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.