If you are overwhelmed by your PIF or it is a chaotic mess - here’s how I can help to get it organised (and keep it that way)

Does This Sound familiar?

• You’ve got documents saved in five different places

• You dread opening your laptop to do batch records

• You couldn’t confidently produce a full PIF on request (even though you’ve got most of the bits)

• Your 'system' is winging it!

If you're running a soap or skincare business in the UK, you will have a PIF or part of somewhere. That’s your Product Information File, the part of your compliance that pulls everything together, whether it’s shoved in boxes or floating about in half forgotten folder on your desktop, and you will know that it is super important and something that you may, at some point, be asked to produce by Trading Standards.

What I have learnt as I speak to more and more people, is that most of you know what you need to do, have started some sort of system, but often it is clunky and gets confusing or messy. Somewhere along the line you may have started a different way of doing things, or you forget where you put things online. Or you even gave up for a bit because it filled you with dread.

As a starting point I have a few tips....

• Create one main folder in Google Drive (or wherever you store your files) called 'PIF' and start moving everything into there.

• Group by type Set up subfolders for different types of document such as Batch Record Sheets and Labels

• Rename files clearly and have a system that makes it easy for you to find them with the search function if needs be.

• Consider using hyperlinks so different documents 'talk' to each other.

• Set up a system for yourself to keep it up to date in the future.

I know that having spoken to a fair few people about all of this recently that all of the above is not always as easy as it sounds, which is why I have introduced My 'Get Your PIF Sorted' service and it is going down incredibly well. 

It’s not designed to teach you compliance from scratch. It’s takes what you already know and have in place, (even if it’s a bit messy), and builds a simple, structured system that you can then continue with moving forwards.

What Is This Service – and Who’s It For?

This is a live, hands on Zoom session for UK soap and skincare makers who already understand the basics of compliance.

You’re a good fit if

• You’ve got your CPSRs in place but your PIF system is chaotic

• You know what a PIF is, but couldn’t pull everything together if someone asked

• You’re still working on paper or with a half finished Google Drive

• You want a folder system that makes sense to you, that is really easy to use and maybe you just don't know where to start with setting it up.

This is especially helpful if you’ve been putting it off for ages and just need someone to sit down with you and get it done.

What Happens in the Session?

We’ll meet for up to 2 hours or so on Zoom. I’ll look at what you’ve already got (messy or missing bits is totally fine), and then I will ask you to create one simple folder in your Google Drive or similar and give me editor access, (I will talk you through that too). Then I will share my screen and 

• Create a structured PIF folder system for you in Google Drive or your chosen platform. 

• Set up folders for batch records, CPSRs, SDSs, labels, GMP docs, and more

• Add an archive section (if needed) to help you clear the clutter

• Insert templates you can reuse if needed.

• Build hyperlinked navigation so it’s easy to switch between related documents and talk you through how to do all of this yourself moving forwards if it is all new to you,

It’s simple, clear and anyone can do it - I promise.

Sometimes I’ll carry on the setup after the call so you don’t have to sit and watch me doing admin. I’ll then send a follow up email with a roadmap so you know what to do every time you make, order, or update your products.

Not Starting from Scratch? No Problem.

This session works whether you want to overhaul your system or build on what’s already there.

If you’ve got folders, files, or a naming system you already use, we can improve and adapt it rather than throwing it out and starting again.

But if your setup is truly overwhelming, or you’re ready for a clean slate, I can help you do that too. Either way, the end result is the same.

After the Session, You’ll Walk Away With

✔ A simple, organised PIF folder system
✔ Templates you can use again and again
✔ A structure that makes sense to you
✔ A roadmap for what to do each time you order, make, or launch
✔ Confidence that your PIF is in good shape (and no longer something to dread)

What This Isn’t

In the interests of transparency, this session isn’t right for everyone.

It’s not for you if

• You don’t yet understand the basics of UK cosmetic compliance (join the Bootcamp first)

• You need help with assessments or formulation or anything like that, this is purely an admin organisation service.

• You’re looking for label checks, how to work out your allergens or any other support,  or legal advice (book a Pick My Brains session instead)

• You want someone to manage your PIF forever without your involvement

This is a done with you service, I’ll do all the initial setting up and organising but you need to maintain the system moving forwards. Don't worry though - I give you a step by step guide.

FAQs

Do I need to be good with tech?
No. I keep things super simple, if you can use email and drag and drop files, you’ll be fine. There are no spreadsheets involved although if you already use spreadsheets and would like to continue we can work with that too.

Can we do this if I use OneDrive or Dropbox?
Yes. I can work with most platforms as long as you can screen share or give me access to help build the structure.

I’ve got ADHD / dyslexia – will this work for me?
Absolutely. I help lots of people with different learning styles and neurodivergent struggles, and I will adjust the session so it works for you.

Should I tidy up my paperwork before our call?
Please don’t! I need to see your system as it is. That way, I can help you create something that works with your habits, not against them.  And if we find something that is incomplete or missing please don't be embarrassed, none of us get everything right all the time.

To recap, a messy PIF is overwhelming and it can hold your business back. It creates stress, wastes time and makes you dread the thought of someone asking to see your documents.

This session is designed to fix that and take the mental load off your shoulders. I promise you will feel SO much better afterwards.

Book Your Session

Ready to finally get your PIF sorted?

Click here to purchase and book -  let’s do this

And if you’re a member of The Soap Suite, don’t forget you get 20% off - you can find the code in the Member Perks and Discounts section.