The Ultimate Checklist for First-Time Importers

1. Introduction (The Hook)

• Catchy Opening: Start with a relatable scenario, the excitement and potential overwhelm of a first-time importer. “You’ve found the perfect product, identified your supplier, and you’re ready to bring your goods to market. It’s an exciting time! But as the saying goes, the devil is in the details, and with international shipping, those details can feel like a maze.”
• The Promise: State clearly that this checklist will demystify the import process, help them avoid common pitfalls, and set them up for success.
• Your Firm’s Role: Introduce your company as the trusted partner who can guide them through this process, subtly positioning your services as the ultimate solution.

2. Pre-Shipment Checklist: The Foundation for Success

This section is all about what needs to happen before the goods even leave the origin country. This is where you establish your expertise and show them how to be proactive.

3. The “During Transit” Checklist: Staying on Top of Your Shipment

This shorter but important section focuses on what to do once the goods are in motion.

• Tracking and Communication: Advise them to use the tracking information provided by the freight forwarder and to stay in regular contact with their customs broker.
• Contingency Planning: Briefly touch on potential delays, inspections, or holds, and the importance of having a plan in place.

4. Post-Arrival Checklist: The Final Steps

• Customs Clearance and Release: Explain the final customs process and what it means when the goods are “released.”
• Final Delivery: Mention the final leg of the journey and the coordination required to get the goods from the port to their final destination.
• Record Keeping: This is a critical compliance point. Advise them to keep all import-related documents (commercial invoices, bonds, etc.) for at least five years, as required by law.

Before Your Goods Ship:

• Commercial Invoice: Is it accurate and complete? Does it detail the goods, value, and Incoterms?
• Packing List: Does it precisely match the commercial Invoice? Does it include weights and dimensions?
• Bill of Lading: Have you received this document from your carrier?
• Importer Security Filing (ISF): If shipping by ocean, has this been filed at least 24 hours before departure?
• HTS Classification: Have you had a customs broker verify the correct 10-digit code for your products?
• Country of Origin: Is the country of origin clearly marked and documented for all your goods?
• OGA Requirements: Have you confirmed if your products are regulated by agencies like the FDA, USDA, or EPA and met all their requirements?
• Customs Bond: Have you secured a customs bond to cover your shipment?

After Your Goods Arrive:

• Customs Clearance: Is your customs broker actively managing the clearance process with U.S. Customs and Border Protection (CBP)?
• Duty and Tax Payment: Are you prepared to pay any assessed duties, taxes, and fees promptly?
• Final Delivery: Have you coordinated the final leg of the journey from the port to your business?
• Record Keeping: Do you have a system in place to retain all your import-related documents for at least five years?

• A Legacy of Excellence: Since 1968, we’ve been at the forefront of international shipping and customs brokerage. Our extensive experience means we’ve seen it all, and we know how to navigate even the most complex regulations with ease. This legacy of trust and expertise gives you peace of mind.
• Cutting-Edge Technology: We don’t just rely on experience. Our fully automated system provides real-time US Customs tracking and live, automated email notifications for shipment releases and updates. With our unique “Stile Track” system, you can monitor your shipment from the moment we open the file until it’s cleared, and even run customized reports. We believe in providing you with total visibility and control.
• Unmatched Expertise and Compliance: Customs regulations are constantly changing, and certain products have specific requirements from agencies like the FDA, USDA, and EPA. Our team of licensed customs brokers is always up-to-date, ensuring your cargo complies with all legal requirements and safeguarding your operations against potential pitfalls. We don’t just handle your cargo; we consult with you to ensure compliance and help you avoid unnecessary costs.

We’re not just a broker; we’re your strategic compliance partner.

Since 1968, our clients have trusted us to:

• Navigate regulatory shocks
• Deliver personal service from our NYC, Miami, and LA offices
• Build resilient import strategies that drive growth

In this new trade era, trust is everything , and that’s why importers stay with Stile for years.

Conclusion: Don’t Panic — Prepare

Tariffs are back in the spotlight , and they’re not going away soon.

But that doesn’t mean your business has to suffer. With the right guidance, tools, and customs broker by your side, you can turn this moment into a competitive edge.

Let Stile Associates be that guide.