Transform Free Trials into Profitable Upsell Opportunities

A Trial Location (also called a Free Location) in LightSpeed VT isn’t just a place to hand out free courses, it’s your built-in upsell machine.

Think of it this way: you’re not just letting someone peek at your training; you’re inviting them into an experience that shows the full value of your system. Done right, it helps turn curious visitors into paying customers.

Here’s how it works and why it’s worth your time.

What is a Trial Location?

A Trial Location is a special setup in your LightSpeed VT platform where you can give potential customers access to selected courses — for free — inside a fully functioning training environment.

It’s like handing them the keys to test-drive the car, not just look at the brochure.

Why is it valuable?

The goal isn’t just “give something away.” The goal is convert.

By guiding users through interactive, engaging content, you can:

• Collect key data up front (like: are they a sales rep or a sales manager?)
• Tailor your offers to their needs (individual access vs. team licenses)
• Present a clear upsell path at the end (think: “Want more? Here’s how to upgrade!”)

In short, you’re combining training + marketing in one smart package.

How should you structure it?

When designing a course for your Trial Location, keep this flow in mind:

1. Start strong:
   Use the first chapter to interact and gather useful details (like role, goals, or challenges). This helps you segment your audience and personalize follow-up offers.

2. Deliver real value:
   Give them excellent content that solves a problem or teaches something useful. Make them want more.

3. End with action:
   In the final chapter, include two clear calls to action:

   • Lead generation button: e.g., “Want to chat with us? Let’s talk about how we can help you grow.”
   • Direct purchase button: e.g., “Ready to unlock the full system? Buy now and level up.”

Example: If your original course has 8 chapters, the upsell version will have 10 — adding one at the start (data collection) and one at the end (offer + lead gen).

How do users get in?

Once your Trial Location and upsell course are ready, you need a way for users to access it. You have two main options:

• Manually create Trial users
• Set up a registration form so they can sign themselves up

Need help setting these up? Check out:

• How to Create Users
• How to Build Registration Forms

Final Thoughts

A Trial Location isn’t just a free sample — it’s your sales and marketing superpower. When you craft it intentionally, you’re not just showing off your courses — you’re building relationships and driving conversions.

Ready to get started? Set up your trial, create an engaging upsell course, and watch your leads turn into loyal customers.