Proposal:
UltraLyfe + Costco Partnership
Introduction
UltraLyfe is excited to propose a partnership designed to enhance the Costco member experience by adding a unique layer of product awareness, education, and personalized support—all through the lens of practical, everyday health and wellness.
This program isn't just about health coaching—it's about helping members navigate Costco more intentionally, discover more of what Costco offers, and feel supported in their shopping journey.
We offer two exclusive membership tiers for Costco members:
Basic UltraLyfe Membership:
💳 $16/month (billed annually) or $32/month
🎯 Access to curated Costco Product Bundle Boxes (great for sampling before buying in bulk).Full UltraLyfe Membership:
💳 $29.99/month (billed annually) or $44/month
🎯 Includes everything in the basic tier plus:Customized Costco Shopping Guides
Weekly Wellness + Product Discovery Newsletters
Free Health Assessment + Feedback
Real-Time Text Product Support
UltraLyfe acts as a bridge between Costco products, health and wellness, and the member experience—guiding customers to explore more of what Costco has to offer, while helping them make smarter, healthier, and more personalized shopping decisions along the way.
Program Description
UltraLyfe proposes setting up an in-store experience titled “Costco Bundles + Health Hub powered by UltraLyfe”—a dedicated station designed to help Costco members discover more of what Costco already offers.
Staffed by a trained two-person UltraLyfe team (operating 5–7 days a week, 8-hour shifts), the station will guide members through curated product bundles, offer shopping insights, and support product discovery through personalized recommendations.
The program is built around member experience and education, not upselling. Through this model, UltraLyfe connects Costco shoppers with a wide range of Costco items they may not typically explore—maximizing the value of each visit.
Costco members can enroll in an UltraLyfe Membership (monthly or annually) by entering a Costco member’s club number into our system. UltraLyfe will verify active membership status by using the member’s Costco Club Card number during enrollment. This unlocks access to exclusive bundles, personalized product support, and easy-to-follow shopping guides—all pointing back to existing Costco inventory.
1) Costco Customized Shopping Guide
Members fill out a online form specifying their health goals and preferences.
UltraLyfe coaches deliver a personalized Costco shopping guide with recommended products.
Guides help members optimize their shopping trips by selecting the best products for their needs.
Once per month can be utilized.
The Process
Members can request a new shopper’s guide through UltraLyfe’s platform or by scanning the QR code at the designated UltraLyfe station in Costco. The QR code directs them to a dedicated page to complete the intake form.
A certified UltraLyfe health coach will assess the member’s health goals and offer tailored product recommendations, outlining their benefits and potential impact on overall wellness.
UltraLyfe health coaches will be trained to ensure all vendors are included in recommendations while also providing guidance on balancing items that may not meet optimal health standards, ensuring every vendor has an opportunity for inclusion.
Once submitted, the shopper’s guide will be delivered within 3-5 business days.
Additional guides requested more than once per month will incur a $17 fee.
2) Costco Product Support
On-demand product insights for health and wellness items available at Costco.
Guidance on food choices, dietary concerns, and supplement recommendations.
Advice on lifestyle-related purchases (e.g., furniture, appliances, kitchen essentials, clothing) to align with members' goals.
Support for making balanced health decisions, including when to indulge and how to counteract less healthy choices.
Available during work hours 7 days a week.
The Process
A member can request to speak with a health coach via text by visiting UltraLyfe’s platform, scanning the QR code on an informational flyer at the UltraLyfe station in Costco, or asking a representative on-site for assistance. The QR code will direct them to an online form to submit their inquiry.
Once the request is received, a certified health coach will connect with the member via text to provide support, answer questions about products and services, and address any health-related concerns.
Members can access text support once per month.
3) Free Health Assessment
Includes:
Personalized Coaching Call &
Wellness Plan
Members complete an online health assessment form.
Certified UltraLyfe health coaches analyze responses and provide a customized health report.
One-on-one phone consultation to discuss findings and recommend Costco products, including food, supplements, personal care, furniture, kitchen appliances, and more.
Coaches aim to build long-term relationships, helping members meet their health goals using exclusively Costco products.
Redeemed once every quarter.
Includes step-by-step micro-goals with Costco product recommendations that align with members’ objectives.
The Process
If a member is interested in a health assessment, they can access UltraLyfe’s platform to complete it online or visit the dedicated UltraLyfe station at Costco. There, they can scan the QR code on the informational flyer, which directs them to the online assessment, or ask an UltraLyfe representative on-site for assistance.
Once submitted, the assessment will be reviewed within 5-10 business days.
Upon completion, the certified health coach who conducted the assessment will schedule a follow-up call with the member via text, phone, or email immediately after submission.
During the call, the health coach will review the results, provide guidance on achieving health goals, suggest tailored solutions, and, if the member wishes, offer ongoing coaching services for an additional fee based on session rates or package options.
Members can complete a health assessment once every three months.
4) Weekly Newsletter
Curated health and wellness micro-steps and guides tailored to members' needs.
Personalized shopping recommendations featuring Costco products aligned with their health goals.
Expert insights on how to improve lifestyle choices using Costco’s extensive product catalog.
Sent every week to all Costco-UltraLyfe members
The Process
During the initial onboarding process, we collect each new member’s email address.
All members receive a weekly general newsletter delivered to their email.
Members have the option to opt out at any time while maintaining their membership.
A curated newsletter, led by an UltraLyfe certified health coach, will feature Costco products aligned with the weekly health and wellness theme. All vendors will have the opportunity to be included, ensuring balanced representation. To maintain the integrity of health standards, items that may not fully meet optimal guidelines will be thoughtfully paired with complementary products to create a healthier combination.
5) Bundle Box Deals –
Costco Product Sampling for Members
UltraLyfe will curate exclusive Costco product bundle boxes available only to Costco members who purchase an UltraLyfe subscription.
Bundles will feature recommended Costco items designed to help members test products before committing to bulk purchases.
UltraLyfe will have an in-store rep selling these bundles at the dedicated table, ensuring exposure for Costco vendors.
Costco retains 100% of the revenue from bundle sales, with UltraLyfe facilitating engagement and education.
Providing new curations weekly or bi-weekly depending on Costco.
Survey found that 81% of consumers who try a product for the first time through a sample, went on to purchase that item.
78% of sampled consumers who purchased the product said the opportunity to try it prompted the purchase.
The Process
Members can find these bundle packages available at the UltraLyfe station in Costco. They can select a bundle of their choice and take the designated package to checkout, where the assigned barcode will correspond to one of the three bundle options.
UltraLyfe representatives will pre-pack and seal each bundle, ensuring all designated items are included. Each package will be labeled with a barcode for seamless checkout at Costco registers.
UltraLyfe reps will be on-site assembling and packaging the selected bundle items. They will only require assistance from Costco staff in retrieving the necessary products for pre-packing and replenishing inventory if supplies run low around the UltraLyfe station.
To streamline the process, all required bundle items should be placed on a nearby pallet or within close proximity to the UltraLyfe station for easy access. If supplies run low, we kindly request Costco staff to assist in restocking the needed items.
UltraLyfe, in collaboration with its certified health coaches, will curate bundled Costco items while ensuring all vendors have an opportunity for inclusion. For products that may not align with typical health guidelines, we will thoughtfully pair them with complementary items to create a more balanced and health-conscious combination.
Benefits to Costco
Partnering with UltraLyfe delivers measurable advantages across key areas:
✅ Increased Product Awareness
Members discover new products through guided conversations, curated bundles, and targeted shopping suggestions—boosting exposure for underutilized SKUs.
✅ Larger Average Cart Size
By introducing members to relevant cross-category items (e.g., pairing supplements with personal care, or snacks with kitchen appliances), we increase multi-department purchases and average spend per visit.
✅ Enhanced Member Experience
Costco members feel supported, seen, and guided through their shopping journey—adding value to their membership and increasing loyalty.
✅ Stronger Vendor Engagement
Vendors gain exposure through bundle inclusion, shopping guide features, and in-store product education delivered by trained UltraLyfe reps.
✅ Positioning Costco as a Wellness Ally
This program doesn't sell "health coaching"—it helps Costco members make smarter, more balanced shopping choices using Costco products, enhancing Costco’s brand as a wellness-conscious retailer.
✅ Increased In-Store Engagement
The UltraLyfe station creates more interaction, longer shopping durations, and higher satisfaction from Costco members—making their trip more valuable and productive.
Next Steps
To move forward with this partnership, UltraLyfe proposes the following steps:
Program Approval & Logistics
Finalize agreement terms with Costco leadership.
Determine optimal Costco locations for pilot rollout.
Establish UltraLyfe’s in-store presence, including table placement, signage, and materials.
Team Deployment & Training
UltraLyfe will provide a two-person team per location, staffing the station for 5-7 days a week, 8 hours per day, totaling 40-56 hours weekly.
Representatives will be trained to educate Costco members on health benefits and product recommendations by utilizing UltraLyfe’s health professionals.
Marketing & Promotion
Develop co-branded marketing materials.
Promote the UltraLyfe Membership through Costco’s in-store marketing channels.
Launch introductory promotions to drive membership sign-ups.
Data Collection & Program Optimization
Track member engagement, product purchases, and feedback.
Use insights to refine product recommendations and enhance customer experience.
Provide Costco with performance reports on membership growth and sales impact.
Conclusion
UltraLyfe’s partnership with Costco presents a unique opportunity to integrate health and wellness into Costco’s shopping experience while driving increased product sales. By providing personalized guidance, exclusive product bundles, and tailored shopping recommendations, UltraLyfe can enhance member satisfaction and loyalty, ultimately benefiting both Costco and its customers.
We look forward to working together to bring this innovative program to life and create lasting value for Costco members.
Condensed Proposal Below
UltraLyfe + Costco Partnership Proposal
Introduction
UltraLyfe proposes an exclusive partnership with Costco to introduce an UltraLyfe Membership for Costco members, offering premium health and wellness benefits at:
Basic : $16 per month (paid annually), $32 per month (monthly plan)
Full : $29.99 (paid annually) $44 per month (monthly plan)
This program will:
✅ Increase Costco product sales through personalized recommendations
✅ Provide Costco members with health coaching & curated shopping guides
✅ Enhance the Costco shopping experience with exclusive wellness perks
UltraLyfe In-Store Station
📍 “Costco Bundles + Health Hub powered by UltraLyfe”
👥 Staffed by 2 UltraLyfe reps
📅 5-7 days per week
⏳ 8-hour shifts (40-56 hours per week)
UltraLyfe reps will:
✅ Provide personalized health guidance & product education
✅ Assist with membership enrollment
✅ Support Costco members in making shopping choices
Program Benefits & Features
1) Costco Shopping Guide
🔹 Members fill out an online form with health goals
🔹 UltraLyfe coaches create a personalized Costco shopping guide
🔹 Optimized product recommendations based on Costco’s inventory
📌 Process:
✔ Members scan QR code at UltraLyfe’s Costco station or visit the UltraLyfe platform
✔ A certified UltraLyfe health coach reviews the intake form and recommends products
✔ Guides are delivered within 3-5 business days
✔ 1 free guide per month; additional guides are $17 per request
2) Weekly Newsletter
📢 Weekly email featuring:
✅ Health tips & micro-steps
✅ Costco product recommendations aligned with wellness goals
✅ Expert insights on optimizing lifestyle choices
📌 Process:
✔ Members' emails collected at sign-up
✔ Weekly newsletter sent automatically
✔ Members can opt out anytime
🔹 All vendors included; products that may not meet health standards are paired with healthier alternatives to maintain balance.
3) Free Health Assessment
🔹 Members complete an online health assessment
🔹 A certified UltraLyfe coach analyzes results and provides a customized report
🔹 1-on-1 coaching call to discuss:
✔ Health goals & Costco product recommendations
✔ Personalized solutions for food, supplements, personal care, furniture, and more
📌 Process:
✔ Members take the assessment online or in-store (QR code available at Costco station)
✔ Results are reviewed within 5-10 business days
✔ Coach schedules a follow-up call via text, phone, or email
✔ One assessment every 3 months included
4) Costco Shoppers Product Support
📲 On-demand health guidance via text
✅ Product insights for Costco items
✅ Dietary, supplement & lifestyle recommendations
✅ Support for balanced health choices
📌 Process:
✔ Members request text support via UltraLyfe’s platform, QR code, or in-store rep
✔ Certified health coach responds via text
✔ 1 text support session per month included
5) Costco Bundle Box Deals
📦 Exclusive UltraLyfe-curated Costco bundles
✅ Helps members test products before buying in bulk
✅ In-store UltraLyfe reps will sell these bundles at the Costco station
✅ Costco retains 100% of revenue while UltraLyfe drives member engagement
📌 Process:
✔ Members pick up a pre-packed bundle from the UltraLyfe station
✔ Each bundle has a barcode for easy checkout
✔ UltraLyfe reps assemble & restock bundles on-site
🔹 All vendors included; non-health-focused products will be paired with healthier alternatives for a balanced offering.
Benefits to Costco
🔹 Increased Sales – Members buy recommended Costco products
🔹 Enhanced Member Experience – Personalized shopping guidance
🔹 Vendor Awareness – More exposure for Costco’s product offerings
🔹 Health & Wellness Leadership – Positions Costco as a leader in wellness
🔹 Larger Cart Sizes – Product bundling and guided recommendations lead to more items purchased per visit
Next Steps
✅ Approval & Logistics
✔ Finalize agreement & Costco locations for pilot rollout
✔ Establish in-store setup & UltraLyfe station placement
✅ Team Deployment & Training
✔ 2-person UltraLyfe team per location
✔ Staffing 5-7 days per week, 40-56 hours per week
✅ Marketing & Promotion
✔ Co-branded marketing materials
✔ Promotions through Costco’s in-store channels
✅ Data Collection & Optimization
✔ Track member engagement & sales impact
✔ Provide Costco with performance reports
Conclusion
UltraLyfe + Costco creates a win-win partnership that enriches the member experience, increases Costco product sales, and introduces a unique layer of health and wellness into the shopping journey. By guiding members to explore more of Costco’s offerings through personalized support, we help elevate engagement, loyalty, and product awareness.
We’re excited about the opportunity to bring this to life—and deliver meaningful, lasting value to Costco and its members.