A household plan you make in one sitting: a family safe word, a callback rule, a never-paste list, practice drills, and the pages you keep by the phone. A plan before the phone rings.
Level
Beginner, no code A printable workbook. Needs a printer and a pen.
Format
PDF
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Level: Beginner, no code. A printable workbook. Needs a printer and a pen.
You need: A printer, a pen, and about an hour and a half
Last checked: 5 Oct 2026
Not for: Anyone looking for a promise. No workbook can stop every scam, and this one says so on its first page. It gives you a plan. It does not make anyone scam-proof.
7 pages to keep (A to G), including 4 cut-out cards, plus writing lines and tick boxes in every part
Practice
7 family drills with script cards, and a drill log
Sources
FTC, FBI IC3, US Department of Justice, AARP, SEC/FINRA/NASAA, CFPB and the Eldercare Locator, each read on 5 Oct 2026 and listed in Part 10
For
Adults 18+, households in the United States
You need
A printer, a pen, and about an hour and a half
How it works
From checkout to your first lesson
Pay once
Buy opens Stripe's secure checkout. We never see your card details.
Open your access page
You land on it right after checkout, with every file.
Start at the beginning
First up: Part 0: Start here (The workbook).
Come back any time
Each download link works for 7 days. Open the page again for fresh links.
What you will finish
The finished project
A household callback plan on paper: a safe word chosen out loud, a callback list of numbers you already know, who calls whom if someone can't be reached, two drills practised, and the cards from Part 9 by the phone.
Part 3's rule: "If a call or message asks for money, a code or personal details: stop, hang up, and call back on a number you already know." Then four steps, each with what you should see, and a callback list to fill in.
What you'll be able to do
A printable workbook, by Miro. AI tools can now copy a voice, make up a video and write a message with no mistakes in it, so the old clues are not much help. This workbook does not try to teach you to spot fakes. It gives your family a few simple moves that still work when the fake is perfect: stop, hang up, call back on a number you already know. You read it together at the kitchen table, fill in the boxes with a pen, practise twice, and put the cards up.
Choose a family safe word the right way, and agree that asking for it is never rude.
Hang up on any call that asks for money, a code or personal details, and call back on a number you wrote down while you were calm.
Keep one clear list of what never goes into an AI tool, a text or a phone call.
Check any unexpected call, text, email or video against six stop signs on one page.
Open the conversation with an older parent without it sounding like "you are getting old", and set their phone corner up in one visit.
Run short, announced family drills so the words are already there when you need them.
Know who to contact, in what order, if a scam gets through, with the official reporting sites and helplines already printed and your own numbers filled in.
What you get
Every file the purchase delivers, as listed on your access page.
PDF
The Family AI-Scam Defense Workbook (PDF, 55 pages, US Letter)
Beyond the free material
What the full printable workbook adds
What the full printable workbook adds
Printable pages 7 pages to keep (A to G), including 4 cut-out cards.
Practice tasks 7 announced family drills with script cards, and a drill log.
Full instructions A 55-page workbook in 11 parts.
If it happens Part 8: who to contact, in what order, and where to report.
Dated sources Official pages read on 5 Oct 2026, listed in Part 10.
Exactly what you get
In the box
Workbook (PDF) · 55 pages, US Letter, 11 parts
Pages to keep · 7 (A to G), including 4 cut-out cards, inside the PDF
Drill script cards · 7 drills and a drill log, inside the PDF
Tested with
What was checked, and when
Print checkchecked 5 Oct 2026
All 55 pages looked at as grey images for black-and-white printing. The official pages and phone numbers were read that day; the numbers were not dialled.
Recorded in the workbook's verify log
For two people
Learn together: an older learner and a family member
Two adults: an older learner and a family member, at one table or by phone. Claude is for adults 18 and over, so only adults use the Claude lessons; a teenager can join the workbook's Drill 7, never Claude.
Uses: The Family AI-Scam Defense Workbook and AI for Every Age.
First sitting: make the plan
Both, at the kitchen table, with the workbook printed
Read Parts 1 to 5 together, choose your safe word out loud, write your callback list, run two drills, fill in the "If it happens" page and put the cards up. The workbook's own timetable for this sitting adds up to about an hour and a half.
Second sitting: the older learner's own Claude account
The older learner types; the family member sits beside them
Safe and Simple AI 60+, Lesson 0.1, then Lesson 3.1: the learner creates a free Claude account on their own phone with their own email. Accounts can't be shared.
Practise the call that sounds like family
The family member reads the caller's lines; the learner answers
Safe and Simple AI 60+, Lesson 6.2: six steps with a made-up call. Ask for the family word, say "I'll call you right back", hang up, and call back on a number you saved yourself.
If you live far apart: a drill by phone
Both, on an arranged call
Agree the day and time first, say "This is a drill" at the start and the end, and ring back straight away as yourself to ask how it felt. Drills 1 and 2 work this way.
Keep it going
Both
Write a line in the drill log each time you practise, and do the yearly check on Page G.
Printable
Page A: Callback cards
Page B: Our family callback list
Page C: If it happens
Page D: Two cards for the screen
Page E: What happened
Page F: Our family agreement
Page G: Our yearly check
Seven drill script cards and the drill log (Part 7)
Phrases that end a call (Part 3)
Safe and Simple AI 60+ as a large-print PDF (printing recommended)
Ground rules
Every drill is announced and starts with "This is a drill." Never test anyone with a call they are not expecting.
Use the made-up names in the scripts: never your real bank, real amounts or your real safe word.
The workbook gives your family a plan made ahead of time. It says on its first page that it can't promise to stop every scam.
US reporting sites and phone numbers, read on 5 Oct 2026.
Some safety advice appears in both, from the same official sources. If you have the course, the new material in the workbook is Parts 6, 7 and 9 and the fuller reporting steps in Part 8.
Curriculum
Every section, listed
Each lesson, note or file, in the order you'll meet it.
The workbook
Part 0: Start here
Part 1: How AI scams work now
Part 2: The family safe word
Part 3: The callback rule
Part 4: The never-paste list
Part 5: Stop signs for any message
Part 6: For caregivers: helping an older parent (9 pages)
Part 7: Family drills (10 pages, 7 drills, a drill log)
Part 8: If it happens: who to contact, where to report
Part 9: Pages to keep by the phone (A to G)
Part 10: Sources and dates
Is it right for you?
Who it's for
Adults who want a plan for their own household.
Adult children and other caregivers who look out for an older parent or relative.
Families with teenagers. One drill is written for them.
Who it isn't for
Anyone looking for a promise. No workbook can stop every scam, and this one says so on its first page. It gives you a plan. It does not make anyone scam-proof.
Anyone outside the United States. The reporting sites and phone numbers are US ones.
Anyone who needs legal, financial or medical advice about a relative's affairs. The workbook points to official guides and says where a lawyer is the right next step.
Anyone who wants statistics and case stories. There are none in it.
Pairs well with
AI for Every Age
The course teaches the app; the workbook is the household plan around it.
No. It does not teach any app. It is a plan for what your family does when a call or message asks for money, a code or personal details.
Will it stop my family being scammed?
It can't promise that, and it doesn't. What it gives you is a plan made ahead of time: a word, a callback list, a few sentences you have already said out loud, and a page that tells you who to call.
How is it different from Safe and Simple AI 60+?
The course teaches an older adult to use Claude on a phone. This workbook teaches no app at all: it is the household plan. Some safety advice appears in both, because it is the same advice from the same official sources. If you have the course, the new material here is Parts 6, 7 and 9 and the fuller reporting steps in Part 8.
Are the drills trick calls?
No. Every drill is announced and starts with "This is a drill." The ground rules say never to test anyone with a call they are not expecting.
Where do the phone numbers and reporting steps come from?
From the official pages of the FTC, the FBI's Internet Crime Complaint Center, the Department of Justice's National Elder Fraud Hotline and AARP, each read on 5 Oct 2026. Part 10 lists every page. Details change, so the workbook tells you to trust the official site if it differs.
Does it print in black and white?
Yes. The pages you write on use outline boxes with a dark title bar, and every page was checked as a grey image.
Is it legal advice?
No. It is general information for households. Parts 6 and 8 say so on the page.
Refunds and licence
Refunds
14-day money-back guarantee: if it isn't useful, email us within 14 days of purchase for a full refund, no questions asked. Refund policy
Licence
One purchase covers one household, including the relatives in that household's plan, so you can print pages for a parent who lives elsewhere. Please don't resell or share the file publicly. The buyer must be an adult.
Help
What help is included
Access help
A lost access page: write from the address you paid with and the link is sent to that address.
A download link that has expired: open your access page again; it makes fresh links each time.
A file that won't download, unzip or open.
What you can report
A mistake in the material: a step that doesn't match what the product says, or a broken link inside a file.
A workflow or starter file that doesn't import, run or give the result its guide shows when you use the guide's own made-up test data.
Questions about what a product contains, before or after you buy.
Not included
Setting up, hosting or adapting a workflow or agent for your own business, accounts or data. That is implementation work, not part of a purchase.
Changes in other companies' tools (n8n, Docker, Obsidian, Claude, Google, Stripe). Each guide says when its screens were last checked and points to the tool's own help.
Legal, tax, financial or medical advice.
Reporting a broken workflow
Write from the address you paid with, through the contact page, and include your Stripe receipt number if you have it.
Name the product and the lesson, chapter or file.
Say what you did, what the guide says you should see, and what you saw instead. Paste the exact error text.
Never send passwords, API keys or a real customer's details. Use the guide's made-up test data.