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How to Translate a Fragrance Brief into a Formula | Reference Scents, Key Notes, Revision Rounds

Blog2026-08-27
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.

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Sensory scale

Area Target When it is off target
Sweetness2/5Too sweet if it reaches 4/5 in the drydown
Freshness4/5Too flat, too marine or not bright enough
Warmth3/5Too warm if it starts to smell gourmand
Density2/5Too heavy through the heart
Dryness4/5Too dry if the woods become rough
Projection3/5Too loud or too close to the skin
Softness4/5Too sharp if rough edges remain after 30 minutes
Familiarity3/5Too 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
OpeningBrightSoftNeutralBright
SweetnessLowMediumLowLow
WoodsLightStrongSoftMedium
MuskCleanWarmSkin-likeSkin-like
ProjectionStrongMediumSoftMedium
DrydownFreshWoodyMuskyWoody-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
LiftCreates the first burst of brightness
CharacterCreates the main smell people remember
BridgeConnects the opening, middle and drydown
TextureControls whether the scent feels dry, creamy, airy, smooth or dense
DiffusionControls how easily the scent moves through the air
BaseAdds body and longer-lasting character
ModifierChanges the feel of another accord
Trace accentAdds 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
FruityJuicy, ripeKeep the fruit but reduce the ripe sweetness after 30 minutes
Candy-likeSugary, confectionery-likeRemove the candy effect without making the opening dry
Vanilla-likeCreamy, warm, dessert-likeReduce vanilla-like sweetness in the drydown
HoneyedRich, stickyKeep the warmth but reduce the honeyed heaviness
AmberWarm, rounded, sometimes sweetKeep the amber warmth below the sweetness target
BalsamicResin-like, roundedReduce 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
CitrusBright, peel-like, juicy, dry or bitterToo sharp or too sweet
GreenLeafy, grassy, stem-like, crispToo bitter or raw
AromaticHerbal, lavender-like, coolingToo medicinal or too traditional
WateryLight, clear and fluidToo thin
MarineOceanic, salty, airy, ozonicToo aquatic or metallic
Clean muskCotton, fabric or clean skinLaundry 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
TextureDry / creamy / milky / polished / rough
TemperatureWarm / cool
Overall feelLight / dark
StyleNaturalistic / abstract
Wood characterSmoky / earthy / resinous / mineral / pencil-like / clean
TimingFrom 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
CleanFresh, cotton-like
Skin-likeSoft, close, warm
PowderySoft-focus, cosmetic
CreamyRounded, smooth
Laundry-likeFabric-clean, detergent-like
AnimalicWarmer, less clean
TransparentLight support
DenseFuller base feel

Useful brief: “Skin-like musk, slightly warm, softness 4/5, no powder or laundry effect.”

Strength

Term What it means Example feedback
ImpactHow noticeable the first spray isThe opening impact is right
ProjectionHow far the scent spreads around the wearerReduce projection from 4/5 to 3/5
SillageThe trail left as the wearer movesThe scent trail becomes too weak after the first hour
VolumeHow full or thin the scent feelsThe heart feels thin even though projection is fine
PersistenceHow long the scent remains noticeableThe drydown fades too early
SignatureHow easy the scent is to recognizePerformance 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
BlotterUse the same type for every sample
ApplicationApply a similar amount
TimingUse the same smell checkpoints
RoomKeep it neutral where possible
LabelUse sample codes or random numbers
Sample ageRecord when it was compounded or received
EvaluatorAvoid 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
ApplicationNumber of sprays or measured amount
AreaWhere the scent was applied
TimeWhen each evaluation was made
Other productsAny scented lotion, soap or fragrance used on the same area
ResultOpening, 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 fragranceOpening, projection, clarity, drydown and stability
Body lotionRelease from the lotion, color, scent change and stability
Shampoo / body washSmell during use, after rinsing and after drying
SoapBase interaction, smell retention, color and stability
CandleCold throw, hot throw, compatibility and burn performance
Fabric productSmell 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
KeepOpening brightness and dry woody character
ChangeThe middle feels too heavy
TimingThe problem starts around 30 minutes
TargetMake the middle lighter without weakening the drydown
PriorityHigh — 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

  1. Collect comments from each stakeholder.
  2. Mark the points everyone agrees on.
  3. Mark the points that conflict.
  4. Compare the conflicts with the original brief.
  5. Rank the remaining requests.
  6. 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
V1First directionBright openingToo denseReduce density
V2Lower densityBetter textureWood too roughMake wood smoother
V3Smoother woody bodyGood structureOpening too sharpSoften opening
V4Softer openingGood overall balanceMinor wear issueImprove late wear
V5Wear adjustedScent approvedMove 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
DirectionClean, modern skin scent with smooth woods and soft musk
Must-haveSkin-like musk, smooth woods, low sweetness, intimate wear
Nice-to-haveLight fresh opening, subtle warmth
AvoidSoap, powder, strong vanilla, laundry-detergent effect
Projection3/5
Sweetness1-2/5
Density2/5
Softness4/5

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 liftLight, soft, fresh
Green/citrus supportLow level, no sharpness
Floral bridgeLight, not clearly floral
Woody bodySmooth and dry
Musk baseSkin-like, soft and long-lasting
Warm supportSubtle, not vanilla-like
Signature accentQuiet but easy to recognize
Sweetness controlLow 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 typeFine fragrance, lotion, shampoo, body wash, soap, candle, home fragrance, fabric product, etc.
Fragrance levelExpected use level or working range
MarketCountries or regions where the finished product will be sold
UserTarget user group where relevant
BaseThe real finished-product base used for testing
RestrictionsInternal ingredient, natural-content, allergen or claim requirements
CostFragrance and finished-product cost target
DocumentsMarket-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-likeReduces anxiety
Quiet evening moodImproves sleep
Fresh-smellingReduces stress
Designed for a soft skin-like scentSafe for sensitive skin
Low-powder scent profileHypoallergenic / 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]

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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.