Marketing.
How we market PerkUp — and a candid read on what is converting and what is still a bet.
The honest version
This section documents how PerkUp markets itself — the strategy, the channels, what is actually converting, and what is still a bet. It is written for our own team, not for prospects. Where a channel is underperforming we say so; spin would only cost us the next quarter's planning.
The umbrella lives under Sales & Marketing. This is the marketing-strategy half: the why behind the brand and the demand engine. Visual assets, logos, and templates live separately under Brand.
The pages
Analytics & Reporting
The running history of our three recurring reports — trends and a dated log.
Active customers
The full roster of active customers from the production database — cohorts, size, spend, and CSM book.
Target industries
Where marketing is pointed vs the industries we actually close and expand.
Marketing progression
The dated #marketing channel history — every decision linked to its Slack post.
Brand strategy
Voice, tone, and the three pillars behind how we talk about PerkUp.
Demand generation
Which channels close deals, MQL tiering, and the demo-volume vs deal-size problem.
Content strategy
Blog cadence, the "Why PerkUp?" page, content calendar, and keyword targets.
Content pipeline
The content mix, gifting-occasion calendar, and the quarter-by-quarter blog schedule.
Product copy guidelines
How products are advertised to clients — Swell catalog structure, naming by category, and Shopify kit rules.
Email outreach
The article / backlink-swap playbook — trackers, the pitch, every email template, and the partner one-pager.
Reddit strategy
Herman's contractor model, deliverables, cost, and an honest read on results.
AI visibility (GEO)
Why we prioritize Perplexity, the four metrics we track, and the tools.
SEO and GEO keywords
The keyword map for SEO and GEO — what we own, what we want, and the full theme list.
Positioning vs competitors
Sendoso, SwagUp, Snappy, Awardco — where we win and where we lose.
Events marketing
Conferences, the booth playbook, and an honest read on how event leads convert.
← Sales & Marketing
The umbrella section: pipeline, demos, and the sales side of the funnel.
Sources: Notion — How to talk about PerkUp, Notion — Weekly Marketing Planning (Thomas & Mica), Notion — AI Visibility & Competitive Analysis. Marketing pages are written for the team — honesty about results over spin.