# Archon.tools for heating & cooling businesses: Prepare a relevant seasonal care campaign.

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/hvac#hvac-seasonal-care
Goal: Customers can hear about an appropriate service through the same platform that holds their conversation.
Tools used: Customer hub & inbox; Follow-up & campaigns; Booking & calendars.
Before we start: Customer hub, campaigns and booking when offering an appointment. Confirm sending costs and source data. Equipment details, maintenance eligibility and agreement billing are not inferred from contact sync and remain in their agreed systems.

## Steps
1. Choose an opted-in customer segment and a service your team is ready to offer.
2. Review the service interval and content using your own verified records and professional judgment.
3. Prepare the campaign and its reply or consultation destination, then test the flow.
4. Pause or stop follow-up on reply, opt-out or booking, and review the actual customer responses.

## Related setup guides
- Work from one customer inbox.: Review the conversation and its customer context before preparing a reply through the appropriate channel. https://archon.tools/guidance/work-your-inbox
- Build a seasonal follow-up sequence.: Choose a focused trigger and audience, review messages and stop rules, and test before sending. https://archon.tools/guidance/build-a-follow-up
- Prepare a consistent feedback request.: Check the review destination and sending setup, then test the request and inspect its result. https://archon.tools/guidance/request-feedback

## 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%2Creputation
- 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.