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COPILOT FOR FDI ATTRACTION TOOLKIT COURSE

Enroll your team to attract more high value investment faster

Course Overview 

Read more about the ten Course modules to understand how your IPA can accelerate AI upskilling and attract more high value investment faster

0

Welcome, Background and Overview

Introduction Virtual Workshop Delivery: 1 Hour

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This session explains that the Course teaches Investment Promotion Agency professionals how to use Microsoft Copilot to enhance productivity, personalise investor engagement, and strengthen FDI attraction across six key workflows. It outlines how the course builds skills, confidence, and strategic capability through practical tools, templates, scenarios, and structured sessions designed to help teams deliver more consultative, data‑driven, and impactful investor engagement and improve client‑centric FDI support. It includes insights on how the Course was developed with pilot user feedback, course learning objectives and outcomes, and a course overview.​

1

Introduction to Gen AI for FDI

Introduction Virtual Workshop Delivery: 1 Hour

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Session 1 introduces IPA professionals to how Generative AI and Microsoft 365 Copilot can transform FDI attraction by boosting productivity, personalisation, and data‑driven insight across their workflows. It explains what Gen AI is, why it matters, emphasises the importance of IPA data protection policies, showcases IPA use cases, and demonstrates how Copilot can streamline preparation, research, outreach, and analysis -setting the foundation for a more strategic, consultative approach to investment promotion.​​

2

Exploring Copilot FDI End Use Applications

E-learning Running Time: 27 Mins

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Session 2 shows Investment Promotion Agency professionals how to map, design, and scale AI‑enabled FDI attraction workflows by using Copilot Chat and Microsoft 365 Copilot, demonstrating 36 practical end‑use applications and their value across six core workflows. It then expands this approach to generate 100 custom Copilot use cases across ten workflows (and case studies) - giving teams a structured, scalable method to boost productivity, personalisation, and impact across national, state, and city‑level IPA roles.

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Worksheet Exercises: 1 Hour

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Internal IPA Workshop (Virtual/In-person): 2 Hours​

3

Profiling FDI Gen AI Perspectives

E-learning Running Time: 34 Mins

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Session 3 explains how five different FDI Gen AI perception profiles shape how IPA professionals understand, adopt, and can collaborate around AI in investment promotion. It shows how recognising these perspectives improves teamwork, reduces resistance, and reveals a wider range of end uses enhancing Copilot‑powered FDI performance through tailored prompts, simulated dialogues, and coaching scenarios.

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Worksheet Exercises: 1 Hour

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Internal IPA Workshop (Virtual/In-person): 2 Hours​

4

Copilot Prompt Engineering

E-learning Running Time: 43 Mins

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Session 4 teaches IPA professionals how to master Copilot prompt engineering - using clear goals, context, expectations, and sources - to generate sharper insights, perform advanced data analysis, and accelerate FDI - focused workflows. It introduces practical tools such as an AI risk management approach, a prompt log and a step‑by‑step method for building personalised AI agents, helping teams work faster, improve content quality, and boost overall investment - promotion performance. The internal IPA workshop includes the first two FutureBuilt Podcast episode transcripts.

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Worksheet Exercises: 1 Hour

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Internal IPA Workshop (Virtual/In-person): 2 Hours​

1 - 4

Workshop Review 1

Virtual Workshop: 90 mins

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Client assigns exercises from the Session worksheets to participants in advance of the workshop. Participants deliver short presentations.​

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  • Introduction - Welcome, Overview, Summary of Sessions 1-4

  • Learning Presentations - Based on Session 1-4 worksheets

  • Session Close - Final Reflections, Wrap-up, Next Steps

5

Investor Targeting Research

E-learning Running Time: 1 Hour 19 Mins

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Session 5 shows how Copilot Chat and the Copilot Researcher Agent can transform investor targeting by turning time‑consuming research into fast, insight‑rich workflows - helping IPAs identify, prioritise, and deeply understand both known and “silent scaler” investors before competitors spot them. It also introduces profile specific coaching tips, prompt‑engineering techniques, and predictive research methods that rapidly expand high‑quality pipelines and sharpen outreach with precise, data‑driven value propositions.

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Worksheet Exercises: 1 Hour​

6

Drafting Investment Promotion Narrative

E-learning Running Time: 57 Mins

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Session 6 explains how Copilot Chat and Copilot Researcher can turn the slow, messy task of drafting investment promotion narratives into a fast, structured, insight‑rich workflow - helping IPA professionals go from blank page to compelling, investor‑ready content in minutes instead of days. It shows how AI can help to generate themes, extract proof points, draft and tailor narratives across formats, integrate feedback, and prepare Q&A - ultimately boosting quality, speed, confidence, and investor engagement.​​​​

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Worksheet Exercises: 1 Hour

7

Personalised Investor Outreach

E-learning Running Time: 1 Hour 32 Mins

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Session 7 shows IPA professionals how to turn generic outreach into hyper‑personalised, scalable engagement by using Copilot Chat, M365 Copilot, and the Researcher agent across six steps - audience segmentation, investor “digital twin” profiling, opportunity matching and briefs, strategy white papers, personalised video/VR, and event pitch + follow‑up - boosting response rates, speed, and relevance. It provides dozens of ready‑to‑use prompts, coaching, and scorecard techniques to keep messages human, authentic, and investor‑specific, so teams save time while strengthening trust and conversion.

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Worksheet Exercises: 1 Hour​

8

Consultative Selling Preparation

E-learning Running Time: 1 Hour 41 Mins

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Session 8 shows IPA professionals how to prepare as trusted, AI‑powered advisers by using Copilot Chat, M365 Copilot, and Copilot Researcher across six steps - rapid investor intel, insight‑rich question design, needs diagnosis and fit, tailored value propositions, scenario/risk simulation, and stakeholder‑specific meeting plans - so they walk into every meeting confident and ready. It emphasises pairing human consultative selling skills with structured AI toolkits (prompts, simulations, playbooks) to elevate relevance, credibility, and speed - turning preparation into sharper dialogue, clearer risk framing, and stronger post‑meeting conversion.

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Worksheet Exercises: 1 Hour​

9

Pitch Presentation and Q&A Preparation

E-learning Running Time: 1 Hour 25 Mins

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Session 9 shows IPA professionals how to use Copilot to elevate every stage of pitch preparation and delivery - from clarifying investor priorities, differentiating against competitors, and crafting a compelling '4Ps' - based narrative, to building customised decks, refining scripts, and rehearsing Q&A with simulated investor personas. It demonstrates how AI transforms pitches from generic to investor‑specific, helping officers prepare faster, present more confidently, and handle tough questions with clarity - ultimately boosting pitch win rates for high‑value FDI.

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Worksheet Exercises: 1 Hour​

10

FDI Client Centric Services

E-learning Running Time: 1 Hour 43 Mins

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Session 10 shows IPA professionals how to use Copilot Chat, M365 Copilot, and Researcher to deliver deeply personalised, strategic, and consultancy‑grade FDI client support across six processes - from understanding the client’s business model to aligning tailored support with their market entry strategy. It equips officers to anticipate needs, strengthen leadership readiness, design high‑impact support plans, and become trusted transformation partners who accelerate successful market entry.

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Worksheet Exercises: 1 Hour​

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5 - 10

Workshop Review 2

Client assigns exercises from the Session worksheets to participants in advance of the workshop. Participants deliver short presentations.​

 

Virtual Workshop: 2 Hours

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  • Introduction - Welcome, Overview, Summary of Sessions 5-10

  • Learning Presentations - Based on Session 5-10 worksheets

  • Session Close - Final Reflections, Wrap-up, Next Steps

11

Reflections and Next Steps

E-learning Running Time: 33 Mins

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Summary of Course Learning Objectives and Outcomes combined with Skills, Benefits, and Solutions Gained from Sessions 1-10

12

Consulting Session

Virtual Workshop: 2 Hours

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The Consulting Session is designed to support IPA team leaders with an opportunity to feedback on their Copilot adoption objectives, observations and support needs following completion of the Course by the team. Toolkit resources are shared to support managers with Copilot adoption assessment, performance correlation, sharing best practice, line management guidance, and continuous monitoring and improvement. This is followed by a discussion and concludes with identifying next steps.​

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Get in touch

Book a free consultation call to find out how the Course will help your agency to attract more high value FDI faster and to discuss pricing. ​

​info@marketentryleaders.com

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