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Step 1 of 4

Connect your
sending mailbox

Stoke sends outreach from your own Gmail address — not a shared domain. Prospects see your name and email, which dramatically improves reply rates.

How to create a Gmail App Password Your regular Gmail password won't work here — you need an App Password.
  1. Go to myaccount.google.com/apppasswords
  2. Sign in, then select Mail → Other (Custom name)
  3. Name it Stoke SMTP and click Generate
  4. Copy the 16-character password and paste it below
Note: 2-Step Verification must be enabled on your Google account. Enable it here →

This appears as the sender name in every email. Use your professional name.

Must be a Gmail or Google Workspace address (App Password required).

16-character App Password from Google Account Settings →

Step 2 of 4

Define your
ideal client

Stoke uses this profile to discover prospects and tailor outreach. Be specific — narrow beats broad every time.

Set to 0 / 999999 for no limit

Step 3 of 4

Build your
first prospect list

Add at least a few prospects to launch. You can always add more from the dashboard later.

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Click to upload or drag and drop your CSV
Needs at least: email. Also reads: first_name, last_name, firm_name, role, city, state, aum_band
AI Prospect Discovery Stoke's AI will generate a sample prospect list based on your ICP profile from step 2. These are illustrative examples to get you started — review and add more from your own network or LinkedIn research.
Step 4 of 4

Review & launch
your first campaign

Stoke runs a 5-touch sequence over ~2 weeks. Each message is personalized and FINRA 2210 compliant. Review before you launch.

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FINRA Rule 2210 compliant No performance promises · Clear sender identity · Truthful content · Easy opt-out in every email

Your 5-touch sequence preview

Loading sequence preview…
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Your campaign is live.

Your first outreach emails will send within 30 minutes. Replies route directly to your inbox — Stoke runs in the background.

What happens next

First touch sends within 30 minutes Stoke personalizes each message using your prospect's background
Replies go directly to your inbox No middleman — prospects email you directly at
Stoke emails you when prospects respond You'll get notified at
Touches 2–5 send automatically on schedule 3–4 days apart, up to 5 total per prospect
View your dashboard →