Spot the Scam - digital guide
Spot the Scam: A Red Flag Checklist Pack
Run any pitch through this before your money does.
Someone just pitched you a "passive income" course, a trading bot, a real estate system, or a can't-miss opportunity from a friend. You're excited, a little nervous, and the deadline is tonight.
This is the checklist I use before I let money anywhere near a pitch. It's built from my scam autopsies, the ones where I take a hype pitch apart on the whiteboard, and it turns them into a calm, printable process you can follow while someone is leaning on you.
What's inside (29 pages)
- The 60-Second Screen: 10 yes/no questions, 3 of them hard stops. Most bad pitches fail here.
- 8 pitch cards: one for each kind of pitch I see most. Each card has the line it sounds like, a plain-English autopsy, 6 red flags to tick, a fill-in check, and a named rule you'll remember:
- The Recruitment Loop
- The Passive Income Course
- The Signal Seller
- The Guru Landlord
- The Turnkey Store
- The Guaranteed Return
- The Trading Bot
- The Friend's Opportunity
- The 48-Hour Rule: a one-page sheet that slows everything down, because slow is the whole defense.
- The Final Verdict: stop, pause, or take it to a licensed professional.
- The Scoreboard: a log of every pitch you check, so you can see what the checking is worth.
Bonuses included
- The Pitch Autopsy Worksheet: my whiteboard, on paper
- The Paper Trail Email: a ready-to-send email that makes any pitcher answer in writing, plus how to read the reply
- How to Say No to Someone You Like: 9 word-for-word scripts for family, friends, coworkers, and cold DMs
- Already Sent Money? The First 24 Hours: what to do, who to call, and where to report
- The Fridge Card: the whole method on one printable page
Who it's for
Anyone who gets pitched, which is everyone. Especially people who feel behind on money, have a friend or relative who just "got into something," or want a clear process instead of a gut feeling.
Details
- Instant digital download, PDF, 29 pages
- Designed to print or fill in on screen
- US-focused reporting resources, with notes for readers elsewhere
Please note
This is education, not financial, legal, or tax advice, and it doesn't recommend any investment, product, or professional. The red flags are common patterns, not proof, and no checklist can guarantee an outcome.
"I'm not here to make you feel rich today. I'm here to make sure you actually are, later."