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Social engineering

Social Engineering Testing

Controlled phishing, pretext calls and physical access attempts against your staff and premises. Shows how your people react, and what training to give. No individual is named.

A figure at a closed door lit by a single access panel

Organizations we secured

  • Rabobank
  • Pon Cat
  • United States Department of Defense
  • Worldline
  • Erasmus University Rotterdam

What is social engineering testing

Social engineering testing measures whether a person inside your organisation can be persuaded to do something that gives an attacker access. That covers a phishing email, a phone call from someone claiming to be IT, a message on a platform your staff already trust, or a person walking through a door behind somebody else.

It exists because it remains the most reliable way in. Technical controls have improved considerably; the gap between a well-configured estate and a compromised one is now most often a person who was busy, helpful and given a plausible story at the right moment. The engagement is not a test of individuals and should never be run as one. It measures the system around them: whether reporting a suspicious message is easy and safe, and whether anything happens when somebody does.

Isometric illustration of social engineering testing: a lure reaching a person, and the door it opens behind them

The benefits of social engineering testing

A well-run social engineering test improves the process. A badly run one damages trust and teaches your staff to hide mistakes.

The reporting rate, not just the click rate

Whether somebody reported it matters more than whether somebody clicked. Most providers only measure the first and it is the less useful number.

Time to first report

How long between the first delivery and the first person raising it. That interval is the one your incident response actually depends on.

What happened after the report

A report that reaches nobody is the same as no report. This is the part that is almost never tested.

Process findings, not people findings

Why the pretext worked: the approval path, the shared mailbox, the supplier nobody verifies.

A debrief staff can hear

No names, no league tables. Awareness improves when people are not afraid of the exercise.

Published safety rules

What we will never do, in writing, before you sign. See below.

Why RTS for social engineering

We publish the safety model instead of describing it on a call. Everything in the section below is agreed in the rules of engagement before an engagement starts, and it is the part of this service most likely to differ between providers.

We measure the response path, not just the click. Click rate alone produces a number that makes an awareness vendor look useful and tells you almost nothing about whether you would survive a real campaign.

Pretexts are approved by your white team before use. You will not learn what story we told your finance team by reading it in the report.

The operator standard

Key features

  • Pretexts approved in advance. Every story, sender and scenario is signed off by your white team before it is used
  • No credential capture beyond proof. We prove a credential was entered. We do not retain or use it
  • Reporting path measured. Time to first report, and what happened to that report, are primary metrics
  • No individual named. Results are reported as rates and paths, never as a list of who failed
  • Immediate stop on distress. Any sign that an approach is causing genuine alarm ends that thread at once

What we will never do to your staff

This sits in the rules of engagement before anything is sent. No competitor in this market publishes it, and it is the first thing you should ask any provider for.

NeverWhy
Bereavement or medical pretextsThey work, and they cause real distress to real people. A result obtained that way is not worth having.
Redundancy, pay or visa statusPretexts that threaten someone's livelihood or right to remain are coercive, not persuasive.
Protected characteristicsApproaches targeting anyone's religion, nationality, health or family circumstance are excluded outright.
Impersonating a real named colleagueNot without that person's own written consent. It damages a working relationship we are not party to.
Impersonating a real bank or regulatorBeyond the scope of any authorisation you can grant us, and in several cases unlawful.
Retaining captured credentialsEntry is the finding. Holding the credential creates a risk for you that the engagement was meant to reduce.
Naming individuals in any deliverableIt teaches people to hide mistakes, which is the opposite of what you need during a real incident.
Continuing after genuine distressThe thread stops and the white team is told. Always, without needing to be asked.

Commonly simulated approaches

Phishing

Targeted email against an agreed population, using pretexts drawn from what an attacker could genuinely learn about you.

Vishing

Pretext calling, typically an IT or supplier scenario, testing verification habits, not gullibility.

Smishing and platform messaging

Approaches over SMS and the messaging platforms your staff already use for work.

Credential harvesting

A convincing sign-in page, measured for entry and immediately invalidated. Nothing is retained.

Physical access

Tailgating, reception pretexts and device placement, by explicit written agreement and never without it.

Device drops

Media left where it will be found, measuring whether it is connected and whether anybody reports finding it.

What comes under test

Technology

Mail filtering, link protection, endpoint response to a payload, and whether the reporting button works.

People

Awareness in aggregate, and only in aggregate. No individual is identified in any deliverable.

Physical

Reception process, access control, visitor handling and unattended workspace, where scoped.

Process

Verification steps, approval paths, and what happens to a suspicious report after it is submitted.

How the engagement runs

The safety model is agreed before anything is sent, and the debrief matters as much as the test.

01

Safety and consent model agreed

What is in scope, what is excluded, which topics are off limits, and who can stop the engagement instantly.

02

Open source research

What an attacker could genuinely learn about your organisation and staff from public sources, which is itself a finding.

03

Pretext design and approval

Scenarios written and signed off by your white team before any of them are used.

04

Execution

Approaches run against the agreed population at an agreed pace, with the deconfliction channel open throughout.

05

Measurement

Delivery, interaction, credential entry, report rate, time to first report, and what happened to that report.

06

No-blame debrief

Findings presented as rates and process gaps. Staff hear what happened and why it worked, never who fell for it.

The full engagement methodology

Social engineering questions

What does a social engineering test include?

A social engineering test includes phishing, pretext calls, messaging over the platforms your staff already use, credential harvesting pages, and, by separate written agreement, physical access attempts and device drops. Which of these run against your organisation is agreed at scoping, and every scenario is approved by your white team before it is used.

Phishing and platform messaging

Targeted email, SMS and messages on work platforms, against an agreed population, using pretexts drawn from what an attacker could genuinely learn about you. A convincing sign-in page measures whether credentials are entered, and is invalidated at once.

Vishing and pretext calls

Calls in an IT or supplier scenario that test verification habits rather than gullibility. The question is whether the person asks who is calling and checks, not whether they are polite.

Physical access

Tailgating, reception pretexts, device placement and media left where it will be found. Physical work runs only with an authorisation letter carried by every operator and a named contact reachable throughout.

Will a social engineering test name the employees who fell for it?

No, a social engineering test run by us never names the employees who clicked, called back or held the door, and we decline the engagement if that is a requirement. Results are delivered as rates, paths and process findings.

Naming individuals damages the reporting culture you depend on during a real incident. A person who has been on a league table learns to conceal the next mistake, and a suspicious message that is not reported is the one that succeeds.

Your white team sees aggregate results by population and by pretext. Staff hear in the debrief what happened and why it worked, never who fell for it. If a department is the finding, the finding is about its process, not its people.

What will you never do to staff during a social engineering test?

During a social engineering test we never use pretexts built on bereavement, medical emergencies, redundancy, pay, immigration or visa status, or anything that targets a person's religion, nationality, health or family circumstance. These pretexts work, and that is exactly why they are excluded.

We do not impersonate a real named colleague without that person's own written consent, and we do not use a real bank's or regulator's identity, which is beyond any authorisation you can grant and in several cases unlawful.

We do not retain captured credentials, we do not name individuals in any deliverable, and we do not continue an approach after genuine distress. All of this sits in the rules of engagement before anything is sent, and it is the first thing you should ask any provider for.

Do you keep the credentials entered during a phishing simulation?

No, credentials entered during a phishing simulation are not kept. Entry is recorded as a fact, the credential is discarded at once, and the harvesting page is taken down at the end of the window. The proof needed is that a credential was entered, not the credential itself.

Holding the credential would create a risk for you that the engagement was meant to reduce. It would also turn the test into something your staff could reasonably resent, since a password entered under a false story is still their password.

What the report records is the rate of entry, by population and by pretext, and how long it took for the first report to arrive. Whether the entered password was strong or reused is not examined, because the credential is gone.

How is social engineering testing different from a phishing awareness platform?

Social engineering testing is a scoped engagement with bespoke pretexts that measures your response path, and a phishing awareness platform sends templates and gives you a click rate. They serve different purposes, and the platform is not a substitute for testing whether a report reaches anybody.

The click rate is the less useful number. Whether somebody reported the message, how long that took, and what happened to the report afterwards are the figures your incident response actually depends on, and a platform measures none of them.

Pretexts are drawn from open source research on your own organisation, so they resemble what an attacker who had done the same research would send. That is a different test from a generic parcel delivery template that most of your staff have seen before.

Can a physical social engineering assessment be included?

Yes, a physical social engineering assessment can be included, by explicit written agreement, with an authorisation letter carried by every operator and a named contact reachable at all times. We do not attempt physical entry without those in place, in any circumstances.

Physical work covers tailgating, reception pretexts, visitor handling, unattended workspaces and device placement. It measures the process around the door, not the guard on it, and the same no-names rule applies to whoever held it open.

Where the building is shared or leased, the authorisation needs to cover the premises as well as your organisation, and we raise that at scoping. Adding physical access also extends the engagement, mainly because of the reconnaissance and the additional authorisations.

How long does a social engineering test take?

A social engineering test covering phishing and vishing typically runs two to three weeks including the debrief. Adding physical access extends it, mainly because of the reconnaissance and the additional authorisations that entry attempts need.

Preparation takes a large share of that time: agreeing the safety and consent model, open source research, and pretext design and approval by your white team. Execution then runs at an agreed pace, because a burst of identical emails in one hour tests your mail filter rather than your people.

The measurement window stays open after the last approach is sent, because time to first report and what happened to that report are primary metrics and both need time to play out. The debrief follows once the numbers are settled.

What happens if an employee becomes distressed during a social engineering test?

If an employee becomes genuinely distressed during a social engineering test, that thread stops immediately and the white team is told, always, without needing to be asked. No result is worth causing real harm to somebody doing their job.

The pretext rules exist to make this rare. Stories that threaten a livelihood, a visa or a family are the ones that cause distress, and they are excluded before anything is sent. Every remaining scenario has been read by your white team with that risk in mind.

An engagement that produces a great click rate and a frightened workforce has failed. The debrief exists so that people who were approached hear what happened and why, and leave knowing the exercise was about the process.

How are the targets of a social engineering test chosen?

The targets of a social engineering test are an agreed population, chosen with your white team at scoping, rather than the whole company by default. The population is usually defined by function, such as finance, reception, the service desk or a specific site, because the pretext that works against each is different.

Open source research then shows what an attacker could genuinely learn about those people from public sources: names, roles, suppliers, projects and the platforms they use. That picture is itself a finding, and it shapes which pretexts are proposed.

Individuals can be excluded for any reason, and the white team is asked at scoping whether anyone should be, such as people on leave or anyone in a difficult personal situation. Nobody is approached because of who they are, only because of what their role can do.

Is social engineering testing legal in the UAE, and who has to authorise it?

Social engineering testing is lawful in the UAE when it is authorised in writing by your organisation and stays inside what that authorisation can cover. The authorisation letter exists before anything is sent, names who signed it, and names who can stop the engagement instantly.

Some things sit beyond any authorisation you can grant. Impersonating a real bank or a regulator is one, which is why we never do it. Physical entry to premises you do not control is another, and shared buildings are raised at scoping.

Inside your organisation, the white team is the small group who know the test is running, approve every pretext, and can be reached at all times. Everyone else is unaware, because the point is to measure how people and process respond when nobody has been warned.

What does a social engineering test report contain?

A social engineering test report contains rates and paths, never names. It is written so that staff can hear it in the debrief and so that a regulator can see what was measured and what changed as a result.

What is measured

Delivery, interaction, credential entry, report rate, time to first report, and what happened to that report. Each is broken down by population and by pretext, so you can see which story worked where.

What is reported

Why the pretext worked: the approval path, the shared mailbox, the supplier nobody verifies, the reporting button that reaches no one. Process findings carry an owner and a recommended change, in the same way a technical finding does.

What is never reported

Who clicked, who called back, who held the door, or any captured credential. The only figures are aggregates by population and pretext, and the debrief your staff hear is built from the same numbers.

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