DREAMS Business Resources · Field Guide

Finding the businesses that paid tariffs.

A practical prospecting strategy for ports, border crossings, cargo hubs, customs brokers, trade associations and verified importers of record.

GeographyBroker partnersDirect importersAssociationsCampaigns30-day planGuardrails

Executive takeaway

Geography is powerful—but it is only half the strategy.

Ports and border crossings are outstanding prospecting ecosystems. The company that legally paid the duty may be headquartered hundreds or thousands of miles away.

WHERE FREIGHT ENTERS

Gateway ecosystem

Ports, land crossings, cargo airports, customs brokers, freight forwarders, warehouses and FTZ clusters.

Excellent for referral multipliers
WHO MAY HAVE PAID

Importer of Record

The company shown on the customs entry and responsible for payment and compliance.

Essential for direct qualification
HIGHESTLicensed customs brokers
HIGHESTVerified importers of record
HIGHSeaports, land crossings and industry associations
MEDIUMChambers and cargo airports
LOWPassenger airline hubs
AIR-CARGO RULE

Target international cargo gateways—not airports that merely move large numbers of passengers. People fly through terminals; tariffs generally arrive in cargo holds.

Geographic strategy

Where to build the first prospecting clusters.

Treat these metros as ecosystems for partnerships and industry concentration—not proof that a nearby company paid a qualifying duty.

Gateway typeHigh-value starting marketsNatural prospect clusters
OceanLos Angeles/Long Beach; New York/New Jersey; Savannah; Houston; Charleston; NorfolkRetail, consumer goods, machinery, chemicals, automotive and apparel
OceanSeattle/Tacoma; Oakland; Miami; BaltimoreAsian trade, food, perishables, vehicles and industrial products
Mexico borderLaredo; El Paso/Santa Teresa; Otay Mesa/San Diego; Nogales; Pharr/BrownsvilleManufacturing, auto parts, electronics, medical devices and produce
Canada borderDetroit; Buffalo/NiagaraAutomotive, machinery, industrial components and cross-border supply chains
Air cargoJFK; Chicago O'Hare; LAX; Miami; DFW; AtlantaElectronics, medical devices, aerospace, luxury goods and perishables
RECOMMENDED DBR LAUNCH

Build the San Diego–Otay Mesa–Los Angeles/Long Beach corridor first.

It combines local relationship access, two major gateway ecosystems, strong broker communities and a nearby national FTZ conference.

01

Use chamber committees

Prioritize manufacturing, international-trade, logistics and cross-border groups.

02

Lead with education

Ask for a member education webinar—not access to the entire membership list.

03

Add credibility

Pair a licensed customs broker with the CPA or recovery specialist.

Highest-leverage play

Build customs-broker partnerships first.

One productive broker relationship may provide access to dozens or hundreds of importer clients without requiring the broker to expose a confidential client list.

01

Co-branded briefing

Provide a concise IEEPA Tariff Refund Readiness webinar.

02

No client-list request

The broker invites clients; interested importers opt in directly.

03

Relationship protection

Promise no poaching and keep the broker involved in the process.

04

Private review clinic

Offer confidential 15-minute appointments for document readiness.

05

Follow-up system

Educate and re-engage clients who have not acted.

SUGGESTED OPENING“We do not need your client list. Let us provide a co-branded educational briefing for your clients. You retain the relationship and remain involved in the filing. Interested importers opt in directly.”

Additional referral channel

Marine cargo insurance brokers

Commercial cargo brokers can be valuable referral partners because they serve importers and understand shipment value, frequency and trade risk. Focus on brokers serving manufacturers, distributors, wholesalers and e-commerce brands—not recreational yacht or marina specialists.

8.5/10Referral partner
2/10Direct claimant

Direct importer prospecting

Build a data-driven importer list.

Use official aggregate data to find hot lanes, shipment data to identify companies and contact data to reach the right decision-maker.

01

Map hot trade lanes

Use Census USA Trade Online to analyze port, state, country, product or HS code, value and transportation method.

02

Identify company names

Start with ImportYeti for ocean shipments; evaluate ImportGenius, Panjiva or Descartes Datamyne for deeper records.

03

Find the right person

Use LinkedIn Sales Navigator, Apollo or ZoomInfo to locate the CFO, controller or trade leader.

04

Verify the payer

Confirm Importer-of-Record status and refer document review to the authorized specialist or customs broker.

Best decision-maker titles

  • Chief Financial Officer or Controller
  • Director of Trade Compliance
  • Import Manager
  • VP of Supply Chain or Global Logistics
  • General Counsel
  • Owner or President for smaller importers

Five-question qualification screen

  1. Was your company the Importer of Record for U.S. entries during the affected period?
  2. Did you import merchandise during 2025 or early 2026?
  3. Which countries and product categories were involved?
  4. Do you have access to CBP Form 7501 entry summaries or ACE reports?
  5. Which licensed customs broker filed the entries?
QUALIFICATION RULE

A consignee name in shipment data is a lead—not proof. Do not promise eligibility or estimate a refund until the appropriate records have been reviewed.

Associations and events

Go where importers and trade professionals already gather.

Trade-specific groups are usually more productive than general networking organizations.

OrganizationWho it reachesBest DBR use
NCBFAACustoms brokers, forwarders, NVOCCs and logistics professionalsBroker partnerships and education
ICPACorporate trade-compliance professionalsDirect access to sophisticated importers
AAEIImporters, exporters and trade-policy leadersImporter education and visibility
NAFTZFTZ grantees, operators, users and advisorsZones, manufacturers and warehouse networks
Local broker associationsGateway-specific customs professionalsLocal webinars and chapter relationships
Vertical associationsApparel, auto parts, electronics, furniture, food and industrial sectorsIndustry-specific prospecting

2026 opportunities listed in the source guide

July 26–28 · St. Louis

NCBFAA Global Trade Educational Conference

Brokers, forwarders, importers, exporters and service providers

Sept. 13–15 · Grapevine, TX

ICPA Global Trade Pathways Conference

Trade-compliance professionals and importer leaders

Oct. 18–21 · San Diego

NAFTZ Annual Conference

Strong local opportunity for DBR and FTZ relationships

Oct. 22 · Virtual

AAEI Fall Virtual Conference

Importer/exporter risk, technology and governance

BEST NEAR-TERM BET

The October NAFTZ conference in San Diego is the strongest local relationship-building opportunity listed in the guide. Begin outreach to the organizer, sponsors and exhibitors well before the event.

Creative campaigns

Give prospects a useful reason to respond.

The strongest offers feel like education and readiness—not another cold pitch about a giant refund number.

01

Bring Your 7501

A confidential 15-minute readiness screen focused on locating the right documents and professionals.

02

Tariff Refund Town Hall

A co-hosted chamber, FTZ, port-council or association briefing with a licensed customs broker and qualified advisor.

03

Broker Client Rescue

A broker-approved email series that reminds inactive clients to check eligibility, locate records and attend a briefing.

04

Trade-Show Exhibitor Mining

Build lists from import-heavy events, then verify import activity before outreach.

05

Tariff Exposure Signals

Monitor tariff price increases, SEC disclosures, trade-compliance hiring, supplier changes and new distribution centers.

06

Importer Look-Alikes

Use a known importer to identify competitors and similar companies importing the same product categories.

Apparel & footwearFurniture & home goodsAutomotive aftermarketIndustrial componentsConsumer electronicsHardware & machineryMedical devicesAerospaceFood & perishablesSporting goodsToys & pet products
MESSAGING PRINCIPLE

Lead with a readiness question.

“Did your company import goods during 2025 or early 2026?” Save any refund estimate until Importer-of-Record status and entry data are confirmed.

30-day launch plan

Run three campaigns at the same time.

Combine channel leverage, local relationships and direct importer outreach so DBR learns quickly where the strongest conversion comes from.

WEEK 1

Build the target universe

Segment 100 licensed brokers, 10 associations or FTZ groups and a pilot list of verified ocean importers.

WEEK 2

Launch partner outreach

Invite brokers and organizations to a co-branded briefing; schedule one weekly webinar.

WEEK 3

Launch importer outreach

Contact CFOs and trade leaders with a readiness-first message and private review option.

WEEK 4

Measure and scale

Track conversations, opt-ins, document-ready prospects, partner referrals and specialist submissions.

40%Broker and professional referral partnerships
35%Data-driven direct importer outreach
15%Associations, events, FTZs and port ecosystems
10%Chambers, media signals and experiments
FIRST-MONTH GOAL

Prove which acquisition route produces document-ready importer cases. Volume without Importer-of-Record verification is simply a larger pile of maybes.

Guardrails

Protect the importer, the broker and DBR.

This campaign touches regulated customs activity. Keep agent activity firmly on education, introduction and preliminary qualification.

Authorized submission

The Importer of Record or authorized customs broker handles submissions under applicable CBP procedures.

Client confidentiality

Customs brokers generally may not disclose connected client records without written authorization.

Agent boundaries

DBR agents should not prepare filings, interpret classifications or handle customs powers of attorney.

Government fee disclosure

CBP does not charge a processing fee; clearly describe any private professional-service fee.

No blanket promises

Potentially refundable IEEPA duties are not the same as every tariff, normal duty or customs charge.

Compensation and POA review

Have TRA/Jorns and qualified customs counsel confirm compensation, data flow and POA procedures before scaling.

SAFER PUBLIC HEADLINE
“U.S. importers may be eligible to recover part of an estimated $175 billion in total potential IEEPA duty refunds.”

Do not present $177 billion as a verified exact or untouched remaining pool unless newer authoritative documentation supports it.

Sources and tools

Current guidance and prospecting resources.

The source document was prepared July 21, 2026. Event details and government procedures can change; verify them before acting.