5 min read · Intermediate · Related: Managed IT Services

Updated October 2026 · Tampa Bay–tested steps

Run a Friendly Phishing Test on Your Team (No Shame, Just Training)

Find your clickers before criminals do — free templates, honest debriefs, and the metrics that matter.

  1. 1. Baseline with a gentle fake phish

    Use free templates (package delivery, password expiry) sent Tuesday morning. Track clicks and credential submissions — no punishment, no public shaming. The number is the starting line, not a verdict.

  2. 2. Train the clickers immediately and kindly

    Clickers land on a 3-minute training page on the spot — while the lesson is hot. Cover sender checks, link hovering, and the verify-separately rule. Education within minutes beats annual slide decks.

  3. 3. Retest monthly and trend the click rate

    Vary lures (CEO fraud, HR docs, vendor invoices) and watch the rate fall from 30%+ toward sub-5%. Celebrate improvement publicly; never punish individuals — punishment breeds hiding, not learning.

Run a Friendly Phishing Test on Your Team (No Shame, Just Training) — When to Call a Pro

  • You want managed phishing simulation with reporting and training automation.
  • Compliance (HIPAA, PCI, cyber-insurance) demands documented awareness programs.
  • A real phish already landed — incident review before the next test.

Guide FAQ

Done transparently (announced program, kind debriefs), teams love it — it's a game with real stakes. Secret gotchas are mean; coached simulations are training.
First tests typically land 20–40%. Under 5% after quarterly training is excellent. Zero percent means your test is too easy.
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