Inventory forecasting and batch planning (optional add-on)
Shipping, warehouse, and logistics coordination
TTB and CBMA strategy, management, and execution
Compliance pathway review and strategic guidance
Oversight of operational workflows and priorities
Unlimited operations email support and ongoing check-ins
Weekly strategic consulting calls
WHAT'S INCLUDED:
For growth-ready importers who need more than advice—they need execution.
First Call becomes an extension of your team, providing strategic oversight and hands-on implementation across the operational side of importing beverage alcohol. From compliance and logistics to inventory planning and day-to-day execution, First Call helps build the systems, processes, and operational clarity needed to support sustainable growth—so your team can stay focused on customers, suppliers, and the bigger picture.
Your behind-the-scenes operations partner.
Fractional Import Operations
Six-Month Minimum Engagement
Federal tax incentives and tariff recovery programs can return tens or even hundreds of thousands of dollars back to your business. But they only work when entries, documentation, assignments, and claims are managed correctly.
First Call specializes in helping importers maximize available government refund programs through strategic planning, accurate documentation, and proactive oversight. Whether you're looking for complete program management or simply need guidance along the way, there's a level of support designed to fit your business.
Our services currently include Craft Beverage Modernization Act (CBMA) management, with tariff recovery and other refund programs available as regulations evolve.
RECOVER THE DOLLARS YOU'VE ALREADY EARNED
Tariff & Tax Recovery
Whether you're launching your first import, troubleshooting a compliance issue, evaluating a new supplier, or planning your next phase of growth, this 90-minute strategy session is designed to help you make confident decisions.
Bring your questions, roadblocks, or ideas. First Call will help identify opportunities, uncover potential risks, and provide practical recommendations tailored to your business—not generic advice.
Common Topics:
Import strategy and business planning
TTB, CBMA, and compliance questions
Tariffs and duty considerations
Supply chain and logistics planning
Warehouse and inventory strategy
Landed costs and profitability
Operational workflows and systems
New product launches and expansion planning
What You'll Receive:
A 90-minute Zoom consultation
Pre-call strategic questionnaire
Actionable recommendations tailored to your business
Written recap with prioritized next steps
Relevant templates or resources when applicable
You'll leave the call with greater clarity, a plan you can move forward with, and confidence in your next steps.
