Investment Promotion Marketing Training Course

Duration 10 days 17 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Investment promotion officers, IPA marketing 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-PP-014

Before you join: Participants should have basic familiarity with their country's, region's or city's investment climate, priority industries and public-sector institutions.

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

Investment promotion agencies, economic development authorities and regional governments compete for a finite pipeline of credible foreign direct investment projects. Promotional messages often fail because they describe broad advantages rather than proving why a specific investor should locate, expand or retain operations. Strong investment promotion marketing connects national or regional priorities with investor decision criteria, sector economics, location evidence, lead-generation channels and disciplined account management.

This course equips participants to design and run an investment promotion marketing programme for priority sectors and investor segments. Participants assess market positioning, select target companies, develop investor value propositions, build sector propositions, prepare location comparison evidence, plan campaigns and manage investor leads. The course covers account-based marketing, investor journey mapping, stakeholder coordination, digital channels, trade events, site visits, aftercare and performance measurement. It also addresses responsible promotion, policy credibility, data governance and claims substantiation.

Teaching combines focused briefings with cases drawn from manufacturing, financial services, renewable energy, agribusiness, technology and logistics investment projects. Participants apply the methods throughout the programme to a chosen country, region or city. They leave with an investment promotion marketing plan containing a target-account list, sector proposition, campaign plan, investor engagement process, evidence pack and performance dashboard. The final capstone requires each participant or team to present and defend this plan against investor and senior-government scrutiny.

The course is suited to professionals responsible for attracting, retaining or facilitating investment, as well as colleagues in export promotion, economic planning, communications, infrastructure and private-sector development. It is delivered over 10 instructor-led days, either in a classroom in 50+ cities or live online. Each training day runs from 08:30 to 16:30 and provides about 6.5 contact hours. Participants receive a certificate of completion.

What you will be able to do

  • Diagnose an investment location's competitive position using PESTLE, SWOT and investor decision criteria
  • Define priority sectors and investor segments using market attractiveness and location-fit analysis
  • Construct evidence-based investor value propositions for national, regional and city locations
  • Build target-account lists and account plans for named multinational investment prospects
  • Design multichannel investment promotion campaigns with messages, assets, budgets and conversion measures
  • Manage investor enquiries through qualification, site visits, stakeholder coordination and aftercare
  • Measure investment promotion performance using funnel metrics, CRM data and attribution rules
  • Present a complete investment promotion marketing plan to senior decision-makers

Benefits of attending

For you

  • Produce defensible sector propositions rather than relying on generic location claims
  • Conduct more focused investor meetings using target-account research and account plans
  • Translate policy, infrastructure and workforce evidence into investor decision materials
  • Manage campaigns through measurable lead stages, conversion rates and follow-up actions
  • Present investment attraction recommendations credibly to ministers, boards and investors

For your organisation

  • Sharper allocation of promotion budgets toward priority sectors and target accounts
  • More consistent investment messages across agencies, embassies and regional partners
  • Higher-quality investor leads through explicit qualification and follow-up disciplines
  • Stronger evidence for location claims, reducing reputational and compliance risk
  • Clearer reporting on campaign activity, pipeline value and conversion performance

Course modules

17 modules over 10 days

Participants can explain how investment promotion marketing influences a credible investor location decision.

  • Foreign direct investment project types, motives and location-selection decision stages
  • Investment promotion agency mandates, services and accountability to public authorities
  • Investor decision units: corporate strategy, operations, finance and site-selection advisers
  • Distinguishing investment attraction, investor facilitation, aftercare and policy advocacy
  • The investor journey from market scan through establishment and reinvestment
  • Credibility gaps created by unverified claims, fragmented services and delayed responses

Participants can assess location strengths, constraints and policy credibility from an investor perspective.

  • PESTLE analysis focused on investor risks, costs and operating conditions
  • OECD Policy Framework for Investment diagnostic questions for public institutions
  • Mapping permits, licences and approvals along an investor establishment pathway
  • Infrastructure readiness assessed through power, logistics, digital connectivity and land
  • Workforce evidence covering skills supply, wages, productivity and training capacity
  • Comparing regulatory certainty, contract enforcement and dispute-resolution arrangements

Participants can position a location against realistic competitor locations and investor alternatives.

  • SWOT analysis separating internal capabilities from external market conditions
  • Competitor set selection based on investor shortlist and project requirements
  • Location benchmarking using cost, talent, market access and risk indicators
  • Perceptual maps revealing investor associations, differentiators and credibility weaknesses
  • Substitution threats from automation, reshoring and alternative operating models
  • Positioning statements linking investor needs with provable location advantages

Participants can select priority sectors using transparent market potential and location-fit criteria.

  • Sector screening matrix combining market attractiveness, capability and strategic fit
  • Value-chain mapping identifies investable activities, suppliers and infrastructure dependencies
  • Global value chain shifts affecting manufacturing, services and resource projects
  • Demand drivers assessed through growth forecasts, customer concentration and trade flows
  • Location quotient analysis identifies sector specialisation and employment concentration
  • Scoring sector opportunities with weighted criteria and documented assumptions

Participants can define investor segments and personas that guide targeted marketing decisions.

  • Segmenting investors by sector, function, ownership, geography and project stage
  • Greenfield, expansion, reinvestment and M&A projects require different propositions
  • Investor personas capture decision criteria, information needs and likely objections
  • Headquarters, regional offices and operating subsidiaries hold distinct decision authority
  • Site-selection consultants mapped as influencers, gatekeepers and information channels
  • Segment prioritisation balances project value, probability, effort and public benefit

Participants can build a defensible target-account list for a priority investment proposition.

  • Target-account lists built from expansion signals, strategic fit and decision access
  • Annual reports reveal capital expenditure, footprint changes and stated corporate priorities
  • Company ownership structures identify parents, subsidiaries and ultimate decision-makers
  • Trigger events include plant closures, acquisitions, funding rounds and market entry
  • Account scoring ranks prospects by project likelihood, impact and engagement feasibility
  • Research briefs record sources, confidence levels, contacts and recommended next actions

Participants can create concise value propositions supported by investor-relevant evidence.

  • Value proposition canvas aligns investor jobs, pains and gains
  • Proof points connect location assets with quantified investor operating outcomes
  • Message hierarchy distinguishes headline proposition, supporting claims and evidence
  • Benefit statements avoid generic superlatives and unsubstantiated comparative assertions
  • Objection-handling messages address risk, cost, talent and implementation concerns
  • Value propositions adapted for corporate executives, advisers and operational leaders

Participants can develop sector-specific investment narratives for priority investor segments.

  • Sector narratives connect global trends, local capabilities and investor opportunities
  • Cluster maps show anchor firms, suppliers, research institutions and service providers
  • Investment cases quantify addressable demand, operating economics and expansion potential
  • Reference investors selected carefully without disclosing confidential commercial information
  • Supply-chain opportunity maps identify gaps suitable for new investor entry
  • Narrative architecture links strategic rationale, evidence, offer and action request

Participants can produce investor materials that substantiate location claims and decision criteria.

  • Location fact packs organise verified data, sources, dates and definitions
  • Cost comparison models separate labour, utilities, property, logistics and taxes
  • Site-selection scorecards compare locations against weighted project requirements
  • Investment incentive descriptions state eligibility, approvals, conditions and limitations
  • Data visualisation choices improve interpretation without overstating certainty or causality
  • Version control prevents obsolete statistics and inconsistent investor-facing materials

Participants can align place branding with sector propositions and investor evidence.

  • Place brand architecture connects national, regional, city and sector identities
  • Brand promise tested against investor experience, service capacity and policy delivery
  • Message discipline aligns agency teams, embassies, partners and political leaders
  • Visual identity rules protect recognition across presentations, websites and event materials
  • Editorial standards govern tone, terminology, claims, sources and approval processes
  • Reputation recovery communications address adverse events, investor concerns and misinformation

Participants can design a targeted campaign with channel choices, assets, budget and measures.

  • Campaign objectives specify target segments, desired actions and conversion milestones
  • Channel selection compares paid, owned, earned and partner communication routes
  • Account-based marketing sequences coordinate personalised outreach and supporting content
  • Content calendars schedule sector reports, case stories, webinars and follow-ups
  • Media plans allocate budget by audience reach, response quality and timing
  • Campaign briefs define audience, proposition, assets, approvals and success measures

Participants can improve digital investor engagement using discoverable, measurable content and journeys.

  • Investor website journeys guide users from sector interest to qualified enquiry
  • Search intent research identifies investor questions, terminology and content gaps
  • Landing pages match campaign messages with clear calls to action
  • Email nurture sequences provide staged evidence after initial investor engagement
  • Web analytics track source, engagement, enquiry quality and conversion paths
  • Privacy notices and consent controls govern investor contact-data collection

Participants can manage investor relationships from initial contact through qualified opportunity development.

  • Investor enquiry qualification tests project seriousness, fit, timing and decision authority
  • Discovery questioning uncovers investment drivers, constraints and information requirements
  • CRM pipeline stages define ownership, next actions and evidence requirements
  • Service-level standards set response times, handovers and escalation routes
  • Key account plans coordinate senior outreach, tailored materials and stakeholder access
  • Confidentiality protocols protect investor information, commercial sensitivity and trust

Participants can plan investor-facing events that advance specific investment decisions.

  • Site-visit agendas follow investor decision criteria and unresolved project questions
  • Stakeholder briefings align messages from government, utilities, educators and businesses
  • Familiarisation visits target advisers and influencers with defined follow-up pathways
  • Investment missions prioritise prequalified accounts, meeting objectives and senior access
  • Event lead-capture forms record consent, needs, ownership and next steps
  • Post-event follow-up converts interactions into account plans and CRM actions

Participants can use aftercare intelligence to support retention and identify reinvestment opportunities.

  • Aftercare account reviews identify expansion barriers, supplier needs and workforce constraints
  • Investor satisfaction surveys distinguish service issues from policy and infrastructure problems
  • Reinvestment triggers include capacity utilisation, product launches and regional mandates
  • Escalation maps assign ownership for permits, utilities, land and regulatory obstacles
  • Corporate engagement plans maintain relationships beyond individual project transactions
  • Investor testimonials require consent, factual verification and appropriate approvals

Participants can measure marketing performance while maintaining accountable public-sector governance.

  • Marketing funnels track awareness, engagement, qualified leads, projects and reinvestment
  • KPIs distinguish activity measures from outcomes, attribution and economic impact
  • CRM data standards define mandatory fields, definitions and data-quality checks
  • Campaign dashboards report spend, response, pipeline value and conversion rates
  • Attribution rules prevent double counting across agencies, partners and channels
  • Governance reviews test claim approval, privacy, procurement and conflict-of-interest controls

Participants can build, review and present a complete investment promotion marketing plan for a priority location and sector.

  • Location diagnosis synthesises investor risks, assets, competitors and policy constraints
  • Priority segment selection justifies sector focus, target accounts and project rationale
  • Sector proposition presents evidence, messages, objections and supporting proof points
  • Campaign plan specifies channels, assets, budget, calendar and conversion targets
  • Investor engagement process defines qualification, CRM stages, service standards and escalation
  • Performance dashboard sets KPIs, data sources, reporting cadence and governance controls

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

What you take back to work

  1. Investment location diagnostic template
  2. Priority sector scoring matrix
  3. Target-account research and scoring model
  4. Investor value proposition template
  5. Investment promotion campaign plan
  6. Investment promotion performance dashboard

Who should attend

  • Investment promotion officers — responsible for attracting and converting foreign investment projects
  • IPA marketing managers — accountable for sector campaigns, messaging and lead generation
  • Economic development directors — setting regional investment priorities and market positioning
  • Business retention managers — supporting existing investors' expansion and reinvestment decisions
  • Trade and investment diplomats — engaging multinational investors through overseas networks
  • Private-sector development advisers — designing investment attraction support for public institutions

Skills and tools covered

Investor segmentationLocation positioningTarget-account planningFDI campaign designInvestor relationship managementPromotion performance measurement

Tools and standards

PESTLE analysis, SWOT analysis, OECD Policy Framework for Investment, Value Proposition Canvas

How the course runs

Training methodology

The course uses short instructor briefings, location-marketing cases, company research tasks, group analysis and investor-meeting simulations. Participants work with realistic project briefs, including site-selection criteria, sector data, investment incentives and stakeholder constraints. They apply each method to a selected location and priority sector, receiving structured peer and instructor review. Campaign planning, investor enquiry handling and site-visit preparation are tested through practical scenarios. The final sessions focus on assembling, reviewing and presenting an investment promotion marketing plan.

Requirements and prerequisites

Participants should have basic familiarity with their country's, region's or city's investment climate, priority industries and public-sector institutions. Experience in investment promotion, economic development, trade, communications, business development, investor facilitation or policy implementation is helpful. Participants should be comfortable interpreting simple market data, company information and project budgets. No prior marketing qualification, financial modelling expertise, CRM system certification or advanced economic analysis is required. Those without direct investor-facing roles can participate if they support investment attraction decisions or delivery.

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

Participants should understand their location's investment climate and have some exposure to economic development, investment promotion, trade, communications or investor support. No marketing degree, advanced economics training or CRM certification is required.

Bring available sector strategies, investment data, current promotional materials and examples of investor enquiries where permitted. A laptop is useful for research, planning and preparing the capstone materials.

It is designed primarily for investment promotion agency staff, economic development teams, trade and investment officials, and business retention managers. It also suits infrastructure, planning and private-sector development professionals who support investment projects.

The course focuses on corporate investment decisions, location competition, sector propositions and public-sector investor services. General consumer marketing topics are not the focus; participants work with target accounts, site-selection criteria and FDI project pipelines.

Participants can use the templates to review current sector priorities, target investor accounts and improve campaign materials. The capstone plan can form the basis for an internal marketing workplan or a revised investment promotion strategy.

The first week establishes investor decision criteria, location positioning, sector selection and proposition design. The second week develops campaigns, digital engagement, account management, aftercare, measurement and the final capstone presentation; each day runs 08:30 to 16:30 with about 6.5 contact hours.

Questions about this course?

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