# PerkUp Internal Wiki

> internal.perkup.com — PerkUp's internal source of truth. Access is gated to @perkupapp.com.

This file lists pages for LLM consumption. Each entry: title, URL, and a one-line summary.

## Recent
- [People](/people/) — How PerkUp hires, levels, and supports the team.
- [Company Overview](/people/overview/) — What PerkUp is: a global gifting platform, who it's for, the use cases it covers, and why customers choose it.
- [Our Culture](/people/culture/) — PerkUp's mission, the four values that guide decisions, and the eight operating principles.
- [How We Work](/people/how-we-work/) — How PerkUp operates: AI-first by default, the canonical systems of record, working in cycles, and remote-global norms.
- [Email Tone of Voice](/people/voice/) — How Thomas writes outbound email: warm, direct, founder-to-founder, no emojis, with the standard structure and links.
- [How We Use Slack](/people/slack/) — How PerkUp uses Slack: work in public channels, the channel map, and the underlying communication policy.
- [Hiring](/people/hiring/) — The hiring process lives at /hiring/ — this page links to it and the candidate pipeline.
- [Function Levels](/people/levels/) — Leveling rubrics and role definitions for every function — Engineering, Product, Brand & Graphic Design, Marketing, Customer Success, Customer Support, Operations & Fulfillment, and executive roles.
- [People Policies](/people/policies/) — Code of Ethics, Slack communication, and PerkUp's compliance & ESG statements.
- [1:1 Meetings](/people/1on1s/) — PerkUp's 1:1 framework — what a 1:1 is, why it matters, and how to run one.
- [Holidays & Time Off](/people/holidays/) — How time off works — OOO process, restricted peak periods, and the Global Holiday Policy.
- [Onboarding](/people/onboarding/) — The friendly welcome page for new hires — how to get access, get set up, find your way around the wiki, and what the first 30 days look like.
- [Benefits](/people/benefits/) — Stub — the only migrated benefits doc is >2 years old and superseded; a current source is needed.
- [Marketing](/marketing/) — How PerkUp markets itself: brand strategy, demand gen, content, Reddit, AI visibility, SEO, and competitive positioning. Written for the team, honest about results.
- [Brand strategy](/marketing/strategy/) — Voice and tone, the three brand pillars, and the product truths underneath them.
- [Demand generation](/marketing/demand-gen/) — Closed deals by channel, MQL tiering (Shrimp to Kraken), and the demo-volume vs deal-size problem.
- [Content strategy](/marketing/content/) — Blog cadence, the Why PerkUp conversion page, content calendar, and keyword targets.
- [Reddit strategy](/marketing/reddit/) — Herman's contractor model, deliverables and cost, why posts beat comments, and an honest read on results.
- [AI visibility (GEO)](/marketing/ai-visibility/) — Why we prioritize Perplexity, the four metrics we track, GEO tooling, and indexing mechanics.
- [SEO](/marketing/seo/) — Keywords we own vs keywords we want, and the Reddit / Wikipedia / new-domain SERP plays.
- [Positioning vs competitors](/marketing/positioning/) — Where PerkUp wins and loses vs Sendoso, SwagUp, Snappy, Awardco, and Goody — including the real disqualifiers.
- [Product](/product/) — What PerkUp builds and how it fits together: the catalog, recognition, the two platforms, and what runs under the hood.
- [Architecture & data model](/product/architecture/) — Proto-first types, the three codebases (React app, Cloud Functions, Go service), the data stores, and the search layer.
- [Glossary](/product/glossary/) — PerkUp's domain language — the canonical terms for organizations, programs, catalog, swag, financial, and automation concepts.
- [Catalog](/product/catalog/) — How the catalog is structured: three product types and five providers, all modelled as one ProductVariant.
- [On-Demand Swag](/product/on-demand/) — Print-on-demand branded merchandise — no inventory, no minimums. Each recipient's item is produced when they redeem.
- [Bulk Swag](/product/bulk-swag/) — Pre-produced branded merchandise held in warehouses and shipped on demand — the production lifecycle, proofing, and warehousing.
- [Gift Cards & Perk Card](/product/gift-cards/) — The Perk Card prepaid Visa, branded gift cards, and PerkUp Dollars — the three ways PerkUp sends monetary value.
- [Amazon Business](/product/amazon-business/) — Curated Amazon gifts with budget-based recipient choice, cross-vendor swaps, and the internal margin model. Ordering API migration in progress.
- [Rewards & Recognition](/product/rewards-recognition/) — How recognition works: programs, program types, occasions, spot rewards, templates, acceptance, and expiry.
- [Automations](/product/automations/) — Birthday, anniversary, new-hire, and leave milestone sends, driven by the rules engine.
- [Perk Programs](/product/perk-programs/) — Recurring flexible-spending budgets, personal funds, perks, and policy-governed spend.
- [Redemption Pages](/product/redemption-pages/) — Branded self-service stores where recipients pick a reward within a budget, with optional approvals.
- [Events & Games](/product/events/) — In-person event experiences and booth spin-to-win games with prize claim and shipping.
- [Admin Platform](/product/admin-platform/) — The admin dashboard: sending, people, catalog, money, and settings — one half of the single React app.
- [Recipient Experience](/product/recipient-experience/) — What the recipient sees: accepting, choosing, spending, and tracking — with or without an account.
- [Money & Balances](/product/money/) — How value moves: organization accounts, balance holds and captures, the ledger, funding, and billing.
- [Fulfillment & Warehousing](/product/fulfillment/) — How physical items reach recipients: orders, shipping rates, regional warehouses, tracking, and delivery providers.
- [Integrations](/product/integrations/) — Every external system PerkUp connects to, grouped by purpose: HRIS, SSO, payments, delivery, commerce, logistics, design, data, and Nango.
- [Pricing & Margin](/product/pricing-margin/) — How PerkUp prices (transparent, shipping included, no service fee) and how product margin works. Canonical pricing sheet still to be nominated.
- [Price Match+ Guarantee](/product/price-match-guarantee/) — PerkUp's pilot Price Match+ program: match a verified competitor quote on an identical SKU and beat it by up to 3%. Valid through June 30, 2026.
- [Pulse](/product/pulse/) — Stub — social recognition surface. Source needed before this page can be used.
- [Roadmap](/product/roadmap/) — Pointer to the live product roadmap in the all-hands Notion doc. Linked, not duplicated, so it never drifts.
- [Brand](/brand/) — PerkUp's brand at a glance — wordmark, the four brand feels, core palette and type, and links to every brand page.
- [Logos](/brand/logos/) — Main logo, icon, and the four product lockups (Swag, Gifts, Gift Cards, Sustainability), with files and usage rules.
- [Colors](/brand/colors/) — Primary and secondary palette with hex/RGB/CMYK, plus the live wiki design tokens and a known accent discrepancy.
- [Typography](/brand/typography/) — New Hero for display, Inter for body, the marketing type scale, and the wiki's system-font stack.
- [Brand Voice](/brand/voice/) — How the name is written, the four brand feels, the proposed capitalization style, and the email signature.
- [Photography & Imagery](/brand/photography/) — People, swag, and map imagery (incl. the AI prompt), plus the iconography sources.
- [Kit Mockup PSD Templates](/brand/templates/) — How to author kit mockup PSDs that sync into the editor — the 5 rules, DPI scaling, layer naming, print techniques.
- [Asset Library](/brand/assets/) — Where every brand asset lives — Drive branding folder, Figma logo source, Notion Brand Assets DB.
- [Customers](/customers/) — Who uses PerkUp: case studies, CSM handovers, call-ready references, customer segments, the logo wall, CS onboarding, and the RFP archive.
- [PerkUp customer case studies](/customers/case-studies/) — Six published, customer-approved PerkUp case studies: Microsoft, ChowNow, Mapbox, Muse Group, Hiro, MFCP. Cornerstone OnDemand is a reference without a narrative study.
- [Microsoft case study](/customers/case-studies/microsoft/) — How Microsoft uses PerkUp — rewarding a global workforce. Features: Spot Rewards, On-demand swag, Global distribution, Keep unused funds.
- [ChowNow case study](/customers/case-studies/chownow/) — How ChowNow uses PerkUp — manual, impersonal swag and gifting. Features: Swag Store, Spot Rewards, On-demand Swag, Bulk ordering, Work Anniversaries.
- [Mapbox case study](/customers/case-studies/mapbox/) — How Mapbox uses PerkUp — from in-person to virtual recognition. Features: Spot rewards, On-demand swag, Global gifting.
- [Muse Group case study](/customers/case-studies/muse/) — How Muse Group uses PerkUp — manual global swag across many countries. Features: Swag Store, Spot Rewards, On-demand Swag.
- [Hiro case study](/customers/case-studies/hiro/) — How Hiro uses PerkUp — no centralized swag management. Features: New hire swag, On-demand swag, Customer gifting, Employee swag store.
- [MFCP case study](/customers/case-studies/mfcp/) — How MFCP uses PerkUp — an outdated, high-markup gifting system. Features: Spot rewards, Employee Swag Store, Bulk and On-Demand swag, Automated rewards.
- [Recent CSM handovers](/customers/handovers/) — Ten recent CSM account handovers (last 3 weeks): KLDiscovery, PestShare, JJEI, Traka, ACU-Serve, Wealthsimple, Teem, Duarte, Yes&, Flowcode. Confidential.
- [KLDiscovery CSM handover](/customers/handovers/kldiscovery/) — CSM handover for KLDiscovery (Nick → Sebastian). eDiscovery / Legal Tech. Sentiment: Green. Confidential — internal use only.
- [PestShare CSM handover](/customers/handovers/pestshare/) — CSM handover for PestShare (Nick → Sebastian). PropTech. Sentiment: Green / New. Confidential — internal use only.
- [Joe Johnson Equipment (JJEI) CSM handover](/customers/handovers/joejohnson/) — CSM handover for Joe Johnson Equipment (JJEI) (Thomas → Sebastian). Industrial Equipment / Municipal Infrastructure. Sentiment: Green — closed pending paperwork. Confidential — internal use only.
- [Traka (ASSA ABLOY) CSM handover](/customers/handovers/traka/) — CSM handover for Traka (ASSA ABLOY) (Nick → Sebastien). Security / B2B. Sentiment: Mixed. Confidential — internal use only.
- [ACU-Serve CSM handover](/customers/handovers/acuserve/) — CSM handover for ACU-Serve (Nick → Sebastian). Revenue Cycle Management. Sentiment: At Risk. Confidential — internal use only.
- [Teem CSM handover](/customers/handovers/teem/) — CSM handover for Teem (Nick → Sebastian). SaaS Recruitment. Sentiment: Neutral. Confidential — internal use only.
- [Wealthsimple CSM handover](/customers/handovers/wealthsimple/) — CSM handover for Wealthsimple (Thomas → Adriana). Fintech. Sentiment: Green. Confidential — internal use only.
- [Duarte, Inc. CSM handover](/customers/handovers/duarte/) — CSM handover for Duarte, Inc. (Adri → Sebastian). Communication consulting & presentation design. Sentiment: Fair · trending At-Risk. Confidential — internal use only.
- [Yes& CSM handover](/customers/handovers/yesand/) — CSM handover for Yes& (Adriana Castaño → Sebastian Yidi). Marketing & Advertising agency. Sentiment: Stable but cooling. Confidential — internal use only.
- [Flowcode CSM handover](/customers/handovers/flowcode/) — CSM handover for Flowcode (Adri → Sebastian Yidi). SaaS · QR code platform. Sentiment: At Risk / Cool. Confidential — internal use only.
- [Call-ready customer references](/customers/references/) — Four call-ready references cleared by Thomas and verified active in Attio on 2026-06-07: Microsoft, Cornerstone OnDemand, Wise, ChowNow.
- [PerkUp customer segments](/customers/segments/) — PerkUp customers grouped by industry, size, use case, and geography — drawn from case studies and recent handovers.
- [PerkUp customer logo wall](/customers/logos/) — Name-based customer logo wall. Figma logo asset is pending review (no fileKey). Featured: Microsoft, Cornerstone, Wise, ChowNow, Mapbox, Muse, Hiro, MFCP, Wealthsimple.
- [RFP response archive](/customers/rfps/) — Archive index of past RFP responses (Parexel, Fastly, MongoDB) for reference. The live RFP process is owned by Sales.
- [Customer Success onboarding playbook](/customers/onboarding/) — Pointer to the CS onboarding playbook (Notion) and CSM team/rosters. Accounts are consolidating toward Sebastian Yidi; Attio csm field is the source of truth.
- [Customer Success](/customers/success/) — How PerkUp CSMs work: the weekly operating rhythm, the four csm-* playbooks, the team and account book, Slack coordination, and the tooling onboarding checklist.
- [The Customer Success team](/customers/success/team/) — The Customer Success roster (Adriana, Nick, Sebastian, Thomas), the Q2 2026 account-transition log consolidating into Sebastian, and how the team coordinates in Slack.
- [CSM playbooks](/customers/success/playbooks/) — The four csm-* Claude Code skills that standardize CSM work: account-prep, follow-up-email, health-check, and handover — and which to use when.
- [/csm-account-prep](/customers/success/playbooks/account-prep/) — Prep for a client call by pulling Attio, Gmail, call transcripts, and calendar into a one-page brief: snapshot, recent activity, open items, talking points, risks.
- [/csm-follow-up-email](/customers/success/playbooks/follow-up-email/) — Draft a follow-up email after a customer call by reading the full transcript — concise, specific, with clear owners and dates. Never fabricates pricing or commitments.
- [/csm-health-check](/customers/success/playbooks/health-check/) — A weekly scan across all active accounts that flags at-risk clients, unanswered emails, and upcoming renewals as a Red/Yellow/Green dashboard with a prioritized action list.
- [/csm-handover](/customers/success/playbooks/handover/) — Generate a complete CSM account handover: an 8-section PDF to the Drive folder, a #customer-success Slack post tagging the new CSM, an intro email, and an Attio update.
- [CSM tooling & onboarding](/customers/success/tooling/) — The CSM Claude Code stack: CLIs (gws, gcloud, Stripe), API keys, cloud MCPs, the four csm-* skills, verification commands, and the known issues already fixed.
- [Active customers](/marketing/customers/) — The complete roster of PerkUp's 133 active customers from the production database, with analysis of cohort growth, size distribution, spend concentration, CSM book of business, and integration adoption.
- [Target industries](/marketing/industries/) — Where marketing is pointed versus the industries PerkUp actually closes and expands: ten verticals, named targets, and the accounts already cleared.
- [Marketing progression](/marketing/history/) — The dated #marketing channel history — every marketing decision, experiment, and learning linked back to its original Slack post.
- [Sales](/sales/) — The canonical PerkUp sales operating manual, grounded in the live Attio pipeline.
- [How we sell](/sales/process/) — The live Attio pipeline, the fields reps maintain, close-confidence scoring, and how reps work day-to-day.
- [Sales vs Customer Success](/sales/sales-vs-cs/) — Two Attio lists; the Won handoff; CS owns the warehousing-savings expansion; lifecycle on ARR and health.
- [ICP](/sales/icp/) — US tech companies of 1,000-10,000 employees with a 25%+ international base.
- [Discovery](/sales/discovery/) — The real discovery sequence from calls, mapped to Attio fields, plus per-persona pain.
- [Pitch & talking points](/sales/pitch/) — Three features, the problem we solve, one-liners, the demo flow, and use cases.
- [Objection handling](/sales/objections/) — Objections mapped to grounded responses, plus the real close-lost reasons.
- [Competitive](/sales/competitive/) — Positioning vs Sendoso, SwagUp, and Swag.com.
- [RFP responses](/sales/rfps/) — Reusable RFP template generalized from the Parexel response.
- [Pricing](/sales/pricing/) — $299/mo platform fee + 15% take rate + warehousing; $50K-commitment savings amendment; bulk via leadership.
- [Playbooks](/sales/playbooks/) — Stage-by-stage plays: Prospects, Qualified, Develop, Proposal, Closing.
- [Prospects — playbook](/sales/playbooks/prospects/) — Qualify a new contact against the ICP; capture fit fields in Attio.
- [Qualified — playbook](/sales/playbooks/qualified/) — ICP fit + confirmed pain + champion and path to economic buyer.
- [Develop — playbook](/sales/playbooks/develop/) — Multi-thread and map documented pains to PerkUp capabilities.
- [Proposal — playbook](/sales/playbooks/proposal/) — Take-rate pricing + RFP template response, driving to signature.
- [Closing — playbook](/sales/playbooks/closing/) — Won triggers the CS handoff; Lost requires a tagged close-lost reason.
- [Operations](/operations/) — How operations is organized at PerkUp: fulfillment, receiving, purchasing, suppliers, shipping, customs, and refunds.
- [Order Fulfillment](/operations/fulfillment/) — Shopify as OMS, fulfillment-location routing, manual-order alerting, the >21-day stuck-order watch, and the weekly cadence.
- [3PL Receiving](/operations/receiving/) — The ASN-per-shipment rule, per-partner intake (FE PO / ARN / ASN / INV), kitting, the Kayo receiving SLA benchmark, and confirmation ownership.
- [Warehouses & 3PLs](/operations/warehouses/) — The active 3PL/POD network by region, status of each partner, the per-item storage fee schedule, and recent changes.
- [Bulk Swag Purchasing](/operations/bulk-swag/) — The PO process, lead times, sample policy, supplier roster, and payment rules for bulk decorated swag.
- [On-Demand Swag](/operations/on-demand/) — Print-on-demand partners (incl. new EU/US partner Digital On Demand), the OrderDesk customized flow, artwork specs, and POD pricing.
- [Suppliers](/operations/suppliers/) — The supplier roster by region with contacts and terms, account-setup identifiers, and US sourcing tiers.
- [Shipping & Carriers](/operations/shipping/) — Carriers in use, kit-shipping rate cards by origin region, and the margin reality on shipping.
- [Customs & Duties](/operations/customs/) — Zonos commercial invoices, DDP vs DAP, the Latvia/UK VAT & EORI registrations, and duty handling.
- [Refunds & Returns](/operations/refunds/) — Expired-reward verify-replace-refund flow, out-of-stock handling, and how returns/undeliverable packages are managed (no formal RMA).
- [Topshelf (US 3PL)](/operations/topshelf/) — Our primary US 3PL: Fulfill Engine WMS, ASN/PO intake, email subject formats, card-only invoice payment, and contacts.
- [Operations Resources](/operations/resources/) — The tools, key spreadsheets, Slack channels, and team/escalation map that operations runs on.