TeamProof / Digital team protection kits

Clear rules.
Safer decisions.
Stronger teams.

Give your people a playbook for AI use and suspicious payment requests. Industry-specific policies, training, and desk cards for real estate teams and accounting firms.

Built for an afternoon rollout. Made for everyday use.

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The TeamProof method

Policy → Training → Sign-off

01

Our promise, not a sales pitch

Industry-specific examplesShort, ready-made trainingClear steps your staff can follow

From document to daily habit

A policy isn’t enough.
Give it a rollout.

Both kits follow the same practical structure: set the rules, walk through real scenarios, record acknowledgment, and keep a quick reference close by.

01 / Set the boundariesAI Policy Kit

Useful AI. Without careless data sharing.

Define what staff can share, which tools are approved, and when a human must review the output. Complete adds the training and examples that turn rules into a team routine.

Make the rules visible
AI Use Policy, Red / Yellow / Green data guide, and desk reference card.
Teach the right habits
Good vs. bad examples, prompt pack, and 15-minute training slides with a video script.
Close the loop
Employee acknowledgment, rollout checklist, and industry-specific review tools.

02 / Verify before paying

A familiar voice isn’t proof.

The Scam Defense Kit helps staff pause on fake invoices, changed bank details, and AI voice calls impersonating an owner or client.

  • Payment verification policy and safe-word setup guide
  • 10-minute training slides, scenarios, and a 10-question quiz
  • Red flags desk card and verification call log
  • Incident response checklist and quarterly refresher email templates

Your industry.
Your actual risks.

Real estate teams & brokerages

Fair housing review, property fact checks, client data boundaries, and closing-day wire fraud scenarios. Designed to work alongside your existing brokerage policy.

Accounting, tax & bookkeeping

Sensitive tax data rules, AI output review logs, and fake client or vendor payment scenarios. Policy materials designed to attach to your WISP.

Choose your starting point

One gap. Or both covered.

Choose an individual kit or your industry’s Protection Bundle. Current prices are shown for each product.

TeamProof materials are templates and educational resources, not legal advice or a guarantee against fraud. Adapt them to your business and seek qualified review where needed.

Make the next decision a safer one

Give your team rules
they can actually use.

Start with AI boundaries. Add scam defense. Bring the policy off the page and into your team’s day.

Choose your TeamProof kit