Solutions

Phishing Simulation and Testing

Find out how your team responds to real-world email threats with our safe, authorized phishing simulations. We design realistic campaigns based on the tactics attackers actually use, from fake invoices to password-reset lures, and measure who clicks, who reports, and where extra support is needed. After each campaign, we provide clear results and blame-free coaching that turns your employees into a strong line of defense.

From $9002–4 weeks per campaignRemote nationwide · on-site in Greater Cleveland

Training tells your team what phishing looks like. Phishing simulation shows you whether those lessons hold up when a convincing message lands in a busy inbox. Our safe, fully authorized simulations send realistic test emails to your employees, then measure how they respond.

We design every campaign around the tactics attackers actually use against small businesses, from fake invoices and shared-document alerts to password-reset lures, and tailor them to your industry and tools. You see who clicks, who enters credentials and, most importantly, who reports.

Every simulation is followed by clear results and supportive, blame-free coaching. The goal is never to catch people out. It is to build confident habits, shorten the time between a suspicious email and a report, and turn your employees into a strong line of defense.

Why phishing simulation matters

Phishing remains one of the most common ways attackers get a foothold in a business. A single convincing email can lead to a stolen password, a compromised mailbox or a fraudulent payment. Agencies including CISA and the FBI repeatedly warn organizations about phishing and business email compromise, and the FBI’s Internet Crime Complaint Center consistently ranks business email compromise among the costliest forms of cybercrime reported to it.

Training explains the threat. Simulation shows whether the lessons are working under real conditions, when people are busy, distracted and reading email on their phones. It gives you evidence instead of assumptions, and it gives your team safe practice before they face the real thing.

What simulations typically reveal

  • Urgency works. Messages that create time pressure, such as an expiring password or an overdue invoice, are more likely to get clicks.
  • Familiar brands lower people’s guard. Fake shared-document notices, delivery updates and software alerts look routine, so they get less scrutiny.
  • High-risk roles are targeted differently. Finance and admin staff see payment-change requests that rely on trust rather than links.
  • Mobile makes checking harder. Small screens hide sender addresses and link destinations.
  • Reporting is unclear. Many employees spot a suspicious email but do not know how to report it, so they simply delete it and the warning never reaches anyone.
  • Clicks are not the whole story. Entering a password on a fake page is far more serious than a click, and we measure both separately.

Key takeaways

  • Simulations measure real behavior, not just what people know.
  • The most important number is how many people report, and how quickly.
  • Results improve fastest when coaching is supportive, not punitive.

How we keep it non-technical and blame-free

Phishing tests done badly can damage trust. Employees who feel tricked or publicly shamed stop reporting mistakes, which is the opposite of what you want. We design every program to be supportive. Individual results are shared only with the leaders you designate, reports focus on department-level trends, and anyone who clicks sees a short, friendly explanation rather than a reprimand.

Our reports are written for business owners, not security specialists. You will see how your team performed, what the patterns mean and which two or three changes will make the biggest difference, whether that is a refresher on payment verification, a clearer reporting button or a tweak to your email filtering.

Safe, authorized and respectful

Every campaign is authorized in writing by your leadership before it starts, with agreed rules of engagement that define scope, timing and which scenarios are off limits. We coordinate with your IT provider so test emails are delivered without weakening your real defenses. Our simulated login pages never store real passwords.

We also avoid lures that cross the line, such as fake layoff notices, bonus announcements or health scares. Those may get clicks, but they erode trust and teach the wrong lesson. Realistic does not have to mean cruel.

Phishing simulation works best as part of an ongoing program alongside security awareness training. To learn more, read how to spot phishing emails and business email compromise and invoice fraud, or explore our self-paced Security Awareness for Everyone program.

What's included

Everything covered, explained clearly

Baseline campaign

An initial simulation that shows where your team stands today, giving you a starting point to measure progress against.

Custom, realistic scenarios

Test emails modeled on real-world tactics and tailored to your industry, vendors and tools, without impersonating anyone you have not approved.

Multiple difficulty levels

A mix of easy, moderate and advanced scenarios so results reflect real skill rather than a single lucky or unlucky email.

Finance and executive scenarios

Targeted tests for high-risk roles, such as fake invoices and payment-change requests, agreed with leadership in advance.

Reporting process check

We confirm employees know how to report a suspicious message and that reports reach the right person quickly.

Click, credential and report tracking

Clear measurement of who opened, clicked, entered information or reported each test, without collecting any real passwords.

Teachable-moment landing pages

Anyone who clicks sees a short, friendly page explaining the warning signs they missed, right when the lesson is most memorable.

Follow-up coaching

Short, supportive refresher sessions and materials for the whole team, with extra help offered privately to anyone who needs it.

Our process

How the engagement works

Plan and authorize

We agree goals, scope, timing and rules of engagement in writing with leadership, and coordinate with your IT provider so test emails are delivered safely.

Design scenarios

We create realistic, respectful scenarios matched to your business and review them with you before anything is sent.

Launch the campaign

Test emails go out over a set period, spread across days and times so the experience reflects real-world conditions.

Coach and reinforce

Employees receive immediate teachable moments, followed by group coaching and practical tips focused on the patterns we observed.

Report and repeat

We share results and trends with leadership and plan follow-up campaigns to track improvement over time.

Deliverables

  • Written rules of engagement and campaign plan
  • Campaign results report with click, credential-entry and report rates
  • Department-level trends and recommendations
  • Teachable-moment landing pages and coaching materials
  • Recommendations for email filtering and reporting improvements
  • Follow-up campaign schedule

Ideal for

  • Businesses that have completed awareness training and want to measure results
  • Teams that have received phishing or invoice fraud attempts
  • Finance, HR and executive teams with access to money or sensitive data
  • Organizations that need evidence of security awareness for customers or insurers
  • Growing companies onboarding new employees regularly
FAQ

Phishing Simulation and Testing — common questions

Will our employees know a test is coming?

Most programs announce that simulations will happen during the year without revealing dates or content. That keeps results realistic while being transparent with your team. We agree the approach with leadership in advance.

What happens if someone clicks?

They see a short, friendly page explaining what they missed and how to spot it next time. No one is named publicly, and extra coaching is offered privately and supportively.

Do you collect real passwords?

No. Our simulated pages record only that information was submitted, never the actual password or details entered.

How often should we run simulations?

Many small businesses run a campaign every one to three months. Regular, varied tests build lasting habits better than a single annual test. We help you choose a cadence that fits your team.

Is phishing simulation legal and safe?

Yes, when it is properly authorized. We only run campaigns with written approval from your leadership, within agreed rules of engagement, and we coordinate with your IT provider so your real email defenses are not weakened.

Keep learning

Related guides & programs

3 hoursSelf-paced video + knowledge checks

Security Awareness for Everyone

Practical security awareness training that everyone on your team can understand, from the front desk to the founder. Short, friendly lessons build the everyday habits that…

$150.00 Purchase Now
Ready when you are

Secure your digital future today with SecuritySage - where cybersecurity meets simplicity, allowing you to focus on growth while we handle the rest.

Get Started