If you’re planning a crowdfunding campaign this year, you’ll want to start with the right strategy. At GAMA Expo 2025, a board game convention for industry folks in the know, I sat in on a panel called Crowdfunding Best Practices.

The panel was absolutely stacked with experts, including: Nicole Amato from Kickstarter, Xinyuan Chen from the marketing firm Jellop, and Heather O’Neill from 9th Level Games and BackerKit. Together, they shared what’s working now, what’s changed over the years, and what creators need to know to run a successful campaign in 2025.

I took frantic notes throughout and will now do my very best to relay their advice to you. While they spoke about board games explicitly, their advice applies to nearly any product category you could crowdfund. And the simple fact is, whether you’re launching your first product or your fifth, it pays to learn from people who’ve seen hundreds of campaigns from behind the scenes.

In this post, we’ll break down ten key pieces of wisdom from that conversation. Think of it as your Kickstarter strategy guide for 2025: real talk, hard truths, and helpful insights to get your project funded—and delivered—without losing your shirt.

1. Build Your Audience First — Kickstarter Isn’t Magic

“The campaign is the fire, and promotion is the fuel — but you still need a fire.” That line from the panel says it all (and I really wish I wrote down who said it!)

Post-publication note: Turns out that Nicole said it, and was in turn quoting a prior manager, Jonathan Ritter-Roderick.

A lot of creators treat Kickstarter like it will automatically bring them an audience. It won’t. If no one knows about your product before launch, your campaign is likely to stall, no matter how good it looks.

The panelists all stressed the importance of building a community ahead of time. There are a million ways you can do that, such as through email lists, Discord servers, or other channels.

The methods you use don’t matter as much as the simple fact that you need to get people excited. Get them involved. Let them test the product.

Jellop’s Xinyuan Chen noted that when a campaign launches cold, it doesn’t matter how much ad money you throw at it. The early backers need to show up fast. That only happens if you’ve already done the work. Kickstarter works best when you treat it as a tool to monetize momentum—not create it from scratch.

2. Your Product Should Be Basically Done

One thing the panelists agreed on: your product should be close to finished before you hit launch. Backers are no longer interested in vague promises or “we’ll figure it out after funding” campaigns.

Heather O’Neill put it simply for game creators (the convention’s audience): the game needs to be done, playtested, and ready to go into production.

In the early days of Kickstarter, you could launch with a concept. That era is over. Too many products funded but never delivered, and now backers are skeptical.

Nicole Amato — who works directly for Kickstarter — pointed out that today’s backers expect clear timelines, proof of development, and evidence that you’ve thought through manufacturing and logistics. They don’t want to hear, “You’ll get it in 2027.” They want something closer to reality—and they want transparency if timelines slip.

If you’re not done yet, that’s fine—but wait until you are. Otherwise, you risk losing trust—and your funding.

3. Set a Realistic Funding Goal, Then Fund Fast

You want your campaign to fund early—but not by setting a goal so low it sinks you. All three panelists emphasized that underpricing your goal just to game Kickstarter’s algorithm is a risky move. You might hit your funding target fast—but if your real costs are higher, you could be in serious trouble.

Instead, do the math. Figure out your average pledge amount and work backwards. How many backers do you need to break even? To make a profit? Then set a goal that makes sense.

Funding in the first 24–72 hours is still one of the strongest indicators of campaign success. That’s when backers get excited. That’s when the algorithm helps boost your visibility.

But if you hit your goal and still can’t deliver because of shipping or stretch goal bloat? You’re setting yourself up for a nightmare.

Fund fast—but fund smart.

4. Front-Load Your Page & Make It Skimmable

Backers don’t read every word on your Kickstarter page—they skim. So don’t save the good stuff for the bottom. Put your best hooks at the top: the story, the key features, the stretch goals, the art. That’s what gets people excited—and keeps them scrolling.

Heather specifically called out campaigns that bury their most exciting updates halfway down the page. Don’t do that. If you’ve got a great stretch goal, say it early. If there’s something backers get excited about—put it in the spotlight.

Use visual anchors to break up the text. Don’t make your page a wall of copy. Clean, well-designed sections help backers understand what they’re looking at—and why they should care.

Nicole mentioned “Fit to Print” as a standout example of a long page done well: visually strong, organized, and full of personality.

There’s no way to get around it: structure matters. If people get bored halfway through your page, you’ve already lost them.

5. Shipping is a Landmine, If You’re Not Careful

Shipping can sink your campaign if you’re not prepared. All three panelists emphasized the same thing: don’t charge shipping upfront. It’s too volatile. Rates change. Delays happen. People move. If you collect shipping during the campaign, you’re locking yourself into numbers you might regret later.

Instead, use a pledge manager like BackerKit to handle shipping later—after the dust settles and you have real quotes. Nicole and Heather both mentioned that many problems stem from creators underestimating costs, then having to cover the gap themselves. Don’t do that.

Set expectations clearly on your page. What’s estimated? What’s guaranteed? What could change?

Use big, bold text if you have to. Heather noted that backers are more forgiving if you’re honest. Just don’t promise the impossible. If the manufacturer says September, you plan for November. Add padding. Backers will thank you later.

Important Note on Shipping

Since the original publication of this post in April 2025, the norms of international shipping have changed significantly. Namely, shipping has become even more complex with recent changes to international trade policies. The elimination of de minimis thresholds means more US-bound packages will face customs scrutiny and fees. So if you are shipping to US backers, this is something you will want to account for.

As a general rule of thumb, you can address this by using fulfillment centers in major markets (US, EU, UK, Canada) rather than shipping everything from one location. While this adds complexity to your logistics, it can dramatically improve the backer experience and reduce customs or tariff-related headaches.

Plan for these costs in your funding goal rather than discovering them during fulfillment.

6. Avoid Stretch Goals That Tank Your Budget

Stretch goals can build hype—but they can also blow up your budget. The panelists all warned against feature creep: adding too much, too fast, without understanding the cost. Don’t offer extras that haven’t been fully priced out. A single poorly planned stretch goal can erase your margin—or worse, leave you underwater.

Nicole told the horror story of a creator who raised $27,000 more than expected but still lost money because shipping and stretch costs ballooned. It’s easy to get caught up in the excitement and forget you’re running a business.

If you’re going to add goals, keep them simple. Heather pointed to campaigns that added multiple versions or extra components and ended up stuck in a production nightmare. Be realistic about what you can produce and fulfill.

Remember: stretch goals are optional. Backers want the core product first. Only offer more if you’re sure you can deliver it without regret.

7. Vet Your Marketing Partners

Marketing can make or break your campaign—but only if you hire the right people. Xinyuan from Jellop was quick to caution against shady firms that promise big numbers but won’t explain how they work. If someone claims they can raise $50K with no effort, run the other way.

Look for transparency. A good marketing partner will walk you through budget, ad channels, creative strategy, and actual performance data. They’ll help you understand how much you need to spend to see a return—not just take your money and disappear.

Ask for referrals. Look at past campaigns they’ve worked on. Talk to creators who’ve used them. The crowdfunding space is tight-knit, and most folks are happy to share their experiences.

As Nicole said, “Everyone seems friendly, but always double-check.” If it sounds too good to be true, it probably is. Do your homework before you hand over your ad dollars.

8. Consider Late Pledges & Add-On Platforms

Kickstarter is just the beginning. BackerKit and other platforms let you continue selling after the campaign ends—both to latecomers and to existing backers who want more. It’s one of the best ways to boost revenue without complicating your initial launch.

The panel discussed how these tools help collect shipping, manage add-ons, and offer late pledges once the chaos of launch has passed. Nicole acknowledged that while Kickstarter and BackerKit aren’t formally integrated, most creators use both in practice.

That said, be smart about what you include during the live campaign. Don’t overload your page with every option and upgrade. Save some items for the pledge manager. Keep the main campaign focused and easy to follow.

As Heather pointed out, you can always offer more later—but you can’t take things back once they’re promised. Simpler campaigns are easier to manage—and more likely to succeed.

9. Communicate Often, But Get To The Point

Your backers don’t need daily essays—but they do need to know what’s going on. The panelists stressed how important it is to send regular updates, especially after the campaign ends. Silence makes people nervous. That’s when refund requests start showing up.

Keep it short. Share wins. Share delays. Show that the project is still alive and moving forward. Heather noted that creators who wait until the last minute to say “oops, it’s late” are the ones who lose trust fastest. A quick update every couple of weeks goes a long way.

And don’t just talk at backers—show them what’s going on from your perspective. Show progress pics. Share behind-the-scenes decisions. Make them feel involved.

Just avoid spam. If you’re flooding inboxes with fluff, people tune out. When you have something real to say, say it clearly, say it quickly, and say it often enough to keep momentum alive.

10. Fraud Exists — Be Aware, Not Paranoid

Scams are rare, but they happen. Nicole talked about fake backers pledging big amounts just to inflate totals—only to cancel at the last second. Sometimes it’s done to manipulate algorithms. Sometimes it’s just trolling. Either way, it can mess with your campaign.

If something feels off—huge pledges from unknown accounts, weird patterns in backer behavior—report it. Kickstarter’s trust and safety team is active, and panelists encouraged creators to flag anything suspicious, even if it’s already been reported through normal channels.

Just don’t panic. Most backers are legit. But don’t make decisions based on your raw total alone. Wait until the smoke clears before finalizing stretch goals or making big commitments.

As Nicole put it, “The scammers work hard. We work harder.” Protect your project by staying alert, trusting your gut, and verifying before you act.

Final Thoughts

Kickstarter in 2025 isn’t just about making a flashy page and crossing your fingers. It’s about treating your campaign like a business. You need a product people want, a plan that makes sense, and a community that trusts you.

The panelists didn’t sugarcoat anything—and that’s what made their advice so valuable. They’ve seen what works, what fails, and what almost makes it before falling apart.

If you’re serious about launching a campaign this year, take their words to heart. Do the prep work. Sweat the details. Be honest. Be clear. Be ready.

Because if you get it right, Kickstarter isn’t just a funding tool. It’s a launchpad for something bigger and more lasting, be it an eCommerce store or even a retail-ready product line.

Freight shipping makes global commerce possible. Take away the trains and trucks and cargo ships and our modern economy would simply stop. Freight is how goods move from factories to customers, bridging continents and oceans.

But not all shipping methods are created equal. For many businesses, the choice comes down to sea or air.

Sea shipping is the backbone of global trade, moving enormous quantities of goods at low costs. Air shipping, on the other hand, offers speed but comes with a much higher price tag. Understanding why sea shipping is cheaper than air shipping can save businesses thousands, if not more.

It’s not just about size, though size matters. Ships can carry far more cargo than planes, but the real savings come from efficiency, infrastructure, and fuel costs. All these factors work together to keep sea shipping affordable, even though it takes longer.

The question then becomes: when does air shipping make sense? And how do businesses balance cost and speed in their supply chains?

These are the trade-offs that smart companies navigate every day. Here’s what you need to know.

Sea shipping is cheaper than air shipping

For the vast majority of freight shipments, sea shipping is cheaper than air shipping. And it’s not close at all.

We like to use Freightos to compare freight shipping rates, since their software provides instant quotes. To illustrate the price gap between sea shipping and air shipping, we’ve run a few quotes for this article.

If you were to ship 5 pallets (48” x 40” x 60”), each weighing 1,000 pounds from a factory in Shanghai to our warehouse in Lakewood, New Jersey, you would have a lot of shipping options.

Among them, the lowest priced carrier on their portal would charge $3,011 to do that. It would ship by sea and the process would take 4-5 weeks, port-to-port. Freightos estimates the actual delivery time would take between 40-48 days, which is about 6-7 weeks.

On the flip side, the cheapest available air shipping could be done in 8-9 days port-to-port, 13-16 days, at a price of $14,110. That’s about 32 days or 4.5 weeks faster, but at almost five times the cost!

Not pictured, the fastest quote we saw would take only 1-3 days to ship total, but at a cost of $28,830. That’s about 7 weeks faster, but at about 10 times the price.

If you try different shipment sizes, you will see very similar results across the board. Air shipping is consistently much faster, but far more expensive. So it’s worth exploring why that is the case, and why you might choose air over sea or vice versa.

Note: These quotes were accurate on October 16, 2024, but freight rates fluctuate due to fuel prices, congestion, and trade policy. Always check current rates with your freight forwarder or platform like Freightos before making a decision.

Why is sea shipping cheaper than air shipping?

Sea shipping is cheaper than air shipping for one simple reason: efficiency. Ships can carry far more cargo than planes. This reduces the cost per unit, allowing companies to save big on shipping.

This effect is so pronounced that business owners outside of the logistics industry are well aware of its impact. “Ships can carry far more volume per journey compared to airplanes,” says Marin Cristian-Ovidiu, CEO of Online Games. “Plus, fuel is definitely a smaller part of a ship’s operating cost than for planes.”

Planes use an enormous amount of fuel to fly and customers – the folks who need freight shipped – end up paying for the cost. Ships are slower, but burn a lot less relative to the cargo they carry, thanks to the ocean doing much of the work.

Infrastructure also plays a role here. Airports are expensive to build and maintain. Ports aren’t cheap either, of course, but they have been in use for centuries and handle far large volumes of goods.

When you think about cargo capacity, fuel, and infrastructure combined, it’s not hard to understand why sea shipping is cheaper than air shipping. The mind-boggling part is how big the difference in cost is!

Even recent U.S. tariff and de minimis policies are not enough to dethrone sea shipping as the less expensive option. Sea freight is still more affordable per unit, though it should be noted that tariff hikes can create unexpected cost spikes, especially for high-volume or high-value goods.

Why would you choose air shipping over sea shipping?

Even though it’s more expensive, air shipping definitely has its benefits. Dane Nk, Founder of That VideoGame Blog gives a great example from his experience.

“All in all, from what I’ve come to observe in the last few years, air shipping typically makes more sense than sea shipping under specific instances where every second counts. For example, when it comes to tech, sending out and shipping products like smartphones close to their release date is necessary to maintaining market relevance and consumer satisfaction.”

He goes on to add that “for perishable goods like medical supplies, air freight has the necessary speed to make sure such products arrive in optimal condition ᅳ preserving their value and efficacy.”

“Despite its higher cost though, air shipping gives its consumers unmatched speed and reliability for urgent or high-value shipments, making it the go-to choice when the cost of delayed delivery far exceeds the expense of faster transportation.”

Sea shipping typically takes weeks, and there is no way around this. When speed really matters, air shipping is truly the only acceptable option for long-haul freight shipping.

What other kinds of freight shipping are there?

Aside from sea and air, there are two other major types of freight shipping: road and rail. Both have their strengths, depending on the distance and the type of goods being moved. Road shipping is flexible. Trucks can go nearly anywhere, making them perfect for that last mile.

Rail shipping, on the other hand, is ideal for heavy or bulky items. Trains can carry large amounts of cargo over long distances. It’s slower than road transport, but the cost per unit is much lower, especially when moving goods in bulk.

Rail transport is like the ground equivalent of sea shipping, with road transport being the ground equivalent of air shipping. (This metaphor has limits, of course, since you’d hardly expect a plane to land at a warehouse, although perhaps our competitors disagree!)

That said, for shorter distances, road freight is hard to beat. Trucks can pick up and drop off at specific locations, offering door-to-door service. This makes them perfect for regional deliveries and eCommerce.

Rail is more limited in its reach. You need access to a rail network, and that’s not always available. But where it works, it’s cost-effective, especially when transporting goods over landlocked areas.

Another option, and one which is very common in freight shipping, is intermodal shipping. Intermodal shipping means combining several types of freight. Goods might move by truck to a rail terminal, then continue by rail, and finally be delivered by truck. This is kind of like the freight equivalent of booking a flight, taking a shuttle, and then renting a car if you need to travel out of town.

What is the best way to keep freight shipping costs low?

The best way to keep freight shipping costs low is to plan ahead. When you have time on your side, you can choose more affordable options, like sea or rail. Faster shipping, like air freight, always costs more. The situation you really want to avoid is shipping something by air that can be shipped by sea because you’re under a time crunch.

“In our operations, while we mainly deal with digital products, we sometimes need to ship physical merchandise or marketing materials,” says Cristian-Ovidiu. “We generally stick to sea freight to keep costs down unless we’re under a tight deadline or dealing with items that need quicker handling. Then air freight becomes worth the expense.”

Planning in advance alone is the largest lever you have for lowering costs. But if you’re looking for a bit more advice, here are a few other things you can do.

• Design with shipping in mind. Before you start manufacturing, think about ways you can make your products as light and small as possible. This will help you cut down on freight and order fulfillment costs, and might save some money during the manufacturing process as well.
• Consolidate shipments when you can. Instead of sending multiple small packages, wait until you have enough to fill a container or truck. Shipping in bulk brings the cost per item down.
• Pick partners carefully. A good freight forwarder can negotiate better rates and find the most efficient routes. They’ll also handle the paperwork—including paperwork related to tariffs—which can help you avoid costly mistakes.
• Packaging matters too. Use the smallest, lightest packaging that still protects your goods. Excessive packaging takes up space, and in shipping, space is money.

Again, planning freight shipping in advance is, by far, typically the most impactful step you can take. But these other four tips can also save you considerable sums of money in the long run.

Final Thoughts

In freight shipping, time and money rarely move in the same direction. Sea shipping wins on cost, giving businesses the ability to move huge volumes of goods at a fraction of the price of air. But when speed is critical, air shipping can be worth every extra dollar.

Choosing the right shipping method depends on your needs. If your products can wait a few extra weeks, sea freight is your best bet. It keeps costs low, which can help boost profit margins or keep prices competitive.

On the flip side, for urgent shipments or high-value goods, air shipping is the answer. The speed it provides ensures you don’t lose out on sales or quality, especially for perishable goods or time-sensitive products.

Ultimately, smart planning is the key to managing freight costs. When you understand the strengths of each shipping method, you can strike the perfect balance between speed and savings.

Kickstarter campaigns are usually international. And when it comes to international shipping, customs clearance and brokerage are key parts of the process.

If you’re shipping Kickstarter orders internationally, make no bones about it—you’re in global trade. That means you need to understand customs to avoid delays, extra costs, and legal trouble.

This guide will help you handle customs clearance and brokerage for your campaign with minimal hassle. In it, we will cover:

• What goes into customs clearance
• Who pays for customs
• The 3 main strategies for handling customs
• Best practices for handling customs
• Finding the right customs broker

By the end of this article, you’ll know how to handle customs clearance and brokerage for your campaign. That way, you can focus on the fun part – raising funds and turning your ideas into physical products!

What is Customs Clearance?

Customs clearance is a process where customs authorities inspect and approve goods entering a country. It involves several steps, like checking documents, calculating duties, and inspecting goods.

The concept of customs clearance exists for a number of reasons, but the main two reasons are very simple. Countries don’t want to let unsafe or illegal goods get in through the borders. And they want to make sure they get their fair share of taxes.

If you are shipping internationally, you’ll hear certain terms come up again and again. Some key terms you will want to know include:

• Tariffs: Taxes imposed on imported goods.
• Harmonized System (HS) Codes: Numerical codes used to classify products for customs purposes.
• Import Duties: Taxes paid on imported goods based on their value, weight, or quantity.

Because customs, as a concept, exists primarily for taxation and safety, you need the right documents to get your goods over borders. Documentation is incredibly crucial for customs clearance.

Important documents include the commercial invoice, bill of lading, packing list, and certificate of origin. Making sure these documents are accurate and complete helps prevent delays and extra costs. Each country has different customs rules, so it’s important to know the specific requirements of the country you’re importing to.

Who Pays For Customs & When?

When it comes to Kickstarter campaigns, you often hear about customs through backer complaints. If you’ve followed enough campaigns, you’ve probably seen comments along the lines of “I thought this campaign had EU-friendly shipping! Why am I paying this extra bill?”

But customs fees are actually applied at two main points in the supply chain. Here’s how that works:

1. Initial Customs Fees During Import to Warehousing Country

For many Kickstarter creators, goods are manufactured abroad and shipped to a fulfillment center. Upon arrival in the warehousing country, customs fees are charged based on the value of the imported goods.

For example, when goods are shipped from China to the U.S., the creator pays customs duties upon entry into the U.S. These fees are determined by the value of the inventory and are necessary to legally bring goods into the country. This is the first point at which customs fees are applied.

This was always the case, even before the recently implemented tariffs. What’s changed dramatically in 2025 is both the cost and scope of tariffs. The $800 de minimis exemption that previously allowed small packages to enter the U.S. duty-free ended on August 29, 2025.

Additionally, tariff rates have increased substantially—China faces approximately 40% effective rates, while a 10% baseline tariff applies to most other imports. This is why it’s a good idea to use a tool like SimplyDuty to calculate the estimated cost of all customs-related charges, though always verify rates are current as they change frequently.

If you have backed a lot of campaigns but never run any, you might not know about this. That’s because the fees assessed here never go to the backers. If anyone pays them, it’s the creator.

2. Secondary Customs Fees During International Shipping to Customers

Once the rewards are stored in a warehouse, they are often shipped internationally to customers. At this point, customs fees can be applied again.

This second set of customs fees is charged by the destination country and is usually based on the value of the shipped goods. Note that as of August 2025, the U.S. no longer exempts low-value shipments under $800—nearly all commercial shipments now incur duties. Exceptions are primarily limited to domestic shipments and certain free trade agreements, though even USMCA (US-Mexico-Canada) now includes 25% tariffs as of March 2025.

If you, for example, ship a Kickstarter reward from the US to the UK, the recipient in the UK will probably need to pay a customs charge. In a lot of cases, what that comes down to is their local carrier – let’s say Royal Mail, for example’s sake – gives the recipient a bill. When that bill is paid, they get their reward.

There are ways to handle this that don’t require backers paying for customs. We’ll discuss that in the next section.

3 Strategies For Handling Kickstarter Customs

How you handle customs is important. Backers don’t like having to pay extra fees if they can avoid it. But sometimes, it just doesn’t make sense to go out of your way, as a creator, to account for all the customs regulations of all the countries in all the world.

So bearing that in mind, there are three strategies you can use to handle customs fees.

1. Making Backers Pay Customs Fees

One simple option is to have your customers pay the customs fees upon delivery. While this might sound unappealing, many international customers are used to this practice.

This approach is simple for the business but can irritate backers, especially if they are unaware of these additional charges. But just because it might cause some backers to grumble, that doesn’t mean you should write this off entirely. For many small campaigns, this may very well be the only practical way to handle customs.

If you do this, please make sure you communicate this policy clearly. This is the best way to avoid negative feedback.

2. Storing Inventory in Multiple Countries

Another strategy is to minimize international shipping and customs fees by storing inventory in multiple countries. Creators of highly successful campaigns can afford to maintain warehouses in key regions like the U.S., Europe, and Asia. That means they can provide domestic shipping within those areas.

To do this, the creator would split their freight shipments to multiple warehouses. So they would pay multiple bills to multiple countries to import bulk inventory. But individual backers in those countries or regions (like the EU) would not have bills on their individual orders.

The idea of paying multiple bills on multiple freight shipments might sound unappealing, but it’s worth noting that when you import bulk inventory into a country, you pay a tax on the manufacturing price. But when backers receive individual orders, they pay tax on the retail price. That’s a HUGE difference in most cases.

Taking this approach reduces the frequency of international shipments and the associated customs fees. However, it is often impractical for smaller businesses due to the high costs of managing multiple warehouses.

3. Using Delivery Duty Paid (DDP) Shipping

If you can’t justify having multiple warehouses, the next most customer-friendly option is to use Delivery Duty Paid (DDP) shipping. In doing that, the creator takes responsibility for paying all customs fees on behalf of the backer.

This method means that customers receive their packages without any additional charges. It improves the customer experience by eliminating surprises and making the purchase process smoother.

The key issue with this method is that creators have to pay for international shipping plus customs. Those fees can really add up to a huge total with enough backers. It’s great if you don’t have many international shipments to send, but it’s simply not reasonable if you have a large volume of orders going overseas.

Be aware that with 2025’s dramatically higher tariff rates, DDP shipping is now substantially more expensive than even six months ago. For example, if you’re shipping from China to the U.S., you’re looking at approximately 40% duties on the product value, plus shipping costs.

For a $50 product, that’s $20 in duties alone—before accounting for shipping. This can make DDP financially unviable for many campaigns, especially those with lower margins or higher-value items.

7 Best Practices for Customs Clearance

No matter which strategy you use for customs, there are some best practices that stay constant. Here are a few simple rules you can follow that will help you reduce the risk of things going wrong.

1. Do your paperwork correctly

Having accurate and complete documents is vital for customs clearance. To restate: important documents include the commercial invoice, bill of lading, packing list, and certificate of origin.

Make sure all documents are filled out correctly and include necessary details like product descriptions, HS codes, and declared values. Incorrect or incomplete paperwork can lead to delays, fines, or even shipment rejections.

Basically – dot your I’s and cross your T’s.

2. Follow import and export regulations

Every country has its own import and export rules. Get to know the specific requirements of the countries you’re shipping to and from. This means understanding restricted or banned items, packaging and labeling needs, and any special certifications required.

Complying with these regulations will make your life generally easier.

3. Don’t be afraid to hire a customs broker

Customs brokers are experts in navigating customs procedures. They can help prepare your documents, calculate duties and taxes, and make sure you follow all regulations.

Choosing an experienced customs broker can save time, reduce errors, and speed up the clearance process. Don’t be afraid to hire help if you need it!

4. Use technology and automation to cut down on grunt work

Using technology and automation can make customs clearance easier. Many modern customs solutions offer features like automated document preparation, real-time tracking, and integration with shipping platforms. These tools help reduce manual work, minimize errors, and give you better visibility into your shipments’ status.

5. Keep an eye on trade policy and tariffs news

Tariff changes, new trade agreements, and shifting customs regulations can directly impact your costs and timelines. Keeping an eye on policy changes as they happen can give you the chance you need to adapt early whether that means adjusting your pricing, changing suppliers, or altering your fulfillment plans.

Reliable sources include official customs websites, logistics news outlets, and updates from your customs or freight broker. A few minutes of research every month can save you from expensive surprises later.

This has been especially critical in 2025, as tariff rates have changed multiple times since January. What was a 10% rate in February might be 40% today. Sign up for alerts from your customs broker and check rates at least monthly during your campaign.

6. Account for de minimis elimination in your planning

The U.S. elimination of the $800 de minimis exemption means every single package entering the US now requires customs processing and duty payment. This affects your budgeting, timeline, and backer communication strategy.

Even small rewards that would have shipped duty-free in early 2025 now incur fees. Build these costs into your campaign budget from the start, as they can add 10-40% to your landed costs depending on the country of origin.

7. When in doubt, communicate like you’re an open book

Clear communication with everyone involved in the customs process is crucial. This includes suppliers, freight forwarders, and customs brokers. Make sure everyone knows their responsibilities and deadlines.

If you have questions, ask them. If you think someone might need to know certain information, make sure they know it. Err on the side of over-communication.

Choosing the Right Customs Broker

You are able to book your own freight. And if you work with the post office and other carriers like UPS and FedEx, you can also send international shipments without too much trouble.

But if you’re worried about customs clearance or tariffs, it might be a good idea to hire a helping hand. Should you choose to do that, here are a few tips to make sure you find the right partner.

1. Find an experienced broker

Look for a broker who has lots of experience with shipments like yours. They should know the rules and needs of the countries you trade with. An experienced broker can offer area expertise and help you avoid common customs traps.

2. Learn about their services

A broker with a wide range of services can simplify your logistics. Besides customs clearance, many brokers offer freight forwarding, warehousing, and distribution. Choosing a broker that provides end-to-end solutions saves time and reduces the hassle of dealing with multiple service providers.

3. Review costs

Cost matters, but it shouldn’t be your only concern. Compare pricing from different brokers but also think about the value they offer. A cheaper broker might not give you the same level of service or expertise as a pricier one. Look for transparent pricing with no hidden fees.

4. Look at reviews

Check the broker’s reputation and customer reviews. Positive feedback and a good reputation usually mean reliable, high-quality service. Ask other businesses for references and search for online reviews to see how satisfied their customers are.

5. Check out their tech system

It’s important to find a person you like working with. But it’s also wise to make sure you like their software too, since you’ll probably work with that more than the actual person.

Look for brokers who offer online tracking, automated documentation, and integration with your systems. These features streamline the customs process and give you real-time shipment updates.

Final Thoughts

If you run a Kickstarter campaign, you will probably ship internationally. That means you will need to know how to handle customs clearance and brokerage.

Getting packages across country borders is intimidating and complex. The 2025 trade environment has made this even more complex, with the elimination of de minimis exemptions and volatile tariff rates. What worked for campaigns in 2024 may no longer be viable today.

Before you launch your campaign, make a decision about how you plan to handle customs. Figure out who will pay for customs and figure out if you will be hiring help.

As intimidating as international shipping can be, don’t let it scare you away from launching the product of your dreams. This is just a logistical hurdle to clear along the way. You can do it, as have so many others before you!

Understanding the customs clearance process is extremely important if you want to import goods into the USA. The last thing you want is to have your goods impounded at the border.

Clearing customs involves strict regulations. If you don’t comply, you could face delays, penalties, and extra costs. But once you know the rules, importing can be smooth, efficient, and a real advantage for your business. This is especially true given the recent changes to U.S. tariff policy.

Most significantly, the $800 de minimis exemption ended on August 29, 2025. This means ALMOST ALL commercial shipments—even those valued under $800—now require formal customs processing and payment of duties. What used to be a simple process for small packages has become much more complex, making proper customs compliance more critical than ever.

In this guide, we’ll break down the U.S. import process step-by-step so you can avoid costly mistakes.

Step-by-Step Guide to the Import Process

Importers must meet basic requirements set by Customs & Border Protection (CBP). That includes proper documentation, accurate classification of goods, and adherence to import regulations. Here is what you need to know in order to import goods.

Step 1: Obtain a Customs Bond

A customs bond is a financial guarantee to U.S. Customs and Border Protection (CBP) that you’ll follow regulations and pay duties, taxes, and fees. Without one, your goods can’t legally clear customs.

There are two types of bonds:

• Single-entry bond: Covers one shipment—ideal for occasional importers.
• Continuous bond: Covers all shipments over a year—better for frequent importers.

You can get a bond through a customs broker or surety company.

Step 2: Properly Classify Your Goods

Using the Harmonized Tariff Schedule (HTS), classify each product accurately. Your classification determines the tariff rate and regulatory requirements.

For instance, if you are importing electronic gadgets, you need to find the specific HS Code that matches each item to determine the exact duty rate. Misclassifying items could result in paying higher tariffs or facing penalties. This can disrupt your business operations and increase costs.

Misclassification can lead to higher duties or penalties. If in doubt, work with a customs broker to verify codes before shipping.

As Chris Rivera, CPA and founder of The Ecommerce Accountants, warns: “Don’t just think in terms of product cost—think in terms of landed cost. Factor in duties, freight, customs fees, and delays.”

Accurate classification now avoids expensive mistakes later.

Step 3: Prepare and Submit Required Documentation

Essential documents for importing include the Bill of Lading, Commercial Invoice, and Packing List. These documents must be completed accurately and submitted to the CBP.

Double check to be sure all details are correct and consistent across documents to avoid processing delays. Submissions can be made electronically via the Automated Commercial Environment (ACE) or manually, depending on the requirements.

Your documents have to be done right. Rushing through documentation is asking for a rough import process. As an example, if the Commercial Invoice lists 500 units of a product, the Packing List should also reflect this exact quantity. Any discrepancy can trigger delays and additional inspections, complicating the import process.

Using ACE for electronic submissions not only speeds up the process but also provides real-time tracking of your submission status. That makes it easier to manage.

Step 4: Determine Entry Type

There are different types of entry for imported goods: Formal Entry and Informal Entry.

Formal Entry is required for goods valued over $2,500 or items subject to regulations and quotas. Informal Entry applies to goods valued between $250 and $2,500 for most products (though textiles and certain regulated items may require formal entry regardless of value).\

For example, if you’re importing high-value electronics worth $10,000, you’ll need to file a Formal Entry with extensive documentation. A small batch of handcrafted goods worth $1,500 would qualify for Informal Entry, but even a $200 shipment now requires customs processing and duty payment—something that wasn’t required before August 2025.

Important: The de minimis exemption that previously allowed packages under $800 to enter duty-free no longer exists as of August 29, 2025. Even small shipments now require customs entries and duty payment. At time of writing, this has dramatically increased the workload for CBP and may cause processing delays.

Step 5: Calculate and Pay Duties and Taxes

Duties and taxes are calculated based on the Harmonized Tariff Schedule (HTS) classification of your goods. Each classification has a corresponding duty rate. To calculate the duties, multiply the value of your goods by the applicable duty rate.

Let’s run through an example. If the duty rate for your imported textiles is 5% and the total value is $20,000, you’ll owe $1,000 in duties. Paying this amount promptly helps ensure your goods clear customs without delays.

Payments to the CBP can be made electronically through the Automated Commercial Environment (ACE) or by other CBP-approved methods. If you use ACE, it will help you accurately calculate and pay duties and taxes. That way, your goods cruise across the border.

Important: As of 2025, U.S. tariffs on many Chinese goods have risen sharply, affecting electronics, textiles, and consumer goods. Double-check tariff rates when importing—especially for products from China and Southeast Asia.

Current tariff rates as of September 2025 are as follows:

• China: Approximately 40% effective rate (after negotiations and suspensions)
• Steel and aluminum products: 41.2%
• Automotive products: 22.3%
• Universal baseline: 10% on most imports
• Mexico and Canada: 25% (implemented March 2025)

These rates change frequently due to ongoing negotiations. Always verify current rates before calculating duties, as using outdated information can result in significant underpayment and penalties.

Step 6: Arrange for Inspection and Release of Goods

CBP may inspect your goods to ensure compliance with regulations. If your shipment is selected for inspection, the CBP will notify you. Prepare by having all necessary documents ready and ensuring your goods are correctly labeled and packaged.

Inspections can be random or based on risk assessments. Cooperating fully with the inspection process and addressing any issues promptly can help expedite the release of your goods.

For example, if you’re importing food products, make sure all items are labeled with ingredients and expiration dates as required. If the CBP decides to inspect your shipment, having everything in order can prevent long delays.

Should any issues arise, promptly provide additional information. If there are discrepancies, correct them. This can help speed up the release of your goods.

11 Common Pitfalls and How to Avoid Them

Customs clearance can be complicated. There are some mistakes that happen again and again for new and experienced importers alike.

Here are some common ones along with tips on how to avoid them.

#1: Incorrect Classification

Always double-check HTS codes. Misclassification can lead to fines and delays. Use CBP resources or consult a customs broker for accurate classification. For example, if you misclassify electronics as toys, you could face hefty fines and long delays while the error is corrected. Make sure you use the right code by cross-referencing CBP’s guidelines or seeking help from a broker.

#2: Incomplete Documentation

Make sure all forms are filled out accurately and completely. Missing or incorrect information can cause delays. Double-check documents before submission.

For instance, if your Commercial Invoice is missing the total value of goods or has incorrect quantities listed, your shipment could be held up at customs. Take the extra time to verify every detail on your forms.

#3: Ignoring CBP Notices

Respond promptly to any CBP communication. Failure to address notices can result in penalties or shipment holds.

If you receive a notice regarding additional documentation or clarification, respond quickly. Ignoring such notices can lead to your goods being held indefinitely or even seized.

#4: Improper Packaging

Use compliant and secure packaging. Non-compliant packaging can lead to inspection delays or damage claims.

As an example, if you’re shipping fragile items like glassware, using inadequate packaging can result in breakage, leading to claims and delayed processing. Make sure your packaging meets CBP standards and is robust enough to protect your goods.

#5: Failure to Pay Duties

Pay all required fees on time. Late payments can incur fines and delay the release of your goods.

If you fail to pay the calculated duties by the deadline, your goods will not be released until the payment is made. This could cause significant delays in your supply chain.

#6: Neglecting Inspection Procedures

Be prepared for potential inspections. Have all necessary documents and be ready to cooperate with CBP officers.

If your shipment is selected for inspection, having everything in order, like proper labeling and documentation, can expedite the process. Cooperation and readiness can make the inspection smooth and swift.

#7: Overlooking Entry Types

Choose the correct entry type for your goods. Incorrect selection can lead to processing delays and additional scrutiny.

For instance, if you incorrectly file a high-value shipment as an Informal Entry, you could face extra scrutiny and processing time. Understand the distinctions and file appropriately to avoid complications.

#8: Lack of Insurance

Protect your shipment with appropriate insurance. Insurance can cover potential losses or damages during transit. If your goods are lost or damaged during shipping, having insurance means you won’t bear the full financial brunt of the loss. It’s a small investment for peace of mind.

#9: Ignoring Import Restrictions

Make sure your goods comply with all import restrictions and regulations. Restricted items can be seized or returned.

For example, certain chemicals and pharmaceuticals require specific permits and adherence to strict regulations. Ignoring these can result in your goods being confiscated and heavy fines imposed.

#10: Assuming De Minimis Still Applies

The $800 de minimis exemption ended August 29, 2025. All commercial shipments now require customs processing and duty payment, regardless of value. Many importers haven’t adjusted to this change and face unexpected duties and delays.

For example, if you’re importing $500 worth of samples that would have entered duty-free in early 2025, you now need proper documentation and must pay applicable duties. Plan accordingly and budget for these additional costs.

#11: Using Outdated Tariff Rates

Tariff rates have changed dramatically in 2025 and continue to fluctuate. Using rates from even a few months ago can result in significant underpayment.

Always check current rates through official CBP resources or your customs broker before calculating duties. What was a 10% rate in April might be 40% today.

Tips to Use Technology to Speed Up Customs Clearance

Smart use of technology can significantly streamline the customs clearance process. Various tools and software are available to simplify and automate different aspects of importing goods.

The Automated Commercial Environment (ACE) is an important platform provided by the CBP. It allows for electronic submission of documents, real-time tracking, and communication with customs officials.

Additionally, customs management software like Descartes and ONESOURCE Global Trade offer comprehensive solutions for managing compliance, documentation, and duty calculations.

Automated solutions provide lots of benefits, including reducing human error, speeding up document processing, and ensuring compliance with regulations.

These systems can alert you to missing or incorrect information, helping to avoid delays and penalties. For example, if you submit a document with an incorrect HTS code, the software can flag the error and prompt you to correct it before submission, preventing delays.

Real-time tracking allows you to monitor the status of your shipments and quickly address any issues that arise. Imagine being able to see exactly where your shipment is and knowing immediately if it’s stuck at a port, enabling you to take swift action to resolve any problems.

Where possible, avoid manual paperwork. Using the latest tech can keep your import processes efficient in terms of both time and money. Plus, you can cut down on the hassle. It’s worth the slight learning curve of using new software.

Final Thoughts

Understanding and following the customs clearance process is mission-critical for importing goods into the USA. Key steps include obtaining a customs bond, properly classifying goods, preparing documentation, determining entry types, calculating and paying duties, and arranging for inspections.

The elimination of the de minimis exemption and current tariff volatility have made customs clearance more complex than ever. What worked in early 2025 may not work today. Stay informed about current rates and requirements, as they continue to evolve.

Attention to detail counts for a lot here. As long as you are thorough and careful, you can see your products through the import process and clear customs without unnecessary trouble.

Additional Resources

For more information, visit these resources:

• CBP Official Website
• SimplyDuty (good calculator for tariffs)
• Harmonized Tariff Schedule
• Automated Commercial Environment (ACE)
• National Customs Brokers & Forwarders Association of America (NCBFAA)

US trade policy has seen some remarkable and dramatic changes in 2025. The greatest among them are sweeping tariff policies that directly impact how eCommerce businesses and crowdfunding campaigns operate.

Whether you’re running a Shopify store, launching a Kickstarter campaign, or managing an Amazon FBA business, these changes affect your bottom line. And they do so in ways that require immediate attention and your ability to strategically adapt.

It all started with a universal 10% baseline tariff was implemented on most imports in April 2025.

China currently faces an effective rate around 40% after negotiations and suspensions.

And the $800 de minimis exemption that allowed small packages to enter duty-free? It ended August 29, 2025.

For businesses that have built their operations on affordable overseas manufacturing, this is a massive and fundamental shift. And it’s one that requires an immediate reassessment of sourcing, pricing, and fulfillment strategies.

In this post, we’ll go over some common questions to give you context and answers you need to make better decisions, starting with the most high-level question first.

What are tariffs and how do they impact businesses?

Tariffs are taxes on imported goods, collected when products cross international borders into the United States. When your shipment arrives at a US port, customs officials calculate what you owe based on your commercial invoice.

This bill must be paid before goods are released—and critically, the importer (typically the US business) pays it, not the overseas manufacturer.

Consider a practical example: You’re importing smartphone cases from Vietnam valued at $10,000. With the current reciprocal tariff structure, Vietnam faces varying rates depending on the product category and recent negotiations. Your actual tariff bill depends on the specific Harmonized Tariff Schedule (HTS) code for your products.

The federal government uses tariffs for three primary purposes:

• Protecting domestic industries by making foreign goods more expensive
• Generating federal revenue (tariffs collected $77 billion in fiscal year 2024 before being broadly expanded in 2025)
• Creating leverage in trade negotiations

For importing businesses, however, tariffs represent an additional cost that either reduces margins or gets passed to consumers through higher prices.

Of recent tariff-related news, perhaps the most disruptive has been the removal of the de minimis exemption, explained below.

What was the de minimis exemption, and what does its removal mean for businesses?

The de minimis exemption previously allowed packages valued under $800 to enter the US duty-free. This provision enabled business models for companies like Shein and Temu, and helped thousands of small sellers maintain manageable costs. That exemption is now history.

On May 2, 2025, China and Hong Kong lost de minimis privileges. Every package from these regions now faces duties, regardless of value.

Then on August 29, 2025, de minimis ended globally. Almost all commercial shipments under $800 now incur duties.

Standard duty rates apply to regular shipments. For postal packages, importers face either the applicable tariff rate for their country or flat fees ranging from $80 to $200 per item, depending on the effective rate.

The scale of this change becomes clear in the numbers. De minimis shipments grew from 134 million in 2015 to over 1.36 billion in 2024. What the government viewed as a loophole, businesses relied upon as essential infrastructure.

Small sellers face particularly acute challenges. Etsy vendors report that small-value shipments now trigger substantial flat fees through USPS. Many have shifted to bundling products and shipping via private carriers like UPS, which calculate duties on actual declared value rather than imposing flat fees.

How do current tariffs compare to historical norms?

When it comes to tariffs, the year 2025 is, by a mile, the most important one in modern history. The last time tariffs were such a prominent part of US trade policy was in 1930 as part of the Smoot-Hawley Tariff Act.

Before 2025

From 2018 through 2024, the US primarily employed targeted tariffs, mostly directed at China. Section 301 tariffs ranged from 7.5% to 25% on specific product categories. Businesses could often plan around these by switching suppliers or absorbing costs on high-margin items.

The USMCA (formerly NAFTA) maintained mostly duty-free trade with Canada and Mexico until very recently. So in that regard, the North American continent had free trade for about 30 years.

Meanwhile, the de minimis threshold was $800 from 2015 to 2025, which kept small-batch importing viable for many businesses. Even before 2015, the de minimis threshold was $200, and the tariffs applied after crossing that threshold were lower.

2025 & Beyond

The April 2, 2025 announcement, dubbed “Liberation Day,” fundamentally restructured US trade policy in the following ways:

• Universal baseline tariff: 10% on most imports
• Reciprocal tariffs: Intended to match rates that other countries charge the US
• China-specific measures: Complex negotiations resulting in suspended rates, currently effective at approximately 40%
• De minimis elimination: First for China in May, then globally in August

The implementation speed caught businesses unprepared. The China de minimis change went from announcement to enforcement in under 30 days.

Meanwhile, as of the time of writing, many postal services worldwide have suspended US shipments until they have a chance to update their systems for compliance.

Current effective tariff rates vary significantly. Most notably, tariff rates are, at time of writing, set to the following:

• China: Approximately 40% effective rate (after suspensions and negotiations)
• Steel and aluminum products: 41.2% effective rate
• Automotive vehicles: 22.3% effective rate
• Mexico and Canada: 25% tariffs implemented March 4, 2025

Bear in mind that these rates continue to fluctuate based on ongoing negotiations and policy adjustments.

How do tariffs affect eCommerce stores?

Tariffs are making imported goods more expensive, which means eCommerce store owners have two options: accept lower profit margins or pass the cost onto consumers.

Let’s examine concrete numbers using current rates. You sell yoga mats sourced from China at $15 per unit with a retail price of $45.

Previous cost structure:

• Product cost: $15
• Shipping: $5
• Gross margin: $25 (56%)

Current structure with 40% effective tariff:

• Product cost: $15
• Tariff (40% of $15): $6
• Shipping: $5
• Gross margin: $19 (42%)

While the example above shows a gross margin which is still viable, it’s a big change nonetheless. Not every product is going to continue to be viable without price increases or a change of supplier.

And on that note, store owners have a handful of options on dealing with these additional expenses:

1. Price Adjustments: Pass the increased cost onto consumers and potentially risk lost sales.
2. Supplier Diversification: Shift manufacturing from high-tariff countries like China to comparatively low-tariff countries like Vietnam, Thailand, and Mexico. This sometimes can offset costs, but it’s important to calculate the real effect on total landed costs all the same, as manufacturing internationally, but outside of China, is often more expensive than manufacturing in China—even with lower tariffs.
3. Supplier Negotiation: Some manufacturers are absorbing partial tariff costs to retain customers to keep their businesses afloat.
4. Domestic Production: Sometimes, tariffs are enough to make even higher-cost domestic manufacturing attractive for US brands, so some are switching when they can.
5. Product Mix Optimization: Some brands are switching to higher-margin items that can better absorb tariff impacts.

In truth, many brands are doing a combination of these things in order to mitigate tariff costs.

It’s also worth noting that stores are running into additional supply chain costs that go beyond just tariffs. Among them are:

• Customs broker fees (typically $100-300 per shipment)
• Extended storage costs during customs clearance
• Cash flow impacts from upfront duty payments
• Increased accounting complexity for landed cost calculations
• Potential delays affecting inventory planning

How are tariffs affecting crowdfunding (Kickstarter, Indiegogo, Gamefound, etc.)?

Tariff issues are especially tricky with crowdfunding since there is a long gap between funding and delivery of product.

For one, most campaigns lock pricing months before shipping begins. When tariffs change after funds are collected and production initiated, creators face unexpected costs that can eliminate margins entirely. Case in point, popular board game publisher, Stonemaier Games, reported facing nearly $1.5 million in unexpected tariff costs on games already in production. Their margins shifted from healthy to negative due to tariff changes.

In response, creators are employing the following tactics to keep their margins intact:

1. Using Tariff Management Tools: Kickstarter introduced a Tariff Manager tool in April 2025. It allows creators to add surcharges to cover import costs during the pledge manager phase. While not ideal, it provides a mechanism for cost recovery.
2. Adjusting Shipping Separately: Instead of including shipping in pledge levels, many creators now charge it later through the pledge manager. This provides flexibility to adjust based on actual costs at fulfillment time.
3. Maintaining Transparency: Creators finding success are those explaining the situation honestly to backers. Most backers understand that global trade policy changes are outside a creator’s control.
4. Building Larger Buffers: New campaigns are adding 15-30% padding to funding goals to account for tariff uncertainty and potential changes during the campaign-to-fulfillment timeline.

It’s also worth remembering that not all backers are in the US. Typical Kickstarter campaigns receive 40-60% of funding from international backers who are already accustomed to paying VAT and customs fees.

How can I prepare my business for tariffs?

Though the changes in US trade policy are sweeping in scope, there are still a lot of things that you can personally do to prep your business for tariffs. We’ve listed five tips below:

1. Calculate your true landed costs.

Review your most recent import invoice and calculate:

• Base product cost
• Applicable tariff rate for your country and product category
• Freight and logistics expenses
• Customs broker fees
• Storage and handling charges

This total represents your actual landed cost. If current pricing doesn’t support profitability with these costs, adjustments are necessary.

2. Verify your HTS codes.

The Harmonized Tariff Schedule code determines your exact tariff rate. Incorrect classification can result in wrong rates and potential penalties.

Consider hiring a customs broker for a consultation to ensure proper classification. The investment typically pays for itself through accurate duty calculation.

3. Optimize fulfillment strategy.

For businesses importing to US warehouses:

• Consolidate shipments to spread fixed costs across more units
• Consider fulfillment centers near ports of entry to minimize inland transportation
• Establish fulfillment operations in other countries for non-US customers

You’d be surprised how much you can save by carefully manage where you store items and ship them from.

4. Diversify supply chains.

It’s not a good idea to depend too much on one supplier for key products. Even if you want to keep working with your primary supplier, consider backups in other countries.

That way, if tariffs change quickly and your landed cost match changes, you can easily switch to your backup supplier.

5. Communicate proactively.

Whether selling on Shopify or Kickstarter, inform customers about potential impacts.

They’ll discover changes when prices adjust or shipments delay. Proactive communication maintains trust and manages expectations.

Moving Forward

There’s no denying that the current tariff-heavy environment has created some new challenges for eCommerce and crowdfunding businesses.

The companies succeeding are those that acknowledge the new reality, carefully analyze their costs, and make strategic adjustments.

If you’ve read this article and you still feel like you need help, that’s OK. At Fulfillrite, we’ve been helping eCommerce and crowdfunding brands ship quickly and cost-efficiently since 2010.

While we can’t make tariffs disappear, we can help optimize your fulfillment strategy to minimize their impact through our services of US-based shipping,  warehousing, and order processing. So if you’re looking for ways to adapt your fulfillment operations to this new trade environment, reach out to us today for a free quote.

Frequently Asked Questions

Are these tariffs permanent?

They might be. Trade policy can change with administrations or new trade agreements. The situation remains fluid.

Do tariffs apply to product samples?

Yes, unless marked as having no commercial value. Even then, customs officials may assess duties. Plan accordingly when requesting samples.

Can I mark packages as gifts to avoid tariffs?

It’s not a good idea to do that. While gifts under $100 are exempt, false declarations are illegal and can result in import privileges being revoked. The risks far outweigh any potential savings.

What if I’m dropshipping from China?

Each individual package faces duties with no de minimis exemption. Consider bulk importing to a US warehouse for more cost-effective fulfillment.

How do I determine my exact tariff rate?

Check the Harmonized Tariff Schedule using your product’s HS code. Add any additional tariffs (reciprocal, Section 301, etc.) that apply to your country of origin. Rates change frequently, so verify before each shipment.

Should I delay my Kickstarter launch?

Delaying may not help, as tariff policies continue evolving. Build flexibility into your fulfillment timeline and maintain transparent communication with backers about potential adjustments.

What about products already in transit?

Review your incoterms to determine responsibility. If you’re the importer of record, duties are owed upon arrival. Some shipments may qualify for transitional provisions depending on timing.

Can fulfillment centers help manage tariff impacts?

While fulfillment centers cannot eliminate tariffs, they can help optimize logistics through consolidated shipping, strategic inventory placement, and proper documentation. Even warehousing your goods in the US alone can have a big impact, since you would only pay tariffs on the wholesale value of the goods rather than the retail value (as you would if you shipped individual packages to US recipients from outside the US).

We asked 4 eCommerce operators and strategists how they evaluate fulfillment partners. Their answers reveal a process that most brands get badly wrong—and a framework for getting it right.

So you’ve decided you need a 3PL. For a lot of growing eCommerce businesses, that’s a good idea. If you’re not sure whether it’s the right call for yours, we wrote a companion piece on when to outsource fulfillment that can help you work through that question.

But deciding that you need a 3PL and deciding which 3PL to trust with your inventory, your customers, and your reputation are two very different problems. And the second one is where most brands stumble.

Joseph Zigelboum is the founder of Brooklyn Botany, and he currently runs four beauty brands that have collectively done around $100M in revenue. He’s been through the 3PL evaluation process more times than most founders ever will, and his framing is worth starting with: “I look at 3PLs the same way I look at suppliers. It’s not about who looks best on paper, it’s about who actually performs when things go wrong.”

That last part matters more than most brands realize. The sales call always goes well. The pitch deck is always polished. Why wouldn’t they be?

It’s later that the problems come to the surface. That might mean a missed shipment during a promo. Or a returns process that doesn’t actually work. Or a pricing structure that looked clean at 500 orders and became monstrously expensive at 2,000.

Milan P Sony is a product marketing manager and growth strategist who advises eCommerce brands on operations and go-to-market strategy. He sees brands make the same mistake over and over: “I start with economics, then reliability, then fit. First, what’s my true cost per order now and at 2x scale. Then, can they actually ship accurately and on time consistently. And finally, does their setup match how the brand operates. Most people do this in reverse and that’s why they regret it.”

Economics, reliability, fit. In that order. This is a useful spine for thinking through the entire evaluation process, and it’s roughly the order we’ll follow here.

We reached out to four eCommerce professionals. Among them, you’ll find a 25-year retail veteran, a $100M brand operator, a luxury eCommerce director, and a growth strategist. We asked them how they evaluate 3PLs, what’s non-negotiable, and what due diligence most brands skip. Then we supplemented their answers with insights from the experts we interviewed for the companion piece.

Here’s what they told us.

When Choosing a 3PL, Start with Economics & Not Features

Before you look at a single 3PL website, you need to know your own numbers. Most brands enter the evaluation process by comparing the wrong things. And this is largely because they don’t know what fulfillment costs them internally.

In the companion piece, we uncovered something striking: three experts, working independently and with no relationship to one another, arrived at the same figure. James Coccaro, who specializes in scaling DTC brands from early-stage through $50M+ in revenue, put it plainly: “Most brands underestimate in-house cost by 20–40%.”

Jaime Hill, an eCommerce and digital director with over two decades of experience across brands like Monsoon, Oak Furnitureland, and Avis, landed in the same range: “Most growing DTC brands discover that their true cost for in-house fulfilment is between 20–40% higher than they first thought.”

That convergence isn’t a coincidence. It reflects a consistent pattern. Namely, brands compare a 3PL’s published rates against an incomplete picture of their own costs and conclude that outsourcing is too expensive. Then they find out when it’s a bit too late that they were never accounting for burdened labor, software, packaging waste, or the opportunity cost of the founder spending 15 hours a week on logistics instead of revenue-generating work.

Chris Parsons is the founder and author of Retail Rewired and was named a RETHINK Retail Top Retail Expert for 2026. He’s spent 25 years in retail operations at Walmart, Home Hardware, Newegg, and currently serves as VP of Partner Growth & Marketing at Hale. He describes the specific moment when the math shifts: “When a brand calculates what it truly costs them to pick, pack, ship, store inventory, and manage fulfillment internally, there is usually a point where that cost starts getting close to the minimum monthly commitment of a 3PL.”

And once you’re in that neighborhood, the decision simplifies. “At that stage the decision often comes down to a simple question,” Parsons says. “Do we hire another person and continue building internal operations, or do we move to a partner that already has the infrastructure, negotiated carrier rates, and systems in place?”

Sony’s framework adds a critical dimension that most cost comparisons miss: modeling forward. It’s not enough to know your cost per order today. You need to know what it looks like at 2x scale. If your in-house costs scale linearly (or worse, exponentially because you need more space, more hires, more software), while a 3PL’s costs scale more gradually because of volume efficiencies, then the gap between the two options widens in the 3PL’s favor as you grow.

Do the math before you do anything else. Everything that follows—evaluating capabilities, visiting warehouses, negotiating contracts—is wasted effort if the economics don’t work.

Choosing a 3PL: Non-Negotiables vs. Nice-to-Haves

Once you know your numbers, you need to know your requirements. Every expert we spoke with drew a sharp line between what’s essential in a fulfillment partner and what’s merely nice to have. The essentials are fewer than most brands think. But the trade-off is that they’re more important than most brands realize.

The Most Important Factors When Choosing a 3PL

Zigelboum doesn’t mince words: “Inventory accuracy. If this breaks, everything breaks.”

He’s right, and nobody we spoke with disagreed. If your 3PL can’t tell you exactly what’s on their shelves, then every other capability—fast shipping, clean integrations, branded packaging—is built on sand. Overselling, stockouts, and mystery shrinkage all trace back to the same root cause.

Sangita Dua is a Head of eCommerce who has held roles at Alexander McQueen, LVMH, Mulberry, and Gant. She brings a luxury and premium brand lens to the evaluation, and her non-negotiable list reflects that precision: a dedicated account manager, inventory accuracy, SLAs with clear cut-off times for next-day and peak-season deliveries, and a customer service portal to handle refunds and returns.

Sony’s list converges on similar territory: “Solid integrations, real-time inventory, high order accuracy, fast dispatch, and clean returns handling. If any of that is shaky, it’s a no.”

Across all four experts, five themes can be considered non-negotiable:

1. Inventory accuracy
2. Reliable shipping with clear SLAs
3. Real-time visibility into inventory and orders
4. Clean returns handling, and
5. Direct access to someone who can make decisions

That fifth one deserves its own moment.

You Need Access to a Real Person

Zigelboum frames this as a practical test: “Can I text or email someone and get something done quickly? Stop a shipment, inspect a batch, fix an issue before it turns into a bigger problem.”

Dua lists “dedicated account manager” as a non-negotiable. It’s not a nice-to-have or a perk. It is a requirement, full stop.

The ability to reach a real person with authority when something goes wrong came up in every conversation. This isn’t a feature to evaluate on a comparison spreadsheet. It’s the difference between a partnership and a vendor relationship. And it tends to be one of the first things that erodes as a 3PL scales and starts routing you through support ticket queues instead of direct contacts.

Nice-to-Haves Are Secondary

Zigelboum puts the nice-to-haves in context: “Multiple warehouse locations. Advanced kitting or assembly. More built-out tech.” And then the line that captures the whole dynamic: “Most brands overestimate features and underestimate control and communication.”

Sony echoes this: “Nice-to-have is everything else like custom packaging, kitting, international shipping, etc. Helpful, but only after the basics are dialed in.”

Dua adds a nuance worth noting. For small brands, a localized 3PL is a nice-to-have. For growth brands with international ambitions, “they would be keen to look [at] someone with global presence.” The nice-to-have list changes with the brand’s trajectory. What doesn’t change is the priority: the fundamentals have to be airtight before you start shopping for extras.

See Also: When Should an Ecommerce Business Outsource Fulfillment? [Expert Analysis]

When Choosing a 3PL, Pick One That’s The Right Size for Your Company

Here’s the finding from our interviews that most brands won’t want to hear: the best 3PL for your business is probably not the biggest or the most well-known. It’s the one whose typical client looks like you.

Bigger 3PLs Might Not Be Better

Zigelboum is emphatic on this point: “A big part of this is stage fit. Bigger is not better. Most brands I work with are better off with a more boutique 3PL that actually cares and moves fast, not a massive operation where you’re just another account.”

He doubles down later: “In most cases, I’d rather have a smaller, highly responsive 3PL that I can rely on daily than a big name that treats the account like a number.”

Sony arrives at the same conclusion from a different angle. Instead of starting with the 3PL’s reputation, he starts with their client base: “I look at who they already work with. Similar order volume, SKU count, and channels. If you’re way smaller or way bigger than their typical client, you’ll either get ignored or outgrow them fast.”

That’s a remarkably practical heuristic. If a 3PL’s average client ships 50,000 orders a month and you ship 1,200, you’re not their priority. If their average client ships 800 and you’re at 5,000 and growing, you’ll be knocking on the walls within a year. Either mismatch creates friction that’s hard to solve after you’ve signed a contract and sent over your inventory.

Choose a 3PL That Handles Your Product Type

Zigelboum, who runs beauty brands with strict handling requirements, is specific: “SKU and operational complexity. Bundles, fragile items, liquids, all require different handling.”

Dua’s framework reveals just how much the evaluation criteria shift based on product type. For luxury and premium brands, what matters is “white glove service due to high RRP,” along with brand partners, site organisation, site cleanliness, and capacity. For growth and high-street brands, the focus shifts to SLAs, reviews, brand partners in the same or similar industry, and volume management.

The question isn’t “who is the best 3PL?” It’s “who is the best 3PL for a brand like mine?” A fulfillment partner that handles cosmetics beautifully might be entirely wrong for furniture. And a 3PL that serves fast-fashion brands at volume might not have the handling standards that a luxury brand requires.

Can Your 3PL Grow With You?

There’s a tension embedded in the boutique-vs.-large debate that’s worth sitting with. A smaller, highly responsive 3PL gives you attention and flexibility now, but might cap out at a volume that a bigger operation could absorb easily. Sony names the question directly: “Growth trajectory. Can this 3PL grow with you without forcing a move too soon?”

The right move is to understand your own growth trajectory and ask, honestly, whether the partner you’re evaluating can handle the business you plan to have in 18–24 months, rather than just the business you have today. If the answer is no, you’re setting yourself up for a disruptive migration right when you can least afford one.

How To Factor in Geography, Infrastructure, & Technology When Choosing a 3PL

Where your inventory sits matters more than most brands realize. And the technology gap between what you can build in-house and what a modern 3PL already has is wider than you might think.

Location

Zigelboum puts it simply: “Geography also matters. Where inventory sits impacts shipping cost, delivery speed, and customer experience more than people realize.”

For most DTC brands, the practical question is straightforward: is this 3PL located close enough to your core customers to offer competitive delivery times? A fulfillment center in New Jersey serves the eastern seaboard well. If 60% of your customers are in California, that’s a problem, and one that’ll show up in both your shipping costs and your delivery-time reviews.

Parsons brings a retail perspective to this that most DTC-focused brands won’t have considered: “I also encourage brands that have physical retail locations to look at the viability of shipping from store. In some cases this can help take pressure off distribution centers and get products to customers faster, especially when stores are closer to the end customer.”

That’s a narrower use case, but for brands straddling DTC and retail, it’s worth exploring.

Infrastructure

Parsons surfaces an argument for outsourcing that doesn’t get enough attention. “One signal I often see comes from attending industry conferences and seeing the level of automation and technology now going into distribution centers,” he says. “Modern fulfillment operations are investing heavily in robotics, warehouse management systems, and process automation.”

And here’s the kicker: “For many growing brands, the reality is they simply do not have the capital yet to make those kinds of investments. At the same time, strong 3PL partners are continuously improving their operations because logistics is their core business.”

This is an underappreciated argument for outsourcing. A 3PL that handles thousands of clients can invest in infrastructure—robotics, WMS platforms, process automation—that no single brand at 1,500 orders a month could justify building. You’re effectively renting access to enterprise-grade logistics infrastructure at a fraction of what it would cost to own.

Technology

Dua lists her first evaluation criterion bluntly: “Does the system integrate with [the] brand’s tech stack?” She follows that with a practical test: “How easy the integration is—plug in approach is good, makes the decision making easier.”

Sony lists “solid integrations” as non-negotiable. So does Zigelboum, who wants “clean integrations with Shopify, Amazon, and real-time visibility into inventory and orders.”

If you’re manually exporting CSVs to your 3PL, you’ve already lost. Real-time inventory sync across your sales channels isn’t a nice-to-have in 2026. It’s the baseline.

The Due Diligence Most Brands Skip When Choosing a 3PL

This is where the gap between brands that thrive with a 3PL and brands that regret the switch becomes clearest. Every expert we spoke with identified specific diligence steps that most brands skip entirely. And the pattern is striking: the skipped steps are almost always the ones that would have surfaced the problems that later became expensive.

Talk to Real Clients (and Ask the Right Questions)

Zigelboum identifies the most common gap: brands skip “not speaking to real clients and asking the right questions about where things break.”

Sony is blunter: “They don’t talk to existing clients, don’t run a proper pilot, don’t test returns, and don’t read the pricing fine print. Everyone sells well on calls. The problems only show up in operations, and by then it’s painful to switch.”

That last line is worth underlining. Everyone sells well on calls. The sales process is, by definition, optimized to make you feel confident. The diligence process exists to test whether that confidence is warranted.

Ask the 3PL for references, and then ask those references the questions they probably won’t volunteer. Not “are they good?” but “what broke, and how did they handle it?” The answer to the second question tells you more than the answer to the first.

Visit the Facility

Dua lists “site visit” as a diligence step most brands skip. Also on her list: system promptness, ease of integration, volume management during peak trade periods, and—this one is sharp—”check what 3PL don’t do well.”

Zigelboum agrees: brands skip “not doing a live walkthrough of the facility.”

A site visit tells you things no sales deck can communicate. Is the warehouse organized? Is inventory clearly labeled and accessible? Are returns stacked in a corner collecting dust, or are they being processed? Dua’s observation about checking what the 3PL doesn’t do well is especially worth heeding. Every fulfillment operation has weaknesses. The ones that acknowledge them are the ones you can work with. The ones that hide them are the ones to worry about.

Run a Pilot Before You Commit

Zigelboum identifies two more steps brands skip: “not testing with a smaller batch before fully committing” and “not modeling the true, fully loaded cost.”

A pilot doesn’t have to be complex. Send a small batch of inventory. Place test orders. Process a return. Time the whole cycle. If the pilot goes badly, you’ve lost a few hundred dollars and learned something invaluable. If you skip the pilot and onboard fully, a bad 3PL can cost you months of time and damage customer relationships that took years to build.

Meet Their Other Brand Partners

Dua includes “brand partner meeting” in her diligence checklist. Her luxury background shows here. In her world, the other brands sharing your 3PL’s warehouse space say something about the 3PL’s standards and priorities. Even outside luxury, it’s worth knowing who else they serve, not so much to benchmark, but rather to understand how they allocate attention and resources.

Read the Fine Print

Zigelboum’s standard for pricing is straightforward: “Cost structure—I want simple, transparent pricing that I can actually model as the brand scales. Not teaser rates that fall apart once volume increases.”

You need to understand the 3PL’s true costs—which means reading past the headline pick-and-pack rate to storage fees, receiving charges, returns processing, disposal, and any volume-tier changes that kick in as you scale. The pricing that looked clean at 500 orders a month might tell a very different story at 2,000.

Red Flags and Common Mistakes

Knowing what to look for is important. Knowing what to run from is at least equally important, and often more immediately actionable.

Rushing the Decision

Parsons has watched this pattern play out repeatedly: “The biggest mistake is that operations quietly become the bottleneck to growth. Brands often wait until the warehouse is overwhelmed, errors are increasing, and customer complaints are rising. At that point the transition to a 3PL becomes rushed and reactive.”

Desiree Shank, an early Shopify hire who now works at the intersection of TikTok live shopping and social commerce, reinforced this in the companion piece: “The worst scenario is panic-migrating to a 3PL during Q4 or right after a viral spike. Onboarding while drowning is never ideal.”

The pattern is consistent across both rounds of interviews. Brands that choose their 3PL under pressure make worse decisions. The best time to evaluate fulfillment partners is during a calm stretch when you can be deliberate. Not when the warehouse is on fire and Q4 is six weeks away.

Migrating Broken Processes

Coccaro flagged this in the companion piece, and it bears repeating: “They delay systems maturity. By the time they move to a 3PL, they’re migrating broken processes instead of clean ones.”

A 3PL can scale a good process. It cannot fix a bad one. If your inventory accuracy is already poor, your SKU naming is inconsistent, or your returns process doesn’t exist, those problems will follow you to the new warehouse, and they’ll be harder to diagnose from a distance.

Overpaying Without Realizing It

Parsons surfaces a cost that’s hiding in plain sight: “Brands often end up shipping a lot of air because they do not have the right mix of packaging materials or optimized box sizes for multi-item orders.”

And it gets worse: “They also tend to overpay on shipping rates because they simply do not have the volume or experience to negotiate better carrier pricing. Many growing brands do not realize how much they are overspending because they do not know what strong shipping contracts should look like.”

A good 3PL should be able to optimize this almost immediately. But you won’t know it’s a problem unless someone points it out, or unless you’ve done the cost analysis we described at the top of this piece.

Choosing on Impression Instead of Fit

Zigelboum names the biggest mistake directly: “The biggest one though is not thinking about fit at their current stage. They choose based on who looks the most impressive instead of who will actually support how they operate day to day.”

The 3PL with the best website, the most impressive client logos, and the slickest sales team might be exactly wrong for your business. Fit at your current stage—your order volume, your SKU complexity, your channel mix, your specific product handling needs—matters more than reputation.

A Final Framework for Choosing a 3PL

Four experts. Very different vantage points: a retail operations veteran, a $100M brand operator, a luxury eCommerce director, a growth strategist. Here’s what we’d distill from all of it.

Start with your own economics. Know your real cost per order—including burdened labor, overhead, software, and the opportunity cost of leadership time—before you evaluate anyone else’s pricing. If you haven’t done this, nothing else in the evaluation process will be calibrated correctly.

Separate non-negotiables from nice-to-haves. Inventory accuracy, reliable shipping with clear SLAs, real-time visibility, clean returns handling, and direct access to someone who can make decisions. Everything else is secondary until these are locked down.

Match on stage, not on size. The right 3PL is one whose typical client looks like your business in terms of volume, complexity, and channel mix. If you’re way smaller or way bigger than their average client, the fit will be off in ways that are hard to fix after onboarding.

Do the diligence other brands skip. Talk to real clients and ask where things break. Visit the facility. Run a pilot. Meet other brand partners. Read the full contract, including the fine print on storage, receiving, returns, and volume-tier pricing changes.

Don’t rush. The worst 3PL decisions happen under pressure. Give yourself a calm evaluation window, ideally months before you actually need the transition.

Parsons captures the destination that all of this diligence is meant to reach: “For growing brands, a strong 3PL is not just a logistics vendor. It becomes an operational partner that allows the company to focus on building the brand, improving the customer experience, and growing the business.”

And Zigelboum captures the principle that should guide you there: “It comes down to alignment with the brand’s current stage.”

The fulfillment decision isn’t one decision. It’s two. First,whether to outsource. Then, who to trust.

Get both right, and fulfillment stops being a bottleneck and starts being what it should be: a lever for tremendous growth. Get the second one wrong, and you’ll spend the next six months wishing you’d been more careful with the process that brought you here.

When in doubt, take your time and grind through the due diligence work. Your future customers are counting on it, even if they’ll never know your 3PL’s name.

Launching a successful Kickstarter campaign is a ton of fun! But it also requires a lot of planning in order to do it properly. Kickstarter reward fulfillment is notoriously tricky and there are a lot of things that go into it.

In this article, we’re going to share everything we think you need to know about Kickstarter fulfillment. You’ll walk away knowing exactly how to fulfill a crowdfunding campaign.

That means you can find information on:

• Forecasting backer demand
• Finding a manufacturer
• Creating a shipping timetable
• Booking freight
• Lining up order fulfillment
• Handling returns and complaints, and
• A hard-to-categorize tips and tricks that are generally helpful to know

We hope you find these tips helpful for your next campaign!

Part 1: Plan for demand

Accurate demand planning helps avoid shortages and overproduction. That’s easier said than done with Kickstarter, of course, because you don’t know how much you will raise!

But if you can get an at least moderately reliable estimate, you can plan the rest of your campaign accordingly. Here are some tips on how you can do that.

#1: Check other campaigns to see how much funding is reasonable for your product type

Look at data from similar Kickstarter campaigns as well as your own audience size to forecast demand. Consider the product type, target audience, and funding goals.

When you look at enough campaigns, you will understand what the best-case scenario is, as well as what a typical success story looks like. Collecting this information will give you a rough estimate of how many potential backers you could see.

This will help you know what general direction you need to go with production, should you fund. For example, if a typical campaign in your niche has about 1,500 backers, you probably need a manufacturing run of about 2,000 units. But if a typical campaign has more like 5,000 backers, you would need to be ready for a much larger run size.

The same principle applies to freight, order fulfillment, and other parts of the shipping process.

#2: Estimate how much funding you will raise based on your audience size and reward price

Estimate backer numbers based on your mailing list. For example, if you have 5,000 people on your list and expect 4% to back you, that’s 200 backers. Account for a 30-40% Kickstarter boost and adjust your projections to include these potential backers.

You can then take your estimated backer figure and multiply that by the price of your main reward. If the results of the previous calculation suggested you would have about 500 backers at $50 each, as an example, you could then expect to raise around $25,000.

#3: Plan for multiple scenarios

Sometimes Kickstarter campaigns raise way more than expected. And sometimes they raise a lot less!

Even though you need to have an idea of what the average outcome will be for your campaign, it’s a good idea to plan for both low funding and high funding scenarios. That way, you can handle manufacturing, freight, and shipping even if your funding estimate is way off.

#4: Order extras, but not too much

If you have 1,500 backers, you will need more than 1,500 units. Some will be defective and some will be lost in the mail. You may also end up selling more units via late pledges if you use a pledge manager as well.

At a minimum, you should order 20% more stock than you need to fulfill your campaign. If you plan on selling via eCommerce or traditional retail after the fact, you will need even more stock than that.

Naturally, you won’t want to go too overboard. Ordering too much stock is expensive and then you have to store it somewhere. But while having too much stock is bad, running out is much worse!

Part 2: Find a manufacturer

Finding the right manufacturer for your campaign is incredibly important. It requires a lot of research and due diligence.

Here are a few tips on how you can do this properly.

#5: Vet multiple manufacturers and choose the best one

Finding the right manufacturer is not a fast process—you need to vet several before committing. Start by scouring platforms like Alibaba and ThomasNet. These sites will help you get in touch with potential manufacturers.

When you narrow down your list of manufacturers to contact, you need to vet them. Check their references. Request samples to assess product quality. If a sample looks shoddy, the final product might be even worse.

Make sure the manufacturer has experience in your specific product category. Needless to say, a manufacturer specializing in electronics might not be the best for your fashion line. Experience ensures they understand the nuances of your product, leading to higher quality and fewer production issues.

And remember, communication is key. Choose a manufacturer that communicates clearly and promptly. Misunderstandings can lead to costly mistakes and delays.

#6: Identify reliable suppliers for stretch goals, packaging, and other non-core items

If you need stretch goals, custom packaging, or non-core items like custom stickers and T-shirts, make sure you account for that as well. The manufacturer of your core reward, deservedly, will get most of your attention. But don’t forget how important these other pieces are as well—you don’t want to send an amazing product in the mail with cheap extras!

#7: Secure backup options

Have a primary and backup manufacturer to avoid delays. This gives you alternatives if your main manufacturer has problems, such as being in a country whose tariff rates have recently been increased.

That way, even if things go wrong, you can keep your production schedule and campaign momentum on track.

Part 3: Make a timetable

You need to be able to provide a good estimate of how long it will take to ship rewards. Otherwise, what will you tell your backers?

Every step, from payment to shipping, needs a clear schedule with buffer time for unexpected delays. Here is what you need to consider.

#8: Plan for payment processing

Allow two weeks for Kickstarter funds to clear after your campaign ends. Remember, Kickstarter takes a 5% cut, credit card companies take another 3%, and expect a 1-3% failed transaction rate. Remember: you probably can’t start manufacturing until the funds clear.

#9: Make time for manufacturing

Add a 25-30% buffer to your manufacturer’s estimated production time. This covers unexpected delays and keeps you on track. Clear communication with your manufacturer is crucial to manage timelines effectively.

#10: Plan around freight shipping

Work with a reputable logistics provider for timely transportation. Add buffer time for unexpected delays like bad weather or disruptions. Sometimes, freight shipping is delayed for completely unforeseeable reasons, so be sure to pad any estimates you receive to account for that as well.

#11: Don’t forget about clearing customs

Factor in time for customs clearance in destination countries. Customs processes can vary, so research the specific requirements for your product. This helps avoid delays and ensures smooth international shipping.

In the past, creators could get away with the assumption that customs clearance would take at least two weeks. But for certain product categories, this would often take much longer.

However, with recent changes to tariffs and the de minimis exemption, this is no longer the case. That is, packages of less than $800 can no longer reliably be imported into the US without customs or tariff charges.

As a result, customs clearance for your campaign may take weeks or months. Postal carriers are handling customs for far more US-bound packages that was previously the case. Eventually, we will see a new normal develop, but we’re not there yet as of September 2025.

Also note that tariff rates may change quickly. Check your product’s HS code classification and estimate tariff costs early so you don’t get surprised after your goods ship.

#12: Line up order fulfillment

Make sure you account for time spent receiving, unpacking, and preparing products for shipping. If using a fulfillment center, make sure they are prepared to handle your inventory.

How long this will take will depend heavily on how many orders you need to ship. Ask your fulfillment center(s) for estimates if you are working with them.

If you are shipping on your own, plan on sending out about 100 orders per full workday.

Part 4: Book freight

Booking freight for your Kickstarter project isn’t just about getting products from point A to point B. It’s about timing, cost, and efficiency.

Here’s what you need to consider.

#13: Choose freight options

First, decide between a freight broker or a freight marketplace based on your needs. Then, consider sea, air, and rail shipping options, balancing cost and speed. This choice impacts your shipping efficiency and costs, so choose wisely.

#14: Understand incoterms

Next, familiarize yourself with incoterms. These terms define seller and buyer responsibilities in the shipping process. Choosing the right terms minimizes risks and ensures smooth customs clearance.

Put plainly, incoterms tell you who does what when it comes to freight shipping.

Please note that tariffs are separate from shipping fees but can heavily impact your total landed cost. When booking freight, double-check how your incoterms handle customs duties—especially if you are responsible for paying tariffs. Plan for tariff costs early to avoid unexpected cash flow problems during delivery.

#15: Prepare documentation

Make sure all necessary customs forms and invoices are ready. Accurate documentation helps avoid delays and complications during transit. Work closely with your logistics provider to keep all paperwork in order.

#16: Track shipments

Use your logistics provider’s tracking system to monitor shipments. Stay informed about your shipments’ progress and be prepared to address any unforeseen challenges. You may not be able to do anything with this information, but it will likely settle your nerves while you wait.

Part 5: Find a fulfillment center

Choosing the right fulfillment strategy is really important to shipping a Kickstarter on-time. Self-fulfillment offers control but doesn’t scale well with larger campaigns.

For larger campaigns, hiring a fulfillment center helps with efficient processing and shipping. But if you choose to work with one or more fulfillment centers, you need to make sure they have experience in crowdfunding.

Here are some things to consider when it comes to fulfillment.

#17: Consider self-fulfillment

Self-fulfillment is great for less than 250 orders, giving you direct control over quality control when it comes to shipping. If you choose to do this, purchase supplies in bulk and use a label printer to save on costs.

With low order volume, this is usually the cheapest and easiest solution. But it doesn’t scale well for thousands of orders and it also doesn’t work very well if you need to send a lot of international shipments. Be aware of these issues should you choose to ship your own orders.

#18: Hire a fulfillment center

If you don’t want to ship on your own, you can hire a fulfillment center. With large order volumes, fulfillment centers are much more efficient. They handle the picking, packing, and shipping for you so you can save your time.

If you have a lot of international shipments or you’re shipping at least 500 orders, at least consider reaching out to a fulfillment center to learn more. Look for fulfillment partners experienced with crowdfunding-specific needs like custom packaging requirements and the ability to handle “waves” of orders rather than steady daily volume.

Ask potential fulfillment partners about their experience with pledge managers, their process for handling damaged or missing items, and their communication standards for keeping you informed throughout the fulfillment process.

Part 6: Prep for international shipping

International shipping is tricky and expensive. But Kickstarter campaigns are usually international events, so you need to plan for it all the same.

Here are a few things that you will need to consider.

#19: Ship internationally from your own country

If your order volume is low, shipping directly from your home country is a straightforward option. However, be aware that customers might need to pay VAT and customs fees. This method is simple but may not be cost-effective for larger campaigns.

#20: Use delivery duty paid (DDP)

DDP shipping can enhance the backer experience because you pay duties and taxes on their behalf. This method is a good way to offer “EU-friendly” or “Australia-friendly” shipping even if you’re not working with fulfillment centers in those regions.

This can be a good way to simplify international logistics for your campaign, depending upon the customs and tariffs rules of the countries you are shipping into. But you should know—this is really expensive and if you have hundreds of orders to ship to those regions, then you need a better solution!

#21: Partner with international fulfillment centers

For high order volumes, partner with fulfillment centers in target regions. This reduces shipping costs and improves delivery times.

Managing multiple centers requires efficient coordination and logistics planning, it’s true. But if you are shipping thousands of orders and they’re spread out across the globe, this is probably the best way to do it.

Part 7: Prep for returns & complaints

Some of your rewards will get lost or broken in the mail. And some backers will simply be unhappy, despite your best efforts to satisfy them.

You need to have a plan to handle returns and complaints. Here are a few things to consider.

#22: Establish a return policy

Clearly define acceptable reasons and time frames for returns. Communicate this policy on your campaign page and with backers. A well-defined return policy helps manage expectations and handle returns smoothly.

#23: Efficiently process returns

Efficient processing of returns will keep backers happy. Make sure it is easy for them to get in touch with you if something goes wrong. Then make sure you have stock to send out as a replacement, if that is necessary and appropriate.

#24: Address backer complaints

Today’s Kickstarter backers expect more sophisticated customer service than in the platform’s early days.  So be sure to set up dedicated channels for backers to voice their concerns as needed.

Respond promptly and transparently to complaints. Demonstrating empathy and responsiveness builds trust and ensures a positive experience for backers. It would also be a good idea to create template responses for common issues, as long as you take the time to personalize them for each situation.

Document recurring problems to identify systemic issues in your fulfillment process. You may not be able to make changes after the fact, but it can make it easier to do things well in your next launch.

Part 8: Collect addresses for your Kickstarter campaign

Choosing the right method to collect addresses is an important part of handling fulfillment. Options include using Kickstarter’s built-in survey tool or a pledge manager, either shortly after the campaign or right before fulfillment.

If you’re looking up “how to fulfill a crowdfunding campaign”, then here are some things you should know about this part of the process.

#25: Choose to use a pledge manager or Kickstarter’s built-in survey tool

There are two ways you can collect addresses. You can either use a pledge manager like BackerKit or you can use Kickstarter’s built-in survey tool.

Kickstarter surveys can only be sent one time. So if you send it too early and collect address information, people may forget to update it when they change addresses. Kickstarters take a long time to manufacture and fulfill, so this problem can cost you a lot of money.

Similarly, if you choose not to use a pledge manager, then you will need to collect shipping fees upfront via Kickstarter pledges. That means you need to be able to accurately estimate shipping costs at the time of the campaign. Plus, you will pay Kickstarter’s 5% fee on any shipping fees collected.

Even with these issues, it might still be worthwhile to use Kickstarter to collect address information. After all, using a pledge manager means you and your backers need to use separate software. Depending on the nature of your campaign, that might not be something you want to do.

#26: Decide when to collect shipping addresses and charge for shipping accordingly

Whether you use Kickstarter’s built-in survey tool or a pledge manager, it’s best practice to collect addresses late. That way, people won’t send in their address, move, and forget to tell you. This cuts down on lost shipments and the costs associated with that.

#27: If using a pledge manager, upsell and cross-sell

If you do happen to use a pledge manager, you should know that you can upsell and cross-sell in the pledge manager. Even if you don’t have other products to ship, you can still ask people if they want to increase the quantity of items they are buying. It’s an easy way to increase your sales revenue.

Part 9: Understand Kickstarter funds release and fees

When you successfully fund, you don’t walk away with 100% of the funds the minute you fund. Here is some of the fine print information you should know about before you launch.

#28: Know when Kickstarter releases funds

Kickstarter releases funds about 14 days after the campaign ends. This delay allows for transaction processing and addressing potential issues, ensuring all funds are finalized before release.

#29: Account for Kickstarter and payment processing fees

Kickstarter takes a 5% fee, plus 3-5% for payment processing. Handle shipping separately, such as through a pledge manager like BackerKit, to save on fees. Understanding how these fees work can help you plan your budget and manage campaign finances effectively.

Final Thoughts

Kickstarter is an amazing way to raise funds for new products. It’s one of the best ways to build up a community and see how far your product ideas can go.

Kickstarter reward fulfillment can be tricky. There’s no denying that. But if you know how the basic processes work, then it’s fair to say that you know how to fulfill a crowdfunding campaign!

We hope this guide has given you all the information you need to confidently launch.

Running a small business can be a disorienting, confusing experience, regardless of how much experience you have. It’s tough to know where to turn for timely and useful information, reliable data, and time-saving software.

That’s why in this week’s post, we’re going to share some of our favorite helpful websites for small business owners. They range from government agencies such as the Small Business Administration to informative blogs like The Balance Small Business to software like Trello.

34 Helpful Websites Small Business Owners Should Bookmark

1. BizFilings

Looking to start your business for the first time? The paperwork can be intimidating, especially if you’re not familiar with the process. BizFilings can help streamline the process of getting set up.

This site helps you fill out the forms needed to create a sole proprietorship, partnership, LLC, or other type of business. It doesn’t stop there, though. It will also help you choose the right type of business.

2. SCORE

SCORE is a network of expert business mentors who work on a volunteer basis. They’ve been around since 1964, have mentored over 11 million entrepreneurs, and are a resource partner of the Small Business Administration (SBA).

According to their website, they provide the following services:

• Mentoring with experienced entrepreneurs.
• Webinars and courses on demand on subjects such as marketing and finance.
• A library of online resources which includes blogs, templates, guides, checklists, and more.
• Local events to allow entrepreneurs to meet up.

3. Small Business Administration

Created in 1953, the Small Business Administration (SBA) was established to help small businesses succeed. Like SCORE, the SBA offers a number of different services including:

• Free business counseling
• Guaranteed business loans
• Home and business disaster loans
• Access to bidding opportunities for federal contracts

4. Bureau of Labor Statistics

If you need statistics on the economy or a certain industry, one of the first places you should check is the Bureau of Labor Statistics (BLS). This government agency provides statistics on pricing, employment/unemployment, compensation, working conditions, and productivity.

You are likely familiar with some of their work, which includes, just for starters:

• Consumer Price Index
• Unemployment Rate
• Consumer Expenditure Survey

5. HubSpot

HubSpot is best known for being a customer relationship management software, akin to a free version of Salesforce. However, arguably the best thing that this company has done for small businesses is found on the Resources section of their website.

Suffice it to say, if you can think of any problem that small businesses face, HubSpot has written a very detailed article about it. Examples at the time of writing include:

• How to Write a Blog Post: A Step-by-Step Guide [+Free Blog Post Templates]
• The Social Media Content Calendar Template Every Marketer Needs [Free Template]
• How to Create a Sales Plan: Template + Examples

6. The Balance Small Business

Similar to HubSpot, the Balance Small Business has written about nearly every issue you can imagine a small business owner running into. Examples from their blog at the time of writing this post include:

• 5 Ways CEOs Can Encourage Employees to Bring Their Whole Selves to Work
• 63 Small Business Ideas to Start in 2024
• Reduce Your Business Expenses With This $30 Microsoft Office Alternative

7. Entrepreneur

Of all the major magazines and papers dedicated to business and finance, Entrepreneur is the one best tailored for small business owners and entrepreneurs. While HubSpot and The Balance Small Business are better for long-form, specific instructional guides, Entrepreneur provides more timely news information.

8. Google Trends

We mentioned this in our marketing research video.

Google Trends may be my favorite way to conduct market research. The basic idea is simple: Google keeps count of what people search, as well as when they search and where they search from. In practice, this means that you can plug in all kinds of words to see if people are interested enough to Google them.

9. Legal Zoom

If you need to create simple, routine legal documents, Legal Zoom is a good resource to remember. One of their most well-known services include business formation documents, but they also handle wills/trusts, and intellectual property filings.

10. Legal Shield

LegalShield provides small businesses with affordable access to legal services through a monthly membership model. For a flat monthly fee, you get access to attorneys who can help with contract reviews, legal letters, debt collection, and general business legal advice.

This is particularly valuable for small businesses that need occasional legal guidance but can’t afford to keep a lawyer on retainer. LegalShield attorneys can review vendor agreements, employment contracts, and help with regulatory compliance issues. They also provide legal forms and document templates that are regularly updated to reflect current laws.

11. Trello

If you’ve never used Trello before, it can be difficult to explain exactly why it’s so useful. In short, Trello is a digital kanban board. If you’re not familiar with the concept, it’s simple: tasks are written on sticky notes and put into columns such as “to-do”, “doing”, and “done.”

Trello lets businesses easily organize tasks by allowing businesses to create an infinite number of these boards. Individual tasks can be assigned to users with due dates. You can also store notes and checklists within each task as well.

This is really just scratching the surface, too. Trello power-ups add a lot of functionality to boards. Best of all, Trello is free up to a point, though many of its most complex features require a monthly plan.

12. Salesforce

Salesforce is the most popular customer relationship management (CRM) platform. If you’re not familiar with the concept, it can be difficult to explain. Suffice it to say, a CRM can help you coordinate your marketing, sales, and service around clients or customers and their unique needs.

Relationship marketing is really difficult to do well, but it’s one of the most important tools that marketers – especially small business marketers – have at their disposal. Salesforce can help you track all the information you need to maintain productive and positive business relationships.

13. Shopify

Shopify is one of the most popular ways for small businesses to start a store. The basic idea is that Shopify makes it very easy to set up a good-looking, well-run store.

We’ve talked a lot about how to use Shopify in our other articles, listed in our eCommerce growth tips guide.

14. Wix

If you need to set up a website, but not necessarily a store, Wix is great option. One of the best parts about Wix is that you have nearly complete freedom to make any kind of website you want with their drag-and-drop editor.

15. Freightos

We’ve talked about how to use Freightos before in a prior post. To reiterate what we said earlier:

One of the most disorienting parts of running a business is freight shipping. Oftentimes, you have to have your items manufactured in another country, or at least another part of the country. As recently as 10 years ago, getting goods from point A to Point B would have involved calling a freight broker. That’s just not the case anymore.

Freightos is a freight shipping marketplace. Basically, in the same way that Kayak helps you book flights, hotels, and rental cars, Freightos helps you book shipping by air, sea, road, and rail.

This is especially useful now, as new tariffs and trade policy shifts have made international freight pricing more volatile and harder to predict. Freightos gives small businesses transparency and flexibility to get through those fluctuations.

16. Payability

If you’re used to waiting weeks or months before getting payouts, Payability is a good website to keep in mind. Many businesses have trouble with cash flow, often having an insufficient amount of cash on hand to handle long stretches of expenses without revenue.

Payability can help smooth out cash flow problems by making your money available to you nearly immediately. They charge a modest fee of 0.5-1% for doing so, which can be worth the expense during an intense cash crunch.

This can be particularly helpful when global supply chain delays or new import tariffs increase inventory costs and strain your usual payout cycle.

17. Trustpilot

If you need to evaluate the quality of vendors you’ve never worked with before, Trustpilot is one of the best places to check. It’s no secret that online reviews are easy to game at this point, but Trustpilot does a better job of resisting that than most other sites.

Trustpilot creates a proprietary TrustScore for companies, which incentives companies to have a large number of recent reviews. Companies without a lot of reviews or with nothing but old reviews will not rank as highly as companies with recent, positive reviews.

Customers can see where reviews came from and they can also see why reviews were flagged. This gives you a chance to see if companies are trying to suppress bad reviews. On the flipside, Trustpilot gives businesses a good opportunity to plead their case and try to have bad reviews removed. Overall, it’s a remarkably fair system.

18. Slack

Slack is a simple chat room software that companies can use for free, with some paid features. It’s a good way to connect people across long distances. While the concept is nothing new, Slack is particularly popular because of its simplicity, ability to easily share files, and ability to integrate with other popular software.

19. Dropbox

Dropbox is a cloud storage app that allows you to keep all your work documents in one place. For business, they charge $15 per user per month for 5 TB of storage space. If you need more than that, you can have unlimited space for $25 per user per month.

20. QuickBooks Online

Small business accounting can be a big pain, but QuickBooks makes it easier. Their online app allows you to track expenses, create and send invoices, manage payroll, and run reports. Most accountants will work with the system too, so it’s easy to get a professional’s help if you use QuickBooks.

21. Better Business Bureau

The Better Business Bureau (BBB) has been around for over 100 years, and for good reason. The BBB grades businesses on a scale from A+ to F based on their trustworthiness. Like Trustpilot, it can be a good way to screen vendors for the quality of their service when you don’t have much info to go on otherwise.

22. Wave

Wave is a free accounting software that helps small businesses track their money. It’s great for managing invoices, expenses, and payments all in one place. Even better, it doesn’t require a lot of accounting knowledge to use.

23. Canva

Canva is a design tool that makes it easy to create professional-looking graphics. You can use it to design logos, social media posts, or even brochures. It’s user-friendly, with tons of free templates to get you started.

24. Klaviyo

Klaviyo helps small businesses create email marketing campaigns. Whether you’re sending newsletters or special offers, it’s simple to build and track emails. They also offer helpful tools like automated follow-ups and audience segmentation.

25. Fiverr

Fiverr is a marketplace where you can hire freelancers for small tasks. From graphic design to writing, you can find someone to do almost anything. Best of all, you set the price and timeline, so it’s flexible for any budget.

26. Moz

Moz is an SEO tool that helps small businesses rank higher on search engines like Google. It offers keyword research, site audits, and backlink analysis. With Moz, you can improve your website’s visibility and bring in more customers.

27. Trinet

Trinet is an all-in-one HR software for small businesses. It helps manage things like payroll, benefits, and employee records. If you’re looking to simplify HR, this tool can save you time and reduce paperwork.

28. Gusto

Gusto makes payroll and benefits easy for small businesses. It handles taxes, paychecks, and even direct deposits. With Gusto, you can make sure your employees get paid on time, while staying compliant with tax laws.

29. Hootsuite

Hootsuite helps you manage multiple social media accounts in one place. You can schedule posts, track performance, and respond to messages. For small businesses, it’s a time-saver that keeps your social media organized.

30. Upwork

Upwork is another platform where you can hire freelancers for all kinds of jobs. Whether you need a writer, developer, or virtual assistant, you can find them here. It’s perfect for outsourcing work without hiring full-time staff.

31. Square

Square lets small businesses accept payments easily, both online and in person. Their point-of-sale system is user-friendly and works on mobile devices. It’s a great option for shops, restaurants, or anyone needing simple payment solutions.

32. SimplyDuty

Tariffs, import duties, and taxes can eat into your margins fast. Even more so if you’re not calculating them correctly. That’s where SimplyDuty comes in.

SimplyDuty is a landed cost calculator that helps you figure out the full cost of importing goods, including customs duties, taxes, and shipping. It supports over 140 countries and integrates with Shopify, WooCommerce, and other platforms to automate duty calculation at checkout.

As recent changes in U.S. trade policy continue to affect import costs, SimplyDuty is a must-have for eCommerce businesses that source or sell internationally.

33. LastPass

Small businesses are prime targets for cyberattacks, with a huge amount of those breaches targeting small companies. LastPass is a password management tool that helps protect your business by generating and storing strong, unique passwords for all your accounts.

LastPass allows team members to securely share login credentials without revealing actual passwords. This is crucial when multiple employees need access to social media accounts, vendor portals, or business software. The business version includes features like two-factor authentication, security monitoring, and the ability to revoke access when employees leave.

34. Stripe

While Square works well for in-person transactions, Stripe is the preferred payment processor for online businesses. Stripe handles credit cards, digital wallets, and international payments with transparent pricing and no monthly fees.

What sets Stripe apart is its flexibility and developer-friendly features. It integrates easily with most eCommerce platforms and can handle complex payment scenarios like subscriptions, marketplace transactions, and multi-party payments. Stripe also provides detailed analytics and fraud protection tools.

For businesses selling internationally, Stripe supports over 135 currencies and handles tax calculations for different countries. This makes it incredibly helpful for eCommerce businesses looking to expand globally without getting having to figure out different payment processes for every country in the world.

Final Thoughts

We hope that you find this list of websites helpful in your small business journey! Notice any good websites we left off? Reach out on social media and let us know – we’d love to take your feedback and make this post even better!

Can you imagine trying to organize international trade without a standard code system? That’s why Harmonized System Codes—HS codes, for short—exist: to standardize the classification of goods for international trade.

HS Codes were first introduced in 1988 by the World Customs Organization (WCO). Despite the technical sounding name, HS Codes have helped detangle a really complicated logistical problem.

Today, this system is more critical than ever. As of late, U.S. tariff policy has seen some major changes. Coming along with that are an increase in global trade disputes and large changes to free trade agreements (FTAs).

That means that even small changes in code classification can dramatically affect duty rates, compliance requirements, and, ultimately, your bottom line. Whether you’re importing electronics, textiles, or raw materials, the correct HS Code isn’t just a formality. More than ever, it can make or break your margins.

HS Codes help countries efficiently trade goods and calculate duties owed for imports and exports. In this guide, we’re going to talk about what you need to know about HS Codes in order to trade goods internationally.

Understanding HS Codes

As mentioned above, HS Codes are used globally to identify and categorize products for customs and trade purposes. But let’s break that down a bit further.

What Are HS Codes?

HS Codes are numerical codes used to classify products in international trade. Each code consists of six digits: the first two digits represent the product category. The next two indicate the subcategory. The final two further specify the product. This system makes it easy to have uniform classification across borders.

For example, 0101.21 classifies “live horses, purebred breeding animals.” No matter where you are, 0101.21 always means the same thing.

Many countries expand on the six-digit HS Code to create more detailed tariff codes. For example, the United States uses the Harmonized Tariff Schedule (HTSUS), which adds four more digits to specify duty rates and trade treatment in more detail.

How HS Codes Work in Global Trade

HS Codes standardize product classification worldwide. That way, countries can seamlessly trade with one another.

Accurate codes are essential for compliance with international trade regulations. Incorrect codes can lead to delays, fines, and even seizure of goods. Using the right codes helps businesses clear customs without a hassle.

This is so important in today’s more heavily tariffed world. Put plainly, improper classification can have even broader consequences. If your product falls under a newly tariffed category—due to Section 301 tariffs on Chinese goods, Section 232 tariffs on steel and aluminum, or retaliatory tariffs from other countries—you could face unexpected duties of 10% to 25% or more.

This is not something you’ll want to gloss over. Even minor misclassifications can significantly inflate your landed costs or expose your business to audits and penalties.

These compliance challenges have become even more critical due to recent policy changes.

The New Reality: Widespread Tariffs and Eliminated De Minimis

The normal day to day operations of trade changed a lot in 2025. The elimination of the de minimis threshold means that virtually all U.S. imports now undergo customs scrutiny and potential duty assessment, regardless of value. Previously, small shipments under $800 could enter the U.S. duty-free without formal entry procedures. Now, even a $10 item requires proper classification and may be subject to tariffs.

This change particularly impacts eCommerce businesses and small importers who previously relied on the de minimis exemption. Every package now needs accurate HS code classification, proper documentation, and duty payment where applicable. The administrative burden has increased exponentially for businesses that ship many small packages.

Simultaneously, tariffs have become more widespread and complex. Where free trade was previous the status quo, we now see broad-based tariffs, retaliatory measures, and changing trade relationships. What was once a predictable environment has become a maze of changing rates, temporary measures, and country-specific restrictions.

Using HS Codes for Goods Classification

To classify goods with HS Codes, follow these steps:

1. Identify the Product’s General Category Begin by identifying the general category your product falls into. For example, if you’re importing shoes, you’ll start by looking under categories related to footwear.
2. Find the Corresponding Chapter Use the Harmonized Tariff Schedule (HTS) to find the corresponding chapter for your product’s category. The first two digits of the HS Code represent this chapter. For instance, shoes might fall under chapter 64.
3. Narrow Down to the Specific Heading and Subheading Next, narrow down within that chapter to find the specific heading and subheading. The next four digits will provide more detail. For example, 6403.59 would be for “other footwear with outer soles of leather.”
4. Verify the Code in the HS Code Database Finally, verify the code using an HS Code database to ensure accuracy. You can use online HS Code search tools, consult with customs experts, and refer to the product’s specifications for precise classification. For example, websites like the WCO’s HS database or your national customs website can be invaluable resources. Some businesses also use duty calculators like SimplyDuty to preview how different classifications may affect final landed cost under different tariff schedules.

Accurate classification helps you comply with international trade regulations. And that can help you avoid costly errors in duties and taxes.

Impact on Tariffs and Taxes

Correct HS Code classification directly affects tariff rates and import taxes. Accurate codes ensure that the right duties are applied, preventing overpayment or underpayment.

Misclassification can lead to nasty financial surprises, such as unexpected tariffs or penalties. For example, classifying electronics as clothing can result in higher duties and fines, impacting the overall cost and profitability of imports.

Imagine accidentally classifying a high-end smartphone as a basic mobile device. The resulting tariff discrepancy could be substantial, leading to unexpected costs.

Strategic Classification in a High-Tariff Environment

With widespread tariffs now affecting numerous product categories, strategic HS code classification has become crucial for maintaining profitability. Businesses should conduct regular “tariff mapping” exercises to understand how different classifications affect their landed costs.

Some companies are restructuring their supply chains based on HS code implications. For example, sourcing components separately rather than finished goods, or modifying product designs to qualify for lower-tariff classifications. This requires close coordination between procurement, compliance, and product development teams.

Consider creating classification decision trees for complex products that could potentially fall under multiple HS codes. Document your reasoning thoroughly, as customs authorities are increasingly scrutinizing classifications. The difference between similar codes can mean the difference between a 0% duty rate and a 25% tariff, making this one of the most impactful business decisions you can make.

All this to say, it is becoming increasingly smart for businesses to pursue a strategy of “design for tariff reduction.” And that applies not just to sourcing, but to manufacturing and even product design itself.

Legal and Compliance Considerations

Incorrect code usage can lead to legal issues, including fines, penalties, and shipment delays. To avoid these problems, stay compliant by:

• Regularly Updating HS Code Knowledge. Stay current with changes in HS codes, as they are periodically updated to reflect new products and trade patterns.
• Using Professional Resources and Tools for Classification. Use tools and services from customs brokers and trade consultants who specialize in HS code classification.
• Keeping Detailed Records. Keep detailed records of classifications and corresponding documents. For example, keeping a log of how each product was classified and the rationale behind it can be critical in case of an audit.

Again – can’t stress this enough – accurate code usage is very important for legal compliance and smooth customs clearance.

Advanced Uses of HS Codes

Beyond basic classification, HS Codes are valuable for in-depth trade analysis and optimizing logistics. You may be able to use this information to help your business in ways that go beyond just coordinating the movement of goods from one place to another.

Here are two common advanced use cases of HS codes:

#1: Trade Analysis and Market Research

Businesses use HS Codes to analyze trade patterns, identify market trends, and plan strategically. By examining trade data categorized by HS Codes, companies can assess demand, competition, and market potential.

Tools like the International Trade Centre’s Trade Map and the World Bank’s World Integrated Trade Solution (WITS) provide lots of detailed information. That information, in turn, can be used for strategic planning and market research. As you’d expect, the businesses that use this information can make more informed decisions.

For example, if a company wants to expand into a new market, analyzing trade data with HS Codes can reveal the demand and competition landscape, helping to shape their strategy.

#2: Optimizing Logistics and Supply Chain

HS Codes streamline logistics and supply chain operations by ensuring accurate documentation and compliance. HS Codes help logistics providers manage inventory efficiently and optimize shipping routes. That helps keep up overall supply chain efficiency and cut costs.

As an example, using the correct HS Codes can speed up customs processing. That means shipments move swiftly through ports and reach their destinations on time, ultimately saving money and improving customer satisfaction.

Final Thoughts

Understanding HS Codes is important if you want to be successful in international trade. These codes standardize product classification. If you know where to look, you’ll see these codes come up in a ton of different places, affecting tariffs and customs procedures, not to mention trade statistics.

Accurate classification on your end will prevent costly errors, guarantee compliance, and optimize logistics. Using HS codes properly, and really understanding what they mean, can streamline your import/export processes, reduce delays, and improve overall efficiency.

Further Resources

For more information on HS Codes, check out:

• World Customs Organization (WCO)
• Harmonized Tariff Schedule (HTS)
• International Trade Centre’s Trade Map
• World Integrated Trade Solution (WITS)

Frequently Asked Questions

How do U.S. tariffs affect my imports?

Tariffs are extra taxes placed on imported goods. If your product falls under a tariffed category, you’ll have to pay more to bring it into the U.S. The amount depends on the product’s HS Code and the current tariff rules.

What is the Section 301 tariff?

Section 301 tariffs are extra taxes the U.S. placed on certain goods from China. They affect thousands of products, from electronics to furniture. If your goods are listed, you’ll pay additional duties on top of the normal import taxes.

Can I get out of paying extra tariffs?

Sometimes. Certain products qualify for tariff exemptions or lower duty rates under programs like Section 301 Exclusions or Free Trade Agreements (FTAs). You’ll need to double-check your product’s HS Code and eligibility to see if you qualify.

How can I find out if new tariffs apply to my products?

You can check the U.S. International Trade Commission (USITC) website or consult with a customs broker. They can help you stay updated on changes to tariff schedules and trade agreements that might impact your goods.

What is the difference between HS Codes and Tariff Codes?

HS Codes are a global classification system used to categorize traded products. They are used worldwide to classify products for trade. Tariff codes, specific to each country, have extra digits beyond the standard six-digit code. These additional digits offer more detailed duty rates and statistical information.

How often are HS Codes updated?

The World Customs Organization updates the codes every five years to keep up with technology, trade practices, and new products. The next update is in 2027.

Can the same product have different HS Codes in different countries?

The first six digits are universal. However, countries can add more digits to further categorize products based on their specific requirements. This may result in variations in classification.

How do I find the correct HS Code for my product?

To find the right code for your product, check the official database from customs or trade authority in your area. You can also use online tools to find the code based on product descriptions.

What happens if I use the wrong HS Code?

Using the wrong code can cause problems with tariffs, leading to paying too much or too little. It can also cause delays in customs, fines, and legal issues. Proper classification is important for following rules and making customs go smoothly.

“You need to bring your own audience to Kickstarter.” You’ve probably heard that advice if you’re planning on launching a campaign soon. But how do you exactly market your Kickstarter before launch?

It’s not just about “building an email list” or “posting on social media.” There’s nothing wrong with those strategies, but without a larger plan and more context, they probably won’t work.

If you want to know how to market a Kickstarter campaign, the first thing you should know is that you need a holistic strategy. To build an effective marketing plan, you need to combine many different methods to succeed.

To help inspire you to succeed in your campaign launch, we’ve compiled a list of 24 proven strategies to help you build anticipation and attract backers.

Pre-launch Planning

The best time to market a Kickstarter launch is months before you go live. Anyone who wants to know how to market a Kickstarter campaign should keep this in mind at all times!

Here are some ways you can get a jump-start on pre-launch marketing planning. That way, you can get started even while you’re hammering out the details of your product.

#1: Build an email list.

Create an email list of interested potential backers. Use signup forms on your website and social media to collect email addresses. Send regular updates and exclusive previews to keep your audience engaged and excited about your upcoming launch.

For example, send a bi-weekly newsletter with behind-the-scenes photos, sneak peeks of your product. You can even give out special early-bird offers that make your subscribers feel like VIPs.

#2: Create a teaser website.

Develop a teaser website to showcase your project. Include compelling visuals, a brief description, and an email signup form. A teaser site builds curiosity and allows you to capture leads who are interested in your campaign.

For instance, you can add a countdown timer to your launch date, a gripping video introduction, and testimonials from influencers or beta testers who have tried your product.

#3: Develop a social media presence.

Establish your social media presence on platforms like Instagram, YouTube, and TikTok. Share engaging content related to your project to build a following. Consistent posting and interaction with your audience can help create a loyal community before your launch.

Post regular updates, like development milestones, fun facts about your team, and polls to get feedback from your audience. Don’t forget to engage with comments and messages to build a strong connection with your followers.

#4: Produce a pre-launch video.

Create a short video to introduce your project and its goals. Share this video on your website, social media, and email list. A well-produced video can make people excited and clearly explain your project’s value.

Good pre-launch videos have the following qualities:

1. They’re visually appealing.
2. They tell compelling stories.
3. The purpose of the project is clearly explained.
4. They show the product in action.
5. When available, good videos have testimonials and reviews.
6. They end with a clear call to action like “join my email list” or “follow on social media for updates.”

#5: Validate your concept with beta testing.

Before finalizing your campaign, recruit beta testers to try your product and provide honest feedback. Document their experiences through video testimonials, written reviews, and usage data.

This validation serves dual purposes: it helps you refine your product and provides authentic social proof for your campaign.

Beta tester testimonials are particularly powerful because they show real people using and benefiting from your creation, addressing potential backers’ skepticism about whether your product actually works as promised.

Content Creation

High-quality content can attract attention and keep potential backers interested. Focus on creating engaging and informative materials that will draw in your audience. That will get them invested in your project’s story, not to mention its financial success.

#6: Write engaging blog posts.

Publishing blog posts about your project’s development, challenges, and goals can work wonders. Share these posts on your website and social media to attract readers and convert them into potential backers.

For example, write a detailed post about the journey from concept to prototype, including the obstacles you overcame and the breakthroughs you achieved. Use an engaging tone, sprinkle in some humor, and don’t shy away from showing your passion for the project.

#7: Design eye-catching graphics.

Create visually appealing graphics to share on social media and your website. High-quality images can capture attention and make your project stand out. Use these graphics to highlight key features and benefits of your project.

For instance, design infographics that break down complex information into digestible, visually striking pieces. Use bold colors, clear icons, and concise text to convey your message effectively.

#8: Record behind-the-scenes videos.

Show the making of your project with behind-the-scenes videos. Share these clips to give your audience an inside look at your process. Authentic, behind-the-scenes content can build a stronger connection with your audience.

One way you could do this is by filming a day in the life of your team. You can show brainstorming sessions, prototype testing, and the fun, candid moments that happen along the way. Transparency makes backers feel like they’re part of the journey.

Community Engagement

Building a community around your project is key for a successful Kickstarter launch. Talk to your audience to earn support and loyalty early on. That way, when launch day comes, you’ll be bringing your own entourage.

#9: Host a virtual launch event.

Organize a virtual event to announce your project and engage with potential backers. Use platforms like Zoom or Facebook Live to host your event. A launch event can drum up excitement and allow direct interaction with your audience.

For example, plan a live demo of your product, followed by a Q&A session where attendees can ask questions and get immediate responses. Offer exclusive perks or early bird discounts to attendees to encourage participation.

#10: Conduct webinars or live Q&As.

Host webinars or live Q&A sessions to discuss your project in detail. Answering questions and providing insights can build trust and interest. These sessions allow you to address potential backers’ concerns and showcase your expertise.

One way you could do this is by scheduling a series of weekly webinars covering different aspects of your project. You could talk about design one week, functionality the next, and future plans in another. Promote these sessions on your social media and email list to maximize attendance.

#11: Participate in relevant online forums.

Join online forums and communities related to your project’s niche. Share your project and engage in discussions. Active participation in relevant forums can help you reach a targeted audience and gain valuable feedback.

Let’s say your project is a new tech gadget. You could join forums like Reddit’s r/gadgets or tech enthusiast communities on Facebook. Share updates, ask for opinions, and respond to comments to build a rapport with potential backers who are passionate about your niche.

But word to the wise: make sure these communities are OK with self-promotion. Both subreddits and Facebook groups have different rules and norms around business use. You want to make sure you fit in.

#12: Collaborate with influencers.

Partner with influencers who can help promote your project to their followers. Influencers can provide credibility and expand your reach. Collaborations can include reviews, shoutouts, or co-hosted events to draw attention to your campaign.

For instance, if your project is a tech gadget, collaborate with a popular tech YouTuber to review your product. They can demonstrate its features and benefits, reaching thousands of potential backers in a single video.

Additionally, consider doing an Instagram Live with an influencer. On that livestream, you could both discuss the project and answer live questions from viewers. This kind of direct engagement can significantly boost interest and trust in your campaign.

#13: Announce an official launch date.

Set and announce an official launch date for your Kickstarter campaign. Use your email list, social media, and website to spread the word. A clear launch date creates a sense of urgency. Plus, it allows potential backers to mark their calendars.

Once a date is chosen, it gives you new options for content creation too. For example, you could create a series of countdown posts on Instagram. Or you could send a series of emails with teasers leading up to the launch. You could also create a Facebook event for your launch date, inviting your community to join and stay updated on the latest news.

#14: Build strategic partnerships with media contacts.

Develop relationships with journalists, bloggers, and industry publications months before your launch.

Research writers who cover products in your category and engage with their content authentically. Share their articles, comment thoughtfully, and build genuine connections rather than immediately pitching your product.

When you do reach out about your campaign, you’ll be a familiar name rather than cold outreach. Create a media kit with high-resolution images, product specifications, founder bios, and key talking points to make journalists’ jobs easier when they decide to cover your story.

Strategic Outreach

Talking with people in your own community is great, but if you want to know how to market a Kickstarter campaign to a wider audience, you need to do some outreach. This is how you connect with more people and gain valuable exposure. Use these methods to expand your reach and attract potential backers.

#15: Partner with complementary brands.

Collaborate with brands that complement your project. Joint promotions and cross-marketing efforts can introduce your campaign to new audiences. Partnerships can provide mutual benefits and increase your project’s visibility.

For instance, if you’re launching a new eco-friendly backpack, partner with a sustainable clothing brand. You can co-create a bundle deal or host a giveaway on both brands’ social media accounts.

This way, you tap into each other’s customer bases. This is an easy way to expand your reach and draw more attention to your Kickstarter.

#16: Do some guest posting.

Write guest posts for popular blogs in your niche. Share insights about your project and include a call to action for your Kickstarter campaign. Guest posting can help you reach new readers and drive traffic to your campaign page.

For example, if your project is a health and wellness product, write a guest post for a well-known fitness blog. Share your story, the problem your product solves, and why you’re passionate about it.

Include a link to your Kickstarter at the end, encouraging readers to support your campaign.

#17: Send out press releases.

Distribute press releases to announce your upcoming Kickstarter launch. Target media outlets that cover your industry. Press coverage can generate buzz and lend credibility to your project, attracting more potential backers.

For instance, if you’re launching a new tech product, send a press release to tech news websites and magazines. Highlight the unique aspects of your product, your campaign launch date, and how backers can get involved.

You can do this by reaching out directly to media outlets like local TV and radio. For this, HARO and Qwoted can be good ways to get in touch. Otherwise, you can use PR firms like EIN Presswire for widespread press release distribution.

A well-written press release can lead to articles, features, and interviews that boost your project’s visibility. But do note – the best results come from building real relationships with reporters. That will take more time than sending basic press releases in bulk.

#18: Schedule interviews on podcasts.

Appear on podcasts relevant to your project’s niche. Share your story and details about your Kickstarter campaign. Podcast interviews can help you reach a dedicated audience and build a personal connection with potential backers.

If you’re launching a new board game, get interviewed on a popular gaming podcast. Discuss your inspiration, the game’s mechanics, and what makes it unique.

Sharing your passion and vision directly with listeners can create a strong emotional connection. That motivates folks to support your campaign.

It’s worthwhile to note that podcasters also tend to be connected with other industry pros. If you hit it off with the podcasters, you might find yourself talking to other movers and shakers in the industry.

Advertising and Promotions

Advertising and promotions can boost your campaign’s visibility and attract more backers. While nothing beats organic reach, some smart use of paid media can really help you spread the word quickly. Here are some tips on how to do that.

#19: Run targeted social media ads.

Create targeted ads on platforms like Facebook and Instagram. Focus on reaching people who are likely to be interested in your project. Social media ads can drive traffic to your campaign page and increase backer conversions.

Let’s say you’re launching a new fitness gadget. In that case, you could target ads towards fitness enthusiasts, gym-goers, and health-conscious individuals. Use eye-catching visuals, compelling copy, and a strong call to action to grab attention.

Experiment with different ad formats like carousel ads, video ads, and stories to see what works best.

When in doubt, start slow. Revise your ads until you find something that wins leads for a low cost. Then you scale up from there.

#20: Set up a referral program.

Encourage your audience to share your campaign by offering referral incentives. Reward them for bringing in new backers. A referral program can help spread the word and attract more supporters through word-of-mouth.

For example, offer a discount or a special perk for every backer someone refers to your campaign. Create a unique referral link for each backer so they can easily share it with their friends and track their rewards.

This not only motivates your existing backers but also expands your reach through their networks.

#21: Offer exclusive previews to early supporters.

Give early supporters exclusive previews of your project. This can include sneak peeks, early access to content, or special updates. Exclusive previews create a sense of involvement and appreciation, encouraging early backing.

For instance, send out a behind-the-scenes video or a first-look demo of your product to your email subscribers before the public launch. Make them feel like insiders with access to special content. This can make them more likely to support your campaign and spread the word.

Analytics and Feedback

Analyzing data and gathering feedback can help you refine your campaign. After all, it’s really just at technical way to listen to your backers.

With good data on your site, you can make your Kickstarter into something people can’t wait to back. Here are some strategies on how to be use feedback in a smart, effective way.

#22: Use A/B testing for your campaign page.

Run A/B tests on different elements of your campaign page. Good condidates for A/B tests include headlines, images, and calls to action. See which versions perform better.

It’s simple but it works – A/B testing can help optimize your page for maximum conversions.

Let’s consider one way you could do this right now. Start by testing two different headlines. See which one attracts more clicks. Run with the headline that performs best.

You can use the data from A/B tests to make informed decisions and improve your campaign’s performance.

#23: Gather feedback through surveys.

Send out surveys to your email list and social media followers to gather feedback on your project. People love sharing their opinions and you can use what they say to make improvements. This is the easiest way to figure out what’s stopping people from backing so you can address those concerns.

For instance, create a short survey asking about their first impressions of your project, what they like, and what they think could be better. Use this feedback to tweak your campaign and make it more appealing to your audience.

#24: Monitor and adapt to audience analytics.

Monitor metrics like traffic, engagement, and conversion rates. Adapting to your audience’s behavior and preferences can help you fine-tune your strategy and get more backers.

Let’s say you notice a spike in traffic from a particular social media post. You can figure out what made it so effective and replicate that strategy in future posts.

Keep an eye on where your backers are coming from and what content resonates with them the most.

Final Thoughts on How to Market a Kickstarter Campaign

Launching a Kickstarter campaign doesn’t happen overnight. You need a built-up marketing apparatus if you want to succeed.

Luckily, there are tons of ways you can build your audience. This article is nothing more than a list to help inspire you. That way, you can market your Kickstarter campaign in a way that feels natural to you!

Scaling an eCommerce store sounds amazing—more orders, more revenue, and a larger business overall. There’s a lot to like!

If you want to scale your store, you need to be able to fulfill orders. At first, you can ship your own orders. Then you might choose to hire one third-party logistics (3PL) partner to cut down on the work you have to do yourself.

But what do you do if your company is too big for just one 3PL to handle? What if you want to ship to an international customer base without spending a fortune? That’s where having multiple 3PLs—a 3PL network—comes in.

Of course, that idea itself raises a bunch of questions:

• How many 3PLs do you need?
• When is the right time to expand?
• How do you avoid making expensive mistakes?

Those are huge questions, so to help answer those, we’ve tapped into the expertise of Adayra Lopez, Vice President of Sales at InterFulfillment, a Canadian 3PL that we work with on a regular basis. She has been in logistics for decades and so we are happy to share her insights throughout this piece.

How many 3PLs do I need?

There’s no simple answer to this question. At a basic level, you need enough orders to meet each 3PL’s minimum order volume before even considering adding to your 3PL network. If you have a customer base in the US, Canada, Europe, and Australia but just 100 orders per month, you’re better off picking just one fulfillment center that can reach the most customers with the best price.

Adayra Lopez at InterFulfillment agrees that the answer is rarely one-size-fits-all. “For localized operations, a single 3PL may suffice,” she says. “But for businesses spanning multiple countries, engaging a specialized 3PL for each market often delivers better results.”

Having a solid multi-3PL strategy means you have to think about compliance, infrastructure, and market dynamics. “Each country has unique shipping, customs, and tax regulations,” explains Lopez. For smooth operations with minimal delays, she suggests “partnering with a 3PL knowledgeable about local compliance.”

Geography also plays a defining role. Lopez points to Canada as an example: “Canada’s vast geography and dispersed population require optimized routing and strategically located fulfillment centers.”

In the U.S., the logistics situation is quite different. Lopez notes that “the U.S.’s dense infrastructure supports faster deliveries with a broader carrier network.Local expertise is especially important when it comes to last-mile delivery. “Regional 3PLs leverage strong relationships with local carriers to secure better rates, enhance delivery speeds, and streamline reverse logistics.”

Her recommendation is to focus on assigning a single trusted 3PL to manage all orders within each market. “This reduces complexity, optimizes inventory based on demand, minimizes costs, and simplifies communication,” says Lopez. This analysis lines up neatly with what we’ve observed at Fulfillrite as well.

How do I know it’s the right time to expand the 3PL network?

Scaling your 3PL network too early is an expensive mistake. As a guiding principle, Lopez suggests taking action if you see “a significant uptick in orders from a new country or region.”

Another red flag is declining delivery performance. “Longer shipping times, rising costs, or a drop in customer satisfaction may indicate the need for a local fulfillment partner,” Lopez adds. These issues can erode customer trust and lead to lost sales—a risk no growing business can afford.

It’s also worth considering compliance here as well, with Lopez saying that “if compliance requirements in new markets are too complex to manage internally, local 3PLs with expertise in those areas can help streamline operations.” This is particularly important as laws and regulations vary widely between regions.

Knowing when to add a 3PL to your network, in other words, is very similar to making the decision to work with a 3PL in the first place.

How do I choose the right 3PL for each region?

Prioritize expertise, location, compliance, and technology when evaluating potential partners, says Lopez. “A 3PL with deep regional knowledge can navigate location-specific logistics challenges, such as geographic constraints, customs clearance, and local carrier partnership.”

She further clarifies, saying that “for example, in Canada, fulfillment centers near Toronto or Vancouver act as strategic hubs, providing brands access to key markets and other regions across the nation,” she says. In the U.S., fulfillment centers on both coasts are critical for nationwide coverage.

Local expertise doesn’t end with logistics. “Understanding consumer preferences in a region helps optimize packaging, delivery times, and even reverse logistics,” Lopez notes.

On the subject of compliance, Lopez recommends that you “select 3PLs with expertise in local regulatory requirements, such as customs clearance, tax policies, and product labeling.”

Technology is also very important, with Lopez recommending that store owners “look for features like inventory management systems, real-time order tracking, and simplified returns processing.” And, indeed, juggling multiple 3PLs will require each partner to play nice with your inventory system—so make sure you can count on that being the case.

In addition to all the above, be sure to do your due diligence when it comes to reviews, investigating prices, and making sure your potential partners are good communicators.

How does working with multiple 3PLs affect delivery time, cost, and customer service?

Expanding your eCommerce fulfillment network by partnering with multiple 3PLs—each tailored to a specific region or country—can radically overhaul your operations. As Lopez puts it, this approach provides tangible benefits in three key areas: delivery times, costs, and customer satisfaction.

Lopez points out that local fulfillment means inventory “is closer to end customers, reducing transit times.” In practical terms, this means faster shipping, which is critical as customer expectations for quick delivery continue to rise.

Regional expertise also plays a pivotal role in cost optimization. “Partnerships with local carriers minimize shipping costs and overhead expenses,” Lopez explains. A 3PL that knows the intricacies of a region’s logistics can streamline operations, saving money without compromising quality.

The natural result of faster shipping at better prices means happier customers. “Faster delivery and more efficient returns handling improve the overall customer experience,” she notes. This combination of speed and efficiency can boost customer loyalty, which is table stakes for scaling an eCommerce operation.

That doesn’t mean that managing multiple 3PLs is without its challenges, though. Keeping all 3PLs working together “requires robust coordination and seamless technology integration to maintain consistency across the network,” says Lopez. Without a unified system, the benefits of localized logistics can quickly turn into operational headaches.

Lopez emphasizes the importance of selecting the right partners. “To simplify operations and ensure optimal efficiency, it’s critical to partner with a single trusted 3PL within each country,” she advises. She points to Canada as an example, where 3PLs with warehouses in both Vancouver and Toronto provide quick access to major markets on both coasts.

What kind of technology do I need to manage multiple 3PLs?

Managing multiple 3PLs is a complex task that demands advanced technology to maintain efficiency and consistency. According to Lopez, businesses must prioritize tools that provide visibility into order fulfillment and inventory levels, integration with commonly used software, and data you can use to make informed decisions.

“Real-time access to inventory levels across all fulfillment centers ensures better stock control and quicker response times,” says Lopez. This kind of inventory visibility is tremendously helpful for avoiding overstocking or running out of popular products.

System integration is equally important. “Seamless integration between the business and 3PL platforms reduces errors and enhances communication,” Lopez explains. Without smooth data flow, issues like delayed order processing or miscommunication can arise, creating a laundry list of issues that ripple through the supply chain.

Lopez also points out that having quality data can make it much easier to handle the complexities of a multi-country operation. “Insights into key metrics like delivery performance, inventory turnover, and costs help optimize operations,” she says. With this kind of data at your disposal, you can more readily identify weak points, cut unnecessary expenses, and improve service quality.

Automation further streamlines the process. “Streamlined order processing and returns management ensure consistency across multiple 3PLs,” Lopez points out. Automation minimizes manual input, reducing the risk of human error while speeding up fulfillment and reverse logistics.

Finally, unified reporting ties everything together. “Businesses should use a single standardized reporting format for all 3PLs,” says Lopez. This makes data analysis more manageable, enables better decision-making, and makes it where all partners operate under a cohesive framework.

What are some common mistakes to avoid when using multiple 3PLs?

Expanding your fulfillment network to have multiple 3PLs can be risky. But if you know the kinds of issues you’re likely to encounter, you can take steps to prevent them.

The first common one that Lopez lists is ignoring local expertise. “Choosing a 3PL without in-depth knowledge of regional logistics, compliance, or market preferences” is a common mistake. If you make it, the end result could be a nasty combination of delays, compliance penalties, and missed opportunities to cater to customer preferences.

Lopez also suggests another common mistake is “failing to account for differences in infrastructure or population density.” For example, shipping within the U.S. often requires a different strategy than managing fulfillment in Canada, where population centers are more dispersed.

A lack of coordination between internal systems and 3PL platforms is another very common issue. “Poor integration can cause delays and errors,” Lopez warns. This can disrupt the flow of orders, leaving orders unfulfilled, customers frustrated, and businesses scrambling to make things right.

You also don’t want to accidentally preclude future growth and expansion. “Selecting 3PLs that cannot handle increasing order volumes or inventory complexity,” is another common mistake according to Lopez. As eCommerce businesses grow, their fulfillment partners must have the infrastructure and systems to match that pace.

What metrics should I use to measure 3PL performance?

You need a way to measure the performance of your 3PL partners if you want to be sure they’re meeting expectations and supporting your growth. Below is a list of useful metrics that Lopez recommends monitoring to make that happen.

The first metric to monitor is the on-time delivery rate. “This reflects the reliability of the 3PL’s operations,” says Lopez. Late deliveries can erode customer trust and harm your reputation, making this KPI a big one for customer satisfaction.

Another vital metric is order accuracy. “This measures how often orders are fulfilled without errors,” Lopez explains. Mistakes in picking, packing, or shipping can lead to costly returns, refunds, and unhappy customers.

For cost control, track the cost per order. “[This helps] you understand cost efficiency in fulfillment and shipping,” Lopez adds. Keeping fulfillment costs in check without sacrificing quality ensures profitability as you scale.

Inventory management is also crucial. “Inventory turnover indicates how effectively inventory is managed and replenished,” Lopez notes. A high turnover rate suggests efficient stock handling. But a low rate may signal overstocking or slow-moving products.

Lopez lastly emphasizes the importance of customer satisfaction scores. “This captures the end-to-end experience, including delivery and returns,” she says. High satisfaction rates not only drive repeat business but also strengthen your brand’s reputation.

Final Thoughts

Scaling an eCommerce operation with multiple 3PLs requires forethought and planning. Each individual 3PL needs to fit into a larger picture in order to make sure you can ship orders to all of your customers around the world.

Bringing on the wrong 3PLs or bringing on 3PLs too early are both critical mistakes. But if you are careful about timing, proactive about needs assessment, and diligent in vetting individual 3PLs, you can build a global team and dramatically expand your reach.

If you build your 3PL network correctly, you won’t just be scaling your logistics—you’ll be setting the foundation for sustained growth, a competitive edge, and better customer satisfaction. It’s worth the effort to do it right!

The holidays are a great time to acquire new eCommerce customers. They’re also a great time to ship late, run out of stock, and generally derail your eCommerce business. The key difference between the two outcomes: making sure your eCommerce store is holiday-ready.

But how do you do that? There are a lot of things that you need to consider. There is planning and preparation and supply chain management. There’s marketing, promotion, and sales. Then you need to have a plan for after the holidays too!

It’s a lot to take in. So in this guide, we’ve covered every single way we can think of to get your store ready for the holidays. That way, you can plan and prepare your business and have happier holidays as a result!

Planning and Preparation

Effective planning and preparation are the backbone of a successful holiday season. So here is a list of all the things you need to plan out while it’s still warm outside.

#1: Know the holiday shipping deadlines

Get a handle on the shipping deadlines for different carriers to guarantee deliveries land before December 25. Each carrier and shipping method has its own cut-off dates, so staying in the loop on these deadlines helps you plan your shipping schedule. You can then pass this information along to your customers and set accurate delivery expectations.

#2: Review your supply chain

Dissect every part of your supply chain to avoid bottlenecks during the holiday rush. Make sure you have enough inventory on hand and dependable suppliers in case you need more. Your logistics need to be efficient as well, including order fulfillment and replenishment.

Here’s a quick list of what this entails:

• Planning for demand
• Managing materials
• Optimizing inventory
• Lining up transportation
• Coordinating with your warehouse team

Preparing in advance can make your supply chain run like clockwork. That way, you’re not awake three days before Black Friday wondering when your shipment is coming in.

#3: Identify your customers’ pain points

Think about common issues that customers face during the holidays and tackle them head-on. Typical pain points include late shipping, out-of-stock products, and slow customer service response times.

If you spot and smooth out these issues earlier, you’ll keep your customers satisfied and cut down on potential Grinchiness.

#4: Identify your business’s pain points

Think about your business as a whole before you head into the busy season. Are there problems in marketing, accounting, and other departments? It’s easier to deal with problems in August and September than it is in Q4.

The holiday season can stretch every part of your business thin. Solve problems ahead of time so you can stay focused when it counts. It’s easier to run a marathon if you take pebbles out of your shoes first.

#5: Map your returns process

Plan your reverse logistics to handle the uptick in returns during the holidays. You need to have:

• Clear return policies
• Simple return procedures
• A plan to handle those returns when they come in

Doing this helps you plan for returns, which you’ll probably see a lot of in January. But this also helps keep customer trust and satisfaction high, even when returns are necessary.

#6: Plan link exchanges

“It baffles me every year that more eCom businesses don’t participate in link exchanges with non-competitive but similarly ranked websites,” says Joy Youell at Winsome Marketing.

She goes on to explain her logic, saying that “by late October it’s way too late to be posting SEO content that will support much holiday traffic, but link exchanges start working immediately. Site owners should tap into their business networks, as well as a shortlist of good sites, and get their teams to do the outreach and earn this reciprocally beneficial link juice.”

#7: Prepare for increased customer acquisition costs

Holiday advertising costs typically increase due to increased competition. Budget accordingly and consider diversifying your marketing channels.

Paid search and social media ads become more expensive, making organic strategies like SEO content, email marketing, and partnerships more valuable. Start shifting budget toward these channels early.

Also consider testing less competitive advertising platforms or focusing on long-tail keywords that competitors might overlook during the rush.

Inventory and Order Management

You don’t want to run out of inventory during peak sales season. You also don’t want to find yourself unable to fulfill those orders when it counts.

Here are some things you need to make sure you take care of before the holidays.

#8: Estimate your order volume

It’s hard to know how much you will sell during the holidays, but you still need to make your best guess. If you can manage to come up with an accurate prediction, you can dodge both stockouts and overstock scenarios. That way, you can meet customer demand without having a warehouse full of clearance items you’re still trying to get rid of in March.

#9: Stock up on critical supplies

Stockpile packing materials, shipping supplies, and other essentials. Running out of crucial supplies during the holiday frenzy can spell disaster, causing delays and frustration. Prep in advance to avoid last-minute panic trips to overcrowded Costcos.

#10: Hire seasonal workers for holiday shipping

Increase your workforce to handle the higher volume of orders. Seasonal hires can help manage the increased demand without the long-term commitment of permanent staff. Many hands makes light work, after all!

#11: Automate and outsource before you need to

Roll out automation tools and consider outsourcing fulfillment to handle the holiday spike.

You can start with inventory management software like Quickbooks Commerce or Cin7 to automatically track stock levels and reorder supplies. If you ship your own orders, consider using tools such as ShipStation to automate the printing of shipping labels and updating of order statuses.

Outsourcing can also help a ton. Partner with third-party logistics providers like Fulfillrite for warehousing and shipping needs. You can also outsource customer support to agencies like Zendesk to manage inquiries and returns efficiently.

#12: Check all your timetables

Verify all shipment schedules to avoid delays and ensure timely delivery. If you double-check your logistics schedules, then you can rest easy knowing your products will reach customers as expected. That means one less thing to stress about.

#13: Optimize for accessibility

Holiday shoppers include people with various accessibility needs. Ensure your website meets WCAG guidelines with proper alt text for images, keyboard navigation, adequate color contrast, and screen reader compatibility.

This isn’t just about compliance—accessible design improves the experience for all users and can capture sales you might otherwise miss. Test your site with accessibility tools and consider having users with disabilities review your checkout process.

Marketing and Promotion

Strategic marketing can skyrocket your visibility and sales. Smartly crafted marketing and promotion plans can help you acquire customers during the holidays while people are open to shopping new places. Then that means you have a whole new base of customers to potentially retain in the new year!

With that in mind, here are some tips on how to handle marketing and promotion.

#14: Ramp up your marketing efforts

“[Run] early campaigns to build buzz,” advises Deepak Shukla at Digital Marketing Group, “along with offering limited-time promotions.”

The holidays are a good time to increase brand awareness, acquire customers, and encourage repeat purchases. Whatever your standard marketing priorities are, give them extra attention during the holidays.

“Revisit your past campaigns for what has worked well and build on these wins,” says Colton De Vos from Resolute Technology Solutions. “Engage your audience on social media, email newsletters, and wherever else you have an online presence. Ask what they want to see this most this holiday season. Then, when your holiday promotion is ready, send it to customers thanking them for their contribution!”

As a rule, you should expect to generally spend more time and money on marketing during the holidays. And when in doubt, start early!

#15: Plan for gift shipping

Offer gift wrapping services and streamline gift shipping processes. This not only adds value for customers wanting to send gifts directly to recipients but also can significantly boost your sales.

#16: Create custom holiday packaging

The holidays are the perfect excuse to roll out festive packaging! That’s why Starbucks always rolls out the holiday cups as soon as they have a chance.

Design your own festive packaging this year. It will improve customer experience and encourage them to share their experiences online. Attractive packaging stands out in people’s feeds when they’re scrolling and can increase your odds of making a sale!

#17: Promote early shopping

Encourage customers to shop early to avoid last-minute rushes. Early promotions and incentives can help spread out demand. This, in turn, can reduce strain on your fulfillment processes.

#18: Use email marketing campaigns

Send targeted emails to keep customers informed about holiday promotions and deadlines. The goal is to send the right people the right incentive at the right time. Email is one of the best ways to do that, and it’s also inexpensive.

Of all the ways to keep in touch with customers, email is one of the most cost-effective ones.

#19: Create custom landing pages

“Creating dedicated pages to capture traffic from seasonal keywords such as ‘Top Gifts for Christmas 2024’ or ‘Summer Sale Must-Haves,’ will generate sales from customers researching gifts,” says John Butterworth from Mint SEO. “The trick to this type of content is to only write about products your store stocks and to include buttons that add the product to the shoppers cart straight from the post.”

Customer Experience

The holidays are going to bring a lot of first-time shoppers to your site. You want to make sure you are providing the best possible experience so they remember to come back later!

A stellar shopping experience can increase conversions and foster repeat business, ultimately boosting overall sales. Here are some tips on how you can do that.

#20: Optimize your website’s performance

A fast, responsive website enhances the shopping experience and can prevent lost sales due to slow load times. Supercharge your site for speed and ensure it can handle increased holiday traffic. For best results, use GTMetrix to spot problems that might be slowing your site down.

#21: Make sure your website is mobile-friendly

Make sure your website is fully functional and easy to navigate on mobile devices. Many customers shop on their phones, so a mobile-friendly site is square one for capturing these sales.

#22: Improve site search functionality

Upgrade your site’s search features to help customers find products quickly and easily. Efficient search functionality reduces frustration and boosts conversion rates. After all, who likes a store that makes it hard to check out? (IKEA being the exception, of course.)

#23: Personalize customer experiences

Use advanced personalization tools to tailor the shopping experience based on individual customer behavior. Personalization creates a sense of connection and relevance, making customers feel valued and understood.

“Capitalize on personalized marketing and strategic partnerships to stand out during the holiday rush,” says Brandon Schroth, Reporter Outreach. “Segment your audience and tailor the marketing strategy accordingly to suit their buying habits and preferences better. This makes the shopping experience more enjoyable and subsequently improves sales.”

Here are a few examples of what that might look like:

• Personalized product recommendations
• Tailored email campaigns
• Customized promotions
• Behavior-triggered messages (like pop-ups or chatbots offering assistance based on time spend on a page)

Similar to email, the goal is to give the right person the right incentive at the right time.

#24: Implement a loyalty program

The holidays will probably bring new customers to your store. If you can retain them after the new year, you stand to make a lot of money. And loyalty programs can help you do that.

Reward loyal customers with special offers and discounts. This can encourage repeat purchases and increase customer retention.

Sales and Promotions

Offering attractive sales and promotions can drive holiday sales. Here are a few tips and tricks that you can apply to your website to improve your conversion rates and drive sales.

#25: Offer free shipping

Provide free shipping to attract more customers and increase sales. Free shipping is a popular incentive that can boost conversion rates and overall sales.

Think of this way: when you see a shipping upcharge added to items right before you purchase, what do you do? Most people click away and don’t make the purchase.

Don’t do that to your customers!

Free shipping is the easiest way to remove this barrier.

#26: Use influencer marketing

Team up with influencers to tap into their vast audiences and build credibility. Influencers can showcase your products to their followers, amplifying brand awareness and driving sales. Plus, it may be a better deal than buying advertising which tends to be more expensive during the holidays.

“Run interactive campaigns like contests or giveaways on social media,” says SEO Consultant, Jase Rodley. “[This can] engage your audience and encourage sharing to amplify your reach during this busy time.”

Keep in mind that influencers are not just people with a lot of social media followers. Reporters are also influencers, as are reviewers, bloggers, thought leaders, community leaders, and so on. In fact, any well-connected person is a type of influencer.

#27: Set up retargeting ads

Don’t let potential customers slip away—use retargeting ads to reel back those who visited your site but didn’t make a purchase. Because when these reminders come at the right time, they can nudge customers to complete their transaction.

“Many shoppers abandon their carts,” says Paul DeMott at Helium SEO. “A well-timed reminder can bring them back to complete their purchase.”

#28: Offer limited-time discounts

“Creating a sense of urgency can boost conversion rates,” says Michelle Symonds at Ditto Digital. “Countdown timers, banners, and pop-ups can be used to highlight festive sales, limited-time deals, or shipping cut-off dates, encouraging prompt purchases.”

Paul Jozsef at Digital Practice echoes this sentiment, saying “highlight seasonal offers and discounts prominently on your site using relevant keywords like ‘holiday sale’ or ‘festive discounts.’ This helps attract traffic specifically looking for holiday deals.”

The bottom line is that you want to eliminate procrastination as much as possible.

#29: Bundle products

Boost your average order value by offering product bundles. Bundling complementary items adds value for customers and encourages them to spend more. This is one of the easiest ways to increase revenues and profitability.

#30: Create a gift guide

“To stand out during the holiday season, create a gift guide for different demographics or interests,” says SEO Consultant, Jase Rodley. “This will help customers find gifts easily and improve their shopping experience.”

The goal in doing this is to make shopping easy for newcomers. Because people often have a lot of gifts to buy for a lot of people, the information you put in your gift guide can be really helpful. On your end, the gift guide is a handy tool that can highlight popular or unique products.

“To stand out in the holiday rush, we focus on providing users with comparison guides, gift guides, and product reviews in both written and video (YT & Shorts) formats,” says Lana Phillips from Planet of the Vapes. “This ensures that shoppers have all the information they need to make confident buying decisions, boosting trust and increasing conversions.”

Do this right and you can make it easier for customers and boost your sales too.

Customer Support

Exceptional customer support is non-negotiable during the holiday chaos. Top-notch support can turn first-time buyers into loyal customers. Here are some tips on how to handle the human element of the holiday rush.

#31: Extend customer support hours

Provide extended customer support to assist with increased inquiries during the holidays. Longer support hours ensure that customer questions and issues are addressed promptly.

Because people are so busy during the holidays, being able to quickly reach a support rep is a breath of fresh air.

#32: Provide exceptional customer service

Make sure your customer service team is well-trained and prepared for the holiday rush. Give your staff the power to set things right without having to go through bureaucratic hurdles.

Great customer service makes a big difference during the holidays. Remember that people are busy, but not so busy they won’t notice if you handle their problems well.

It’s simple but true – if the shopping experience is a good one, then they’ll be more likely to come back later.

#33: Streamline the return process

Make it easy for customers to return products. And make sure you can handle those returns easily too.

Returns are extremely common in eCommerce. This is even more true around the holidays, when people tend to get gifts they may or may not want.

For that reason, a simple, efficient returns process can improve customer satisfaction and loyalty. And who knows – a gift recipient may return an item, only to be impressed and buy something more expensive. It happens sometimes!

#34: Use the return process as a chance to provide great customer service

Returns are not, in fact, the end of the world. Smart store owners use them to try to retain new customers.

When returns comes in, offer exchanges or suggest alternative products. This can transform a potentially negative experience into a positive one that keeps customers coming back.

#35: Balance customer service with expense management

Fine-tune your returns policy to strike a balance between satisfying customers while also managing costs. Before the holidays, make sure your returns process is efficient and cost-effective while still providing top-notch service.

Post-Holiday Strategies

After the holiday hustle, it’s time to review and refine. These post-holiday strategies can turn the chaos of the holidays into actionable improvements, preparing you for the next season.

#36: When the holidays are over, revisit your processes

Conduct a thorough audit of your holiday operations. Identifying strengths and weaknesses in your performance can help you prepare better for the next busy season, guaranteeing you learn from every experience.

#37: Use returns to ask customers for feedback

Returns are the perfect time to gather feedback. Customers and their opinions can reveal issues with products or processes, helping you make necessary adjustments to improve future offerings and overall customer satisfaction.

#38: Figure out what to do with returned merchandise

If you make a lot of sales over the holidays, you’ll see a lot of returns too. You need to figure out what to do with them in advance.

Decide whether to restock, recycle, or donate returned items. Managing your returns properly can save costs and help you position your company as eco-friendly.

#39: Offer gift cards

Gift cards are a versatile option for customers and a boon for business. They cater to last-minute shoppers and drive future sales, making them an excellent addition to your post-holiday strategy.

#40: Leverage post-holiday data for next year

Immediately after the holidays, compile detailed performance data while it’s fresh. Track which marketing channels delivered the highest lifetime value customers, which products had the best margins, and which operational challenges cost the most time or money.

Create a holiday performance report that becomes your planning document for next year, including specific recommendations and budget allocations based on actual results.

Security and Optimization

If your website is slow before the holidays, it’s going to dramatically lower your sales potential. You will want to make sure that’s not an issue before the sales start coming in.

And while you’re doing technical work, it’s a good idea to beef up your security anyway. Santa knows if hackers are being naughty or nice, but it’s better to keep your site from being breached in the first place. That will keep you safe while you’re waiting on him to deliver a payload of coal to the bad guys.

#41: Secure your website

The eCommerce holiday season is a great time to be a cybercriminal. That’s why you should implement solid security measures to protect customer data and transactions.

If nothing else, make sure your passwords are secure and you have two-factor authentication turned on. These are among the most common vulnerabilities sites have and they take five minutes to fix.

#42: Proofread meticulously

It’s a pain, but you need to do it. Proofread all your pages and make sure there are no mistakes.

Your content needs to be error-free to maintain credibility. Remember: high-quality, accurate content will increase the odds that people trust you. (Who wants to give credit card info to a store riddled with typos?)

#43: Hire a professional editor

Proofreading on your own is good. Having a professional do it is better.

If you can afford it, consider hiring an editor to polish up your website and campaign materials. Not only will they catch typos, they may be able to generally tighten up your copywriting as a whole. That can dramatically improve your conversion rates.

#44: Optimize checkout process

Simplify your checkout process to reduce cart abandonment. You want it to be as easy as possible to make that first purchase.

If nothing else—make sure people don’t have to make an account to make a purchase. (No one will bother to do that!)

#45: Use analytics to track sales

Make sure you have a sales analytics system set up before the holiday. The sales data you gather this season will help you make smart decision in the long run. For example, your sales data might make it easier for you to upsell or cross-sell in the future.

#46: Test your processes

You don’t want your website to break on Black Friday. Nor do you want your shipping operations to fall apart on December 22.

Test all aspects of your operations to make sure they’re running smoothly. Preventative maintenance is easier than troubleshooting under pressure!

Final Thoughts

When you run an eCommerce store, planning for the holidays requires a lot of work ahead of time. You need your inventory management and supply chain to be all figured out. Customer support needs to be trained and ready to go. And your sales and marketing both need to be on point.

It’s a lot to take in. But by thinking in advance, you can dramatically increase your odds of having a successful holiday season.

These tips should help get your eCommerce store holiday-ready. That way, you can confidently deal with increased demand, deliver great experiences, and retain customers for the years to follow.