Methodology

The four-stage cycle

A repeatable monthly process that proves your clients are testing their people and documenting the results.

Process

One cycle, four stages

A disciplined method that turns testing into a monthly habit.

Stage 01

Test

We test where your client's people actually stand today.

Stage 02

Identify

We identify exactly which employees or departments carry real risk.

Stage 03

Remediate

We assign training that addresses the specific gap the drill exposed.

Stage 04

Retest

We run the simulation again to prove the risk is decreasing.

Baseline

Know where your client's people actually stand

We run a controlled phishing simulation against the entire organization. The result is a clear, documented starting point.

Initial simulation

A realistic phishing email sent to every employee without warning or preparation.

Risk report

A written deliverable showing open rates, click rates, and credential submissions by department.

Find the risk

We analyze results to see which roles, departments, or individuals actually clicked or submitted credentials.

Vulnerability breakdown

A written deliverable that names the specific people and teams carrying real risk.

Not a score

You get a precise list of who needs attention, not a vague pass/fail number.

Educate

Training that addresses the exact gap exposed

We assign focused training to the people who need it most. No one sits through generic security videos.

Targeted assignment

Each at-risk employee receives training specific to the failure we observed.

Documented delivery

A written record of who was assigned training and what they completed.

Retest

Prove the risk is actually decreasing

We run the simulation again on your schedule. The comparison report shows the insurer and the auditor that the problem is being managed.

  • On-demand simulation

  • Before and after comparison

  • Documented risk reduction

Cadence

A monthly habit, not a one-time drill

The cycle runs continuously. Every month brings a new simulation and updated documentation your clients can file away.

Initial risk report

A documented starting point showing exactly where your client's people stand today.

Vulnerability breakdown

A precise list of which employees and departments carry real risk, not a vague score.

Training assignment

A written record of who was assigned training and what they completed.

Comparison report

A before and after deliverable proving the risk is decreasing over time.

Delivery

Fully managed, nothing to install

Simulations run through GoPhish or Microsoft Attack Simulator. A security analyst handles everything from setup to reporting.

GoPhish

A proven open-source platform for controlled phishing simulations, managed entirely by NopTrace.

Microsoft

We use Microsoft Attack Simulator when your client already has Defender or E5 licensing.

See the cycle in action

Book a call to see how the four-stage cycle fits your SMB clients. We will walk through the process and the documentation.