The New Product Development Packet

What's Inside

This is not a generic template. It's the same structured intake document we use with our own clients — refined over two decades and hundreds of product launches to capture every question your formulator, manufacturer, and packaging supplier will need answered before work begins.

• Company profile and project contact information
• Formulation specifications — appearance, texture, fragrance, pH, shelf life, cost targets
• Key and hero ingredient direction with restrictions and exclusions
• Claims, certifications, and regulatory classification (cosmetic vs. OTC, vegan, organic, clean beauty, and more)
• Competitive benchmark identification
• Packaging preferences and timeline milestones

• Order quantities, MOQs, and annual volume estimates
• Primary container specs — type, material, size, closure, decoration
• Labeling, lot code, and UPC/barcode requirements
• Secondary packaging — unit cartons, inserts, shrink wrap
• Inner and outer case pack configuration with dividers and pads
• Pallet, shipping, and country of origin requirements

The packet is a fillable PDF — type directly into the fields, check the boxes, save, and email it to us. Every field is there for a reason, and completing it thoroughly is the single best thing you can do to keep your project on time and on budget.