Free Sample Cross-Border Sales Checklist Template

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Free Sample Cross-Border Sales Checklist Template

Sample Cross-Border Sales Checklist


Prepared by:

[Your Name]

Company Name:

[Your Company Name]


Preliminary Planning

Task

Status

Notes

Confirm target market demand.

Research regulations in the target country.

Address cultural and language needs.

Legal and Compliance

Task

Status

Notes

Verify export licenses and import permits.

Check the destination country’s product restrictions.

Ensure compliance with trade laws and agreements.

Review data protection and privacy regulations.

Customs and Documentation

Task

Status

Notes

Prepare commercial invoices and certificates of origin.

Confirm HS codes for product classification.

Verify applicable duties, tariffs, and taxes.

Include all required permits and documentation.

Logistics and Shipping

Task

Status

Notes

Select a reliable carrier and shipping method.

Define Incoterms for transportation responsibility.

Ensure packaging meets international standards.

Track shipment and confirm delivery timelines.

Financial and Payment

Task

Status

Notes

Agree on secure payment terms (e.g., letter of credit).

Verify buyer’s creditworthiness.

Check currency exchange rates and banking fees.

Meet financial reporting and tax requirements.

Marketing and Communication

Task

Status

Notes

Localize marketing materials and product information.

Provide customer support in the local language.

Set pricing to include taxes, tariffs, and shipping costs.

Risk Management

Checklist Item

Status

Notes

Obtain adequate insurance for goods in transit.

Prepare for potential disputes with a clear sales contract.

Have contingency plans for shipping delays, payment defaults, or regulatory changes.

Post-Sales Activities

Task

Status

Notes

Confirm delivery and obtain buyer acknowledgment.

Collect feedback to improve future operations.

Resolve any claims or warranty issues promptly.


Instructions

  • Review each section table systematically.

  • Use the Status column to track progress for each item.

  • Add relevant details in the Notes column as needed.

  • Update this checklist regularly to align with current regulations and market practices.

Checklist Templates @ Template.net