AI Automation, Custom Software & Cybersecurity — For SMBs
Four focused services. Work scoped to what your business actually needs — we meet you wherever you're at.
Business Process Automation
Give your team back their week.
Reports, data entry, file handling, onboarding — if your team does it manually every week, we automate it. AI-powered workflows that cut errors and free up hours.
- Automated reports, data syncing, and file management
- Employee and client onboarding workflows
- Integration with your existing tools and platforms
Sales Automation
Stop losing deals to slow follow-up.
Automated lead follow-up, CRM syncing, lead scoring, proposal generation, and pipeline alerts — so every prospect keeps moving and nothing slips through.
- Lead follow-up and nurture sequences
- CRM syncing, lead scoring, and deal-stage alerts
- Proposal and quote generation from form input
Custom Software Development
Built only when off-the-shelf falls short.
Internal tools, dashboards, custom web apps, and system integrations — built on modern stacks, handed off fully documented. No vendor lock-in.
- Internal tools, admin panels, and dashboards
- Custom web apps and client-facing portals
- System integrations and custom APIs
Cybersecurity Consulting
Enterprise-grade security at SMB scale.
Security+, PenTest+, and Cloud+ certified. We assess your exposure, monitor your attack surface, and give you plain-English steps to reduce risk.
- External attack surface assessments
- Dark web credential monitoring
- Vulnerability identification and remediation guidance
What can we automate?
From back-office operations to your sales pipeline — if it's manual and repetitive, we automate it.
Daily Reports
Automatically pull data from your systems each morning and deliver a formatted summary to your inbox — no manual compiling.
Lead Follow-Up & Nurture
The right email goes out the moment someone inquires, books, or goes quiet — so no lead falls through the cracks.
Proposals & Quote Generation
Fill out a form, get a branded PDF proposal or quote in your inbox — ready to send, no manual formatting.
CRM & Data Syncing
Information entered in one place — a form, a spreadsheet, a CRM — automatically shows up everywhere else it needs to be.
Lead Scoring & Routing
Leads automatically scored and routed to the right rep based on source, size, or behavior — no manual sorting.
Pipeline Alerts & Notifications
Get notified the moment something matters — a deal goes stale, a follow-up is overdue, a new lead comes in.
Employee Onboarding
New hire paperwork, account provisioning, checklists, and welcome emails — handled automatically the moment someone is added to your system.
File Organization & Archiving
Files named, sorted, moved, and backed up automatically based on rules you define. Never dig through a messy folder again.
Something Specific to You
Whether it's an ops bottleneck or a sales process that leaks leads — bring us the task and we'll tell you what's possible.
Not sure where to start?
Most clients start with a free 30-minute call. We'll figure out what makes sense for your situation — no pressure, no upsell.
Common questions
Browse our FAQ →Who's behind SetSoar
Meet Aidan →Ready to start?
Book a free 30-minute call →Let's talk about your business.
Based in Buford, GA. Serving Athens, Atlanta, Dacula & clients nationwide.