Sales.

The canonical sales operating manual — how we actually sell, from first touch to a Won deal.

The sales operating manual

This is the canonical reference for how PerkUp actually sells. It covers who we sell to (ICP), how the process runs in Attio, how we qualify and run discovery, how we pitch, how we handle objections, how we position against competitors, how we respond to RFPs, how we price, and the stage-by-stage playbooks for the funnel.

The funnel, exactly as it lives in Attio: On Ice → Prospects → Qualified → Develop → Proposal → Won / Lost. Once a deal is Won, ownership hands off to Customer Success — see that page for where Sales ends and CS begins.

What PerkUp is, in one sentence: PerkUp lets 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, take rate, and margin details in this section are for the team. Per How to talk about PerkUp, pricing should not be publicly advertised.

ICP Who we sell to: industry, size, geography, decision makers, pain points. How we sell The real process: the Attio pipeline, the fields reps maintain, close confidence. Sales vs CS Where Sales ends and Customer Success begins — the Won handoff. Discovery & qualifying The questions and the Attio fields that confirm fit and surface pain. Pitch & talking points The three features, one-liners, and use cases. Objection handling Common objections and the real close-lost reasons. Competitive How we position vs Sendoso, SwagUp, and Swag.com. RFP responses Reusable template derived from the Parexel response. Pricing The take-rate model, platform / PEPM levers, and what to quote. Playbooks Stage-by-stage plays: Prospects, Qualified, Develop, Proposal, Closing.

Source: PerkUp Attio CRM — Sales & Customer Success lists (verified 2026-06-07); Notion — How to talk about PerkUp, Notion — ICP (Ideal Customer Profile), Notion — Sales & Marketing Playbooks.