Founding Advisor Program

5 spots. $997/mo
locked for life.
Direct line to the founder.

The first 5 advisors who commit get white-glove onboarding, monthly 1:1 calls with Sam for six months, and a direct line — not a support ticket.

Spots claimed
Loading…

Everything at the standard plan.
Plus six things nobody else gets.

The founding program is for advisors who want to move fast and have a direct line while they do it.

🔒
$997/mo locked for life
Your rate never changes. As Stoke grows and pricing increases, founding advisors stay at $997/mo permanently.
🎯
White-glove ICP build
1-hour onboarding call with Sam. Custom prospect criteria, AUM band tuning, archetype selection — done together, not left to you.
📞
Monthly 1:1 strategy calls
Six months of monthly calls with Sam: review reply quality, refine angles, troubleshoot deliverability. Scheduled, recurring, on your calendar.
💬
Direct Slack/text line
First 90 days: text or Slack Sam directly. Not support. Not a ticket. Him, directly, responding within a business day.
Founding Advisor badge
Your dashboard shows a permanent "Founding Advisor" designation. Cosmetic, but real — you were here first.
📋
Public listing on /customers
Opt-in listing as a Founding Advisor. Anonymous format available: "$XXM AUM RIA, [State]" — no firm name required.
SB
Samuel Bekliph Founder, Stoke

I'm opening 5 spots in the founding program because I can give real attention to 5 advisors — not 50.

The standard plan is self-serve by design. You upload your list, configure your ICP, and the system runs. That's the right model at scale. But the first advisors aren't buying scale — they're buying early access while I'm still close to the product every day.

What that actually means: I'll build your ICP with you on a call. I'll review your first batch of replies with you. If something isn't landing, I'll see it before you need to ask. For 90 days, you can text me.

Once 5 advisors are live and winning, the founding program closes. The price stays $997/mo for everyone — but the white-glove piece goes away. There's no version of me doing this for 50 people at once.

If you're still in trial: claim the founding spot before day 14 and it converts automatically at the founding rate.

— Sam

Common questions

Ready to lock your rate?

Founding spots are first-come. Once 5 advisors commit, the program closes.

$997 /mo
↑ Locked for life — price never increases for founding advisors