How to Translate a Fragrance Brief into a Formula | Reference Scents, Key Notes, Revision Rounds
| Words in the brief | What they should mean | What the formula needs to do | What to avoid |
|---|---|---|---|
| Clean | Clear, light, not powdery or soapy | Create freshness and musk without a detergent smell | Soap, fabric softener, shampoo-like effects |
| Woody | Dry, smooth, easy to notice from the middle onward | Build a clear woody body and drydown | Smoke, roughness, earthiness, heavy resin |
| Warm | Soft warmth without becoming gourmand | Add warmth without making the scent too sweet | Syrupy, edible or heavy amber effects |
| Modern | Clear, clean, controlled and easy to recognize | Keep the scent open and avoid unnecessary heaviness | Muddy, crowded or generic character |
| Not too sweet | Sweetness around 1-2/5 | Keep fruity, floral, balsamic, vanilla-like and amber sweetness under control | Sweetness that becomes too strong later |
Working process: Brief → smell target → formula job → first trial → timed testing → revision → scent approval → technical approval.
A commercial brief should also include the product type, intended fragrance level, target market, cost target, ingredient restrictions, performance target and approval rules. XUELEI includes these points in the same fragrance development and OEM/ODM process, instead of leaving them until after the scent has already been approved.
Smell direction
| Too vague | More useful | What becomes clearer |
|---|---|---|
| Bergamot, jasmine, cedar, musk | Bright citrus opening, light floral support, dry woods, soft musk, low sweetness | Balance, order and texture |
| Luxury | Smooth, polished and restrained, with no harsh opening or heavy sweetness | Surface feel and limits |
| Fresh | Citrus-green freshness, with no marine, minty or shower-gel effect | The type of freshness |
| Sensual | Warm, soft, close to the skin, with moderate projection and low sweetness | How it should wear |
When a brief lists several notes, each note should have a clear job. For a direction such as bergamot / fig / jasmine / cedar / musk, the roles could be:
- Bergamot: brightness at the start
- Fig: the main scent idea
- Jasmine: light support in the middle
- Cedar: woody structure
- Musk: softness and drydown
If one part of the scent should be remembered most, say so directly. “Fig is the main idea; citrus supports the opening; woods and musk shape the drydown” gives a perfumer much more useful direction than a simple list of five notes.
Sensory scale
| Area | Target | When it is off target |
|---|---|---|
| Sweetness | 2/5 | Too sweet if it reaches 4/5 in the drydown |
| Freshness | 4/5 | Too flat, too marine or not bright enough |
| Warmth | 3/5 | Too warm if it starts to smell gourmand |
| Density | 2/5 | Too heavy through the heart |
| Dryness | 4/5 | Too dry if the woods become rough |
| Projection | 3/5 | Too loud or too close to the skin |
| Softness | 4/5 | Too sharp if rough edges remain after 30 minutes |
| Familiarity | 3/5 | Too generic or too difficult for the target customer |
Use the same 1-5 scale throughout the project. That makes it easier to compare V2, V3 and V4 against the same target. These numbers are not scientific measurements; they are simply a practical way to keep feedback consistent.
Customer and use
| Brief input | Useful detail | What it can change |
|---|---|---|
| When it will be worn | Daily office use | Moderate projection, low fatigue, controlled sweetness |
| What the customer already likes | Fresh woods and musks | A familiar woody base with one clear point of difference |
| Main dislike | Sweet gourmand scents | Less vanilla-like, syrupy and candy-like character |
| Main climate | Warm and humid | Lower density and more attention to diffusion |
| Product type | Fine fragrance, lotion, shampoo or candle | Different base, exposure, testing and performance needs |
| Market position | Accessible, premium or niche | Changes how familiar, unusual and costly the formula can be |
What Cannot Change
| Priority | What it means | Example |
|---|---|---|
| Must-have | This cannot be lost during revision | Green fig must stay easy to recognize in the opening |
| Nice-to-have | Useful, but it can be traded for something more important | A small tea accent in the heart |
| Avoid | If this appears, the version cannot be approved | No heavy vanilla, coconut or laundry effect |
| Trade-off | Common mistake | Better target |
|---|---|---|
| Long-lasting vs. airy | Make the base heavier just to increase wear time | Improve wear without pushing density above target |
| Fresh vs. sharp | Add more citrus until the opening feels brighter | Increase freshness without making the opening piercing |
| Intimate vs. projecting | Ask for a skin scent and room-filling projection at the same time | Set one clear projection target first |
| Distinctive vs. familiar | Keep adding unusual notes | Use one clear signature while keeping the rest easy to understand |
| Natural-content target vs. consistency | Treat “natural” as automatically better or safer | Balance natural-content goals with batch consistency, cost and safety |
| Cost vs. material freedom | Think about cost only after scent approval | Set the cost target and intended use level from the start |
Use 2-4 Reference Scents
For many projects, 2-4 well-chosen references are enough to show the main direction. More can be used, but every reference should have a clear purpose.
| Reference | Keep | Avoid | What it is used for |
|---|---|---|---|
| A | Bright, dry citrus opening | Sharpness after 15 minutes; shower-gel effect | Opening |
| B | Smooth woody drydown; good wear | Too dense; too warm | Woody texture |
| C | Soft skin-like musk; intimate feel | Too powdery | Musk texture |
Target built from the references: bright dry opening + smooth woods + skin-like musk, with less density and less powder.
| Feature | Reference A | Reference B | Reference C | Target |
|---|---|---|---|---|
| Opening | Bright | Soft | Neutral | Bright |
| Sweetness | Low | Medium | Low | Low |
| Woods | Light | Strong | Soft | Medium |
| Musk | Clean | Warm | Skin-like | Skin-like |
| Projection | Strong | Medium | Soft | Medium |
| Drydown | Fresh | Woody | Musky | Woody-musky |
- Smell reference: a citrus, rose, fig, tea, wood or musk style that fits the brief
- Texture reference: airy, smooth, creamy, dry, mineral or dense
- Performance reference: opening impact, projection, development or wear
- Market reference: similar customer or price level, even if the smell itself should be different
Reference scents should show the direction, not become a copying target.
Check References Over Time
| Time | What to record | Example |
|---|---|---|
| 0-5 minutes | Opening impact, brightness, sharpness | Dry citrus; sharp edge still acceptable |
| 30 minutes | Heart, transition, sweetness, density | Floral support appears; sweetness stays low |
| 2 hours | Main body, woods, musk, balance | Woods are clear; musk starts to take over |
| 6 hours | Wear, base texture, unwanted residue | Soft musk remains; no syrupy sweetness |
| Next day on blotter | Long drydown, when useful | Clean woody trace; no powder |
Use the same timing for samples that are being compared. Repeated or prolonged smell exposure can reduce perceived intensity through olfactory adaptation, so smelling too many samples back to back can make later judgments less reliable.[1]
- Use the same blotter type
- Apply a similar amount
- Smell at the same times
- Use a neutral room where possible
- Avoid strong personal fragrance nearby
- Record sample age
- Use codes or random numbers when blind testing is useful
Give Every Note a Job
| Role | What it should do | Example |
|---|---|---|
| Hero note | Stay easy to recognize | Fig is the main identity |
| Supporting note | Help the hero without taking over | Jasmine makes the fig feel lighter and softer |
| Texture note | Change how the scent feels | Airy, creamy, dry, mineral, silky |
| Background note | Add depth or support the drydown | Soft wood under a floral heart |
| Storytelling note | Help describe the scent even if it is not smelled as one clear note | “Cashmere” used to suggest softness |
A note is what someone smells. It is not always one raw material. Pear, sea salt, skin and cashmere effects can all be built from several materials. Even a rose effect may use citrus, green, spice, wood, musk and other materials to change how fresh, deep, soft or diffusive it feels.
| Term | Simple meaning |
|---|---|
| Fragrance formula | The mix of fragrance materials used to create the scent |
| Fragrance concentrate | The fragrance mixture before it is added to the finished product |
| Dosage / use level | How much fragrance concentrate goes into the finished product |
| Finished product | The product the customer uses, such as perfume, lotion, shampoo, soap or candle |
A material at 1% of the fragrance concentrate is not the same as a material at 1% of the finished product. XUELEI's guide to one-stop scent development separates scent formulation, finished-product formulation, safety review, base testing and production preparation.
Turn the Brief into Formula Jobs
| What the brief asks for | What the formula needs to do | What passes | What fails |
|---|---|---|---|
| Bright opening | Create lift | Fresh and immediate, but not sharp | Too sharp or too thin |
| Recognizable fig | Keep fig as the main character | Fig is clear without becoming candy-like | Fruit dominates or disappears |
| Transparent heart | Connect opening and base | Middle stays open and smooth | Dense floral block |
| Dry woods | Build structure | Clear, smooth and dry | Rough, smoky or earthy |
| Skin-like musk | Build softness and base | Soft and intimate | Laundry, powder or detergent effect |
| Moderate projection | Control how far the scent travels | Easy to notice around the wearer | Too loud or too quiet |
| Good wear | Support the drydown | Scent remains without becoming heavy | Heavier but not meaningfully longer-lasting |
| Formula role | What it does |
|---|---|
| Lift | Creates the first burst of brightness |
| Character | Creates the main smell people remember |
| Bridge | Connects the opening, middle and drydown |
| Texture | Controls whether the scent feels dry, creamy, airy, smooth or dense |
| Diffusion | Controls how easily the scent moves through the air |
| Base | Adds body and longer-lasting character |
| Modifier | Changes the feel of another accord |
| Trace accent | Adds a small contrast or signature |
| Less useful feedback | Better feedback |
|---|---|
| Add 20% more jasmine | Make the floral heart clearer without making it sweeter |
| Add more cedarwood | Make the woody body drier and easier to notice |
| Remove vanilla | Reduce late sweetness but keep the warmth |
One material can affect several parts of a formula. Feedback should describe the result that needs to change, rather than tell the perfumer to change one raw material.
Control the Main Smell Variables
Sweetness
| Type | How it may smell | Useful feedback |
|---|---|---|
| Fruity | Juicy, ripe | Keep the fruit but reduce the ripe sweetness after 30 minutes |
| Candy-like | Sugary, confectionery-like | Remove the candy effect without making the opening dry |
| Vanilla-like | Creamy, warm, dessert-like | Reduce vanilla-like sweetness in the drydown |
| Honeyed | Rich, sticky | Keep the warmth but reduce the honeyed heaviness |
| Amber | Warm, rounded, sometimes sweet | Keep the amber warmth below the sweetness target |
| Balsamic | Resin-like, rounded | Reduce resin-like sweetness after two hours |
Useful feedback: “The pear-like opening is right, but the vanilla-like sweetness becomes too strong after two hours. Keep the opening unchanged.”
Freshness
| Type | How it may smell | What can go wrong |
|---|---|---|
| Citrus | Bright, peel-like, juicy, dry or bitter | Too sharp or too sweet |
| Green | Leafy, grassy, stem-like, crisp | Too bitter or raw |
| Aromatic | Herbal, lavender-like, cooling | Too medicinal or too traditional |
| Watery | Light, clear and fluid | Too thin |
| Marine | Oceanic, salty, airy, ozonic | Too aquatic or metallic |
| Clean musk | Cotton, fabric or clean skin | Laundry or detergent effect |
Useful brief: “Citrus-green freshness, no marine notes, no detergent effect.” If freshness needs to last for hours, check it in the heart and drydown instead of judging only the first few minutes.
Woods
| Area | Choices |
|---|---|
| Texture | Dry / creamy / milky / polished / rough |
| Temperature | Warm / cool |
| Overall feel | Light / dark |
| Style | Naturalistic / abstract |
| Wood character | Smoky / earthy / resinous / mineral / pencil-like / clean |
| Timing | From first spray / from the middle / drydown only |
Useful brief: “Dry, smooth woods from the middle onward, with no smoke, earthiness or heavy resin.”
Musk
| Target | How it may feel |
|---|---|
| Clean | Fresh, cotton-like |
| Skin-like | Soft, close, warm |
| Powdery | Soft-focus, cosmetic |
| Creamy | Rounded, smooth |
| Laundry-like | Fabric-clean, detergent-like |
| Animalic | Warmer, less clean |
| Transparent | Light support |
| Dense | Fuller base feel |
Useful brief: “Skin-like musk, slightly warm, softness 4/5, no powder or laundry effect.”
Strength
| Term | What it means | Example feedback |
|---|---|---|
| Impact | How noticeable the first spray is | The opening impact is right |
| Projection | How far the scent spreads around the wearer | Reduce projection from 4/5 to 3/5 |
| Sillage | The trail left as the wearer moves | The scent trail becomes too weak after the first hour |
| Volume | How full or thin the scent feels | The heart feels thin even though projection is fine |
| Persistence | How long the scent remains noticeable | The drydown fades too early |
| Signature | How easy the scent is to recognize | Performance is fine; the scent needs a clearer identity |
How to Test Samples
Blotter testing
Useful working range: 3-5 samples in one focused comparison session.
| What to keep the same | How to do it |
|---|---|
| Blotter | Use the same type for every sample |
| Application | Apply a similar amount |
| Timing | Use the same smell checkpoints |
| Room | Keep it neutral where possible |
| Label | Use sample codes or random numbers |
| Sample age | Record when it was compounded or received |
| Evaluator | Avoid strong personal fragrance and too much back-to-back smelling |
Record personal preference and brief fit separately. A sample someone personally likes most may not be the one that best matches the agreed brief.
Skin testing
| What to record | Details |
|---|---|
| Application | Number of sprays or measured amount |
| Area | Where the scent was applied |
| Time | When each evaluation was made |
| Other products | Any scented lotion, soap or fragrance used on the same area |
| Result | Opening, development, projection, wear and drydown |
Fragrance evaporation can vary with the properties of the fragrance materials and with skin characteristics, so different wearers may notice differences.[2] Use blotters for controlled comparison and skin for wear testing. Do not apply fragrance concentrate, individual aroma materials or essential oils directly to skin unless they have been reviewed as suitable for that use and concentration.
XUELEI's guide to why perfume can smell different on skin covers concentration, evaporation, carrier systems and application differences in more detail.
Test in the real product
| Product | What to check |
|---|---|
| Fine fragrance | Opening, projection, clarity, drydown and stability |
| Body lotion | Release from the lotion, color, scent change and stability |
| Shampoo / body wash | Smell during use, after rinsing and after drying |
| Soap | Base interaction, smell retention, color and stability |
| Candle | Cold throw, hot throw, compatibility and burn performance |
| Fabric product | Smell during use, scent left on fabric and product compatibility |
Dosage also changes cost. In a simple 100 kg finished batch, a 15% fragrance use level needs 15 kg of fragrance concentrate, while an 18% level needs 18 kg. That is a 3 kg difference in fragrance use before packaging and processing costs are added. These percentages are only examples for showing the calculation, not recommended use levels for every product.
XUELEI's custom fragrance R&D process includes product type, concentration, target market, cost, testing and packaging before scale-up.
Revision Rounds
| Stage | Main decision | Typical sample set | What to comment on |
|---|---|---|---|
| Round 1 | Choose the direction | 3-5 clearly different directions | Overall identity, major fit, clear reject points |
| Round 2 | Fix the structure | One selected direction with revisions | Opening, heart, base, density and projection |
| Round 3 | Fix the balance | Closer versions | Specific timing, while keeping what already works |
| Round 4+ | Fine-tune | Small controlled changes | 1-3 high-priority issues |
This four-stage process is a useful way to manage development, not a fixed industry rule. Some projects finish earlier and some need more rounds.
| Type of change | What it means | Example |
|---|---|---|
| Revision | The main scent identity stays the same | Keep the direction but soften the sharp opening |
| Major revision | The idea stays the same but a major section changes | Keep the green-wood idea but rebuild the floral heart and projection |
| New direction | The central scent idea changes | Stop the woody concept and move to fruity-floral |
Revision feedback
| Field | Example |
|---|---|
| Keep | Opening brightness and dry woody character |
| Change | The middle feels too heavy |
| Timing | The problem starts around 30 minutes |
| Target | Make the middle lighter without weakening the drydown |
| Priority | High — this is blocking approval |
Later revision rounds are easier to control when feedback focuses on 1-3 high-priority issues. One smell problem may still require several formula changes; the client should define the result, not the number of materials that may change.
Who makes the final call
- Collect comments from each stakeholder.
- Mark the points everyone agrees on.
- Mark the points that conflict.
- Compare the conflicts with the original brief.
- Rank the remaining requests.
- Send one final revision instruction.
There should be one final decision owner or one clearly defined approval group. Conflicting comments from marketing, sales, product development and management should be resolved before they reach the perfumer.
Sample log
| Version | What changed | What worked | Problem | Decision |
|---|---|---|---|---|
| V1 | First direction | Bright opening | Too dense | Reduce density |
| V2 | Lower density | Better texture | Wood too rough | Make wood smoother |
| V3 | Smoother woody body | Good structure | Opening too sharp | Soften opening |
| V4 | Softer opening | Good overall balance | Minor wear issue | Improve late wear |
| V5 | Wear adjusted | Scent approved | — | Move to technical checks |
Minimum 8 fields: sample ID, date received or compounded, change from previous version, test medium, evaluation time, what to keep, what to change and final decision. Add priority when several issues need to be ranked.
Worked Example: Clean Woody Musk
| Brief field | Target |
|---|---|
| Direction | Clean, modern skin scent with smooth woods and soft musk |
| Must-have | Skin-like musk, smooth woods, low sweetness, intimate wear |
| Nice-to-have | Light fresh opening, subtle warmth |
| Avoid | Soap, powder, strong vanilla, laundry-detergent effect |
| Projection | 3/5 |
| Sweetness | 1-2/5 |
| Density | 2/5 |
| Softness | 4/5 |
Opening
| Wanted | Avoid | Formula job |
|---|---|---|
| Light freshness, soft brightness, low sharpness | Strong lemon, marine or shower-gel effect | Add freshness without turning the opening into a separate citrus or aquatic scent |
Heart
| Wanted | Avoid | Formula job |
|---|---|---|
| Light, soft, minimal floral body | Heavy floral, powder or sweet floral effect | Connect the opening to the woods and keep the middle open |
Drydown
| Wanted | Avoid | Formula job |
|---|---|---|
| Skin-like musk, smooth woods, soft warmth | Vanilla sweetness, dense amber, laundry musk | Carry the main identity and wear without making the scent too heavy |
Formula map
| Formula role | Direction |
|---|---|
| Opening lift | Light, soft, fresh |
| Green/citrus support | Low level, no sharpness |
| Floral bridge | Light, not clearly floral |
| Woody body | Smooth and dry |
| Musk base | Skin-like, soft and long-lasting |
| Warm support | Subtle, not vanilla-like |
| Signature accent | Quiet but easy to recognize |
| Sweetness control | Low from start to finish |
First trials
| Sample | Opening | Heart | Drydown | Decision |
|---|---|---|---|---|
| A | Excellent | Slightly soapy | Too fabric-clean | Keep the opening; change the heart and musk |
| B | Too weak | Good | Excellent skin-like musk | Use the drydown as the musk target; bring back more opening lift |
| C | Good | Balanced | Smooth but too woody | Use as the base direction; reduce the late woody effect |
Final revision note: “Use C as the base. Keep its opening and smooth feel. Reduce the woody effect later in the wear. Move the musk closer to B. Do not increase sweetness or projection.”
XUELEI's perfume sample approval process separates scent approval, technical approval and production approval, so a scent that smells right is not automatically treated as ready for production.
Approval Stages
| Stage | What needs to be approved |
|---|---|
| Scent Approved | Direction, main identity, balance, projection and wear profile |
| Technical Approved | Concentration, stability, appearance, compatibility and other required technical checks |
| Production Approved | Final formula version, documents, scale-up or pilot requirements and production controls |
A project can pass scent approval while technical or production approval is still open.
- Skin-like woody-musk identity stays clear
- Sweetness stays around 1-2/5
- No obvious powder or laundry effect
- Projection stays around 3/5
- The opening stays fresh without becoming sharp
- Performance is acceptable in the real product base
Final approval should be tied to a specific sample code, concentration, product base and approval record. XUELEI's perfume manufacturing process shows how formulation, scale-up, filling, packaging and quality checks continue after the scent direction has been fixed.
Product, Market and IFRA Limits
| Brief field | What to include |
|---|---|
| Product type | Fine fragrance, lotion, shampoo, body wash, soap, candle, home fragrance, fabric product, etc. |
| Fragrance level | Expected use level or working range |
| Market | Countries or regions where the finished product will be sold |
| User | Target user group where relevant |
| Base | The real finished-product base used for testing |
| Restrictions | Internal ingredient, natural-content, allergen or claim requirements |
| Cost | Fragrance and finished-product cost target |
| Documents | Market-specific safety, labeling and compliance requirements |
IFRA Standards are an industry risk-management system and do not replace national or regional laws.[3]
EU fragrance-allergen labeling
Commission Regulation (EU) 2023/1545 expanded individual fragrance-allergen labeling requirements. The European Commission states that covered allergens must be listed when they exceed 0.001% in leave-on products or 0.01% in rinse-off products.[4]
Under the transition rules, non-compliant products could be placed on the EU market until 31 July 2026. Products placed on the market by that date may continue to be made available until 31 July 2028.[5]
United States
FDA explains that perfumes and many fragranced personal-care products are regulated as cosmetics depending on their intended use. Companies selling cosmetics are responsible for product safety and correct labeling.[6]
IFRA Standards
| Type | What it means |
|---|---|
| Prohibition | The material should not be used as a fragrance ingredient |
| Restriction | The material has a maximum use level and/or conditions of use |
| Specification | The material can be used only when certain requirements, such as purity limits, are met |
IFRA uses these three types of Standard.[7] Not every fragrance material has an IFRA Standard; a Standard is used where risk management is needed.
For quantitative restrictions, IFRA expresses the upper concentration for the restricted material in the finished consumer product, not simply as a percentage of the fragrance mixture.[8]
| Statement | What it means |
|---|---|
| Material = 1% of fragrance concentrate | The material makes up 1% of the fragrance mixture before use in the final product |
| Material = 1% of finished consumer product | The material makes up 1% of the consumer-ready product, which is a very different exposure level |
The IFRA Certificate of Conformity is prepared between the fragrance supplier and customer for fragrance mixtures intended for finished consumer products. IFRA itself does not issue these certificates, and the certificate does not replace a safety assessment.[9]
Natural materials
- “Natural” does not mean unrestricted.
- “Synthetic” does not mean unsafe.
- Essential oils and natural extracts contain many different substances.
- Natural complex substances can contain restricted constituents that must be included in safe-use calculations.[10]
- Safety depends on the material, concentration, exposure, product type, relevant constituents and market rules.
Claims
| Sensory wording | Claim that needs stronger evidence or review |
|---|---|
| Soft, warm, airy, mineral, skin-like | Reduces anxiety |
| Quiet evening mood | Improves sleep |
| Fresh-smelling | Reduces stress |
| Designed for a soft skin-like scent | Safe for sensitive skin |
| Low-powder scent profile | Hypoallergenic / allergen-free / non-toxic |
FDA states that cosmetic claims must be truthful and not misleading. Claims that say a product treats or prevents disease, or affects the structure or function of the body, may cause the product to be regulated as a drug rather than only as a cosmetic.[11]
Fragrance Brief Template
| Field | Example |
|---|---|
| Product | Eau de parfum |
| Target customer | Daily wearer who likes fresh woods and dislikes sweet gourmands |
| One-sentence direction | Bright green citrus over a clear fig accord, smooth dry woods and soft skin-like musk |
| Main idea | Green fig |
| Mood | Quiet / modern / clean / intimate / polished |
| Sweetness | 2/5; no vanilla-like or candy-like sweetness |
| Freshness | 4/5; citrus-green; no marine effect |
| Warmth | 3/5; not gourmand |
| Density | 2/5 |
| Woods | Dry and smooth; no smoke or earthiness |
| Musk | Skin-like, soft and slightly warm; no laundry effect |
| Projection | 3/5 |
| Persistence | High priority without making the scent heavier |
| Reference A | Opening only: keep bright dry citrus, avoid sharpness |
| Reference B | Woody texture: keep smooth drydown, avoid density |
| Reference C | Musk texture: keep intimacy, avoid powder |
| Must-have | Clear fig + smooth woods + skin-like musk |
| Nice-to-have | Small tea accent |
| Must avoid | Heavy vanilla, laundry musk, marine effect, obvious powder |
| Product base | Actual approved base used for testing |
| Intended dosage | Project-specific working range |
| Target market | List countries or regions |
| Cost target | Set fragrance and/or finished-product cost target |
| Ingredient restrictions | List internal, natural-content, allergen or prohibited-material requirements |
| Approval criteria | Fig stays clear; sweetness ≤2/5; projection 3/5; no laundry or powder effect; base test passed |
For projects that continue into production, XUELEI's perfume manufacturing process connects brief confirmation, formulation, technical checks, scale-up, filling, packaging and quality release.