# Archon.tools for coaches & consultants: Connect learning between your sessions.

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#learning-between-sessions
Goal: Your lessons, client communication and scheduled conversations support the same engagement.
Tools used: Courses & communities; Follow-up & campaigns; Customer hub & inbox; Booking & calendars.
Before we start: 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.

## Steps
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.

## 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.