Identify the technical starting point
State whether you want to adapt a catalog reference, develop from a sensory target or transfer a formula you are entitled to use. Identify the reference and the features to retain. Start with a non-confidential summary; agree the disclosure terms and transfer method before sending proprietary files.
Separate fixed requirements from preferences
List required and excluded ingredients, the intended format, fragrance preference and the packaging already selected. Mark what is mandatory and what may be adjusted. Concentrations or pH values proposed by the buyer are review inputs, not approved specifications.
Define a comparison method for the sample
Describe the application amount, observation conditions and features to compare, such as spreading, residue or dispensing. Agree acceptance criteria for the identified sample version. Avoid a brief that only says premium, lighter or identical without describing an observable result.
Review formula and packaging changes together
A texture change can alter filling or dispensing requirements. Provide the intended container, closure and fill size, and identify any customer-supplied component. Agree which compatibility and filling checks apply to the revised formula and selected pack.
Record the decision before the next revision
Keep the sample version, observed result, requested change and accepted features in one record. The review should identify what remains feasible within scope and what needs revised sampling, validation, fees or timing. Do not assume an approved sensory sample closes every production requirement.
Prepare the handoff requirements
For an existing customer formula, review the formula-transfer route. For a revised catalog formula, identify the approved version, packaging specification, relevant check results and remaining responsibilities before production planning. Rights and deliverables belong in the agreed project terms.
Formula transfer →
Production handoff →