Every European brand asks me the same question when they finally decide to go: how to enter the US market without setting capital on fire? After years of running expansions through Expanio’s Expansion OS, my answer has gotten shorter. There is a checklist. You do the items in order. You skip nothing on the regulatory and ops side. The marketing side gets phased. Here is the version I actually use.
Twelve items, grouped into four categories. The non-negotiable items are flagged. Everything else has a sequence but some flexibility on timing.
Contents
Regulatory and Tax (Items 1-4): All non-negotiable
Item 1: EIN (Employer Identification Number). Required to import goods into the U.S. and to register for almost everything else downstream. Apply directly through the IRS. The form is free. Foreign entities can apply by mail, fax, or sometimes phone (no online option for non-U.S. responsible parties). Allow 2-4 weeks. There are services that will get you an EIN faster for a fee; for most brands, doing it directly is fine.
Item 2: FDA registration (where applicable). If you sell cosmetics, supplements, food, beverages, or medical devices, the FDA expects registration. Check the FDA’s industry portal for your specific product category. Often your manufacturer is already FDA-registered, which simplifies your filing. Where I see brands lose months is on ingredient compliance, especially for supplements with botanicals or novel ingredients that may need pre-market notification.
Item 3: Sales tax tracking. Set up Avalara, TaxJar, Zamp, or TaxCloud before your first U.S. sale. The U.S. has over 13,000 sales tax jurisdictions and 45 states with economic nexus rules. Standard nexus thresholds are typically $100,000 in sales or 200 transactions, but California and Texas sit at $500,000. You do not need to register everywhere on day one. You do need automated tracking so you do not get blindsided.
Item 4: U.S. business entity (when applicable). Many international brands launch using just an EIN and their parent entity. An LLC or C-corp becomes useful when you raise U.S. capital, hire U.S. employees, lease U.S. property, or pursue major retailers who prefer a U.S. counterparty. Delaware C-corp is the default for VC-backed expansion; Wyoming or Delaware LLC is common for DTC brands not raising in the U.S.
Marketing and Audience (Items 5-8): Mostly non-negotiable
Item 5: U.S.-recorded UGC library. 20-30 pieces minimum before launch. American creators using your product in their environment. Polished European brand assets do not perform well in U.S. paid social. This is not optional, but you can build it post-EIN if you are sequencing tightly.
Item 6: CAC and LTV stress test. Take your existing CAC and multiply your media costs by 2-3x to simulate U.S. conditions. U.S. Google Ads CPC averages $5.26; Meta Ads CPC in the U.S. averages around $2.69. If your unit economics do not survive that stress test, your launch needs more LTV runway, not just more ad spend.
Item 7: 6-month test budget. Plan for at least six months of testing before judging what works. Concrete number for context: most brands I work with allocate $15,000-$50,000 per month in test ad spend across creative variants and audience segments during this phase, depending on category and price point. If your budget cannot survive six months of learning, you are not ready to launch.
Item 8: Retention infrastructure. Your post-purchase email and SMS flows, subscription mechanics if applicable, and replenishment automation should all be live before launch. Higher CAC only works if LTV catches up. The brands that succeed already operate as retention-first businesses at home.
Operations and Fulfillment (Items 9-11): Phased
Item 9: Phase 1 fulfillment plan (international shipping from Europe). First 60-90 days, ship from your home country. Buy real conversion and CAC data before committing to U.S. inventory. See my U.S. fulfillment playbook for the full sequence.
Item 10: 3PL relationship for Phase 2. Once tests validate demand, line up a U.S. 3PL. ShipBob, ShipMonk, Saltbox, and category-specific 3PLs all serve international brands well. Pick one central location: Dallas, Chicago, or the Ohio/Indiana corridor. Negotiate a contract that lets you scale without massive ramp-up commitments.
Item 11: Customer service plan. Decide before launch how you will handle U.S. customer service. Options: extend your European team to cover East Coast hours (often workable for the U.K. and Western Europe), hire a U.S. contractor or VA for U.S.-hours coverage, or use a U.S. customer service agency. The wrong answer is “we’ll figure it out when tickets come in.”
Leadership and Plan (Item 12): Non-negotiable
Item 12: A real plan with success criteria. Most launches I see fail because no one defined what success would look like before they started. The plan should include:
- Specific revenue and CAC targets for months 3, 6, and 12
- Clear stop conditions (“if at month 6 we are not at X, we will pause and restructure”)
- The team accountable for execution: whether that is in-house, an agency, or a fractional growth officer
- The retail or strategic plays the U.S. expansion is meant to enable in years 2-3
This is exactly where a fractional Chief Growth Officer earns the engagement. You need someone owning the U.S. plan at the executive level, not delegating it to an agency or treating it as a side initiative for the European marketing director. We cover this model inside the Expansion OS for Brands and the Expansion OS for Tech Companies.
The full checklist at a glance
| # | Item | Category | Non-negotiable? | Typical timeline |
|---|---|---|---|---|
| 1 | EIN | Regulatory | Yes | 2-4 weeks |
| 2 | FDA registration (if applicable) | Regulatory | Yes (if applicable) | 2-4 weeks |
| 3 | Sales tax tracking software | Regulatory | Yes | 1-2 weeks |
| 4 | U.S. business entity | Regulatory | Conditional | 2-6 weeks |
| 5 | U.S. UGC library (20-30 pieces) | Marketing | Yes | 4-8 weeks |
| 6 | CAC/LTV stress test | Marketing | Yes | 1 week |
| 7 | 6-month test budget | Marketing | Yes | Pre-launch |
| 8 | Retention infrastructure | Marketing | Yes | 2-6 weeks |
| 9 | Phase 1 international shipping | Operations | Yes | 1-2 weeks |
| 10 | U.S. 3PL relationship | Operations | Yes (Phase 2) | 4-8 weeks |
| 11 | Customer service plan | Operations | Yes | 2-4 weeks |
| 12 | Plan with success criteria | Leadership | Yes | 2-3 weeks |
FAQ
What documents do you need to import products into the U.S.?
An EIN issued by the IRS is the baseline. Some product categories (cosmetics, supplements, food, beverages, medical devices) also require FDA registration. Both can typically be sorted within two to four weeks if you push.
How much budget should you set aside to test the U.S. market?
Plan for at least six months of testing budget. Most brands I work with allocate $15,000-$50,000 per month in test ad spend depending on category and price point. The U.S. has higher CPCs than most European markets and is promotion-heavy, so you need real data, not assumptions, before judging what works.
Do you need to check every box on the checklist?
Yes for the regulatory and tax foundations (EIN, FDA where applicable, sales tax tracking). Marketing and operations items can be phased, but skipping foundational compliance creates problems that compound. You can launch with 80 percent of the marketing items in place if you sequence them, but you cannot launch without the regulatory baseline.
Should you use an agency or hire someone in the U.S. to run this?
Most international brands start with an agency or fractional executive for the first 6-12 months, then hire in-house when revenue justifies it. The smartest first hire is usually a Director-level marketing or operations leader who can manage agencies and contractors and act as the U.S. project manager.
Key takeaways
- The regulatory and tax checklist is non-negotiable: EIN, FDA where applicable, sales tax tracking, U.S. entity if needed.
- Build a U.S. UGC library of 20-30 pieces and run CAC/LTV stress tests at 2-3x European media costs.
- Plan a 6-month testing budget. If you cannot survive six months of learning, you are not ready.
- Phase your fulfillment: international shipping first, single U.S. 3PL second, multi-node only when data demands it.
- The most overlooked item is a real plan with success criteria. Define what you will do at month 6 if numbers are not hitting, before you launch.
Related Articles
- The 5 Signals That Tell You a European Brand Is Actually Ready for the U.S.
- Why the U.S. Market Is Really 50 Countries
- The U.S. Fulfillment Playbook for International Brands
If you are evaluating U.S. market entry, we can help you build a plan that covers every item on this checklist. Start a conversation.