Setting Up Your Capture Profile

In the sidebar, under Setup, click Capture Profile, then click Company Details. The profile has four tabs: Company Details, Capabilities, Preferences, and Experience. Each company in your organization has its own Capture Profile.

Click Profile Strength at the top right of the page. The meter averages six areas: Capabilities, Refine Preferences, Experience, Document Hub, Recommended, and Custom Alerts. The panel shows your next step at the top. Hover an incomplete area to see what is missing, and click the area to open it.

On Company Details, click Import from UEI. Enter your 12-character UEI and click Import. CLEATUS fills in your business details from SAM.gov. These include your address, your Commercial and Government Entity (CAGE) code, and your registration dates. The import can also fill your set-asides and certifications, so check them after it finishes. Changes on this tab save automatically.

Under Contract Source, select each source that you bid on. The sources are Federal, DIBBS, State & Local, SBIR / STTR, Grants, and Forecasts. DIBBS is the Defense Logistics Agency Internet Bid Board System. SBIR / STTR means Small Business Innovation Research and Small Business Technology Transfer. Then select Prime contracts, Subcontracts, or both. To connect General Services Administration (GSA) eBuy, click Manage integrations.

Leave Place of Performance empty to include every location. Select Only these to limit matches to the states that you list, or All except to exclude states. Use Countries to limit matches by country. Under Set-Aside Programs, add every program that you qualify for. With no set-asides selected, CLEATUS shows only contracts that are open to everyone. Under Certifications & Structure, enter your Business Structure and click Add certifications to pick from the library.

Open the Capabilities tab. To import, click Import from Capability Statement, click Continue, and upload a .pdf, .doc, .docx, or .txt file. CLEATUS adds the new capabilities that it finds and keeps your existing ones. To add one by hand, click Add New Capability. Enter a Capability Title, a Description of up to 450 characters, and up to three Differentiators. Then click Add Capability.

CLEATUS checks each capability before it saves it. If it finds a problem, edit the fields, or click Add Anyway to save the capability as it is. Each saved capability shows a High, Medium, or Low badge. Hover the badge to see how to improve it. CLEATUS skips Low capabilities when it matches contracts.

When only some capabilities are Low, an amber warning shows how many are skipped. When every capability is Low, a red warning says You are not getting any recommendations. Click Strengthen with AI on the warning. Ask CLEATUS opens with a request already typed. Send it, and answer the questions that GovCon Copilot asks. It saves only the rewrites that you approve.

Open the Preferences tab and click Browse & Add Preferences. Pick presets from the library, or type your own. Then move the slider of each preference to Must Avoid, Avoid, Prefer, or Must Have. Changes save automatically. Profile Strength counts four preferences as complete.

Open the Experience tab. When your profile has a UEI, CLEATUS imports your federal contracts and contract vehicles from SAM.gov. To add other work, click Add Experience. Enter the Amount, the Customer, the Type (Federal, State/Local, Private, or Sub), the dates, and a Description. Then click Save Experience. Profile Strength counts five entries as complete.