When partnering with a new co-packer for your bakery or confection product, understanding the intricacies of their production process is essential. No two co-packers are identical—each facility may use different equipment, follow unique production protocols, and specialize in various scales of manufacturing. Before your first meeting, getting a clear picture of your product’s requirements and how they might align with the co-packer’s capabilities is key to a successful collaboration.
Here’s a guide on how to prepare for this important meeting and set up your product for scalable success.
1. Understand Equipment Differences and Their Impact on Production
Each co-packer has specific equipment tailored to their core product offerings. Some manufacturers specialize in baked goods like cookies or bars, while others are set up for chocolates, enrobed treats, or filled confections. These distinctions affect everything from how a product is mixed and shaped to how it’s baked, cooled, and packaged.
- Baking and Mixing Equipment: Large-scale mixers, dough extruders, and ovens vary widely among facilities. For instance, rotary molding and wire cutting produce different textures in cookies and dough-based products, so if you have a specific texture in mind, you’ll want to ensure your co-packer has the right equipment.
- Temperature Control: Chocolate products, especially those involving enrobing, require precise temperature regulation to achieve a smooth, glossy finish and perfect snap. Facilities without temperature-controlled cooling tunnels may struggle to produce consistent results for these items.
- Finishing Equipment: Specialized equipment, like enrobing machines, or the way workers apply toppings, can affect the final look of your product. If your product’s aesthetics or surface finish is essential to your brand, check if your co-packer’s equipment or team can accommodate these requirements.
Before your meeting, familiarize yourself with the specific production steps involved in your product and ask your co-packer about their equipment capabilities. This will help you identify any adjustments you may need to consider to align with their setup.
2. Identify Must-Haves vs. Nice-to-Haves
Not all aspects of your product will be easily replicated at scale. Distinguishing between the essential features and those that can be adjusted will allow you to balance your product’s quality with the realities of large-scale production. Here’s what to consider:
- Nutritional Profile: Does your product need to hit specific nutritional targets (e.g., low sugar, high protein, calorie content)? For health-conscious brands, nutritional values are often central to brand identity. Decide which aspects must remain unchanged and where there’s room for flexibility. For instance, you may find that slight changes in fat or carbohydrate content could improve production without compromising your product’s integrity.
- Ingredient Sourcing: Some ingredients may define your product’s flavor, nutrition, or ethical appeal. If you source specific ingredients for their quality, sustainability, or unique profile, make sure to communicate these must-haves with your co-packer. However, be open to suggestions they may have for alternative suppliers or similar ingredients that maintain quality while reducing costs or complexity.
- Allergens and Dietary Restrictions: Products with dietary restrictions (like gluten-free or allergen-free) require strict adherence to ingredient and processing protocols. If these certifications are essential, confirm the facility’s certifications and ability to prevent cross-contamination. If it’s more of a branding bonus than a necessity, you might have more flexibility in selecting facilities.
3. Define Taste and Texture Requirements
Scaling up production often affects taste and texture. Commercial equipment can introduce new variables, so be clear about the sensory qualities that define your product:
- Flavor Consistency: Determine which flavors are central to your brand and must be preserved. Some flavors—like those from small-batch vanilla or artisan chocolate—may be difficult to maintain at scale. If these flavors are non-negotiable, discuss this with your co-packer, and ask for their experience in maintaining such flavors through bulk sourcing or flavor stabilization methods.
- Texture and Mouthfeel: Texture is key for many bakery and confectionery items. A cookie might need a specific crunch, a chocolate bar might require a smooth melt, and a brownie may need to be fudgy. Be precise about what defines your product’s texture and seek advice on how it can be achieved at scale. Your co-packer’s equipment might create subtle differences, so it’s essential to know where texture adjustments are possible without impacting the overall quality.
4. Outline Packaging Essentials
Packaging is more than just a container—it’s a key part of your product’s identity and often affects shelf life. Consider these factors:
- Structural Requirements: Packaging affects not only the look of your product but also its integrity. Fragile items may need specialized packaging to prevent breakage. If you’re packaging a brittle or delicate item, discuss packaging options that provide adequate protection without adding significant cost.
- Aesthetic Consistency: Brand visuals are critical for customer recognition. If you’ve established specific colors, materials, or finishes, communicate these requirements, but be open to alternative suggestions that may better suit large-scale production. Co-packers can often suggest materials or designs that retain your brand’s identity while offering cost or material benefits.
- Labeling Requirements: Whether it’s nutritional labeling, certifications, or special claims, make sure your co-packer can handle these requirements. For certain claims (e.g., organic, non-GMO), there may be additional steps involved in securing ingredient sourcing or certifications. Confirm that your co-packer is equipped to manage these needs.
5. Consider Shelf Life and Storage Needs
Products designed for home kitchens may have a shorter shelf life than is practical for commercial distribution. Shelf life, storage, and distribution should be factored into your manufacturing goals.
- Shelf Life Adjustments: If extending shelf life is crucial, discuss preservation options with your co-packer. This might involve subtle changes to ingredient ratios, formulation tweaks, or packaging modifications. Be clear if shelf life is a strict requirement or if minor adjustments are acceptable to accommodate distribution and storage needs.
- Storage Conditions: Does your product require specific storage conditions? Chocolates, for instance, may need cool, dry environments to prevent melting or blooming. Work with your co-packer to identify potential packaging or formulation tweaks that could improve stability in various climates.
6. Prepare Samples and Detailed Documentation
To give your co-packer the best understanding of your product, bring samples and documentation. Samples help convey the desired flavor, texture, and look, while process documentation provides insight into specific steps and ingredients. Here’s what to bring:
- Product Samples: Samples are invaluable for giving co-packers a real-world sense of your product’s texture, flavor, and appearance. Bring enough for them to conduct preliminary testing if necessary.
- Recipe and Process Documentation: While you may not want to share every detail of your recipe, providing an overview of the process and key ingredients will help your co-packer understand how to replicate the final product. Include notes on temperature, timing, and any specific ingredient interactions that are important for quality.
- Nutritional and Ingredient Lists: If you already have nutritional profiles or ingredient ratios, bring these to the meeting. This helps your co-packer understand the intended outcome and where there may be flexibility.
Final Thoughts: Setting the Stage for a Successful Partnership
Meeting with a new co-packer for the first time is an opportunity to align your product vision with their production capabilities. By understanding your product’s must-haves, flexibility points, and the specificities of their equipment, you’ll set a solid foundation for a collaborative partnership. Remember, co-packers are experts in scaling products, and their insights can often lead to valuable adjustments that maintain quality while enhancing efficiency. Being well-prepared, clear, and open to their expertise will ensure that you’re both set up for success as you bring your product to market.


