Co-packer Intake Form Template
A practical co-packer intake form template with the project fields, routing questions, and operational reason behind every item.
Company and contact
Identify the organization and create a usable path for follow-up.
Company name
What is your company or brand name?
Primary contact
Who should receive questions about this project?
Work email and phone
What is the best email and phone number for project follow-up?
Company stage
Is this an existing brand, new brand, retailer, distributor, or another type of organization?
Product and requested services
Define what the prospect is asking the manufacturer to make and do.
Product category
Which product category best describes the project?
Product description
Describe the product, variants, and number of SKUs in plain language.
Requested services
Which services are needed: formulation, scale-up, sourcing, blending, filling, packing, or another service?
Formula status
Is the formula a concept, in development, bench-ready, validated, or already in production?
Production configuration
Describe the package and process as one manufacturable configuration.
Package format
What container, material, size, profile, and closure are requested?
Processing requirement
What fill or processing method is required or currently used?
Product characteristics
Note relevant traits such as carbonation, viscosity, particulates, pH category, refrigeration, or hot handling.
Secondary packaging
What case pack, tray, wrap, display, or pallet configuration is expected?
Scale and timing
State the commercial request with an explicit quantity and date basis.
First-run volume
How many finished units per SKU are requested for the first run?
Annual forecast
What is the expected annual volume per SKU?
Target production date
What date do you want product on the line, and what is driving it?
Current manufacturing status
Is this a new launch, transfer, additional capacity request, or reformulation?
Requirements and readiness
Surface obligations and dependencies that affect who must review the project.
Certifications and claims
Which facility certifications or product claims are required?
Allergens and dietary constraints
Which allergens are present or must be excluded, and which dietary constraints apply?
Ingredient and packaging supply
Who is expected to source ingredients, primary packaging, and secondary packaging?
Available documentation
Which specifications, process records, labels, test results, or samples are available for secure follow-up?