SMB Technology Risk Playbook

Practical fixes for each of the 6 risk dimensions. This playbook takes each risk dimension from the free scorecard and gives you the single most useful fix most small businesses can make in under two weeks — no specialized team required.

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What's inside

Vendor & third-party exposure

List every vendor/tool that, if it went down for 48 hours, would stop you from serving a customer.

Data & privacy exposure

Map where customer data actually lives (CRM, spreadsheets, email, forms) — most owners are surprised.

Cyber & ransomware exposure

Confirm backups exist, run automatically, and have actually been test-restored in the last 90 days.

Operational continuity risk

Name the one system or person that, if unavailable for a week, would stop the business — plan around it.

AI & automation risk

List every place an AI tool touches customer data or makes a decision on your behalf.

Regulatory & compliance risk

Identify which data-protection rules actually apply to you (state, industry, contractual).

How it works

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Work through the fixes one dimension at a time.

SMB Technology Risk Playbook

$37

Get the playbook — $37

This playbook is educational guidance, not a substitute for a formal security audit, insurance review, or legal/compliance advice.