Microsoft 365 Resource

Phishing Readiness Checklist for Small Businesses

Phishing emails try to trick employees into sharing passwords, opening malicious links, sending payments, or changing account information.

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Why this matters

Small businesses are often targeted because employees are busy and processes are informal. A phishing readiness checklist gives the team clear steps before a suspicious email causes damage.

Use this resource when

  • Employees receive suspicious emails.
  • Your team is not sure how to report phishing.
  • You want clearer steps for suspicious links or attachments.
  • You use Microsoft 365 or Google Workspace for email.

What to review

  • How employees report suspicious email.
  • Multi-Factor Authentication (MFA) status.
  • Email forwarding rules.
  • Password reset process.
  • Administrator contacts for urgent review.
  • Training reminders for employees.
Step by step

Practical checklist

  1. Create a simple phishing reporting process.
  2. Tell employees not to click unknown links or open unexpected attachments.
  3. Require Multi-Factor Authentication (MFA).
  4. Review suspicious forwarding rules.
  5. Document who investigates reported emails.
  6. Review recent phishing examples during team reminders.
Avoid these issues

Common mistakes

  • Blaming employees instead of improving process.
  • Not having a reporting path.
  • Ignoring unusual mailbox forwarding.
  • Allowing password resets without verification.
  • Assuming spam filters catch everything.

Need help turning this into a working process?

J3 Systems Group can help small businesses improve phishing reporting, mailbox review, Multi-Factor Authentication, and email security basics.

Schedule a consultation

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