Guide
Crowdfunding Logistics: A Checklist For Planning Your Shipping And Fulfillment Strategy
- Evaluate your goals. What do you want to accomplish for your product and your backers – both in the short and long term – in order to provide a great post-backing experience?
- Set up your shipping policy.
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- Understand where your largest markets are and how to get your product there in an affordable and effective way.
- Research shipping restrictions as well as the tax and duty information of the countries you’ll be shipping to.
- Determine if your shipments require special handling and documentation.
- Shipping management tools, like Easyship, can provide pre-filled documents specific to fragile items and dangerous goods.
- Obtain updated Material Safety Data Sheets (MSDS) and UN 38.3 (test form) if you’re shipping electronics containing batteries, magnets, or liquids.
- Things to note:
- Consider purchasing insurance for goods valued at over $100, including coverage for any lost, damaged or stolen shipments.
- If you’re fulfilling from another country, investigate how to minimize or avoid tariffs, taxes, and duties with direct injection strategies.
- Plan your local, regional, and global shipping strategy based on the following:
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- Legalities
- Payment terms
- Expected shipping costs
- Fulfillment needs
- Return and refund policies
- Plan your fulfillment strategy.
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- Contact your suppliers and submit your inventory orders.
- Identify your fulfillment method.
- On your own
- Create an Easyship account, upload your orders, generate labels, and ship directly from your home or business.
- With a new 3PL partner
- Choose a warehouse in the country that fits your needs and allows you to expand into new markets with Easyship’s global fulfillment network.
- With an existing 3PL:
- Connect to any 3PL’s warehouse management system via API
- On your own
- Deliver your inventory to your 3PL (if applicable)
- Find the best couriers to provide solid customer service and support long-term business growth.
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- Research and compare different shipping providers.
- Choose from postal services, express couriers, and regional couriers.
- Check courier rates or link your own rates to your shipping platform
- Research and compare different shipping providers.
- Deliver a smooth post-purchase experience.
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- Provide fully branded tracking emails and packing slips to keep in touch with customers throughout the shipping and delivery process.
- Increase revenues by upselling on your tracking page. Take advantage of your landing page to promote new product launches and specials.
A lot goes into planning an effective shipping and fulfillment strategy. When you partner with a shipping expert like Easyship, your shipping plan will account for the needs of both your business and your backers. Good luck!
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Note: Indiegogo entrepreneurs have complimentary access to Easyship logistics consultants at any stage of their product development, from planning, to warehousing and post campaign funding. If you’re an entrepreneur with a product, Easyship can help it get to your backers.