Land Flipping CRM Setup: Stages, Tags, Automations
Build a calm, repeatable deal machineβwhere every parcel knows its next step.
Introduction
Land Flipping CRM Setup: Stages, Tags, Automations is your deal operating system. With crisp pipelines, a useful tag taxonomy, and a few battle-tested automations, youβll stop guessing where a parcel sits and start moving itβpredictablyβfrom lead to signed to closed.
Stay compliant: honor DNC/SMS consent, keep clean records, and never misrepresent access, utilities, or zoning. Every automation should include an easy opt-out.
Expanded Table of Contents
- 1) Why βLand Flipping CRM Setup: Stages, Tags, Automationsβ Works
- 2) Blueprint: Two Pipelines, One Contact
- 3) Acquisitions Stages (Seller Journey)
- 4) Dispositions Stages (Buyer Journey)
- 5) Tag Taxonomy & Naming Rules
- 6) Required Fields & Layout
- 7) Automations That Do the Heavy Lifting
- 8) Daily Rituals: Kanban Hygiene
- 9) KPIs & Simple Dashboards
- 10) Plug-and-Play Copy Blocks
- 11) 30β60β90 Day Implementation Plan
- 12) 25 Frequently Asked Questions
- 13) 25 Extra Keywords
1) Why βLand Flipping CRM Setup: Stages, Tags, Automationsβ Works
- Clarity: everyone knows the next action by stage definition.
- Context: tags convert generic follow-ups into relevant ones.
- Cadence: automations prevent lead decay and deal stall-outs.
2) Blueprint: Two Pipelines, One Contact
Pipeline | Purpose | Owner | Exit States |
---|---|---|---|
Acquisitions | Seller to signed contract | Acq manager / VA | Signed / DQ / Nurture |
Dispositions | Parcel to buyer and closed | Dispo manager | Assigned / Closed / Nurture |
Keep a single contact record. Use roles and parcel-specific notes to avoid duplicates.
3) Acquisitions Stages (Seller Journey)
- New Lead β source captured; instant SMS/email; task βCall in 5 minβ.
- Contacted β confirm ownership & intent; gather price expectations.
- Underwriting β access, utilities, comps, topo/flood, photos.
- Offer Drafted β MAO math, rationale, contingencies.
- Offer Sent β e-sign link + two windows for review.
- Negotiation β counters, terms, timeline.
- Signed β open title/escrow; seller checklist.
- Closed β record, reconcile, archive docs.
- Nurture/DQ β reason tagged; quarterly check-ins.
4) Dispositions Stages (Buyer Journey)
- Buyer Opt-In β county/size/budget captured.
- VIP Qualified β proof shared; funds verified if applicable.
- Parcel Match β hook email/SMS + proof pack folder.
- Call Booked β map/comps walkthrough.
- Offer Received β LOI or PSA.
- Assigned / Into Escrow β title/attorney engaged.
- Closed β review + referral request.
- Nurture β keep avatar and county tags fresh.
5) Tag Taxonomy & Naming Rules
Use Group:Value for clean searchability.
County/Geo
TX-Travis
AZ-Mohave
FL-Putnam
Access
Access-Paved
Access-Gravel
Access-Uncertain
Utilities
Power-LotLine
Water-Meter
Sewer-Septic
Buyer Avatar
Builder-BuyBox
Homesteader
Recreational
Risk/Status
Title-Cloud
Flood-Partial
Slope-Moderate
6) Required Fields & Layout
- Parcel: APN, county, acres, GPS pin, zoning, access type, utilities status.
- Contact: role(s), phone, email, address, preferred channel.
- Deal Math: MAO, exit scenario, hold costs, target fee.
- Dates: created, last touch, offer sent, signed, COE.
- Docs: proof pack link (maps, photos, utilities, comps), title files.
7) Automations That Do the Heavy Lifting
Trigger | Automation | Outcome |
---|---|---|
New Lead | Instant SMS/email + task βCall in 5 minβ | Zero lead decay |
MoveβUnderwriting | Create checklist task set | Consistent analysis |
Offer Sent | T+24/T+72 nudges + two time windows | Higher signature rate |
Signed | Open escrow ticket + seller checklist | Fewer surprises |
Dispo Match | Blast proof pack to tagged buyers | Faster offers |
Stale 7d | Escalate to owner + next action | Prevents stall-outs |
8) Daily Rituals: Kanban Hygiene
- AM triage: clear New Lead/Contacted to zero.
- Underwriting stand-up: 3 blockers, 3 next actions.
- Dispo daily: one VIP send tied to live inventory.
- PM audit: overdue tasks, COEs, document completeness.
9) KPIs & Simple Dashboards
Speed-to-Reply
<60s AI / <5m human.
LeadβOffer
β₯45% with checklists.
OfferβSigned
20β35% by market.
Days-on-Deal
Acq β€21; Dispo β€30.
Revenue/County
Double down on winners.
List Velocity
New VIP buyers/week.
10) Plug-and-Play Copy Blocks
ACQ SMS (T+0m)
βThanks for reaching out about your parcel near [City]. Review maps & numbers [Today 4:30] or [Thu 10:30]?β
OFFER EMAIL (Subject)
βOffer + Map Overlay β [APN], [County] β 15-min walkthrough?β
DISPO SMS
β[Acres] ac w/ [Access/Power] near [Landmark]. Map + comps [Today 4:30] or [Fri 10:30]? Reply EMAIL to receive the proof pack.β
AUTO TASK
βIf stage=Underwriting and no comps link, create task βPull 3 sold & 3 active compsβ due today.β
11) 30β60β90 Day Implementation Plan
Days 1β30 (Foundation)
- Create Acq/Dispo pipelines; add stages and required fields.
- Turn on instant replies + missed-call text-back.
- Build proof pack folder structure by county/APN.
Days 31β60 (Momentum)
- Launch Offer Sent, Signed, and Stale Deal automations.
- Segment buyers by avatar and county; send 2 proof-backed parcels/week.
Days 61β90 (Scale)
- Integrate e-sign, calendar, phone/SMS, and title webhooks.
- Quarterly clean-up: merge duplicates, prune unused tags, refresh templates.
12) 25 Frequently Asked Questions
1) What is βLand Flipping CRM Setup: Stages, Tags, Automationsβ?
A structured method to manage seller and buyer journeys with clear stages, meaningful tags, and time-saving automations.
2) Why two pipelines instead of one?
Acquisitions and Dispositions have different actions, owners, and exit statesβseparate pipelines reduce confusion.
3) Which stages are essential on Acquisitions?
New Lead, Contacted, Underwriting, Offer Sent, Negotiation, Signed, Closed, Nurture/DQ.
4) Which stages are essential on Dispositions?
Buyer Opt-In, VIP Qualified, Parcel Match, Call Booked, Offer Received, Assigned/Escrow, Closed, Nurture.
5) How should I name tags?
Use Group:Value (e.g., Access-Paved, Power-LotLine) to keep filters tidy.
6) What fields are must-have?
APN, county, acres, GPS, zoning, access, utilities, MAO, dates, proof pack link.
7) Whatβs a proof pack?
Parcel map + GPS pin, access photos, utility notes, topo/flood, and compsβstored in a linkable folder.
8) Best first reply to a new seller lead?
Instant SMS thanking them and offering two windows for a 15-minute map/offer walkthrough.
9) How do I stop deals from stalling?
Stale-deal triggers that escalate to the owner and create a clear next step.
10) Should I keep disqualified leads?
Yesβtag the reason and add to quarterly check-ins; situations change.
11) Can AI qualify leads?
AI can capture basics and book calls; humans handle negotiation and edge cases.
12) How do I manage duplicates?
Nightly dedupe by phone/email; merge into one contact record.
13) What KPIs matter most early on?
Speed-to-reply, LeadβOffer, OfferβSigned, and Days-on-Deal.
14) How often should I message my buyer list?
1β2 parcels/week with proof packs; segment by county and avatar.
15) Do I need call tracking?
Yesβto tie revenue to source and protect your ad spend.
16) Should I store documents in the CRM?
Store in cloud folders (by county/APN) and link them in the CRM record.
17) How do I improve OfferβSigned?
Send a comp map image with rationale and offer two review windows.
18) What if utilities are uncertain?
Note whatβs verified, whatβs pending, who you contacted, and the date.
19) How do I tag buyer avatars?
Homesteader, Builder-BuyBox, Recreationalβadd county preferences and budget bands.
20) Can I bulk text buyers?
Yesβwith consent and tight segmentation to keep relevance high.
21) Whatβs a healthy Days-on-Deal?
Acq β€ 21 days; Dispo β€ 30, depending on market and deal size.
22) How do I train a VA?
Stage definitions, daily huddles, and checklists tied to each stage.
23) Should I automate comps?
Partiallyβuse saved searches; human reviews for accuracy.
24) What about owner-financed deals?
Add terms fields (down, rate, term) and automate payment reminders post-close.
25) First step today?
Create both pipelines, add the stages above, and turn on instant replies + stale-deal alerts.
13) 25 Extra Keywords
- Land Flipping CRM Setup: Stages, Tags, Automations
- land flipping CRM
- acquisitions pipeline land
- dispositions pipeline land
- buyer avatar tags
- county geotagging APN
- access utilities tagging
- proof pack folder
- offer sent automation
- signed contract workflow
- title escrow webhook
- kanban deal stages
- speed to reply kpi
- comp map overlays
- two window booking
- missed call text back
- stale deal escalation
- revenue by county
- vip land buyers
- owner finance tracking
- utm source capture
- dedupe contacts crm
- parcel doc links
- automation checklist
- 2025 land crm system