Trade Operations
An Onboarding Checklist for Importers and Exporters
A structured intake checklist for companies that want repeatable customs, documentation and operational support across multiple shipments.
Map the recurring shipment profile
List the usual origins, destinations, transport modes, products, monthly volume and common deadlines. This establishes whether support is mainly transactional or requires an account-level workflow with recurring contacts and reporting.
Define document owners
Identify who provides invoices, packing lists, transport documents, product information, licences and origin evidence. Record who can approve corrections and who receives final permits and close-out documents.
Agree service and escalation rules
Document the normal submission window, urgent-contact path, after-hours expectations, reporting format and commercial approval process. A clear operating model reduces repeated questions and makes exceptions easier to handle.
