ICP Intake — Stoke Founding Advisor

Your details

Full name

Email (same as your Stoke account)

Your ideal client profile

Target client profile Be specific — who do you do your best work with?

Geographic focus

3 ideal prospect examples

Name 3 real RIAs you'd love to use as a reference type. LinkedIn URL or firm name + location works. This trains the prospect pull to match your actual taste.

Example 1

Example 2

Example 3

Compliance & setup

Compliance officer contact (name + email or phone)

Gmail account for Stoke connection (we'll connect this to send outreach)

Current outreach stack (what tools you've tried or use now)

✅

Got it.

Your ICP intake is in. Sam will review it before your kickoff call.

One thing left: book the 30-min kickoff so Sam can finalize your setup. Prospects go live within 7 days of the call.

Book kickoff call →