Proposal Brief
Currency

Export and trade

Name the border, the buyer, and the paperwork that is stuck.

Trade consultants help a company sell into a country they do not yet know how to invoice, classify, or ship. The proposal should name the market, the first shipment or contract, and the point where a broker or a lawyer takes over.

The border and the stuck paperwork

Write the origin, the destination, and the goods in the client's words and, if you know it, the heading they think applies. The engagement is the first sale or the first shipment, not a global expansion strategy. A company that has never exported does not need a ten-country plan. They need one buyer and a path the goods and the invoice can both survive.

Say which documents you will prepare and which you will only specify. Commercial invoice, packing list, a classification memo, a note on the tax they should ask their accountant about. If you are not their customs broker, do not let the proposal sound as if you are filing entries in your own name.

Where the broker takes over

Name the handoff. You get them to a broker, a freight forwarder, or a local lawyer with a pack those people can use. You do not clear the goods under your license if you do not hold one. Clients under time pressure will try to collapse every role onto you. The proposal is where you decline.

The outcome is a first shipment that leaves, or a written stop if the classification, the sanctions list, or the buyer's terms make the sale one they should not do. A stop is a successful result. Put it in the outcome so a disappointed sales director cannot say you failed to 'make the export happen'.

Related: Supply chain consulting.