Why this matters:

Client-centric support and aftercare was rated among the three most frustrating workflows in our survey.

BEGINNER LEVEL

[Aftercare & Client Success]

Client Support Needs Assessment

Identify the services, connections and resources most likely to help an investor successfully establish, expand or operate in your location

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"Based on [Company Name]'s profile, list the top 5 support needs a company at their stage of market entry typically has."

COMPETENT USER LEVEL

[Aftercare & Client Success, Investment Project Adviser]

Market Entry Readiness Assessment

Evaluate an investor's readiness for market entry and identify the support, connections and interventions needed to accelerate investment success

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"Act as a senior Investment Promotion Agency client relationship adviser, investor servicing specialist and FDI market entry consultant.

Review all available information relating to [Company Name], including company research, CRM notes, meeting notes, investor presentations, strategic plans and market intelligence.

Our location value proposition is:

[Insert location value proposition]

Assess the company's likely readiness for market entry or expansion and identify the support services most likely to be required.

Evaluate readiness across:

• Market analysis and market entry planning

• Regulatory and legal requirements

• Talent attraction and workforce development

• Site selection and property needs

• Funding and incentives

• Supply chain development

• Research and innovation partnerships

• Infrastructure and utilities

• Government and stakeholder engagement

• Cultural familiarisation and local business environment understanding

For each area:

• Assess readiness level (High, Medium or Low)

• Explain the evidence supporting the assessment

• Identify potential gaps or risks

• Describe how the IPA could add value

Provide:

1. Executive Summary

2. Market Entry Readiness Scorecard

3. Top 5 Priority Support Needs

For each support need explain:

• Why it matters

• Business objective supported

• Potential risk if not addressed

• Recommended IPA intervention

4. Potential Investment Risks

5. Recommended Support Plan

6. Investor Service Checklist

7. FDI Market Entry Consultant Advice

Answer:

• What is most likely to prevent successful market entry?

• Where could the IPA create the greatest value?

• Which support need should be prioritised first?

• Which assumptions require validation?

8. Coaching Questions

Answer:

• What business challenge is the company trying to solve?

• Which support needs are evidence-based and which are assumptions?

• What stakeholder introductions could create value?

• How can the IPA strengthen the investor relationship through support?

Clearly distinguish between facts, analysis and assumptions.

Assign confidence levels where conclusions are inferred.

Do not speculate. If evidence is unavailable, state: "Insufficient evidence available to assess readiness."

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NOTES:

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Relevant Investment Promotion Agency Key Performance Indicators

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• Investor satisfaction

• Strategic account engagement

• Investment project progression

• Investor retention

• Follow-up meetings secured

• Qualified opportunities created

• Investment projects won

• Aftercare engagement effectiveness

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Foreign Direct Investment Attraction Value Benefit

Helps IPA teams anticipate investor requirements before they arise, allowing them to deliver more proactive, client-centric support.

This improves investor experience, reduces barriers to investment, strengthens investor relationships, accelerates project delivery and increases the likelihood of successful investment outcomes.

ADVANCED USER LEVEL

[Investment Project Adviser, Aftercare & Client Success, Investment Director]

 
WORKFLOW PROGRESSION:​
Assess Needs - Design Support - Validate with Client - Improve Continuously
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PROMPT 1

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Support Solution Mapping

Match investor needs to IPA services, identify gaps and design a stronger support ecosystem

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"Act as a senior FDI market entry strategy consultant.

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Review the following:

• Market Entry Readiness Assessment

• Client Support Needs Assessment

• IPA service catalogue

• Investor intelligence relating to [Company Name]

Map the investor's likely support needs against our IPA services.

For each support need:

• Assess importance to the investor

• Explain whether the IPA fully supports the need

• Explain whether support is partial

• Identify service gaps

• Recommend external partners where appropriate

• Assess risks if the support need is not addressed

Provide:

• Executive Summary

• Support Needs Mapping Table

• Priority Support Opportunities

• Service Gap Analysis

• Recommended Partner Ecosystem

• Investor Support Roadmap

Finish with consultant advice and coaching questions.

Clearly distinguish between verified needs, inferred needs and assumptions."

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NOTES:

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Relevant IPA KPIs

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• Investor satisfaction

• Strategic account engagement

• Investment project progression

• Qualified opportunities

• Investor retention

• Investor service effectiveness

Foreign Direct Investment Attraction Value Benefit

Helps IPAs move beyond generic investor support by creating tailored service strategies that improve investor experience, strengthen account management and increase the likelihood of successful investment outcomes.

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PROMPT 2

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Investor Support Simulator

Test your support strategy through the eyes of senior investor decision-makers

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"Act as the CEO, CFO and COO of [Company Name].

Review the proposed IPA support strategy.

Evaluate whether the support offer addresses your likely needs.

CEO focus:

• Strategic growth

• Expansion objectives

• Long-term partnerships

CFO focus:

• Costs

• Incentives

• Risk management

• Commercial value

COO focus:

• Talent

• Property

• Supply chain

• Operational delivery

For each executive provide:

• Positive feedback

• Concerns

• Missing support

• Tough questions

• Confidence score (1-10)

Then provide:

• Overall investor confidence assessment

• Most important support gaps

• Improvements required

Be realistic and commercially challenging."

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NOTES:

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Relevant IPA KPIs

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• Investor satisfaction

• Investor confidence

• Strategic account development

• Follow-up engagement

• Investment project progression

Foreign Direct Investment Attraction Value Benefit

Allows IPA teams to test service offers before presenting them, increasing their relevance and improving investor confidence.

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PROMPT 3

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Trusted Partner Review

Evaluate and strengthen investor support strategies to improve long-term investment outcomes

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"Act as a senior FDI market entry strategy consultant, investor servicing adviser and strategic account management specialist.

Review the following materials:

• Investor profile

• Market Entry Readiness Assessment

• Client Support Needs Assessment

• Support Needs Mapping

• IPA service catalogue

• Recommended partner ecosystem

• Proposed investor support roadmap

• Feedback from the simulated CEO, CFO and COO review panel

• CRM notes

• Meeting notes

• Relevant stakeholder and ecosystem information

Your objective is to critically evaluate whether the proposed investor support strategy is genuinely client-centric, addresses the investor's likely business challenges, and positions the Investment Promotion Agency as a trusted long-term partner.

Assess:

• Relevance of the support strategy

• Alignment with business needs

• Quality of stakeholder and partner recommendations

• Coverage of support gaps

• Investor confidence generated

• Practicality of implementation

• Long-term relationship development potential

• Ability to support investment success and future expansion

Provide:

1. Executive Assessment

Summarise:

• Overall quality of the support strategy

• Strength of investor alignment

• Likelihood of creating investor confidence

• Readiness for implementation

2. Strengths of the Support Strategy

Identify:

• Areas where the IPA creates meaningful value

• Strong support interventions

• Effective ecosystem connections

• High-impact recommendations

3. Weaknesses and Risks

Identify:

• Weak support areas

• Service limitations

• Risks to investor success

• Areas where recommendations appear generic or insufficiently tailored

4. Remaining Service Gaps

For each gap provide:

• Description of the gap

• Potential impact on the investor

• Consequences if not addressed

• Recommended action

5. Investor Confidence Assessment

Assess whether the proposed support strategy would increase confidence among:

• CEO

• CFO

• COO

Provide:

• Confidence rating (High / Medium / Low)

• Supporting rationale

• Improvements required

6. Recommended Improvements

For each improvement provide:

• Issue identified

• Recommended enhancement

• Priority level

• Expected investor benefit

7. Investor Relationship Development Opportunities

Identify:

• Opportunities to deepen engagement

• Opportunities to build trust

• Additional value-added support services

• Opportunities to become a trusted adviser

• Potential future support requirements

8. Trusted Adviser Action Plan

Recommend:

• Immediate actions

• Medium-term actions

• Long-term relationship-building activities

For each action explain:

• Purpose

• Expected benefit

• Recommended owner

• Suggested timing

9. Partner Ecosystem Review

Assess whether the proposed external partners adequately address identified gaps.

For each partner recommendation provide:

• Reason for inclusion

• Value to the investor

• Potential alternative partner types

• Remaining gaps not covered

10. Investor Success Roadmap

Develop a phased roadmap covering:

• Pre-investment support

• Investment decision support

• Project implementation support

• Post-investment support

• Expansion and reinvestment support

11. FDI Market Entry Strategy Consultant Critical Feedback

Provide candid and constructive feedback by answering:

• Are we genuinely solving business problems or simply promoting services?

• Are we focused on investor outcomes or IPA activities?

• Where does the support strategy fall short?

• What would a world-class IPA do differently?

• Are there support services being offered that do not clearly create value?

• Which recommendations appear weakest?

• What should be changed immediately?

• What is the single biggest missed opportunity?

12. Coaching Questions

Answer:

• Have we validated the investor's actual needs or relied on assumptions?

• Which support recommendations are strongest and why?

• Which support recommendations require further evidence?

• Are we prioritising investor success or organisational convenience?

• What support need would matter most to the CEO?

• What support need would matter most to the CFO?

• What support need would matter most to the COO?

• How can we strengthen trust during the next investor interaction?

• How can we create measurable value over the next 12 months?

• What would turn this investor into a future advocate for our location?

13. Overall Client-Centric Support Score

Score the support strategy from 1–10 for:

• Client-centricity

• Relevance

• Practicality

• Gap coverage

• Ecosystem effectiveness

• Investor confidence

• Long-term relationship potential

Provide recommendations for achieving a score closer to 10.

Clearly distinguish between:

• Facts

• Analysis

• Assumptions

• Recommendations

Assign confidence levels where conclusions are inferred rather than explicitly evidenced.

Do not speculate. If evidence is unavailable, state: "Insufficient evidence available to support this conclusion.""

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NOTES:

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Relevant IPA KPIs

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• Investor satisfaction

• Investor retention

• Strategic account growth

• Project completion

• Follow-on investment

• Investor advocacy

Foreign Direct Investment Attraction Value Benefit

Helps IPA teams continuously improve investor support programmes, strengthen relationships and maximise the likelihood of successful investment, expansion and reinvestment outcomes.

VERIFY

AI can help identify likely investor support needs, service gaps and partnership opportunities, but all recommendations should be validated through investor discussions, CRM records, market intelligence and stakeholder consultation before action is taken.

Use AI-generated insights as a starting point for client-centric support planning, then confirm priorities directly with the investor to ensure recommendations reflect their actual business needs and objectives.