Social engineering is a technique where the attacker manipulates individuals into performing actions or divulging confidential information. In penetration testing (pen-testing), it attempts to exploit human vulnerabilities to gain access to systems, data, or premises. Below are detailed steps on how to use social engineering in targeted pen-testing scenarios.
Understanding the Target
- Research: Begin by conducting thorough research on the target organization. Gather information about the company’s structure, culture, policies, employees, and recent events through:
- Public websites
 - Social media platforms
 - Job postings
 - Press releases
 
 - Identify Personnel: Pinpoint individuals within the organization who have access to valuable information or systems. Look for:
- IT staff
 - Executives
 - Human Resources representatives
 - Front desk personnel
 
 
Social Engineering Techniques
- Phishing: Craft and send convincing emails that appear to come from trusted sources and contain:
- Compelling subject lines.
 - Authorized logos and signatures
 - Links to fake websites or attachments with malicious payloads
 
 - Vishing: Use phone calls to extract information or influence actions. Prepare:
- A believable backstory
 - Caller ID spoofing to appear legitimate
 - Questions that lead to revealing sensitive information
 
 - Impersonation/Pretexting: Pretend to be someone with legitimate business reasons to access information. You might pose as:
- An IT technician claiming there is an issue with an account
 - An external auditor requiring access to certain documents
 - A fellow employee needing login credentials for a supposedly common task
 
 - Baiting: Leave malware-infected USB drives or CDs in areas where employees might discover them. These could be labeled with terms like:
- “Employee Salary Info”
 - “Confidential”
 - “Company Strategy Plan”
 
 
Planning the Attack
- Select Method: Choose the most suitable social engineering technique based on research.
 - Create Scenarios: Develop realistic scenarios that the target is likely to encounter.
 - Build Trust: Establish trust through repeated contact or leveraging known contacts within the company.
 - Design Tools and Payloads: Customize phishing emails, create fake web pages, or program malware according to the chosen technique.
 
Execution
- Timing: Launch the attack when the target is most vulnerable (e.g., during busy hours or right after a major company announcement).
 - Communication: Be confident and persuasive, whether written or oral, during the execution.
 - Follow-Up: If initial contact doesn’t yield results, follow up with additional communications to reinforce the pretext.
 
Training and Awareness
- Debrief: After completion, inform the target organization of the vulnerabilities exploited.
 - Training: Provide training sessions to educate staff on social engineering tactics.
 - Reporting: Document the test and social engineering strategies used for reference in further training and pen-testing reports.
 
Ethical Considerations and Legal Compliance
- Permission: Ensure that you have explicit permission from the organization to perform social engineering tests.
 - Scope: Respect the boundaries of the scope agreed upon with the organization.
 - Integrity: Do not unnecessarily damage the reputation or emotional state of the target individuals.
 - Confidentiality: Securely handle any information obtained during the test and report it to the appropriate parties.
 
Using social engineering in targeted pen-testing scenarios requires careful planning, an in-depth understanding of human psychology, and an ethical approach. It’s crucial always to act within the legal framework and with the consent of the organization. A successful social engineering pen-test highlights human vulnerabilities within the security system and paves the way for better training and more robust defense mechanisms.

