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  • The brief
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  • This quarter · 9
  • Big bets · 3
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Generated Oct 22, 2026
  1. Programmable
  2. Playbooks
  3. ClearGov
ClearGov logo

growth playbook · Oct 22, 2026

cleargov.com (opens in a new tab)

ClearGov growth playbook

Diagnosis

ClearGov has 2,000+ public sector customers, 60 case studies, partnerships with NACo, ASBO and now ACCG, and a new Financial Engagement product. Its hiring points at the next phase: a Director to package 13 products into bundles and launches, a growth and customer marketing manager for SEO/AEO, ABM and cross-sell, and more SDRs and implementation capacity.

The biggest gap is one ClearGov already owns: 42,393 community finance pages that search and AI engines cannot read. This playbook makes those pages work first, fixes homepage layout shift and the empty /pricing page, adds comparison and Georgia pages, then builds bundles, references, a GFOA scorer, intent-based outreach and cross-sell.

Growth Score

7/10

Biggest Opportunity

Turn the community finance pages and the GFOA rule change into a steady source of qualified local government leads.

Biggest Risk

OpenGov, Euna and Envisio sell broader suites or stronger niches, so without clear packaging and comparison ClearGov can be seen as a budget book tool rather than a platform.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Make ClearGov's 42,393 community finance pages readable by search and AI answer engines

    Fetch 20 community pages without JavaScript and record what each one shows.

    High impact First result in 1 month
  2. 2

    Stop the announcement banner from shifting the homepage

    Set a fixed height for the banner container.

    High impact First result in 1 month
  3. 3

    Comparison pages against OpenGov, Euna and Envisio, from the new depositioning work

    Pull the three most common rivals from lost and won deals.

    High impact First result in 1 month

02

Your idea portfolio

20 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 2Big bets · 12Fill-ins · 5Reconsider · 1
Effort →

Showing 20 of 20 ideas

This week 6

Quick wins with a clear first action.

  • 01

    ClearGov's sitemap lists 42,393 pages for named local governments, from Knox County, Illinois down to its smallest villages. Each page is about a government ClearGov could sell to. But they are served as a JavaScript shell with an empty title tag and a description filled in only by script, using a crawling tag from a scheme Google retired years ago. Without JavaScript, which most AI crawlers do not run, a page says only "Leading Governments are Leveraging ClearGov! Learn more". The new Growth & Customer Marketing manager is hired to own SEO and AEO for ChatGPT, Perplexity and AI Overviews, and to spot exactly this kind of gap.

    High impactMedium effort First result in 1 month Manager

    First action

    Fetch 20 community pages without JavaScript and record what each one shows.

    How to measure it

    Demo requests from community pages

    Now
    –
    Target
    25 a month
    By
    90 days

    Steps

    1. 1

      Audit

      Sample pages by state: data year, what renders without script, current traffic.

      Acquisition Marketer (SEO/AEO, ABM) 1 week

    2. 2

      Decide

      Pre-render, noindex or redirect for each page group.

      Manager, Growth & Customer Marketing 2 days

    3. 3

      Pre-render

      Server-rendered title, description, key figures and source year.

      Web Developer 2 weeks

    4. 4

      Add the official block

      Same-state case studies and a demo link.

      Acquisition Marketer (SEO/AEO, ABM) 1 week

    5. 5

      Retire the old tag

      Remove the fragment meta and add sitemap lastmod dates.

      Web Developer 1 day

    6. 6

      Route signals

      Page visits by government to SDR territories.

      Marketing Operations 1 week

    7. 7

      Track

      Indexing, AI citations and demos from these pages.

      Acquisition Marketer (SEO/AEO, ABM) monthly

    First result
    1 month
    Cost
    Engineering time
    Owner
    Manager, Growth & Customer Marketing

    Smallest test

    Pre-render the 105 Illinois county pages and compare indexing and visits after a month.

    Why it works

    Audit what each page shows when it runs, then decide page by page: pre-render the pages with current data so the HTML carries a real title ("Knox County, IL budget and finances"), a description, the key figures and their source year; mark pages with stale data noindex or redirect them to state pages; and add a short block for officials: "Is this your government? See how similar counties publish their budgets with ClearGov", linking to case studies from the same state and to a demo. Feed visits from each page into the SDR's territory list.

    These pages already exist for every town and county an SDR calls. Made readable, they can rank for town-name finance searches, get cited by AI assistants, and tell sales which governments are looking at their own numbers.

    Ready to use

    ChecklistCommunity page fix list

    [ ] Audit 20 pages without JavaScript
    [ ] Note the data year each page shows
    [ ] Server-render <title> and description
    [ ] Key figures with source and year in the HTML
    [ ] Remove <meta name="fragment">
    [ ] lastmod in the transparency sitemaps
    [ ] noindex or redirect stale pages
    [ ] "Is this your government?" block with same-state case studies
    [ ] Visits routed to SDR territories

    Risks and how to handle them

    • Old data on public pages

      Show the data year clearly and noindex anything too old to be useful.

    • Pages compete with customers' own sites

      Link to the customer's official ClearGov site where one exists.

    Evidence

    • Your websiteTransparency sitemap (checked October 21, 2026): 51 state sitemaps listing 42,393 community pages, such as /illinois/knox/county and /illinois/knox/city/abingdon (2,950 pages for Illinois alone), with no last-modified dates.Source
    • Your websiteThose community pages are served as a JavaScript (AngularJS) shell: the HTML has an empty <title> tag, a description that is filled in only by script, and a <meta name="fragment" content="!"> tag from Google's old AJAX crawling scheme; without JavaScript the page reads only "Leading Governments are Leveraging ClearGov! Learn more", "Sign In" and "Schedule a Demo". The /pricing URL returns the same empty shell.Source
    • HiringManager, Growth & Customer Marketing (remote US, posted September 9, 2026): leads two marketers, one on "inbound (SEO/AEO) and net-new ABM/ABX campaigns", one on "customer marketing for cross-sell and upsell"; owns "SEO and AEO (optimizing for AI answer engines like ChatGPT, Perplexity, and Google AI Overviews...)", is expected to "spot the SEO gap" before anyone points it out, builds "ClearGov's customer reference and advocacy program" and reports "contribution to upsell/cross-sell revenue".Source
    • HiringSales Development Representative (posted October 16, 2026): "60-70 cold calls per day" and "50+ emails per day" to local government and K-12 prospects, and "Book 60+ demos per quarter within assigned territory"; an Account Executive pool is open in Boston, Kansas City, Salt Lake City and Tampa.Source
    • Your websiteCustomer Stories page: "2,000+ customers", "98% customer satisfaction", "$540B in budgets planned annually"; 60 case studies filterable by solution, region and audience; 12 video testimonials. There are no pages comparing ClearGov with other vendors; the closest is a "cloud-based budgeting vs spreadsheets" article.Source
  • 02

    Real Chrome visitors see the homepage jump: layout shift is 0.44, about four times Google's 0.1 limit, and the shifting element is the Financial Engagement announcement banner. Chili Piper also loads 975 KB in 40 requests on a page where most visitors have not asked for a meeting.

    High impactLow effort First result in 1 month Web Developer

    First action

    Set a fixed height for the banner container.

    How to measure it

    Real-user CLS at p75

    Now
    –
    Target
    Under 0.1
    By
    45 days

    Steps

    1. 1

      Fix the banner

      Reserved space or server-rendered.

      Web Developer 2 hours

    2. 2

      Lazy-load scheduling

      Chili Piper on form open.

      Web Developer 1 day

    3. 3

      Cache headers

      Static assets.

      Web Developer 1 day

    4. 4

      Re-test

      PageSpeed lab test.

      Web Developer 1 hour

    5. 5

      Check other templates

      Product and landing pages.

      Web Developer 2 days

    6. 6

      Monitor

      28-day real-user data.

      Acquisition Marketer (SEO/AEO, ABM) monthly

    First result
    1 month
    Cost
    $0
    Owner
    Web Developer

    Smallest test

    Fix the banner height today and re-run PageSpeed.

    Why it works

    Reserve the banner's height in the page (or render it on the server), load Chili Piper only when someone opens the demo form, and set long cache lifetimes for static files. Re-test with PageSpeed and watch the real-user data for 28 days.

    Finance directors on city networks see a stable, faster page, and Core Web Vitals feed into search.

    Risks and how to handle them

    • Demo booking breaks

      Test the form flow before release.

    Evidence

    • Google PageSpeedHomepage: mobile performance 71/100; the main content appears after 4.0 s in the phone test. Real Chrome visitors fail Core Web Vitals on loading (3.4 s) and layout stability: CLS 0.44, about four times the 0.1 limit, and the element that shifts is the Financial Engagement announcement banner. The page makes 146 requests (2.6 MB); Chili Piper alone loads 975 KB in 40 requests.Source
    • Your websiteHomepage: "2,000+ local governments and school districts use ClearGov's cloud-based software to manage the finance cycle"; products grouped as Plan & Track, Budget, Report and Engage; a top banner announces the Financial Engagement launch; the footer still says "© 2025". The demo path uses Chili Piper scheduling.Source
  • 03

    The Director of Product & Solution Marketing is asked for "sharp depositioning" against spreadsheets and competing vendors. ClearGov has a spreadsheets article but no vendor comparison pages, while OpenGov makes the same "2,000+" claim and Euna and Envisio overlap on budgeting and strategic planning.

    High impactMedium effort First result in 1 month Director

    First action

    Pull the three most common rivals from lost and won deals.

    How to measure it

    Comparison-page demos

    Now
    –
    Target
    15 a month
    By
    90 days

    Steps

    1. 1

      Pick rivals

      From deal records.

      Director, Product & Solution Marketing 1 day

    2. 2

      Check facts

      Rivals' current offers.

      Product Marketing Manager 1 week

    3. 3

      Write pages

      Fair tables and a switching guide.

      Product Marketing Manager 1 week

    4. 4

      Legal review

      Claims and trademarks.

      Legal 3 days

    5. 5

      Publish

      With structured FAQ content.

      Acquisition Marketer (SEO/AEO, ABM) 1 day

    6. 6

      Refresh

      Quarterly.

      Director, Product & Solution Marketing quarterly

    First result
    1 month
    Cost
    Staff time only
    Owner
    Director, Product & Solution Marketing

    Smallest test

    Publish one comparison and track demos.

    Why it works

    Publish fair comparison pages for the three vendors buyers meet most: modules, implementation time, pricing approach, public communication and GFOA support, with a switching guide and a customer quote from someone who moved. Keep the competitor comparison version internal.

    Finance directors research vendors before an RFP; comparison pages meet them there and teach AI assistants how ClearGov differs.

    Risks and how to handle them

    • Outdated claims

      Date each page and cite sources.

    Evidence

    • HiringDirector, Product & Solution Marketing (posted October 2, 2026): will define how ClearGov "positions, packages, and brings to market a suite of 13 products across cities, counties, school districts, and special districts"; leads "pricing and packaging strategy" (bundling, discounting, launch pricing), a repeatable model for "commercializing acquired products", "win-loss analysis", and "sharp depositioning" against "spreadsheets and competing vendors"; must measure "content adoption, retiring assets that go unused". Deals run "$30K-$60K ARR" with "sales cycles of approximately three to four months".Source
    • Your websiteCustomer Stories page: "2,000+ customers", "98% customer satisfaction", "$540B in budgets planned annually"; 60 case studies filterable by solution, region and audience; 12 video testimonials. There are no pages comparing ClearGov with other vendors; the closest is a "cloud-based budgeting vs spreadsheets" article.Source
    • Competitor researchRivals' own homepages: OpenGov, "The AI-powered platform trusted by 2,000+ cities, counties, and state agencies" across finance, permitting, procurement and public works; Euna Solutions, software "for budgeting, procurement, payments, grants"; Envisio, strategic planning and performance management; Polco, "the trusted civic engagement platform for public leaders".Source
  • 04

    ClearGov just became the preferred budgeting and reporting provider for ACCG, which represents all 159 Georgia counties. The partnership is a news post; there is no page that a Georgia county finance director can land on.

    High impactLow effort First result in 1 quarter Account Executive

    First action

    List Georgia counties that are not yet customers.

    How to measure it

    Georgia county demos

    Now
    –
    Target
    20
    By
    2 quarters

    Steps

    1. 1

      List counties

      Customers and prospects.

      Sales Operations 2 days

    2. 2

      Write page

      Endorsement and member offer.

      Product Marketing Manager 1 week

    3. 3

      Add proof

      Georgia stories.

      Customer Marketer 2 weeks

    4. 4

      Sequence

      SDR outreach to all 159 counties.

      Sales Development Representative 1 month

    5. 5

      Co-market

      ACCG newsletter and events.

      Manager, Growth & Customer Marketing ongoing

    6. 6

      Measure

      Demos and deals.

      Sales Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Account Executive

    Smallest test

    Publish the page and send it to 20 counties.

    Why it works

    Build /georgia-counties with the ACCG endorsement, what members get, Georgia-specific budget rules and calendar, Georgia customer stories, and a demo form. Use it in ACCG newsletters, conference booths and SDR sequences to all 159 counties.

    An endorsed channel converts best with a dedicated page and a clear member offer.

    Risks and how to handle them

    • Partner approval needed

      Agree copy with ACCG before launch.

    Evidence

    • Your websitePartners: an exclusive partnership with the Association of County Commissioners of Georgia (announced September 29, 2026), which represents all 159 Georgia counties, making ClearGov "the preferred provider of budgeting and reporting software for Georgia's counties"; NACo endorsement; ASBO International Affinity Partner; partner landing pages for Caselle, CentralSquare, Black Mountain Software and DDS.Source
    • HiringSales Development Representative (posted October 16, 2026): "60-70 cold calls per day" and "50+ emails per day" to local government and K-12 prospects, and "Book 60+ demos per quarter within assigned territory"; an Account Executive pool is open in Boston, Kansas City, Salt Lake City and Tampa.Source
    • Your websiteCustomer Stories page: "2,000+ customers", "98% customer satisfaction", "$540B in budgets planned annually"; 60 case studies filterable by solution, region and audience; 12 video testimonials. There are no pages comparing ClearGov with other vendors; the closest is a "cloud-based budgeting vs spreadsheets" article.Source
  • 05

    ClearGov's /pricing URL returns the empty JavaScript shell used by the old community pages. The new Director owns pricing and packaging, and buyers on $30K-$60K deals with 3-4 month cycles want to know how pricing works before a demo.

    Medium impactLow effort First result in 2 weeks Director

    First action

    Redirect /pricing to the demo page today as a stopgap.

    How to measure it

    Pricing-page demo rate

    Now
    –
    Target
    8%
    By
    90 days

    Steps

    1. 1

      Stopgap

      Redirect /pricing.

      Web Developer 1 hour

    2. 2

      Agree what to show

      Pricing approach and factors.

      Director, Product & Solution Marketing 1 week

    3. 3

      Write the page

      Factors, tiers, bundles.

      Product Marketing Manager 1 week

    4. 4

      Add a budget note

      For next fiscal year planning.

      Product Marketing Manager 1 day

    5. 5

      Publish

      With FAQ.

      Web Developer 1 day

    6. 6

      Measure

      Visits and demos.

      Acquisition Marketer (SEO/AEO, ABM) monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Director, Product & Solution Marketing

    Smallest test

    Redirect /pricing today and publish the explainer within two weeks.

    Why it works

    Publish a "How ClearGov pricing works" page: modular pricing by product and population or budget size, what implementation tiers (Guided and Premium) include, typical bundles by segment, and a budget-planning note for the next fiscal year. Point /pricing at it.

    Government buyers must budget a year ahead; a clear pricing explanation lets them start that process and qualifies leads.

    Risks and how to handle them

    • Rivals see pricing

      Show the approach and ranges, not price lists.

    Evidence

    • Your websiteThose community pages are served as a JavaScript (AngularJS) shell: the HTML has an empty <title> tag, a description that is filled in only by script, and a <meta name="fragment" content="!"> tag from Google's old AJAX crawling scheme; without JavaScript the page reads only "Leading Governments are Leveraging ClearGov! Learn more", "Sign In" and "Schedule a Demo". The /pricing URL returns the same empty shell.Source
    • HiringDirector, Product & Solution Marketing (posted October 2, 2026): will define how ClearGov "positions, packages, and brings to market a suite of 13 products across cities, counties, school districts, and special districts"; leads "pricing and packaging strategy" (bundling, discounting, launch pricing), a repeatable model for "commercializing acquired products", "win-loss analysis", and "sharp depositioning" against "spreadsheets and competing vendors"; must measure "content adoption, retiring assets that go unused". Deals run "$30K-$60K ARR" with "sales cycles of approximately three to four months".Source
    • HiringImplementation Consultant (posted October 7, 2026): delivers "Guided and Premium implementation services across the full Budgeting Suite" and paid "Packaged Services plus paid training and guided workshops", ensuring "a smooth transition to Client Success". A Client Support Specialist (October 8) also builds "Support Center articles, tutorials, and checklists".Source
  • 06

    The growth manager owns AEO. ClearGov has 133 articles, 56 webinars and strong ROI proof (Rogers County from 700 hours to 20-40), but most articles are long posts rather than direct answers.

    Medium impactLow effort First result in 2 months Acquisition Marketer

    First action

    Ask three AI assistants ten finance director questions and record who they cite.

    How to measure it

    Questions where assistants cite ClearGov

    Now
    –
    Target
    10 of 30
    By
    2 quarters

    Steps

    1. 1

      List questions

      30 questions.

      Acquisition Marketer (SEO/AEO, ABM) 1 week

    2. 2

      Baseline

      Current citations.

      Acquisition Marketer (SEO/AEO, ABM) 2 days

    3. 3

      Write answers

      Five a week.

      Acquisition Marketer (SEO/AEO, ABM) 6 weeks

    4. 4

      Add proof

      Customer numbers.

      Customer Marketer ongoing

    5. 5

      Mark up

      FAQ structured data.

      Web Developer 1 week

    6. 6

      Monitor

      Monthly checks.

      Acquisition Marketer (SEO/AEO, ABM) monthly

    First result
    2 months
    Cost
    Writing time
    Owner
    Acquisition Marketer (SEO/AEO, ABM)

    Smallest test

    Rewrite five articles as direct answers.

    Why it works

    List the 30 questions finance directors ask (how to win the GFOA award, what a capital improvement plan includes, how to build a personnel budget), and give each a page with a direct answer, a checklist, a customer number and a date. Check monthly which sources assistants cite.

    Direct, sourced answers are what AI assistants quote, and each answer can lead to a demo.

    Risks and how to handle them

    • Thin content

      Each answer gets a checklist or example.

    Evidence

    • HiringManager, Growth & Customer Marketing (remote US, posted September 9, 2026): leads two marketers, one on "inbound (SEO/AEO) and net-new ABM/ABX campaigns", one on "customer marketing for cross-sell and upsell"; owns "SEO and AEO (optimizing for AI answer engines like ChatGPT, Perplexity, and Google AI Overviews...)", is expected to "spot the SEO gap" before anyone points it out, builds "ClearGov's customer reference and advocacy program" and reports "contribution to upsell/cross-sell revenue".Source
    • Your websiteSitemap: 88 landing pages (mostly webinar sign-ups, plus a grants management preview, a "modern-budgeteer-award" page and partner pages), 133 articles, 56 webinars and 102 news posts. The ROI article cites Christian County, MO eliminating "70-80 Excel spreadsheets" and Rogers County, OK cutting budget preparation "from 700 hours to 20-40 hours". A 2015 post describes peer benchmarking ("your town spends 35% more on education... than similar towns"); ClearGov acquired CityGrows (permitting and licensing) and added FirstDraft AI writing to the Digital Budget Book.Source
    • Your websiteClearGov's GFOA article: from January 1, 2027 the Distinguished Budget Presentation Award moves to "a 200-point scoring system" that "scores all budget communications, not just the budget book" (websites, dashboards, briefs, newsletters, videos); 2027 is a transition year and new criteria are required from January 1, 2028. The site also has a "budget-book-evaluator" landing page.Source

This quarter 9

The core plays for the next three months.

  • 07

    The Director is asked to set bundling, discounting and launch pricing for 13 products across four segments with distinct buying dynamics. The site sells products one by one.

    High impactMedium effort First result in 1 quarter Director

    First action

    Analyze which products existing customers buy together.

    How to measure it

    First-year ACV

    Now
    –
    Target
    +15%
    By
    3 quarters

    Steps

    1. 1

      Analyze

      Co-purchase patterns.

      VP, Financial Planning & Analysis 2 weeks

    2. 2

      Design bundles

      Per segment.

      Director, Product & Solution Marketing 1 month

    3. 3

      Price

      With finance.

      Director, Product & Solution Marketing 2 weeks

    4. 4

      Publish

      Segment pages.

      Product Marketing Manager 2 weeks

    5. 5

      Train

      Sales.

      Director, Product & Solution Marketing 2 weeks

    6. 6

      Measure

      Deal size and mix.

      Sales Operations monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director, Product & Solution Marketing

    Smallest test

    Offer one county bundle in Q1 deals.

    Why it works

    Define three bundles per segment (start, grow, complete) based on which products customers buy together, publish them on segment pages, and train sales to lead with the bundle.

    Bundles raise first-deal size and make expansion paths obvious.

    Risks and how to handle them

    • Discounting erodes price

      Set bundle rules with finance.

    Evidence

    • HiringDirector, Product & Solution Marketing (posted October 2, 2026): will define how ClearGov "positions, packages, and brings to market a suite of 13 products across cities, counties, school districts, and special districts"; leads "pricing and packaging strategy" (bundling, discounting, launch pricing), a repeatable model for "commercializing acquired products", "win-loss analysis", and "sharp depositioning" against "spreadsheets and competing vendors"; must measure "content adoption, retiring assets that go unused". Deals run "$30K-$60K ARR" with "sales cycles of approximately three to four months".Source
    • Your websiteHomepage: "2,000+ local governments and school districts use ClearGov's cloud-based software to manage the finance cycle"; products grouped as Plan & Track, Budget, Report and Engage; a top banner announces the Financial Engagement launch; the footer still says "© 2025". The demo path uses Chili Piper scheduling.Source
    • Your websiteCustomer Stories page: "2,000+ customers", "98% customer satisfaction", "$540B in budgets planned annually"; 60 case studies filterable by solution, region and audience; 12 video testimonials. There are no pages comparing ClearGov with other vendors; the closest is a "cloud-based budgeting vs spreadsheets" article.Source
  • 08

    The growth manager is asked to build "ClearGov's customer reference and advocacy program". ClearGov has 60 case studies, 12 video testimonials and 98% satisfaction, but no structured way to match a prospect to a peer reference.

    High impactMedium effort First result in 1 quarter Customer Marketer

    First action

    Ask 20 recent case study customers to join.

    How to measure it

    Win rate with a reference

    Now
    –
    Target
    +10 points
    By
    2 quarters

    Steps

    1. 1

      Recruit

      50 references.

      Customer Marketer 1 month

    2. 2

      Tag

      Segment, state, products.

      Customer Marketer 1 week

    3. 3

      CRM request

      Reference request flow.

      Sales Operations 2 weeks

    4. 4

      Reward

      Thank-you program.

      Customer Marketer ongoing

    5. 5

      Protect

      Limit calls per reference.

      Customer Marketer ongoing

    6. 6

      Measure

      Win rate.

      Manager, Growth & Customer Marketing quarterly

    First result
    1 quarter
    Cost
    Reward budget
    Owner
    Customer Marketer

    Smallest test

    Match references on five open deals.

    Why it works

    Recruit 50 reference customers by segment, state and products, track how often each is used, reward them (conference passes, award nominations), and let AEs request a matched reference in the CRM.

    Government buyers trust peers above vendors; matched references shorten 3-4 month cycles.

    Risks and how to handle them

    • Reference fatigue

      Cap requests per customer per quarter.

    Evidence

    • HiringManager, Growth & Customer Marketing (remote US, posted September 9, 2026): leads two marketers, one on "inbound (SEO/AEO) and net-new ABM/ABX campaigns", one on "customer marketing for cross-sell and upsell"; owns "SEO and AEO (optimizing for AI answer engines like ChatGPT, Perplexity, and Google AI Overviews...)", is expected to "spot the SEO gap" before anyone points it out, builds "ClearGov's customer reference and advocacy program" and reports "contribution to upsell/cross-sell revenue".Source
    • Your websiteCustomer Stories page: "2,000+ customers", "98% customer satisfaction", "$540B in budgets planned annually"; 60 case studies filterable by solution, region and audience; 12 video testimonials. There are no pages comparing ClearGov with other vendors; the closest is a "cloud-based budgeting vs spreadsheets" article.Source
    • HiringDirector, Product & Solution Marketing (posted October 2, 2026): will define how ClearGov "positions, packages, and brings to market a suite of 13 products across cities, counties, school districts, and special districts"; leads "pricing and packaging strategy" (bundling, discounting, launch pricing), a repeatable model for "commercializing acquired products", "win-loss analysis", and "sharp depositioning" against "spreadsheets and competing vendors"; must measure "content adoption, retiring assets that go unused". Deals run "$30K-$60K ARR" with "sales cycles of approximately three to four months".Source
  • 09

    ClearGov's own article explains that from 2027 the GFOA award scores all budget communications on 200 points, and ClearGov has a budget-book-evaluator landing page. A free scorer against the new criteria is the most useful thing a finance team could get this year.

    High impactMedium effort First result in 1 quarter Acquisition Marketer

    First action

    Map the new criteria to questions a finance director can answer.

    How to measure it

    Evaluator completions

    Now
    –
    Target
    500
    By
    2 quarters

    Steps

    1. 1

      Map criteria

      Questions per section.

      Product Marketing Manager 2 weeks

    2. 2

      Build

      Scoring and gap list.

      Web Developer 1 month

    3. 3

      Map products

      Gaps to products.

      Director, Product & Solution Marketing 1 week

    4. 4

      Launch

      Webinar and email.

      Manager, Growth & Customer Marketing 2 weeks

    5. 5

      Follow up

      SDR sequence by gap.

      Sales Development Representative ongoing

    6. 6

      Measure

      Completions and demos.

      Acquisition Marketer (SEO/AEO, ABM) monthly

    First result
    1 quarter
    Cost
    Engineering time
    Owner
    Acquisition Marketer (SEO/AEO, ABM)

    Smallest test

    Publish the scorer as a simple form and score results by hand.

    Why it works

    Rebuild the evaluator as a self-scoring tool for the new criteria: governments answer questions about their budget book, website, dashboards and briefs, get an estimated score and a gap list, and see which gaps ClearGov products close. Follow up through SDRs.

    It meets every budget team at the moment the rules change, and every result is a qualified lead with a stated gap.

    Risks and how to handle them

    • Looks like an official GFOA score

      Label it an estimate and link to GFOA's criteria.

    Evidence

    • Your websiteClearGov's GFOA article: from January 1, 2027 the Distinguished Budget Presentation Award moves to "a 200-point scoring system" that "scores all budget communications, not just the budget book" (websites, dashboards, briefs, newsletters, videos); 2027 is a transition year and new criteria are required from January 1, 2028. The site also has a "budget-book-evaluator" landing page.Source
    • Your websiteSitemap: 88 landing pages (mostly webinar sign-ups, plus a grants management preview, a "modern-budgeteer-award" page and partner pages), 133 articles, 56 webinars and 102 news posts. The ROI article cites Christian County, MO eliminating "70-80 Excel spreadsheets" and Rogers County, OK cutting budget preparation "from 700 hours to 20-40 hours". A 2015 post describes peer benchmarking ("your town spends 35% more on education... than similar towns"); ClearGov acquired CityGrows (permitting and licensing) and added FirstDraft AI writing to the Digital Budget Book.Source
    • Your websiteFinancial Engagement, launched May 20, 2026 after an early adopter program with five governments: interactive budget visuals, an "AI-Powered Chatbot" grounded in a government's published documents that can "Surface question trends so you know what residents care about most", email and SMS updates, polls and surveys, and a Community Outreach Toolkit; it targets the moments "before budgets go to a vote, overrides go to the ballot, or capital plans go to council".Source
    • HiringSales Development Representative (posted October 16, 2026): "60-70 cold calls per day" and "50+ emails per day" to local government and K-12 prospects, and "Book 60+ demos per quarter within assigned territory"; an Account Executive pool is open in Boston, Kansas City, Salt Lake City and Tampa.Source
  • 10

    SDRs make 60-70 cold calls a day to local governments. ClearGov's community pages are named for those same governments, so a visit to a government's own page from its own network is an intent signal no rival has.

    High impactMedium effort First result in 1 quarter Sales Development Representat…

    First action

    Set up tracking of visits by community page.

    How to measure it

    Demo rate on warm list

    Now
    –
    Target
    2x cold list
    By
    2 quarters

    Steps

    1. 1

      Track

      Visits by community page.

      Marketing Operations 1 week

    2. 2

      Match

      To accounts in Salesforce.

      Marketing Operations 2 weeks

    3. 3

      Warm list

      Weekly to SDRs.

      Marketing Operations weekly

    4. 4

      Script

      Opening with their own numbers.

      Sales Development Representative 1 week

    5. 5

      ABM

      Ads to warmest accounts.

      Acquisition Marketer (SEO/AEO, ABM) ongoing

    6. 6

      Compare

      Warm vs cold demo rates.

      Manager, Growth & Customer Marketing monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Sales Development Representative

    Smallest test

    Give one SDR a warm list for a month.

    Why it works

    Once the pages are readable (idea 1), track visits by government, combine them with web visits from government domains, and give SDRs a weekly "warm list". Run ABM ads to the warmest accounts.

    Calling governments that are looking at their own finances raises connect and demo rates.

    Risks and how to handle them

    • Privacy concerns

      Use account-level signals only, no personal tracking.

    Builds on

    Evidence

    • Your websiteTransparency sitemap (checked October 21, 2026): 51 state sitemaps listing 42,393 community pages, such as /illinois/knox/county and /illinois/knox/city/abingdon (2,950 pages for Illinois alone), with no last-modified dates.Source
    • HiringSales Development Representative (posted October 16, 2026): "60-70 cold calls per day" and "50+ emails per day" to local government and K-12 prospects, and "Book 60+ demos per quarter within assigned territory"; an Account Executive pool is open in Boston, Kansas City, Salt Lake City and Tampa.Source
    • HiringManager, Growth & Customer Marketing (remote US, posted September 9, 2026): leads two marketers, one on "inbound (SEO/AEO) and net-new ABM/ABX campaigns", one on "customer marketing for cross-sell and upsell"; owns "SEO and AEO (optimizing for AI answer engines like ChatGPT, Perplexity, and Google AI Overviews...)", is expected to "spot the SEO gap" before anyone points it out, builds "ClearGov's customer reference and advocacy program" and reports "contribution to upsell/cross-sell revenue".Source
  • 11

    Financial Engagement is built for the moments "before budgets go to a vote, overrides go to the ballot". The customer marketer owns cross-sell. Existing budget book customers with an upcoming vote are the warmest buyers.

    High impactMedium effort First result in 1 quarter Customer Marketer

    First action

    List customers with a ballot measure in the next 12 months.

    How to measure it

    Customers adding Financial Engagement

    Now
    –
    Target
    50
    By
    3 quarters

    Steps

    1. 1

      Find votes

      Public notices.

      Customer Marketer 2 weeks

    2. 2

      Write playbook

      Before-the-vote guide.

      Product Marketing Manager 2 weeks

    3. 3

      Campaign

      Email and CSM outreach.

      Customer Marketer 1 month

    4. 4

      Quick start

      Packaged services offer.

      Implementation Consultant 2 weeks

    5. 5

      Case study

      First result.

      Customer Marketer 1 quarter

    6. 6

      Measure

      Attach rate.

      Manager, Growth & Customer Marketing monthly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Customer Marketer

    Smallest test

    Email 20 customers with votes next year.

    Why it works

    Find customers with levies, overrides or bond votes on upcoming ballots (from public notices), send them a playbook and a short demo, and offer a quick-start package with the Community Outreach Toolkit.

    Timing the offer to a real need turns a new product into an urgent purchase.

    Risks and how to handle them

    • Appears political

      Frame it as explaining finances, not campaigning.

    Evidence

    • Your websiteFinancial Engagement, launched May 20, 2026 after an early adopter program with five governments: interactive budget visuals, an "AI-Powered Chatbot" grounded in a government's published documents that can "Surface question trends so you know what residents care about most", email and SMS updates, polls and surveys, and a Community Outreach Toolkit; it targets the moments "before budgets go to a vote, overrides go to the ballot, or capital plans go to council".Source
    • HiringManager, Growth & Customer Marketing (remote US, posted September 9, 2026): leads two marketers, one on "inbound (SEO/AEO) and net-new ABM/ABX campaigns", one on "customer marketing for cross-sell and upsell"; owns "SEO and AEO (optimizing for AI answer engines like ChatGPT, Perplexity, and Google AI Overviews...)", is expected to "spot the SEO gap" before anyone points it out, builds "ClearGov's customer reference and advocacy program" and reports "contribution to upsell/cross-sell revenue".Source
    • HiringImplementation Consultant (posted October 7, 2026): delivers "Guided and Premium implementation services across the full Budgeting Suite" and paid "Packaged Services plus paid training and guided workshops", ensuring "a smooth transition to Client Success". A Client Support Specialist (October 8) also builds "Support Center articles, tutorials, and checklists".Source
  • 12

    The Director is asked to build "competitive intelligence, win-loss analysis" and tie messaging to win rates.

    High impactMedium effort First result in 1 quarter Director

    First action

    Pick last month's 10 closed deals.

    How to measure it

    Win rate

    Now
    –
    Target
    +5 points
    By
    3 quarters

    Steps

    1. 1

      Set questions

      Short interview guide.

      Director, Product & Solution Marketing 1 week

    2. 2

      Interview

      10 per month.

      Product Marketing Manager monthly

    3. 3

      Code reasons

      In the CRM.

      Sales Operations monthly

    4. 4

      Share

      Monthly summary.

      Director, Product & Solution Marketing monthly

    5. 5

      Act

      One change per month.

      Director, Product & Solution Marketing monthly

    6. 6

      Measure

      Win rate trend.

      Sales Operations quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director, Product & Solution Marketing

    Smallest test

    Interview five lost buyers.

    Why it works

    Interview buyers on 10 closed deals a month (won and lost), code reasons, share a monthly summary, and change one message or asset per month based on it.

    Win-loss is the fastest way to learn why 3-4 month cycles stall.

    Risks and how to handle them

    • Low response from lost buyers

      Use a neutral interviewer.

    Evidence

    • HiringDirector, Product & Solution Marketing (posted October 2, 2026): will define how ClearGov "positions, packages, and brings to market a suite of 13 products across cities, counties, school districts, and special districts"; leads "pricing and packaging strategy" (bundling, discounting, launch pricing), a repeatable model for "commercializing acquired products", "win-loss analysis", and "sharp depositioning" against "spreadsheets and competing vendors"; must measure "content adoption, retiring assets that go unused". Deals run "$30K-$60K ARR" with "sales cycles of approximately three to four months".Source
    • Competitor researchRivals' own homepages: OpenGov, "The AI-powered platform trusted by 2,000+ cities, counties, and state agencies" across finance, permitting, procurement and public works; Euna Solutions, software "for budgeting, procurement, payments, grants"; Envisio, strategic planning and performance management; Polco, "the trusted civic engagement platform for public leaders".Source
  • 13

    The Director is asked to measure content adoption and retire unused assets. ClearGov has 88 landing pages and 56 webinars, many of them single-date sign-ups.

    Medium impactLow effort First result in 1 quarter Director

    First action

    Export asset usage from the CRM and email tools.

    How to measure it

    Assets used per quarter

    Now
    –
    Target
    70%
    By
    2 quarters

    Steps

    1. 1

      Inventory

      All assets and pages.

      Product Marketing Manager 2 weeks

    2. 2

      Track usage

      CRM and email.

      Sales Operations 2 weeks

    3. 3

      Retire

      Unused assets.

      Director, Product & Solution Marketing 1 month

    4. 4

      Redirect

      Old webinar pages to recordings.

      Web Developer 1 week

    5. 5

      Library

      By segment.

      Product Marketing Manager 1 month

    6. 6

      Review

      Quarterly.

      Director, Product & Solution Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Director, Product & Solution Marketing

    Smallest test

    Redirect the 2025 webinar sign-up pages.

    Why it works

    Track which assets AEs send and which ones appear in won deals, archive old webinar sign-up pages with redirects to recordings, and keep a short, current library by segment.

    A smaller, used library helps sales and removes stale pages from search.

    Risks and how to handle them

    • Retiring something sales still uses

      Ask sales before retiring.

    Evidence

    • HiringDirector, Product & Solution Marketing (posted October 2, 2026): will define how ClearGov "positions, packages, and brings to market a suite of 13 products across cities, counties, school districts, and special districts"; leads "pricing and packaging strategy" (bundling, discounting, launch pricing), a repeatable model for "commercializing acquired products", "win-loss analysis", and "sharp depositioning" against "spreadsheets and competing vendors"; must measure "content adoption, retiring assets that go unused". Deals run "$30K-$60K ARR" with "sales cycles of approximately three to four months".Source
    • Your websiteSitemap: 88 landing pages (mostly webinar sign-ups, plus a grants management preview, a "modern-budgeteer-award" page and partner pages), 133 articles, 56 webinars and 102 news posts. The ROI article cites Christian County, MO eliminating "70-80 Excel spreadsheets" and Rogers County, OK cutting budget preparation "from 700 hours to 20-40 hours". A 2015 post describes peer benchmarking ("your town spends 35% more on education... than similar towns"); ClearGov acquired CityGrows (permitting and licensing) and added FirstDraft AI writing to the Digital Budget Book.Source
  • 14

    ClearGov has partner pages for Caselle, CentralSquare, Black Mountain Software and DDS, whose customers already run financials that ClearGov can plug into.

    Medium impactMedium effort First result in 2 quarters Manager

    First action

    Agree one webinar date with one partner.

    How to measure it

    Partner demos

    Now
    –
    Target
    30 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick partner

      First one.

      Manager, Growth & Customer Marketing 1 week

    2. 2

      Plan webinar

      Joint agenda.

      Manager, Growth & Customer Marketing 2 weeks

    3. 3

      Integration page

      Per partner.

      Product Marketing Manager 2 weeks

    4. 4

      Promote

      Partner channels.

      Manager, Growth & Customer Marketing 2 weeks

    5. 5

      Follow up

      SDR sequence.

      Sales Development Representative ongoing

    6. 6

      Repeat

      Each partner quarterly.

      Manager, Growth & Customer Marketing quarterly

    First result
    2 quarters
    Cost
    Webinar costs
    Owner
    Manager, Growth & Customer Marketing

    Smallest test

    Run one joint webinar.

    Why it works

    Run a quarterly joint webinar with each partner for its customer base, with a partner-specific integration page and a member offer. Track partner-sourced demos.

    Partner customers have the data ready and trust the partner's recommendation.

    Risks and how to handle them

    • Partner priorities differ

      Agree shared goals first.

    Evidence

    • Your websitePartners: an exclusive partnership with the Association of County Commissioners of Georgia (announced September 29, 2026), which represents all 159 Georgia counties, making ClearGov "the preferred provider of budgeting and reporting software for Georgia's counties"; NACo endorsement; ASBO International Affinity Partner; partner landing pages for Caselle, CentralSquare, Black Mountain Software and DDS.Source
    • HiringManager, Growth & Customer Marketing (remote US, posted September 9, 2026): leads two marketers, one on "inbound (SEO/AEO) and net-new ABM/ABX campaigns", one on "customer marketing for cross-sell and upsell"; owns "SEO and AEO (optimizing for AI answer engines like ChatGPT, Perplexity, and Google AI Overviews...)", is expected to "spot the SEO gap" before anyone points it out, builds "ClearGov's customer reference and advocacy program" and reports "contribution to upsell/cross-sell revenue".Source
  • 15

    Implementation Consultants deliver Guided and Premium implementations and paid packaged services, then hand off to Client Success. The customer marketer owns cross-sell.

    High impactMedium effort First result in 1 quarter Implementation Consultant

    First action

    Add a "next product" field to the go-live checklist.

    How to measure it

    Customers expanding in year one

    Now
    –
    Target
    30%
    By
    4 quarters

    Steps

    1. 1

      Add field

      Go-live checklist.

      Implementation Consultant 1 day

    2. 2

      Hand-off

      To CSM and marketing.

      Implementation Consultant ongoing

    3. 3

      Sequence

      60-day cross-sell.

      Customer Marketer 2 weeks

    4. 4

      Training offer

      Packaged services.

      Implementation Consultant 2 weeks

    5. 5

      Review

      Monthly.

      Client Success Manager monthly

    6. 6

      Measure

      Expansion rate.

      Manager, Growth & Customer Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Implementation Consultant

    Smallest test

    Try it on the next ten go-lives.

    Why it works

    At go-live, record the next likely product (from the customer's goals), hand it to the CSM and customer marketer, and trigger a 60-day sequence with a peer story. Offer packaged training as a paid follow-on.

    Customers are most open to the next step right after a successful launch.

    Risks and how to handle them

    • Pushy after launch

      Lead with value, not a quote.

    Evidence

    • HiringImplementation Consultant (posted October 7, 2026): delivers "Guided and Premium implementation services across the full Budgeting Suite" and paid "Packaged Services plus paid training and guided workshops", ensuring "a smooth transition to Client Success". A Client Support Specialist (October 8) also builds "Support Center articles, tutorials, and checklists".Source
    • HiringManager, Growth & Customer Marketing (remote US, posted September 9, 2026): leads two marketers, one on "inbound (SEO/AEO) and net-new ABM/ABX campaigns", one on "customer marketing for cross-sell and upsell"; owns "SEO and AEO (optimizing for AI answer engines like ChatGPT, Perplexity, and Google AI Overviews...)", is expected to "spot the SEO gap" before anyone points it out, builds "ClearGov's customer reference and advocacy program" and reports "contribution to upsell/cross-sell revenue".Source
    • HiringDirector, Product & Solution Marketing (posted October 2, 2026): will define how ClearGov "positions, packages, and brings to market a suite of 13 products across cities, counties, school districts, and special districts"; leads "pricing and packaging strategy" (bundling, discounting, launch pricing), a repeatable model for "commercializing acquired products", "win-loss analysis", and "sharp depositioning" against "spreadsheets and competing vendors"; must measure "content adoption, retiring assets that go unused". Deals run "$30K-$60K ARR" with "sales cycles of approximately three to four months".Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    ClearGov started with benchmarking ("your town spends 35% more on education... than similar towns") and still has pages for 42,393 communities. Finance directors and councils love comparisons, and the data can power SEO, AEO and sales.

    High impactHigh effort First result in 3 quarters Director

    First action

    Check which data sources can be refreshed every year.

    How to measure it

    Sign-ups

    Now
    –
    Target
    2,000
    By
    4 quarters

    Steps

    1. 1

      Data sources

      Refreshable public data.

      Data team 1 month

    2. 2

      Design

      Peers and metrics.

      Director, Product & Solution Marketing 1 month

    3. 3

      Build

      Tool and brief.

      Web Developer 1 quarter

    4. 4

      Launch

      Webinar and press.

      Manager, Growth & Customer Marketing 1 month

    5. 5

      Sales use

      SDR openers.

      Sales Development Representative ongoing

    6. 6

      Refresh

      Yearly data.

      Data team yearly

    First result
    3 quarters
    Cost
    Engineering and data time
    Owner
    Director, Product & Solution Marketing

    Smallest test

    Publish benchmarks for one state.

    Why it works

    Launch a free benchmarking tool: pick your government, see five comparable peers on key per-capita figures with sources and dates, and download a one-page brief for council. Gate the full peer report behind a sign-up.

    A useful free tool creates recurring visits, links and leads, and differentiates ClearGov from OpenGov and Euna.

    Risks and how to handle them

    • Data accuracy

      Show sources and dates for every figure.

    Builds on

    Evidence

    • Your websiteSitemap: 88 landing pages (mostly webinar sign-ups, plus a grants management preview, a "modern-budgeteer-award" page and partner pages), 133 articles, 56 webinars and 102 news posts. The ROI article cites Christian County, MO eliminating "70-80 Excel spreadsheets" and Rogers County, OK cutting budget preparation "from 700 hours to 20-40 hours". A 2015 post describes peer benchmarking ("your town spends 35% more on education... than similar towns"); ClearGov acquired CityGrows (permitting and licensing) and added FirstDraft AI writing to the Digital Budget Book.Source
    • Your websiteTransparency sitemap (checked October 21, 2026): 51 state sitemaps listing 42,393 community pages, such as /illinois/knox/county and /illinois/knox/city/abingdon (2,950 pages for Illinois alone), with no last-modified dates.Source
    • Competitor researchRivals' own homepages: OpenGov, "The AI-powered platform trusted by 2,000+ cities, counties, and state agencies" across finance, permitting, procurement and public works; Euna Solutions, software "for budgeting, procurement, payments, grants"; Envisio, strategic planning and performance management; Polco, "the trusted civic engagement platform for public leaders".Source
  • 17

    The Financial Engagement chatbot surfaces "question trends" for each government. Aggregated across customers, it shows what residents want to know about budgets, which nobody else can publish.

    High impactMedium effort First result in 3 quarters Manager

    First action

    Check consent terms with five customers.

    How to measure it

    Downloads

    Now
    –
    Target
    3,000
    By
    4 quarters

    Steps

    1. 1

      Consent

      Customer agreement.

      Legal 1 month

    2. 2

      Aggregate

      Anonymized data.

      Data team 1 month

    3. 3

      Analyze

      Topics and trends.

      Product Marketing Manager 1 month

    4. 4

      Write

      Report.

      Product Marketing Manager 1 month

    5. 5

      Launch

      Events and press.

      Manager, Growth & Customer Marketing 1 month

    6. 6

      Use

      Sales and webinars.

      Director, Product & Solution Marketing ongoing

    First result
    3 quarters
    Cost
    Staff time only
    Owner
    Manager, Growth & Customer Marketing

    Smallest test

    Share one anonymized chart at a webinar.

    Why it works

    With customer consent and full anonymization, publish an annual report: top resident questions by topic, region and government size, and what answers worked. Launch at GFOA and NACo events.

    Original data earns press and links, and positions ClearGov as the authority on budget communication.

    Risks and how to handle them

    • Too few customers yet

      Start with a pilot report once enough data exists.

    Evidence

    • Your websiteFinancial Engagement, launched May 20, 2026 after an early adopter program with five governments: interactive budget visuals, an "AI-Powered Chatbot" grounded in a government's published documents that can "Surface question trends so you know what residents care about most", email and SMS updates, polls and surveys, and a Community Outreach Toolkit; it targets the moments "before budgets go to a vote, overrides go to the ballot, or capital plans go to council".Source
    • Your websitePartners: an exclusive partnership with the Association of County Commissioners of Georgia (announced September 29, 2026), which represents all 159 Georgia counties, making ClearGov "the preferred provider of budgeting and reporting software for Georgia's counties"; NACo endorsement; ASBO International Affinity Partner; partner landing pages for Caselle, CentralSquare, Black Mountain Software and DDS.Source
  • 18

    The Director is asked to build a model for launching bundles and commercializing acquired products. ClearGov acquired CityGrows and has a grants management preview page.

    High impactHigh effort First result in 3 quarters Director

    First action

    Count sign-ups on the grants management preview.

    How to measure it

    New-product customers in year one

    Now
    –
    Target
    100
    By
    4 quarters

    Steps

    1. 1

      Write playbook

      Launch steps.

      Director, Product & Solution Marketing 1 month

    2. 2

      Early adopters

      From the preview list.

      Product Marketing Manager 1 month

    3. 3

      Price

      Launch pricing.

      Director, Product & Solution Marketing 1 month

    4. 4

      Launch

      Customer first.

      Customer Marketer 1 quarter

    5. 5

      Case study

      Early adopter story.

      Customer Marketer 1 quarter

    6. 6

      Review

      After each launch.

      Director, Product & Solution Marketing quarterly

    First result
    3 quarters
    Cost
    Staff time only
    Owner
    Director, Product & Solution Marketing

    Smallest test

    Invite the preview list to an early adopter call.

    Why it works

    Write one launch playbook (waitlist, early adopters, pricing, case study, sales training, customer marketing) and use it first for grants management, inviting everyone on the preview list to an early adopter program like Financial Engagement's.

    A standard launch makes each new product sell faster and gives customers a reason to expand.

    Risks and how to handle them

    • Launch overload for sales

      One launch per quarter.

    Evidence

    • HiringDirector, Product & Solution Marketing (posted October 2, 2026): will define how ClearGov "positions, packages, and brings to market a suite of 13 products across cities, counties, school districts, and special districts"; leads "pricing and packaging strategy" (bundling, discounting, launch pricing), a repeatable model for "commercializing acquired products", "win-loss analysis", and "sharp depositioning" against "spreadsheets and competing vendors"; must measure "content adoption, retiring assets that go unused". Deals run "$30K-$60K ARR" with "sales cycles of approximately three to four months".Source
    • Your websiteSitemap: 88 landing pages (mostly webinar sign-ups, plus a grants management preview, a "modern-budgeteer-award" page and partner pages), 133 articles, 56 webinars and 102 news posts. The ROI article cites Christian County, MO eliminating "70-80 Excel spreadsheets" and Rogers County, OK cutting budget preparation "from 700 hours to 20-40 hours". A 2015 post describes peer benchmarking ("your town spends 35% more on education... than similar towns"); ClearGov acquired CityGrows (permitting and licensing) and added FirstDraft AI writing to the Digital Budget Book.Source
    • Your websiteFinancial Engagement, launched May 20, 2026 after an early adopter program with five governments: interactive budget visuals, an "AI-Powered Chatbot" grounded in a government's published documents that can "Surface question trends so you know what residents care about most", email and SMS updates, polls and surveys, and a Community Outreach Toolkit; it targets the moments "before budgets go to a vote, overrides go to the ballot, or capital plans go to council".Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 19

    ClearGov's homepage promises processes that "survive staff turnover". A posted finance director or budget manager vacancy is the moment that promise matters most.

    Medium impactLow effort First result in 1 quarter Sales Development Representat…

    First action

    List current finance director vacancies in two states.

    How to measure it

    Vacancy-trigger demos

    Now
    –
    Target
    10 a quarter
    By
    2 quarters

    Steps

    1. 1

      Track postings

      Public job boards.

      Sales Operations 2 weeks

    2. 2

      Write guide

      Turnover guide.

      Product Marketing Manager 2 weeks

    3. 3

      Sequence

      SDR outreach.

      Sales Development Representative ongoing

    4. 4

      Follow up

      When the new hire starts.

      Account Executive ongoing

    5. 5

      Measure

      Demos.

      Sales Operations monthly

    6. 6

      Refine

      Quarterly.

      Manager, Growth & Customer Marketing quarterly

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Sales Development Representative

    Smallest test

    Contact ten governments with open finance director roles.

    Why it works

    Track public job postings for finance director, budget manager and business manager roles at local governments and school districts, and send those accounts a "budget season without a finance director" guide and an SDR call.

    A vacancy creates urgent need, and ClearGov's message fits it exactly.

    Risks and how to handle them

    • Seen as opportunistic

      Lead with a useful guide.

    Evidence

    • Your websiteHomepage: "2,000+ local governments and school districts use ClearGov's cloud-based software to manage the finance cycle"; products grouped as Plan & Track, Budget, Report and Engage; a top banner announces the Financial Engagement launch; the footer still says "© 2025". The demo path uses Chili Piper scheduling.Source
    • HiringSales Development Representative (posted October 16, 2026): "60-70 cold calls per day" and "50+ emails per day" to local government and K-12 prospects, and "Book 60+ demos per quarter within assigned territory"; an Account Executive pool is open in Boston, Kansas City, Salt Lake City and Tampa.Source
  • 20

    ClearGov has a modern-budgeteer-award landing page. Finance teams rarely get public recognition, and nominations generate stories and references.

    Medium impactLow effort First result in 2 quarters Customer Marketer

    First action

    Set the categories and judging panel.

    How to measure it

    Nominations

    Now
    –
    Target
    200
    By
    2 quarters

    Steps

    1. 1

      Categories

      By segment.

      Customer Marketer 2 weeks

    2. 2

      Panel

      Independent judges.

      Customer Marketer 1 month

    3. 3

      Open nominations

      Email and social.

      Manager, Growth & Customer Marketing 1 month

    4. 4

      Publish finalists

      Stories.

      Customer Marketer 1 month

    5. 5

      Present

      Conferences.

      Manager, Growth & Customer Marketing yearly

    6. 6

      Case studies

      Winners.

      Customer Marketer 1 quarter

    First result
    2 quarters
    Cost
    Event costs
    Owner
    Customer Marketer

    Smallest test

    Open nominations in one segment.

    Why it works

    Open nominations to customers and non-customers, publish finalists with their practices, present awards at GFOA and ASBO events, and turn winners into case studies.

    Recognition builds goodwill, content and references at low cost.

    Risks and how to handle them

    • Few nominations

      Ask partners to nominate.

    Evidence

    • Your websiteSitemap: 88 landing pages (mostly webinar sign-ups, plus a grants management preview, a "modern-budgeteer-award" page and partner pages), 133 articles, 56 webinars and 102 news posts. The ROI article cites Christian County, MO eliminating "70-80 Excel spreadsheets" and Rogers County, OK cutting budget preparation "from 700 hours to 20-40 hours". A 2015 post describes peer benchmarking ("your town spends 35% more on education... than similar towns"); ClearGov acquired CityGrows (permitting and licensing) and added FirstDraft AI writing to the Digital Budget Book.Source
    • Your websitePartners: an exclusive partnership with the Association of County Commissioners of Georgia (announced September 29, 2026), which represents all 159 Georgia counties, making ClearGov "the preferred provider of budgeting and reporting software for Georgia's counties"; NACo endorsement; ASBO International Affinity Partner; partner landing pages for Caselle, CentralSquare, Black Mountain Software and DDS.Source
    • Your websiteCustomer Stories page: "2,000+ customers", "98% customer satisfaction", "$540B in budgets planned annually"; 60 case studies filterable by solution, region and audience; 12 video testimonials. There are no pages comparing ClearGov with other vendors; the closest is a "cloud-based budgeting vs spreadsheets" article.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

ProgrammableTalk

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 22, 2026, and cites them throughout. ClearGov did not commission, review or endorse it, and Programmable is not affiliated with ClearGov. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how ClearGov runs its business.

Something wrong, or do you represent ClearGov? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 306 ideas

    Readable community pages, homepage layout fix, comparison pages, Georgia page, a real pricing page and AEO answers.

  2. Days 31 to 6011 ideas

    Bundles, references, the GFOA scorer, intent signals, Financial Engagement cross-sell, win-loss, content cleanup, ERP partners and go-live expansion; vacancy outreach and the award.

  3. Days 61 to 903 ideas

    Commit to the big bets: public benchmarking, the resident questions report and a repeatable launch model.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value budget books produced in a fraction of the time. The most cited problem: manual spreadsheet budgeting.

  • Replacing dozens of spreadsheets
  • Small teams and staff turnover
  • In their words: “budget book”

Market

Competitive landscape

5 competitors compared: OpenGov, Euna Solutions, Envisio, Polco and 1 more.

  • Gap to exploit: Budget communication tools for the new GFOA scoring
  • OpenGov: Larger, more complex deployments
  • Euna Solutions: Many acquired products

Hiring signals

ClearGov is moving from strong products to a packaged platform.

  • Manager, Growth & Customer Marketing: SEO/AEO, ABM and cross-sell. Ideas 1, 6, 8, 11.
  • Director, Product & Solution Marketing: Bundles, pricing, launches, win-loss. Ideas 3, 5, 7, 12, 19.
  • Sales Development Representative: 60+ demos a quarter to governments. Ideas 4, 10, 20.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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