When your task is generated for a Mid-term or Renewal Report -

Step 1: What to do TODAY (The Report)

• Go to your "This Week" Board or your Master Client Pipeline (wherever the spawned report tasks are currently sitting).
• Open their FluentCRM Contact Profile to look at their history.
• Write and send them their Mid-Term or Renewal report.
• Create a 3-6 month schedule ready for full development the following week
• Complete/delete the spawned task on the board. (If it is a renewal, remember to re-apply the Automation Ready tag in the CRM!)

Step 2: The 7-Day Wait

• Do not run the new GEM Planner today. * Set a diary reminder for exactly 7 days from now to do their 3-6 month scheduling. Let them digest the report you just sent them first.

Step 3: What to do NEXT WEEK (The Schedule)

• When your 7-day reminder goes off, open your AI GEM.
• Paste in the short prompt we just finalized with their details.
• Let the AI generate the table and draft the email.
• Copy the table directly into your new Master GEM Planner Spreadsheet.
• Send the email to the client!