Small Business Cybersecurity Workbook — A Practical Security Plan for Solo Founders & Small Teams | PDF

Small Business Cybersecurity Workbook: A Practical Security Plan for Solo Founders & Small Teams | Printable PDF

Raise your hand if…

• …your team shares one login for some of your tools.
• …a vendor once emailed "new bank details" and you nearly paid them.
• …you're not sure whether a former contractor can still get in.
• …your work laptops aren't encrypted.
• …you've never actually tested restoring a backup.
• …you'd have no idea who to call if you were hacked tomorrow.

Small businesses are attractive targets. They hold valuable client data and payment access, but they rarely have an IT department, written policies or a plan. The good news is that you don't need an IT team to close the biggest gaps. You need a short, practical plan written down in one place.

This workbook is that plan. In 3 pages of checkboxes and write-in blanks, you'll cover who has access to what, how your devices are protected, how money moves, where client data lives, and exactly what happens if something goes wrong. It's built for businesses of 1 to 10 people, and no IT background is needed.

What's inside (9 sections):

• Your Business: team size, the date of your plan, and your next annual review.
• Accounts & Access: a password manager, two-factor authentication, unique logins and an offboarding checklist.
• Who Has Access: the admins for your email, banking, website, domain and client data.
• Devices & Endpoints: full-disk encryption, screen locks, endpoint protection and automatic updates.
• Money & Payments: banking alerts, a two-person rule for wires, and verifying vendor bank changes by phone.
• Client Data: know what you hold, keep fewer copies, and check your privacy obligations.
• Incident Response Basics: who decides, plus your insurance, IT and bank contacts.
• Backups & Continuity: the 3-2-1 rule, an offline copy, a test restore and a plan for a week of downtime.
• Security Scorecard: rate your business from 1 to 5 in four key areas.

What you'll learn:

• How to lock down logins with a password manager and 2FA
• How to know exactly who holds admin access
• How to stop fake-invoice and payment-change fraud
• How to protect the laptops and phones that hold client data
• Who decides, and who you call, during an incident
• How to keep backups that survive ransomware

Who it's for: solo founders, freelancers, consultants, and small teams and family businesses with up to 10 people, especially anyone who's "the IT person" by default.

What you get:

• A 3-page printable workbook, US Letter size, as an instant download
• 9 sections with checkboxes and write-in blanks
• A security scorecard to rate your business and track progress
• Print it and write by hand, or read it on any device
• Yours forever: re-do it at every annual review

Small business, big target, so give yourself a practical plan.

Great Companion Guides

• Phishing Email Detection Cheat Sheet
• Online Banking Safety Checklist
• Router Hardening Cheat Sheet
• Spotting Malicious Apps Cheat Sheet
• Credit Freeze Quick-Start Card
• Wire Transfer Safety Card

All Sales Final. Please reference this page for details.