Phase 1: Quick Feasibility Snapshot (5 Minutes)
Goal: Rapidly assess early interest with almost no lift.
You complete one short form covering:
Product differentiation
Member value and benefits
Competitive landscape
Ability to deliver 20% perceived value
Readiness for consignment-based roadshows
Multi-club activation capacity
Basic pricing feasibility (simple Yes/No)
No documents. No samples. No cost sheets.
If aligned → move to Stage 2.
If not → the process stops to save you time.
Phase 2: Preliminary Validation (Moderate Ask)
Requested only if Stage 1 is promising.
We collect:
Simple competitive comparison
Initial pricing aligned to Sam’s requirements
Confirmation of roadshow feasibility
Optional third-party testing
Still no heavy documentation required.
If economics and positioning check out → proceed to Stage 3.
Phase 3: Full Evaluation Package (Detailed Documentation Only When Needed)
Provided only when a clear path forward exists.
Requested materials include:
Brand two-pager (mock-up, competitive grid, value summary)
Detailed cost structure & financials
Insurance documentation
Food safety documents as applicable (GFSI audit, permits, SOPs)
Production plan & capacity
Ingredient/allergen list (for food or supplements)
After review, physical samples may be requested.
Phase 4: Sample Shipment & Final Category Review
You ship samples and the finalized two-pager to Sam’s Club/Studio 83 per category rules.
Ascenda/Samplers complete the polished submission for Category 63.
Sam’s Club typically reviews within 10 business days.
Why Brands Love This Process
Minimal upfront effort
Clear expectations at every step
No early-stage documentation burden
Fast read on retailer interest
Transparent pricing/value requirements
Only strong, viable opportunities move forward