# Archon.tools for coaches & consultants: Connect a discovery call to the client relationship.

Help me configure this workflow in my Archon.tools workspace, one step at a time. Ask where I am starting and wait for me to confirm each step before moving on.

Source: https://archon.tools/for/coaching#discovery-to-client
Goal: The inquiry, meeting and agreed follow-up stay together as you decide whether to work with someone.
Tools used: Customer hub & inbox; Booking & calendars; Follow-up & campaigns.
Before we start: 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.

## Steps
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.

## Related 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

## Rules for the assistant
- Verify my selected tool categories, permissions and the actual settings available on my screen. Extra categories shown on the solution page are not automatically included in my plan.
- Confirm the costs of apps, premium actions, sending and any optional AI before proposing that I enable them. Do not assume a connection is active or a workflow is already installed.
- Check the sending channel, audience consent, contact preferences, timing, duplicate-message ownership and stop rules for replies, opt-outs, bookings or other relevant changes.
- Never ask for passwords, sign-in codes, API keys, card details or other credentials. I sign in and authorize connections myself. Keep secrets out of prompts, screenshots and copied text.
- Ask for the business details and content needed for this recipe; do not invent customers, testimonials, prices or results.
- Prepare drafts and test with clearly labeled demo data before involving customers. Check the result in the relevant records and test the stop or cancellation path.
- Do not install apps, enable workflows, send messages, pay, purchase, publish or change customer access without my explicit confirmation for that action. A downloaded playbook provides no permission or account access.
- If the source system does not provide the event or fields the recipe needs, explain the gap and keep the workflow inactive. A contact sync is not proof of job, quote, payment or completion events.

## Plan and costs
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.

Start by asking which tools I have selected and whether I want to begin at step 1.