Sales.
The canonical sales operating manual — everything you need from first touch to signed proposal.
The sales operating manual
This is the canonical reference for how PerkUp sells. It covers who we sell to (ICP), how we qualify and run discovery, how we pitch, how we handle objections, how we position against competitors, how we respond to RFPs, and the stage-by-stage playbooks for the funnel (Lead → Qualified → Develop → Proposal).
What PerkUp is, in one sentence: PerkUp lets tech companies send swag, gifts, and gift cards to their employees, customers, and events globally — a branded experience on top of a global catalog and warehousing network.
Internal only. Pricing and margin details in this section are for the team. Per How to talk about PerkUp, pricing should not be publicly advertised.
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ICP
Who we sell to: industry, size, geography, decision makers, pain points.
Discovery & qualifying
The questions that confirm fit and surface pain.
Pitch & talking points
The three features, one-liners, and use cases.
Objection handling
Common objections mapped to grounded responses.
Competitive
How we position vs Sendoso, SwagUp, and Swag.com.
RFP responses
Reusable template derived from the Parexel response.
Pricing
The flat platform-fee model and the open bulk-pricing question.
Playbooks
Stage-by-stage plays: Lead, Qualified, Develop, Proposal.
Source: Notion — How to talk about PerkUp, Notion — ICP (Ideal Customer Profile), Notion — Sales & Marketing Playbooks.