CPT
This new feature standardizes project setup by providing pre-configured structures for roads, facilities, and more, reducing onboarding friction and saving time.
What is Project Type Templating?
This feature lets finance teams enforce approval thresholds (e.g., “Over $50K requires Finance Director approval”), creating automated workflows and ensuring compliance.
What are Budget Rules?
This Open Beta feature allows users to upload PDFs, with AI extracting and formatting them into editable ClearGov pages.
What is Document Import?
In Sandler, this contract sets the rules for what both parties expect from a meeting.
What is an Up-Front Contract?
Final financial statements risk accidental edits, creating audit nightmares.
What problem does the Statement Builder – Lock Statement solve
This enhancement automatically notifies citizens, stakeholders, and elected officials when changes are made to projects they care about.
What are CPT Project Subscriptions?
This update enables clients to configure financial panels and track budgeted and actual data in one view for better reporting and decision-making.
What is Settings & Actuals Data?
This tool offers a free evaluation of budget book readiness against GFOA award criteria, helping clients strengthen their submissions.
What is the Budget Book Evaluator?
A mayor says, “If we don’t improve transparency, the council could push for an outside audit.”
Which SPIN stage is this statement tied to? (Implication)
Budget approvals dragged on because requests over thresholds weren’t flagged until late in the process.
What problem do Budget Rules solve,
Confusing a “continuation” for an “advance” leads to this.
What is a stalled deal
Unlike advances, these call outcomes feel good but create no forward motion.
what are continuations?
This AI-powered feature drafts explanatory text for charts, saving time and improving accessibility for financial documents.
What is Narrative Generation?
After a demo, you ask: “How would you explain ClearGov’s value to your council?”
What is testing your champion
Clients often left narrative sections blank, making budget books hard to read and inaccessible for screen readers.
What problem does Narrative Generation solve,
When a buyer agrees in principle but doesn’t commit, reps often mistake this for progress.
What is false closing / fake yes?
what time did Hunter run the Falmouth Road Race in (7 miles)
This enhancement lets editors nest multiple financial dimensions (e.g., department + fund) into one table view for clearer reporting.
What are Dynamic Trees?
When a rep asks, “How would you know if this investment was a success six months from now?” they are doing what?
What is Post-Sell/Testing for Commitment?
Clients spent too much time adjusting spacing block by block
what problem do Global Block Spacing Controls solve
The opposite of testing commitment is waiting for this — and losing control.
What is hoping the buyer makes the move themselves?
In SPIN, closing should feel like a natural result of this.
What is Need-Payoff questioning?
The goal of a close is not a signature, but this.
What is a logical next step
This type of closing question gets the customer to imagine the positive outcomes of buying.
What is a Need-Payoff closing question?
Finance Directors want to improve their odds of winning a GFOA award but don’t know where they’re falling short.
What problem does the Budget Book Evaluator solve, and how can reps use it as a hook for competitive differentiation?