Your Company Profile is the foundation of CLEATUS’s ability to provide personalized contract recommendations, generate tailored proposals, and streamline your government contracting experience. Setting up your Company Profile correctly ensures you receive the best contract matches and stronger AI-generated proposals.
💡 You can update your Company Profile at any time!
📌 Steps to Set Up Your Company Profile
1️⃣ Step 1: Enter Basic Business Info
Start by entering your business details so CLEATUS can understand your qualifications and match you with the best opportunities.
✅ UEI Code (Optional but highly recommended!)
✅ Legal Business Name
✅ Website
✅ Incorporated Address & Physical Address
✅ Entity Start Date & Registration Date
✅ Certifications (LLC, HUBZone, 8(a), SDVOSB, etc.)
💡 Pro Tip: If you have a UEI Code, CLEATUS can automatically import your business details from SAM.gov for faster setup.
Why Accuracy Matters
Providing accurate and complete information ensures CLEATUS can:
✔️ Match you with the most relevant contracts.
✔️ Improve compliance scoring for better bid/no-bid decisions.
✔️ Generate precise proposals tailored to government requirements.
2️⃣ Step 2: Enter Your Company's Capabilities
If you have a capability statement simply upload it and CLEATUS will extract your capabilities. If you don't have one you can enter them manually.
It is crucial that you enter well defined capabilities so CLEATUS can match your business with the most fitting contracts.
💡 Don’t have one? Use CLEATUS’s free Capability Statement Builder to create a professional, tailored document in minutes!
3️⃣ Step 3: Set Your Preferences
Select states, countries, or agencies if you're interested in contracts from specific sources.
✅ Geographic Regions – Choose specific states or nationwide opportunities.
✅ Agency Type – Select Federal, State, or Local contracts.
💡 Why This Matters: Setting precise preferences helps CLEATUS filter out irrelevant contracts and only present high-value opportunities that align with your strengths.
4️⃣ Step 4: Bid / No Bid Preferences
Define your bid preferences so CLEATUS can deliver contract recommendations that match your business needs.
✅ Deal Breakers: Contracts to avoid. Criteria that would make you immediately pass on a contract opportunity
✅ Deal Makers: Ideal opportunities. Criteria that would make you excited to bid on a contract opportunity
5️⃣ Step 5: Add Past Performances
CLEATUS automatically fetches all federal awards linked to your company from SAM.gov. To provide a complete profile, manually enter additional past performances for:
✔️ State or Local Contracts
✔️ Private Sector Awards
💡 Pro Tip: Adding past performance records strengthens your Entity Profile, improves AI proposal generation, and helps CLEATUS match you with contracts that fit your experience!
🛠 Managing Your Company Profile
Once your profile is set up, you can edit and update it anytime.
💡 Why Keep Your Profile Updated?
✔️ Tailored Opportunity Recommendations – Get the best-fit contracts based on your latest qualifications.
✔️ Stronger Compliance Evaluation – Ensure your bids meet solicitation requirements.
✔️ More Accurate AI Proposal Writing – CLEATUS generates proposals customized to your latest capabilities.
📌 Why Your Company Profile Matters
✅ It’s the foundation of your contract success! CLEATUS uses your profile to deliver personalized opportunities and write stronger proposals.
✅ It directly impacts your Compliance Score. A strong profile = better contract alignment.
✅ It helps you stay competitive. Keeping your information up to date ensures you never miss out on a great opportunity!
💡 Pro Tip: Review your profile every 2–3 months to keep your company details, certifications, and past performance records current.