Import & Export Planning
Build a documented trade plan before the first repeat shipment, with responsibilities and open requirements visible.
- Division
- International Business & Trade
- Format
- Advisory & implementation
- Updated
- 2026-10-28
A trade plan connects the commercial agreement to the physical shipment and the documents that must accompany it. We define the product flow, Incoterms under discussion, carrier and broker roles, documents by stage and the questions that require a licensed customs broker or trade attorney. The plan is a coordination tool, not a customs ruling.
The problem it addresses
Each shipment is handled differently and nobody owns the document set until something is held at the border.
Who it is for
Businesses moving from occasional international shipments to a repeatable import or export operation.
What the engagement produces
- A shipment-stage map with document requirements
- A responsibility matrix across seller, buyer, carrier and broker
- An open-questions register for professional review
How the work runs
- 01
Scope
Confirm the situation, the decision to be made, responsibilities, fees and what is explicitly out of scope. Third-party costs are identified before work begins.
- 02
Work
Interview the people closest to the work, review the records that exist, build the change and test it against real exceptions rather than a demo.
- 03
Handoff
Document what was built, train the owner, record open items and define whether ongoing support is needed. The business should not depend on Nexus to operate the result.
What it does not do
Stated before the engagement so the scope is honest. Additional requirements are scoped and confirmed in writing.
- Nexus does not act as a customs broker, freight forwarder, importer of record or law firm.
- Classification, duties, admissibility and border decisions are made by authorities and licensed professionals.
- The plan is not a binding customs or carrier quote.
- Tariffs, duties, classification and admissibility are determined by U.S. and foreign authorities and can change without notice.
- Landed-cost models are planning estimates, not binding quotes from carriers or authorities.
Related services
International · 6 services- 01Supplier Sourcing & DiligenceCompare international suppliers on capability, documentation and commercial risk — not price alone.
- 02Landed Cost ModelingBuild a transparent landed-cost model with editable assumptions for freight, duty, fees and currency.
- 03Customs Documentation CoordinationKeep the commercial invoice, packing list and supporting documents consistent across each shipment.
- 04Cross-Border LogisticsCompare transport modes, routes and handoffs against the service level the customer actually needs.
Send the situation, the constraint and what you have already tried. We will confirm whether this scope fits before proposing next steps.