Creating and Using a Demo Location for B2B Clients

What’s a Demo Location?

A B2B demo location in LightSpeed VT is your private, branded playground to show potential clients what you’re made of. Think of it as a “test drive” — prospects can experience your training system firsthand, without unlocking the full, paid version.

Used well, it gives buyers the confidence they need to say yes.

Why You Should Use a Demo Location

• Show Off, Strategically
  Highlight key features like layout, sample content, and navigation — without overwhelming.
• Seamless Self-Registration
  Provide a registration link so prospects can self-enroll and explore. No manual setup required!
• Build Trust, Faster
  “Try before you buy” builds credibility and shortens the sales cycle..
• Control the Narrative
  Decide what they see — impactful sample Courses, intro videos, or specific modules.

How to Set It Up

1. Duplicate Your Location
   • Go to Super User Dashboard > Location Management > Create New Location.
   • Set the Source Template to your main System (to copy styles/settings)
   • Give it a friendly Name (e.g., Demo Location – [Your Brand]).
   • Under Billing Information, set:
     • Business Model as desired.
     • License Frequency to 0.
     • Billing Notes: For Demo Purposes Only.

• Leave all other fields blank.

2. Limit to High-Impact Content
   • Go to Super User Dashboard > Content Containers (Content column).
   • Under Add New Role, select Hidden. Name it (e.g., Demo Users), then Add Role.
   • Click the Edit icon on the new role.
   • Select only 2–3 Courses or Modules that highlight value.
   • Click Save Changes.

3. Add a Welcome Message or Video

   • Option 1 (Custom Theme):
     • Go to Super User Dashboard > Private Label Management.
     • Clone your System Theme and customize it for the Demo Location.
   • Option 2 (Main Menu Welcome Message):
     • Go to System Management > Main Menu Welcome Message.
     • Select Add New Row.
     • Enter the Content Role ID and Video URL (from Media Library).

4. Create a Registration Form

   • Go to Super User Dashboard > Registration Forms (Users column).
   • Click + New Account.
   • Name it (e.g., B2B Demo Sign-Up).
   • Assign to your Demo Location.
   • Assign the Demo Users Content Role.
   • Select essential fields only (name, email, company).

5. Generate and Share the Link

   • Copy the unique registration link from the form.
   • Use it in:
     • Follow-up emails
     • Sales presentations
     • Landing pages
     • Social media

Why This Approach Wins

• Gives prospects a no-pressure, meaningful preview
• Lets them experience your system’s value firsthand
• Builds trust and answers objections early
• Accelerates deals by moving qualified leads forward

Final tip: Treat your demo location like a VIP experience, not a dumping ground. Less is more — give them just enough to want the full package.