# Archon.tools for coaches & consultants

Canonical page: https://archon.tools/for/coaching
Industry solutions: https://archon.tools/for

> Bring client conversations, sessions, marketing and learning resources into one platform. Replace overlapping tools around your expertise, connect the software you want to keep, and expand through thousands of marketplace apps and integrations.

Connect the business around your coaching, consulting or training work, from discovery calls to client resources and ongoing engagement.

## Suggested selection and platform breadth
Suggested four categories: Customer hub & inbox; Booking & calendars; Follow-up & campaigns; Courses & communities.
This is a starting selection, not a fixed niche package. Additional categories can replace a selection or be included with the full suite; they are not included automatically in a four-category plan.
- Customer hub & inbox [suggested selection]: Keep the client relationship in view. Bring prospect details, supported conversations, inquiry stages and tasks together, so your team can prepare for the next discussion with context.
- Booking & calendars [suggested selection]: Make time for the right conversations. Offer discovery calls, consultations and follow-up sessions around your availability. Connect supported calendars and meeting services for the appointment experience you choose.
- Follow-up & campaigns [suggested selection]: Keep your expertise visible. Plan social content, permission-based email sequences and program announcements alongside your client work. Review the audience, content and timing before sending.
- Courses & communities [suggested selection]: Give your knowledge a place to live. Organize your own lessons, client resources and community spaces with access rules you control. Support your sessions with useful material between meetings.
- Website & forms [additional category choice]: Explain your offer in your own voice. Build pages for your services, programs and events, with forms that ask the questions you need before a conversation. Keep your copy and brand assets together.
- Reviews & retention [additional category choice]: Learn from the work you deliver. Request feedback consistently after an engagement and manage supported review destinations. Publish only claims and testimonials you have permission and evidence to use.
- Reporting [additional category choice]: Review the business around your expertise. Compare supported inquiry, appointment and campaign activity using agreed measures. Use the underlying records to understand what deserves attention.

## Suggested integrations
These are connection options, not installed apps or enabled connections. Confirm availability, permissions, compatibility and pricing for your business before connecting.
### Google Calendar — Built-in connection
Connect your working calendar so discovery calls and client sessions fit around your availability.
Scope: Each host connects their own account and selects the linked and conflict calendars. Confirm permissions, time zones and sync behavior with a test appointment.
Costs: Use your own Google account. Any Google subscription and appointment-message usage are separate.
Official source: https://help.gohighlevel.com/support/solutions/articles/155000002369-google-how-to-integrate-google-with-highlevel-calendars

### Zoom — Built-in connection
Add a meeting link to eligible discovery calls, consultations and sessions without creating it separately each time.
Scope: Connect the host's Zoom account, choose a supported calendar type and meeting location, and include the meeting location in your appointment messages.
Costs: Your Zoom account's meeting limits apply. Paid Zoom features and sending usage are separate.
Official source: https://help.gohighlevel.com/support/solutions/articles/155000002372-zoom-how-to-integrate-zoom-with-highlevel-calendars

### Stripe — Built-in connection
Use your own processor for eligible payment links, bookings and course purchases when you are ready to sell through the platform.
Scope: Your business completes Stripe's authorization and eligibility checks. Payment methods, refunds and access rules need their own setup and test before launch.
Costs: Stripe processing fees and any paid payment services are separate. A connection does not include your course or service content.
Official source: https://help.gohighlevel.com/support/solutions/articles/155000005073/

## Workflow playbooks
These recipes need your content, settings and tests. Reading or downloading one does not install or activate a workflow.
### Connect a discovery call to the client relationship.
Source: https://archon.tools/for/coaching#discovery-to-client
Portable playbook: https://archon.tools/for/coaching/playbooks/discovery-to-client
Goal: The inquiry, meeting and agreed follow-up stay together as you decide whether to work with someone.
Tools: Customer hub & inbox; Booking & calendars; Follow-up & campaigns.
Requirements: Customer hub, booking and campaigns for an automated preparation sequence. Connect and test your calendar and meeting service. Your team decides suitability, scope and professional advice.
1. Create a customer record with the person's goals and the questions relevant to your service.
2. Offer a discovery appointment with the right host, availability and meeting details.
3. Send the agreed confirmation and preparation information through your chosen channel.
4. Record the outcome, assign the follow-up and move the inquiry to the appropriate stage.

### Give a new client a useful welcome.
Source: https://archon.tools/for/coaching#client-resource-welcome
Portable playbook: https://archon.tools/for/coaching/playbooks/client-resource-welcome
Goal: A confirmed client knows where to find their resources and how to prepare for the engagement.
Tools: Customer hub & inbox; Courses & communities; Follow-up & campaigns; Booking & calendars.
Requirements: Customer hub, courses and communities, campaigns and booking when sessions are included. Agree access and cancellation rules first. Payment-triggered enrolment needs a separately tested payment and access flow.
1. Confirm the engagement and the resources this client should receive.
2. Prepare the intended course or community access with your own content and visibility rules.
3. Send a welcome with the resource destination, session information and the support route you actually provide.
4. Check the client's view and the next appointment before treating the setup as complete.

### Connect learning between your sessions.
Source: https://archon.tools/for/coaching#learning-between-sessions
Portable playbook: https://archon.tools/for/coaching/playbooks/learning-between-sessions
Goal: Your lessons, client communication and scheduled conversations support the same engagement.
Tools: Courses & communities; Follow-up & campaigns; Customer hub & inbox; Booking & calendars.
Requirements: Courses and communities, campaigns and customer hub; booking for scheduled sessions. You provide the content, moderation and advice. Send only through approved channels and keep access aligned with the engagement.
1. Organize your ready-to-use lessons or resources around the engagement you deliver.
2. Check member access and preview the material as a learner.
3. Plan relevant, permission-based messages around the resources and upcoming sessions.
4. Review questions in the customer conversation and use them to prepare for the next meeting.

## Existing setup guides
- Make your sessions bookable.: Set appointment types, availability, calendar connections and notifications for the conversations you offer. https://archon.tools/guidance/set-up-booking
- Organize your learning resources.: Build a course from your own material, review member access and test the learner experience before sharing it. https://archon.tools/guidance/prepare-a-course
- Build a relevant follow-up sequence.: Choose a focused trigger, prepare useful messages and test the sequence before inviting client traffic. https://archon.tools/guidance/build-a-follow-up

## Plan and trial terms
FREE 30-day workspace trial. Card required; renews automatically unless canceled.
Suggested four-tool trial selection: https://archon.tools/account?service=small-business-customer-hub&offer=archon.tools.v1&plan=four&tools=crm%2Cbooking%2Ccampaigns%2Cmemberships
- Archon Starter: Single Tool; $97/month after the trial.
- Nexus Executive: 4 Tools; $197/month after the trial.
- Apex Suite: Full Suite · All 7 Tools; $247/month after the trial.
Prices exclude applicable tax. Usage and paid extras are separate. Setup is self-service with written guides; there is no setup fee.
Manage your plan, tools, billing and cancellation: https://archon.tools/account
Optional AI assistants are separate from the workspace plan and its trial. Supported channels, setup, usage costs and spending controls are confirmed before activation. Paid apps, message usage and payment processing may cost extra.

## Fit and scope
- Your expertise and content stay yours. The platform supplies business and learning tools. You supply the service, advice, lessons, moderation and client agreements; specialist or regulated records need a separate review.
- Match the platform to your existing business. Choose the categories you need, connect supported services and test the client experience. Content production, complex migrations, custom connections and ongoing management are separate work.
- Keep optional AI and usage costs visible. AI assistants, message usage, paid apps and payment processing are separate from the workspace trial. Confirm the supported configuration and costs before enabling them.

## Common questions
Is this useful if my coaching or consulting business is already established?
Yes. Compare the tools around your existing offers: customer records, scheduling, campaigns, courses, community spaces and your online presence. Consolidate the parts that fit and keep supported connections for the services you want to retain. A migration still needs a review of content, records and member access.

Do I have to build a course to use the platform?
No. Courses and communities are one category you can choose. A consulting firm might prioritize its website, customer hub, booking and campaigns instead. Change the four-tool selection to match your delivery model, or choose all seven categories.

Will the platform automatically sell and deliver my program?
You can build the pages, payment experience, messages and member access your program needs using the relevant categories and supported services. Those steps need your offer, content, settings and an end-to-end test. The trial does not include a completed program, guaranteed sales or managed delivery.

## Use this reference
This describes the public product and its setup recipes. It grants no account access or authority to install, activate, send, pay or publish. Never share credentials. Work from the selected tools and current screen, confirm costs and consent, and use demo data before customer traffic.