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Clear Infosec

Social Engineering

Test the human layer.

Controlled phishing and social engineering that measures how your people respond to real-world manipulation, and how to strengthen them.

Aligned to industry assessment frameworks

PTESOSSTMMMITRE ATT&CKOWASP Testing GuideNIST 800-115CSA CCMCAIQMITRE ATLASPTESOSSTMMMITRE ATT&CKOWASP Testing GuideNIST 800-115CSA CCMCAIQMITRE ATLAS

Overview

We test the human layer with controlled phishing, pretexting, and other social-engineering techniques against agreed targets, measuring susceptibility and giving you the guidance to reduce human risk.

Who it's for

Organizations wanting to measure and reduce human risk.

Discuss your scope

Our perspective

Understanding Social Engineering

Technical controls can be excellent and still be bypassed by a convincing email, phone call, or visitor at the door. Social engineering targets the human layer: the judgment calls people make under time pressure, deference to authority, and helpfulness. Attackers exploit these routinely because they work, and because a single tricked employee can hand over credentials that render your firewalls irrelevant. Testing this layer safely, with agreed targets and clear boundaries, shows you where human risk actually lives instead of assuming awareness training has covered it.

We run controlled campaigns that mirror real adversary tradecraft: phishing that harvests credentials or lures clicks, pretexting that builds a believable scenario to extract information, vishing that applies the same pressure by phone, and, where scoped, physical attempts to gain unauthorized access to facilities. Everything operates under strict rules of engagement, so the exercise measures genuine susceptibility without harming staff, tricking them into real financial loss, or crossing agreed ethical lines.

Good social engineering testing is diagnostic, not a gotcha. The value is not naming who clicked but understanding why the attack succeeded: unclear reporting paths, missing verification steps, over-trusting processes. We measure susceptibility across the campaign and translate it into targeted guidance, from process changes and technical safeguards to focused awareness improvements, so your people become a working line of defense. Retest validation is included at no added cost.

Signs you may need this

Awareness training exists but its real-world effect is unmeasuredExecutives or finance staff are being targeted by fraud attemptsStaff are unsure how or where to report a suspicious messageFacilities rely on trust rather than enforced verification at entryA convincing email or call could plausibly bypass your technical controls

What we test

Techniques we test

Email Phishing

Credential-harvest, attachment, and link-based phishing campaigns.

Spear Phishing

Targeted, personalized phishing against specific individuals.

Vishing (Voice)

Phone-based pretexting against agreed targets, where scoped.

Smishing (SMS)

SMS-based phishing scenarios, where scoped.

Pretexting

Scenario-driven manipulation to elicit information or access.

Physical Social Engineering

Tailgating, impersonation, and on-site access attempts, where scoped.

Awareness & Response

How employees recognize, report, and respond to attacks.

Human-Risk Reporting

Susceptibility metrics and enablement guidance.

Outcomes

What you walk away with

Measured susceptibility to phishing and pretexting

A realistic view of human risk

Awareness and process gaps identified

Guidance to strengthen the human layer

Our approach

How we deliver Social Engineering

01

Objectives & targeting

Agree on goals, scope, and the audience to test.

02

Pretext development

Build believable, in-scope scenarios and lures.

03

Execution

Run controlled phishing, pretexting, or vishing campaigns.

04

Analysis & enablement

Measure susceptibility and guide awareness improvements.

Where this fits

Common situations we are called in for

01

Awareness program validation

An organization has invested in security training and wants objective evidence of whether it changed behavior under a realistic attack.

02

High-value target protection

Executives and finance staff are frequent targets for fraud and wire transfer scams, and leadership wants those specific roles tested with tailored pretexts.

03

Frontline and facility exposure

A business with reception areas, walk-in access, or distributed offices wants to know whether staff will challenge an unauthorized visitor.

04

Baseline before rollout

Before launching a new security awareness initiative, an organization wants a baseline measurement to prove impact later.

The CLEAR Method

A structured methodology, From scope to retest, proof over theory.

  1. C

    Context & Scoping

    Objectives, scope, and rules of engagement.

  2. L

    Locate & Enumerate

    Discover assets, services, and attack surface.

  3. E

    Exploit & Evaluate

    Safely validate what is truly exploitable.

  4. A

    Analyze & Advise

    Root cause, risk, and remediation guidance.

  5. R

    Retest & Report

    Confirm fixes, then report with evidence.

Aligned toPTESOSSTMMMITRE ATT&CKOWASPNIST 800-115MITRE ATLAS

What every engagement delivers

Evidence, priorities, and measurable progress

Executive Risk View

Board-ready summary of exposure, priorities, and business impact.

Prioritized Remediation Roadmap

Clear next steps mapped to risk, ownership, and urgency.

Audit-Ready Evidence

Reports, findings, control status, and supporting documentation.

Program Maturity Improvement

Retesting, tracking, awareness, and measurable security progress.

Aligned to PTESOSSTMMMITRE ATT&CKOWASP Testing GuideNIST 800-115MITRE ATLAS

How we engage

Four ways to work with us

  1. 1

    Assessment-Led Services

    Offensive security, validation, and testing engagements.

  2. 2

    Advisory & Program Services

    Risk, compliance, vCISO, and security program support.

  3. 3

    Recurring Managed Services

    MDR, DFIR, SOC, and implementation support.

  4. 4

    CLEAR Product-Led Platforms

    CLEAR GRC and PHiSH3R extend delivery with evidence and scale.

Why choose us

Why teams choose us for Social Engineering

Realistic, controlled scenarios

Believable phishing and pretexting against agreed targets, safely run.

Measured human risk

Susceptibility metrics you can act on, not guesswork.

Enablement, not blame

Findings feed guidance and training to strengthen your people.

Credentials & experience

Certified experts, across regulated industries

Representative client segments

BankingInsuranceHealthcareRetaileCommerceHospitalityTechnologySaaSLegalProfessional ServicesRegulated Environments

Representative team credentials

CISSP CISM CISA CRISC CCISO CDPSE CIPP/E ISO 27001 LA ISO 42001 LA ISO 22301 LA CCSP CCSK AZ-500 SC-100 SC-200 AWS Security Specialty GCP Security Engineer CKS OSCP OSWE OSEE eWPTX v2 eMAPT eCPPT CRTP CEH CompTIA Security+ CISSP CISM CISA CRISC CCISO CDPSE CIPP/E ISO 27001 LA ISO 42001 LA ISO 22301 LA CCSP CCSK AZ-500 SC-100 SC-200 AWS Security Specialty GCP Security Engineer CKS OSCP OSWE OSEE eWPTX v2 eMAPT eCPPT CRTP CEH CompTIA Security+

FAQ

Common questions

Is it safe and controlled?

Yes, scenarios and targets are agreed in advance and run under strict rules of engagement.

What techniques do you use?

Phishing, and where scoped, pretexting, vishing, smishing, and physical attempts.

Will individuals be named or blamed?

No, results focus on susceptibility metrics and improvement, not blaming individuals.

How does this relate to awareness training?

Findings feed directly into targeted awareness training to reduce human risk.

Let's scope your social engineering engagement.

Practitioner-led delivery, platform-backed evidence, and retest validation included at no added cost.

Contact us

Reach us at