Your Company Profile is the core of CLEATUS’s recommendation engine and proposal generation system. A complete and well-structured profile ensures the platform accurately understands your company’s strengths, helping you win more contracts with less effort.
Follow these best practices to make each section of your profile as strong and effective as possible.
1️⃣ Basic Business Information
This section establishes who you are and helps CLEATUS connect your company to verified government data sources like SAM.gov.
Best Practices:
Add all relevant Certifications (LLC, HUBZone, WOSB, SDVOSB, etc.) to improve compliance scoring.
Keep your Registration and Start Dates updated — these are often used in contract eligibility checks.
💡 Tip: If you have a UEI code, CLEATUS can automatically import your SAM.gov record for faster setup.
2️⃣ Capabilities
Enter capabilities accurately so CLEATUS can deliver precise matches. Contracts outside your capabilities won’t be prioritized. This is the FOUNDATION of AI matching!!
What to include in each capability
Title: Clear service name (one service per card).
Description: 1–3 sentences on scope, typical deliverables, and project context.
Differentiators (optional): Certifications, unique tools, team strengths.
Best Practices:
Write concise, keyword-rich capability statements that clearly describe your core services.
Create a separate capability for each core service line (e.g., “Construction Management,” “Finish Carpentry Subcontracting,” “Claims & Dispute Resolution”).
If possible, upload a Capability Statement in PDF or DOCX format for automatic parsing.
Example:
💡 Tip: Use CLEATUS’s free Capability Statement Builder to generate a polished document in minutes. Access here: https://www.cleat.ai/free-govcon-tools/capability-statement-builder
3️⃣ Preferences
Preferences tell CLEATUS which sources and geographies to prioritize when matching opportunities.
If you don’t set preferences, CLEATUS will search all GLOBAL contracts by default.
What to select
Source: Choose Federal or State & Local (you can select both).
Federal = Contracts governed by FAR (e.g., SAM.gov).
State & Local = SLED opportunities from state, county, city, and education portals.
Geography: Pick the Place of Performance you care about.
US States (e.g., Virginia, Maryland, District of Columbia)
Countries (e.g., United States, Canada)
If you leave geography blank, CLEATUS will include all regions in your matches.
Best practices
Select only the regions where you actively plan to bid.
Avoid checking every state or country—broad targets reduce recommendation accuracy.
Revisit preferences regularly as you expand into new markets.
Example
Source: Federal and State & Local
US States: Virginia, Maryland, District of Columbia
Countries: United States
💡 Tip: Start narrow to build a strong pipeline. Expand your regions and sources as your team and past performance grow.
4️⃣ Bid / No-Bid Criteria
Tell CLEATUS what you’ll pursue (Deal Makers) and what you’ll pass on (Deal Breakers). We’ll apply these rules on top of your profile settings.
What to enter
Deal Makers (pursue):
Preferred solicitation types: RFP/RFQ, IDIQ/BPA call orders, task orders, competitive vs. sole source, etc.
Contract types: Firm-Fixed-Price, T&M, Cost-Plus (if acceptable).
Scope signals: clear SOW, site visit offered, realistic schedule, teaming/subcontracting encouraged, recompetes with incumbent info.
Risk/size: bonding within capacity, moderate complexity, reasonable reporting.
Deal Breakers (pass):
Pre-award signals: Sources Sought/RFI only, vague or shifting scope, 24/7 on-call, unrealistic timelines.
Contract mechanics: bonding above capacity, unfavorable payment terms, excessive liquidated damages, unlimited warranty/support.
Operational hurdles: hazardous materials, union-only labor (if not applicable), required facility/agency clearances you don’t hold, proprietary OEM restrictions.
Agency preferences: agencies you do not pursue (list them).
Best practices
Be specific about solicitation/contract types, bonding limits, risk tolerances, and agency preferences.
Keep criteria enforceable today; revisit quarterly as capacity and strategy evolve.
Example
Deal Makers: Competitive RFP/RFQ, FFP or T&M under bonding capacity, clear SOW, teaming allowed, task orders under existing vehicles.
Deal Breakers: Sources Sought/RFI only, bonding > $10M, aggressive 24/7 support, undefined deliverables, OEM-proprietary restrictions, agencies X/Y we don’t pursue.
💡 Tip: The clearer your rules, the fewer off-target opportunities CLEATUS will surface.
5️⃣ Projects (Company Experiences)
This section showcases your proven work — federal, state, local, or private — so CLEATUS can understand your capabilities in action.
Best Practices:
Add every notable project that demonstrates relevant experience or expertise.
Include project descriptions, value, and scope to help CLEATUS identify contract alignment.
Focus on outcomes (“Delivered ahead of schedule,” “Improved energy efficiency by 20%”).
For private or non-federal projects, include a short description of the client type or industry.
Example:
Project Name: Solar Facility Retrofit – Arlington County
Value: $2.3M
Description: Designed and installed solar retrofit systems across three municipal buildings, increasing energy efficiency by 22%.
💡 Tip: CLEATUS automatically imports recent federal contracts linked to your UEI. Manually add older or private projects to give the system a full picture of your performance.
6️⃣ Keeping Your Profile Updated
Your Company Profile should evolve with your business.
Best Practices:
Review and update your profile every 2–3 months.
Add new projects, certifications, or capabilities as soon as they’re available.
💡 Tip: A complete, current profile directly improves your AI proposal quality and contract match precision.