DOC.10 · Free checklist | Fillable PDF
10 security steps you can check yourself this week
I put together the same checks I run when I walk into a small office for the first time. Each step tells you why it matters, exactly where to click in Microsoft 365, Google Workspace, Windows 11, or macOS, and the quickest fix. No IT background needed.
SEC.01 · What's inside
What's inside
Ten plain-English steps, each with why it matters, how to check it yourself, and a quick fix. Here is some of what you'll find.
Where to turn on multi-factor sign-in for Microsoft 365 and Google Workspace, and how to see who hasn't set it up.
How to check that your backups actually work, with a simple restore test you can do in minutes.
How to spot fake invoices and payment-change emails before money moves.
A one-page scorecard and a "what to do if something looks wrong" list to keep by your desk.
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SEC.02 · After the checklist
Rather not do it alone?
The checklist is yours to keep and use however you like. If you'd rather have someone walk through it with you, I'm happy to help. Call (609) 225‑4973 or reply to the email it comes in.
SEC.03 · Questions about the checklist
Common questions
Is the checklist really free?
Yes. You give us your name and business email, we email you the fillable PDF, and that's the whole transaction. There's no cost and no purchase attached to it.
Do I have to become a client to use it?
No. The checklist is written so you can work through it on your own, or hand it to whoever already handles your IT. Plenty of people use it and we never hear back, and that's fine.
What does the checklist actually cover?
Ten plain-English steps: multi-factor sign-in, password managers, updates, backups, encryption, admin rights, email and phishing, Wi-Fi and routers, antivirus and firewall, and offboarding. Each one shows you where to click on Microsoft 365, Google Workspace, Windows 11, and macOS.
Will requesting it put me on a marketing list?
No. Requesting the checklist doesn't subscribe you to marketing. We may follow up once to ask if you have questions about your results.