Who it is for

Finance teams, reception and branch staff, HR coordinators, and managers who approve payments or visitor access. Ideal when a recent near-miss has made the risk concrete, or when annual awareness training has stopped changing behaviour.

Result

Participants leave with shared language for pausing under pressure, a short escalation map for their site, and practice refusing forged courier notices, fake bank callbacks, and urgent WhatsApp payment redirects.

What is included

  • Pre-session intake call to map channels and recent incidents
  • Custom scenario pack (email, voice, walk-in, and messaging)
  • Full-day facilitation for up to 18 people
  • Printed refusal cue cards and escalation worksheet
  • Written debrief for the internal sponsor within five business days

What is excluded

Phishing simulation licences, continuous monitoring products, and technical penetration testing. Those sit outside this workshop.

Process

  1. Intake and scenario drafting (about one week)
  2. Workshop day on your floor or a nearby venue
  3. Sponsor debrief and recommended refresh cadence

Preparation

Provide a brief list of channels and near-misses (no personal blame). Confirm room layout, catering, and a sponsor who can open and close the day.

Constraints

Maximum 18 participants for meaningful rehearsal. Larger cohorts should book parallel days. Sessions are delivered in English; other languages by arrangement.

Next step

Enquire about dates and a written estimate or review rates guidance.