Free · Printable · English and Spanish
Template kit
Four one-page templates to fill in, print and use. Each one closes a gap the readiness check looks for.
Call-back ruleVerify every bank-detail change and large payment on a number you already had.Code-word policyA shared word that checks urgent requests by phone, voice note or video call.Staff guide to deepfake voice callsWarning signs, what to do and the exact phrases to use. One page.Safe-use rules for AI agentsKeep a list, keep people in charge of money, keep passwords out.