Book Kickoff Call — Stoke Founding Advisor

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Your ICP review — Sam walks through your intake form and confirms the prospect criteria before pulling the list.
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Sequence selection — Pick your opening angle: compliance-led, cost-pain, value-first, or breakaway. Sam recommends based on your AUM band.
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Gmail connection — Connect your outreach Gmail so Touch 1 can go out immediately post-approval.
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First batch approval — You see 50 RIAs before anything sends. You approve, then it goes live.

Your top 3 client wins — types of clients you've done your best work with. Not for the email, for the ICP.

Any previous outreach attempts — what you tried, what worked, what got flagged. Sam uses this to avoid repeating mistakes.

Gmail access — the outreach email you want Stoke to send from. If you need to set one up, Gmail takes 5 min.

Compliance officer name + email — so Sam can loop them in on the audit trail and FINRA 2210 compliance receipts.

Book your 30-min kickoff