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Setup options

Start with a workspace. Build around your business.

Set up your own workspace, request setup assistance, or scope a custom build around your systems. Confirm service scope, availability and terms before booking.

Self-directed

Set up your workspace

Free

Run the diagnostic, apply a kit, and build your delegation system yourself.

  • VA Diagnostic — custom blueprint
  • Delegation kits (ecommerce, agency, consulting)
  • Role and access planning
  • Task management with SOPs
  • Approval workflows
  • Team and project management
  • SOP Library access
  • Activity log
  • CSV export
Setup service

Setup assistance

$297one-time

I design and build your delegation system directly inside your workspace.

  • Everything in DIY
  • Delegation audit of your current setup
  • Custom role descriptions for your business
  • SOPs written for your actual workflows
  • Approval and task structure configured
  • Onboarding walkthrough for your team
  • 14-day support after handoff
  • Priority email support
  • Async video walkthrough recording

Setup assistance & custom builds

Built around the way your business works.

Start with help organizing roles, procedures and approvals in DelegateHQ. For work that needs more, discuss a custom version connected to your systems.

Agents built around your work

Scope agents around your procedures, knowledge and recurring responsibilities, with clear inputs, permitted actions and expected results.

Example: prepare a weekly client update from approved project sources.

MCP and system connections

Connect approved AI tools to selected knowledge and actions through MCP (Model Context Protocol), APIs or existing integrations.

Example: retrieve a project brief and prepare a task draft for review.

People and agents working together

Define which work an agent prepares, when a person approves it, and when a specialist takes over. Keep responsibility and review visible.

Example: an agent assembles a handoff, a VA checks it, and an owner approves.

Private, local or offline options

Explore a private deployment, installation on your own systems, or selected workflows that operate offline.

Scope includes where data and models run, what needs internet access, and how updates, backups and support work.

Begin with the work you want to hand off.

Tell us what should happen, which systems are involved, and who needs to review the result. We confirm feasibility, data access, delivery, support and a separate quote before building.

These are custom-build options, priced separately from workspace setup. Private or offline deployment may require a separate architecture; it is not an installable edition of the standard hosted app.

Feature comparison

Workspace features and setup assistance
FeatureDIY
Free
Setup assistance
VA Diagnostic & BlueprintIncludedIncluded
Delegation KitsIncludedIncluded
Role & Access PlanningIncludedIncluded
Task Management + SOPsIncludedIncluded
Approval WorkflowsIncludedIncluded
SOP LibraryIncludedIncluded
Delegation AuditNot includedIncluded
Custom Role DesignNot includedIncluded
SOPs Written For YouNot includedIncluded
14-Day SupportNot includedIncluded
Async Video WalkthroughNot includedIncluded

Common questions