Every month of the 90-day baseline ends with a one-page update for the managing partner or owner: what happened, what changed, and where to focus next. Step through a full baseline below.
Illustrative example. A fictional 32-person accounting firm. Fictional data, not client results.
Client asking to update their refund deposit account
First report
6 minutes after delivery
What we saw
Reporting is up and clicks are down since month 1.
The three people who clicked all handle client payments, so the risk sits where money moves.
Staff who reported early also warned their teams, which slowed further clicks.
Next focus: payment-change requests. A short call-back procedure for anyone who updates client or vendor bank details.
90-day summary
The final readout at the end of the baseline
Results by month across the 90-day baseline
Measure
Month 1
Month 2
Month 3
Training completed
72%
88%
94%
Reported the simulation
13%
28%
41%
Clicked the link
22%
16%
9%
Time to first report
47 min
18 min
6 min
Priorities for the next phase
A call-back step for every change to client or vendor payment details.
Training for new hires within their first two weeks.
Practice before the busiest filing period, scheduled around the firm's deadlines.
What these numbers cannot tell you
Three simulations show a direction, not a guarantee. A lower click rate does not mean the firm cannot be fooled, and results can shift with new staff or a more convincing message. That is why the summary ends with priorities, not a score.
Continuing is optional. If the firm continues, practice and monthly reporting carry on from here.
Built for a busy reader
Five minutes, once a month.
The update is written for the person accountable for the firm, not for an IT team. Each one states its measurement window, what changed, and one practical focus for the month ahead.