the entire system before committing.

This page. Reverse-chronological log of everything we ship. Founding Advisor evaluators need to see the pace — this is the receipt. Includes RSS feed at /changelog.rss for compliance folks who subscribe to ship logs.

The 5 pip counter on /founding now pulls from the real founding_advisors table. When a spot is claimed, the pip turns gold in real time. Creates genuine urgency — it's live data, not a static number.

Advisors who ran the free compliance audit and went cold now get a 4-touch re-engagement sequence: R1 (T+5), R2 (T+14), R3 (T+25), R4 (T+35). Each touch is archetype-personalized. Auto-suppresses on reply, unsubscribe, or Founding checkout. No spam — clean suppression logic.

Advisors enter their AUM band and firm type. Stoke benchmarks their compliance posture against similar firms, surfaces the gap, and shows what a Founding Advisor spot gets them. Top-of-funnel lead gen that pre-qualifies before the booking page.

Advisors get a personal referral link. Each Founding Advisor referred earns $249.25/month for 12 months. Full dashboard showing clicks, conversions, and payout history. Attribution via cookie — works even when the visit and purchase happen days apart.

Founding Advisors can now manage their subscription without emailing Sam. Stripe billing portal accessible via a magic-link email (no password needed). View invoices, update payment method, or cancel — all from a single link.

Removed all remaining Polsia platform references from every customer-facing surface. Stoke is now a standalone brand. Emails, pages, and receipts all carry Stoke branding only.

Outreach is now personalized by archetype: business owners pre-exit, executives with concentrated equity, retirees, inheritors, and HNW professionals. Each gets a tailored sequence angle. Advisors select archetypes in onboarding.

Connecting a Gmail mailbox now sends a confirmation email immediately, so advisors can verify the setup worked before going live. SMTP errors surface with plain-English explanations, not raw Gmail error codes.

Breakaway brokers moving from wirehouse to RIA have a distinct acquisition problem — they need to build a client book fast. New page targets this ICP specifically, with messaging built around first-90-days urgency.

Any prospect who replies is flagged globally — no follow-up sequences fire, no revival nurture touches. Suppression is source-tagged so we can audit how each opt-out occurred. FINRA 2210 compatible.

Every email sent by Stoke generates a compliance receipt: rule applied, flag status, rewrite rationale. Advisors and their compliance officers can pull the full audit trail for any prospect, any date. Proof of compliance in one click.

Third pillar in the SEO content cluster. Targets "FINRA 2210 financial advisor" and "compliant advisor marketing" — high-intent searches from advisors who already know they have a compliance problem. Full guide with audit checklist embedded.

High-volume search term with weak existing coverage. Pillar covers cold outreach, referrals, LinkedIn, and the compliance angle most advisor marketing content ignores. Internal links drive to /audit and /founding.

Top of the SEO cluster. Targets "RIA cold email" and "financial advisor cold email compliance" — advisors actively researching before they buy. Demonstrates deep subject matter credibility in the FINRA/SEC compliance space.

Free compliance audit now uses the submitted email content to infer advisor ICP and surfaces archetype-relevant violation risks. A "business owner pre-exit" email gets flagged for different rules than a "retiree" email. Conversion improved.

Referral attribution now persists for 60 days via a first-party cookie. An advisor who clicks a referral link in April and purchases in May still credits the referrer. All attribution events logged for audit — no black-box tracking.

New founding advisors fill a structured intake before the kickoff call. AUM band, target client profile, geographic focus, firm size, custom criteria. Sam gets a complete brief before the first call. Less back-and-forth, faster prospect batch delivery.

Founding Advisors can book their 30-minute kickoff call with Sam directly from the onboarding flow. Once booked, an intake confirmation email goes out automatically with the call prep checklist.

Three dedicated comparison pages for advisors shopping generic outreach tools. Each page addresses the compliance gap those tools leave open and positions Stoke as the FINRA-native alternative. Targeted at high-intent bottom-of-funnel searches.

Advisors paste a draft email and get a compliance-safe rewrite in seconds. Shows which rules fired, what was changed, and why. Available as a free tool — converts audit leads who want to see output quality before purchasing.

Trial users now get a structured 14-day nurture with day-gated touches: Day 1 SMTP setup prompt, Day 5 compliance reminder, Day 10 booking CTA, Day 13 churn-prevention check. Each email is gated on prior-step completion to avoid out-of-sequence sends.

Interactive calculator on /roi. Advisor inputs their AUM fee, monthly prospect volume target, and current outreach cost. Stoke calculates breakeven in clients and shows cost-per-meeting vs hiring a business development person or cold lead vendor.

Full launch of the Founding Advisor program: 5 spots at $997/mo locked for life. Live spot counter, white-glove onboarding offer, direct Sam access for 90 days. Stripe payment integration with spot activation on checkout completion.

Advisors paste any outreach email and get an instant compliance report: rule violations, severity scores, required rewrites. Fully public, no signup required. Top of funnel that converts to booked calls and paid accounts.

Advisors who submit the free audit now enter a timed nurture: audit insight at T+1 day, sequence offer at T+3 days, booking CTA at T+7 days. Each email references their specific audit violations. Reply detection suppresses follow-ups automatically.

All prospect replies across all sequences appear in a single dashboard view. Each reply links back to the original sequence, the compliance receipt for that email, and the prospect profile. No more hunting across Gmail threads.

All traffic arriving at stokefin.polsia.app or stoke-ai.polsia.app is permanently redirected (301) to app.stokefin.com. Protects link equity from emails already in-flight and ensures all traffic consolidates on the canonical domain.

Twelve sample outreach emails across six prospect archetypes, all FINRA 2210 compliant. Advisors download the pack and see what clean outreach looks like before deciding to use Stoke. Converts skeptics who want to see output before committing.

Early access waitlist members now get a structured nurture: welcome touch with first-month stat, compliance angle at T+2, founding program pitch at T+4, final teardown at T+7. Suppresses on booking, trial start, or explicit opt-out.

Internal admin view of all founding advisors, trial users, and audit leads. Per-advisor stats: onboarding step, trial status, email delivery logs, sequence activity. Used by Sam to manage the founding cohort without touching the database directly.

Cron job runs nightly at 2AM UTC to snapshot aggregate compliance scores across all audit submissions. Powers the /benchmark tool percentile display. Results cached — benchmark page loads instantly with no per-request computation.