“We’ve changed banks.”
A familiar vendor sends an invoice with new bank details. Practice an independent callback using contact details already on file and the required payment approval.
For Southwest Florida businesses
Give your team
a better
next step.
Catch the Bait: Small Business Scam Prevention Training
A 55-minute workshop that helps staff recognize suspicious requests and practice what to do before money, information or account access changes hands.
Request a free 15-minute callTell me about your team. I’ll reply personally to arrange a time.
55 minutes
Focused, practical and discussion-based
4 scenarios
Decisions staff can practice together
Up to 15
Staff in the initial workshop format
Built for people who
handle everyday requests.
Office teams that deal with invoices, vendor changes, appointments or account access. A useful fit for property and association management, bookkeeping firms and real-estate offices.
Inside the workshop
Four situations.
One clearer response.
“I need this done now.”
An urgent message from someone claiming to be the owner asks for gift cards or a payment. Check who is asking, outside the message, before acting.
“Sign in to see your document.”
A Microsoft, Google or document-sharing lookalike asks for credentials. Open the service through your normal route and report the unexpected request.
“This is tech support.”
An unexpected caller asks for remote access, a verification code or an account reset. Contact your established IT support through a known route.
What about AI?
Voice and video impersonation are part of the discussion. Staff practice checking the request through a separate trusted channel, rather than trying to judge whether a voice or face is real.
The habit we practice
Make checking the normal thing.
01
Stop
Pause the payment, link, download or access request. Urgency is a reason to check.
02
Verify
Contact the person or company using details you already trust, outside the suspicious message.
03
Confirm
For money or account access, involve the right authorized approver. A callback and an approval are separate checks.
04
Report
Record the request and tell the right person. If you already acted, report promptly and without embarrassment.
A complete first session
Useful before,
during and after.
The aim is a team that knows where to pause, whom to contact and how to report a suspicious request.
This is employee education. It works alongside your existing IT provider, technical security and payment controls.
Preview the staff checklist (PDF)- Before
A short manager preparation call
We discuss your team’s roles, common requests, existing approvers and reporting route. No passwords or customer records needed.
- During
A 55-minute employee workshop
Four realistic exercises, a short before-and-after check, and time for questions — all within 55 minutes.
- After
Tools to keep using
A one-page staff checklist, a short manager recap and a follow-up within 14 days to discuss questions and next steps.
Before we talk
A few practical details.
What does it cost?
We’ll discuss your group, format and any preparation needed during the free call. I’ll confirm the scope and price before you decide whether to book.
Can you work with our IT provider?
Yes. We use your approved contact and reporting routes. The workshop is about staff decisions and scam awareness; it does not replace IT support, technical testing or a security audit.
What if we have more than 15 staff?
The initial format is for up to 15 participants so there is space for discussion. Let me know your group size and we can discuss separate sessions or another suitable format.
Is the session in person or online?
We’ll agree on the location and delivery format before booking. I serve Englewood, Venice, North Port, Sarasota and nearby Southwest Florida communities.
What if someone has already clicked or paid?
Prompt action matters. Use the steps in the scam guide and your organization’s reporting process. Do not wait for a training inquiry to be answered.