Behavioural Economics in Marketing Training Course

Duration 10 days 20 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Marketing Managers, Customer Experience Managers and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-M-071

Before you join: Participants should have practical experience of marketing, communications, sales, product management, customer experience or campaign delivery.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Marketing teams often assume that customers compare options carefully, respond to rational value propositions and act on stated preferences. Actual decisions are shaped by attention limits, habits, emotions, social cues, defaults, mental shortcuts and the context in which choices are presented. This creates a practical opportunity: marketers can improve acquisition, conversion, retention and customer experience by designing messages, offers, journeys and choice environments around how people make decisions.

This course examines behavioural economics and consumer psychology as applied to marketing. Participants learn to diagnose friction in customer decisions, identify relevant biases and heuristics, construct effective choice architectures, frame prices and promotions, use social influence responsibly, and design communications that prompt action without manipulation. The course also covers behavioural segmentation, journey analysis, behavioural research, experimentation and measurement.

Teaching combines focused instructor briefings with sector-based cases, group analysis, design simulations and structured application to participants' own products, services or campaigns. Cases can be adapted for banking, public services, retail, telecommunications, insurance, healthcare, NGOs and B2B markets. Participants develop a behavioural marketing intervention plan, including a customer decision diagnosis, target behaviour, intervention design, test plan, measurement approach and ethical review.

The course is suited to experienced marketing, customer experience, product, sales and communications professionals who already work with campaigns, customer journeys or commercial propositions. It is especially relevant where organisations need customers to complete applications, adopt digital channels, choose suitable products, renew services, attend appointments, reduce complaints or change established behaviours.

What you will be able to do

  • Diagnose customer decisions using behavioural maps, frictions, triggers and decision biases
  • Apply EAST, MINDSPACE and COM-B frameworks to marketing intervention design
  • Design choice architectures using defaults, simplification, salience and timely prompts
  • Frame pricing, promotions and value propositions using behavioural pricing principles
  • Develop behaviourally informed customer journeys, messages and conversion pathways
  • Create ethical behavioural experiments using hypotheses, test cells and success metrics
  • Interpret experiment results using conversion, uplift, confidence intervals and guardrail metrics
  • Present a behavioural marketing intervention plan with implementation and measurement actions

Benefits of attending

For you

  • Diagnose why customers delay, abandon, ignore or reject intended actions
  • Design marketing interventions beyond standard demographic segmentation and messaging
  • Build credible behavioural hypotheses for campaigns, propositions and customer journeys
  • Run better conversion tests with defined treatment, control and guardrail measures
  • Present ethical behavioural recommendations confidently to senior stakeholders

For your organisation

  • Higher conversion through simpler choices, clearer prompts and reduced customer effort
  • Better campaign effectiveness through behaviourally grounded messages and offers
  • Lower abandonment in applications, onboarding flows and digital service journeys
  • More reliable marketing learning through structured experimentation and measurement
  • Reduced conduct risk through documented ethical review of influence techniques

Course modules

20 modules over 10 days

Participants can explain how behavioural economics changes marketing assumptions about customer decision-making.

  • Dual-process theory: System 1 heuristics and System 2 reflection
  • Bounded rationality and limited attention in customer choice
  • Marketing implications of cognitive effort, time pressure and uncertainty
  • Behavioural economics distinguished from conventional persuasion and market research
  • Customer decisions as contexts, cues, habits and perceived trade-offs
  • EAST, MINDSPACE and COM-B frameworks for marketing diagnosis

Participants can translate business goals into specific, measurable target customer behaviours.

  • Behaviour statements specifying actor, action, context, frequency and timing
  • Commercial objectives linked to observable customer actions and outcomes
  • Funnel metrics separating awareness, consideration, conversion and retention
  • Prioritisation matrix using behavioural impact, feasibility and organisational readiness
  • Leading indicators identified before revenue, renewal or lifetime-value outcomes
  • Guardrail metrics protecting customer suitability, trust and complaint levels

Participants can identify the behavioural drivers and barriers behind a priority customer decision.

  • Decision maps tracing prompts, choices, actions and post-purchase consequences
  • COM-B diagnosis of capability, opportunity and motivational barriers
  • Friction audits identifying effort, confusion, delay and unnecessary uncertainty
  • Jobs-to-be-Done interviews revealing progress sought in purchase situations
  • Behavioural barriers distinguished from operational, policy and technology constraints
  • Root-cause hypotheses written as testable explanations of customer behaviour

Participants can design marketing communications that earn attention and reduce processing effort.

  • Selective attention and perceptual salience in crowded communications
  • Message hierarchy built around one priority action and reason
  • Cognitive fluency improved through familiar language, structure and visual cues
  • Von Restorff effect used to distinguish critical offer elements
  • Processing fluency tested through comprehension, recall and task-completion measures
  • Information overload reduced through progressive disclosure and chunking

Participants can identify relevant cognitive biases and convert them into responsible marketing design choices.

  • Anchoring effects in price comparison, package selection and negotiations
  • Availability heuristic shaping perceived risk, urgency and product relevance
  • Loss aversion applied to retention, renewal and prevention messages
  • Present bias affecting saving, subscription and long-term benefit decisions
  • Endowment effect influencing trials, ownership and switching resistance
  • Confirmation bias considered when targeting committed customer beliefs

Participants can structure customer choices to reduce friction while preserving informed choice.

  • Choice architecture maps options, sequence, defaults and decision points
  • Default settings designed for suitability, reversibility and customer control
  • Choice overload reduced through curated options and meaningful categories
  • Decoy effects assessed when presenting product tiers and bundles
  • Action prompts positioned at moments of highest customer readiness
  • Form design removes unnecessary fields, interruptions and ambiguous labels

Participants can frame prices and offers around customer perceptions of value, risk and fairness.

  • Reference prices established through comparisons, history and category norms
  • Price framing compares absolute cost, periodic cost and avoided losses
  • Partitioned pricing assessed for clarity, fairness and total-cost comprehension
  • Mental accounting informs bundles, credits, rewards and payment timing
  • Price endings and numerical precision matched to offer positioning
  • Fairness perceptions monitored during discounts, fees and dynamic pricing

Participants can use social cues and trust signals without making misleading claims.

  • Descriptive norms communicate what similar customers actually choose
  • Injunctive norms signal behaviours approved by relevant reference groups
  • Social proof selected through reviews, adoption figures and testimonials
  • Similarity cues increase relevance of peer examples and recommendations
  • Authority signals evaluated for credibility, independence and disclosure
  • Trust architecture combines evidence, transparency, reassurance and recourse

Participants can connect emotional drivers and brand signals to intended customer actions.

  • Affect heuristic links immediate feelings to perceived product value
  • Anticipated regret informs reminders, protection messages and renewal prompts
  • Goal-gradient effect strengthens progress displays and milestone communications
  • Self-determination theory addresses autonomy, competence and relatedness motives
  • Brand associations translated into behavioural cues at decision moments
  • Emotional appeals checked against evidence, suitability and customer vulnerability

Participants can design interventions that establish beneficial customer routines and retention behaviours.

  • Habit loops identify cue, routine and perceived reward
  • Fresh-start effect used for renewals, onboarding and re-engagement
  • Implementation intentions convert intentions into specific if-then action plans
  • Commitment devices support planned actions against present-biased preferences
  • Feedback loops reinforce progress, confidence and repeat behaviours
  • Retention journeys distinguish habitual use from inertial customer retention

Participants can segment customers by behavioural needs, decision contexts and response patterns.

  • Behavioural segmentation combines needs, triggers, barriers and channel preferences
  • Needs-based segments distinguish functional, emotional and social motivations
  • Propensity models interpreted alongside customer context and potential bias
  • Personalisation rules matched to consent, relevance and decision stage
  • Next-best-action logic prioritises helpful prompts over message volume
  • Segment profiles include behavioural hypotheses and evidence requirements

Participants can redesign a customer journey around critical decisions, moments and frictions.

  • Journey maps connect touchpoints, customer goals, emotions and actions
  • Moments of truth identified through risk, effort and consequence
  • Service blueprints reveal backstage causes of customer friction
  • Channel switching assessed for continuity, context and repeated information
  • Peak-end rule applied to memorable service moments and closure
  • Behavioural interventions sequenced across discovery, choice, use and renewal

Participants can apply behavioural principles to digital journeys, interfaces and conversion pathways.

  • Landing-page architecture aligns message, evidence, action and reassurance
  • F-pattern scanning informs placement of headings, benefits and calls-to-action
  • Microcopy reduces ambiguity around forms, permissions and commitments
  • Progress indicators manage uncertainty during lengthy digital applications
  • Error-prevention design uses constraints, examples and timely validation
  • Dark patterns identified and excluded from behavioural interface design

Participants can build a campaign plan that links behavioural insight to channels, messages and actions.

  • Behavioural brief specifies audience, desired action, barrier and proposition
  • Message framing selects gains, losses, social cues or identity
  • Channel roles assigned across attention, consideration, action and follow-up
  • Timely prompts scheduled around decision windows and customer triggers
  • Creative concepts tested against salience, clarity and behavioural mechanism
  • Contact policies prevent message fatigue, reactance and customer annoyance

Participants can select research methods that reveal behavioural drivers beyond stated preferences.

  • Behavioural observation records actual actions, context and environmental cues
  • Contextual interviews examine decisions where they naturally occur
  • Think-aloud protocols reveal comprehension gaps and decision uncertainty
  • Survey questions avoid priming, social desirability and hypothetical bias
  • Choice experiments estimate trade-offs between offer attributes and prices
  • Triangulation compares qualitative evidence, behavioural data and customer feedback

Participants can design valid behavioural tests with defined hypotheses, metrics and decision rules.

  • Testable hypotheses specify mechanism, intervention, audience and expected outcome
  • A/B tests define treatment, control, allocation and observation period
  • Randomisation reduces selection bias between test and control groups
  • Sample-size considerations address detectable effects and practical constraints
  • Primary metrics distinguish conversion uplift from vanity measures
  • Guardrail measures track complaints, opt-outs, fairness and downstream outcomes

Participants can interpret behavioural test results and make evidence-based rollout decisions.

  • Uplift calculations compare treatment performance against an appropriate baseline
  • Confidence intervals communicate uncertainty around estimated intervention effects
  • Segment analysis checks variation by need, channel and vulnerability
  • Novelty effects separated from sustained behavioural change over time
  • Cost-effectiveness compares implementation cost against incremental customer outcomes
  • Rollout decisions document evidence thresholds, risks and monitoring actions

Participants can assess behavioural interventions for customer welfare, fairness and organisational conduct risk.

  • Ethical review considers autonomy, transparency, proportionality and customer benefit
  • Sludge audits identify excessive friction, obstruction and unnecessary burdens
  • Vulnerability assessments consider financial stress, literacy and cognitive load
  • Informed choice protected through clear alternatives and easy reversibility
  • Fairness checks test differential effects across customer groups
  • Governance records intervention rationale, approvals, evidence and accountability

Participants can prepare a practical implementation plan for a behavioural marketing intervention.

  • Stakeholder maps identify owners, approvers, delivery teams and affected groups
  • RACI matrices clarify behavioural intervention responsibilities and decision rights
  • Implementation roadmaps sequence research, design, testing and rollout activities
  • Data requirements specify sources, access, quality and privacy controls
  • Change communications explain behavioural rationale without overstating certainty
  • Operational risks assessed through failure modes, controls and escalation paths

Participants can build, review and present a complete behavioural marketing intervention plan for a defined business challenge.

  • Target behaviour defined with customer, context, action and success metric
  • Decision diagnosis synthesises evidence, frictions, motivations and relevant biases
  • Intervention design specifies choice architecture, messages, prompts and channels
  • Experiment plan sets hypotheses, test cells, metrics and decision criteria
  • Ethical review addresses transparency, fairness, vulnerability and reversibility
  • Implementation roadmap assigns owners, milestones, dependencies and governance
  • Peer review challenges assumptions, evidence quality and unintended consequences

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Behavioural customer decision diagnosis template
  2. Choice architecture design checklist
  3. Behavioural campaign briefing template
  4. Behavioural customer journey map
  5. A/B test and measurement plan
  6. Ethical influence review checklist

Who should attend

  • Marketing Managers — improve campaign response, proposition design and conversion performance
  • Customer Experience Managers — remove behavioural friction from priority customer journeys
  • Product Managers — design adoption pathways, onboarding and feature-choice environments
  • Digital Marketing Specialists — improve landing pages, forms, email journeys and paid media
  • Sales and Commercial Managers — frame offers and sales processes around buyer behaviour
  • Communications and Behaviour Change Professionals — create responsible interventions for public or social outcomes

Skills and tools covered

Behavioural diagnosisChoice architectureBehavioural pricingCustomer journey designExperiment designEthical influence

Tools and standards

EAST framework, MINDSPACE framework, COM-B model, BJ Fogg Behavior Model

How the course runs

Training methodology

The course uses short instructor briefings to introduce behavioural concepts, followed by cases, group diagnosis, design simulations and peer review. Participants analyse customer decisions in realistic marketing situations such as product onboarding, insurance renewal, retail promotions, public-service uptake and B2B buying. They apply frameworks to their own work throughout the programme, building from a defined target behaviour to an intervention and test plan. Facilitated discussion addresses commercial effectiveness, customer fairness, consent, transparency and unintended consequences.

Requirements and prerequisites

Participants should have practical experience of marketing, communications, sales, product management, customer experience or campaign delivery. They should be comfortable discussing customer segments, propositions, channels, conversion measures and basic campaign performance data. Familiarity with customer journeys, web analytics or market research is useful but not essential. No prior study of economics, psychology, statistics or behavioural science is required. The course does not require coding, specialist analytics software or advanced quantitative modelling. Participants benefit most when they bring a current campaign, customer journey or adoption challenge to develop during the course.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should have practical exposure to marketing, customer experience, product, sales or communications work. No previous training in behavioural economics, psychology, statistics or experimentation is required.

Bring a current customer challenge, campaign, proposition, service journey or conversion problem if possible. Useful materials include campaign results, customer research, journey maps, website screenshots or relevant performance measures.

It suits professionals responsible for influencing customer decisions through marketing, digital journeys, propositions, communications or service design. It is appropriate for commercial, public-service and social behaviour-change contexts.

The course focuses on designing observable customer actions, not only understanding attitudes or brand preferences. It connects behavioural science to choice architecture, behavioural pricing, journey design, experimentation, measurement and ethical governance.

Participants can use the templates to diagnose a priority customer decision and build an intervention plan for testing. Common applications include reducing form abandonment, improving onboarding, increasing renewals, encouraging digital adoption and improving campaign response.

Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours. Early modules establish behavioural diagnosis and design methods; later modules address research, testing, ethics, implementation and the final intervention capstone.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.