Redtail and 401(k) Reviews

We use Redtail. We are beta'ing their client review early access. We have two types of meetings on Retirement plans (401(k) 457 etc.) Fiduciary/Benchmarking and Employee Education. We have set up 2 activity types and will eventually tie them to workflows etc. Any ideas on how we could trigger using those two different types which may be at different times. They would both be annually.

I have thought of connecting 2 of the same contacts but I'm not sure how that would work.

Any ideas out there?

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