Executive Summary:
- Implementing PerkSpot is fast, flexible, and low lift. For most organizations, implementation takes about 3 – 4 weeks from contract signature to launch, with PerkSpot handling nearly all of the work. Your team typically spends just a few hours total across the entire process.
- If you’re targeting a specific launch date, such as open enrollment, we can adjust timelines to align with your goals while still ensuring a smooth, well-executed rollout.
Launching a new benefit is an exciting moment. It represents an investment in your people and an opportunity to deliver immediate value. But without a thoughtful, well-coordinated launch, even the strongest programs can struggle to gain traction. Early missteps can lead to confusion, low awareness, and missed engagement from the start. That’s why setting the right foundation from day one is critical to ensuring a smooth rollout and long-term success.
Our Onboarding team is laser-focused on getting new customers to value as quickly as possible, turning launch into measurable engagement, early utilization, and visible employee savings you can point to internally. With extensive experience guiding organizations through implementation, they work efficiently to get programs live and start delivering tangible savings to employees with minimal lift from your team.
At PerkSpot, a best-in-class launch plan is:
- Timely, with communications leading up to and following launch
- Multi-channel, reaching employees across various touchpoints
- Expansive, covering your entire workforce regardless of location or role
- Excitement-generating, encouraging employees to explore the portal and start saving immediately
The goal isn’t just to launch; it’s to launch with momentum. And with PerkSpot, your team will have the strategic guidance, tools, and hands-on support to do exactly that.
Here’s what you can expect:
Step 1: Portal Setup and Branding
The first step is activating and co-branding your PerkSpot portal, a strategic move that signals clear employer endorsement. As simple as it sounds, when employees see their employer’s logo, they’re far more likely to trust the platform, explore it, and take that first step toward registration.
From your side, the lift is minimal. We simply need a few brand assets and our onboarding team handles the rest to ensure your portal is launch-ready and positioned to make an immediate impact.
Step 2: Managing Legacy Offers and Suppressions
If your organization already offers employee discounts or pre-negotiated deals, we make it easy to carry them forward. We’ll help identify the offers your employees value and work with you to migrate them over to PerkSpot. All we need from you are a few basic details, and we handle the rest.
You may also request suppressions to hide products, merchants, or categories that don’t align with your business. We recommend a selective approach to maintain a strong variety of savings, and our team will help you strike the right balance.
Step 3: Addressing Technical Requirements
The level of technical work required depends on how you choose to register employees, but regardless of the path, PerkSpot handles nearly everything.
If you opt to submit an eligibility file, we’ll work directly with your IT or HRIS team to determine the best approach and set up the necessary systems. We’ll also partner with them on IP and domain whitelisting to ensure PerkSpot emails reliably reach employee inboxes to maximize visibility from day one.
If you choose self-registration, there’s no technical lift required. Employees simply opt in on their own.
Step 4: Launch Planning
Before your portal goes live, we’ll work with you to build a customized launch communication plan designed to drive immediate engagement and sustained momentum.
To make promotion effortless, PerkSpot provides tailored marketing assets for every channel you use, reinforcing that this is a meaningful benefit supported by your organization. All you have to do is share them with your employees.
Step 5: Post-Launch Consultation
Our support doesn’t stop once your community goes live. Roughly two to three weeks after launch, our Onboarding team will reconnect to review progress at a high level and align on priorities for sustaining momentum.
At this point, our dedicated Client Success team takes over ongoing management, partnering with you to drive sustained success and ensure long-term value for both your organization and your employees.
Conclusion
At PerkSpot, we believe implementation should be an enabler, not a hurdle. With a proven process and a relentless focus on customer success, we help clients launch with confidence and momentum. From initial planning through post-launch partnership, we’re with you every step of the way so your employees can start saving sooner and continue finding value over time.