Market Wiz AI

Land Flipping CRM Setup: Stages, Tags, Automations

ChatGPT Image Sep 17 2025 10 44 40 AM
Land Flipping CRM Setup: Stages, Tags, Automations β€” 2025 Deal OS

Land Flipping CRM Setup: Stages, Tags, Automations

Build a calm, repeatable deal machineβ€”where 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, you’ll stop guessing where a parcel sits and start moving itβ€”predictablyβ€”from lead to signed to closed.

Targets to aim for (first 60 days): Speed-to-reply: <60s AI / <5m human Leadβ†’Offer Sent β‰₯ 45% Offerβ†’Signed β‰₯ 20–35% Days-on-Deal (acq) ≀ 21

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 β€œLand Flipping CRM Setup: Stages, Tags, Automations” 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

PipelinePurposeOwnerExit States
AcquisitionsSeller to signed contractAcq manager / VASigned / DQ / Nurture
DispositionsParcel to buyer and closedDispo managerAssigned / Closed / Nurture

Keep a single contact record. Use roles and parcel-specific notes to avoid duplicates.

3) Acquisitions Stages (Seller Journey)

  1. New Lead β€” source captured; instant SMS/email; task β€œCall in 5 min”.
  2. Contacted β€” confirm ownership & intent; gather price expectations.
  3. Underwriting β€” access, utilities, comps, topo/flood, photos.
  4. Offer Drafted β€” MAO math, rationale, contingencies.
  5. Offer Sent β€” e-sign link + two windows for review.
  6. Negotiation β€” counters, terms, timeline.
  7. Signed β€” open title/escrow; seller checklist.
  8. Closed β€” record, reconcile, archive docs.
  9. Nurture/DQ β€” reason tagged; quarterly check-ins.

4) Dispositions Stages (Buyer Journey)

  1. Buyer Opt-In β€” county/size/budget captured.
  2. VIP Qualified β€” proof shared; funds verified if applicable.
  3. Parcel Match β€” hook email/SMS + proof pack folder.
  4. Call Booked β€” map/comps walkthrough.
  5. Offer Received β€” LOI or PSA.
  6. Assigned / Into Escrow β€” title/attorney engaged.
  7. Closed β€” review + referral request.
  8. 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

TriggerAutomationOutcome
New LeadInstant SMS/email + task β€œCall in 5 min”Zero lead decay
Move→UnderwritingCreate checklist task setConsistent analysis
Offer SentT+24/T+72 nudges + two time windowsHigher signature rate
SignedOpen escrow ticket + seller checklistFewer surprises
Dispo MatchBlast proof pack to tagged buyersFaster offers
Stale 7dEscalate to owner + next actionPrevents 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.

Lead→Offer

β‰₯45% with checklists.

Offer→Signed

20–35% by market.

Days-on-Deal

Acq ≀21; Dispo ≀30.

Revenue/County

Double down on winners.

List Velocity

New VIP buyers/week.

10) Plug-and-Play Copy Blocks

ACQ SMS (T+0m)
β€œThanks for reaching out about your parcel near [City]. Review maps & numbers [Today 4:30] or [Thu 10:30]?”

OFFER EMAIL (Subject)
β€œOffer + Map Overlay β€” [APN], [County] β€” 15-min walkthrough?”

DISPO SMS
β€œ[Acres] ac w/ [Access/Power] near [Landmark]. Map + comps [Today 4:30] or [Fri 10:30]? Reply EMAIL to receive the proof pack.”

AUTO TASK
β€œIf stage=Underwriting and no comps link, create task β€˜Pull 3 sold & 3 active comps’ due today.”

11) 30–60–90 Day Implementation Plan

Days 1–30 (Foundation)

  1. Create Acq/Dispo pipelines; add stages and required fields.
  2. Turn on instant replies + missed-call text-back.
  3. Build proof pack folder structure by county/APN.

Days 31–60 (Momentum)

  1. Launch Offer Sent, Signed, and Stale Deal automations.
  2. Segment buyers by avatar and county; send 2 proof-backed parcels/week.

Days 61–90 (Scale)

  1. Integrate e-sign, calendar, phone/SMS, and title webhooks.
  2. Quarterly clean-up: merge duplicates, prune unused tags, refresh templates.

12) 25 Frequently Asked Questions

1) What is β€œLand Flipping CRM Setup: Stages, Tags, Automations”?

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 statesβ€”separate 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) What’s a proof pack?

Parcel map + GPS pin, access photos, utility notes, topo/flood, and compsβ€”stored 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?

Yesβ€”tag 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, Lead→Offer, Offer→Signed, and Days-on-Deal.

14) How often should I message my buyer list?

1–2 parcels/week with proof packs; segment by county and avatar.

15) Do I need call tracking?

Yesβ€”to 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 Offer→Signed?

Send a comp map image with rationale and offer two review windows.

18) What if utilities are uncertain?

Note what’s verified, what’s pending, who you contacted, and the date.

19) How do I tag buyer avatars?

Homesteader, Builder-BuyBox, Recreationalβ€”add county preferences and budget bands.

20) Can I bulk text buyers?

Yesβ€”with consent and tight segmentation to keep relevance high.

21) What’s a healthy Days-on-Deal?

Acq ≀ 21 days; Dispo ≀ 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?

Partiallyβ€”use 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

  1. Land Flipping CRM Setup: Stages, Tags, Automations
  2. land flipping CRM
  3. acquisitions pipeline land
  4. dispositions pipeline land
  5. buyer avatar tags
  6. county geotagging APN
  7. access utilities tagging
  8. proof pack folder
  9. offer sent automation
  10. signed contract workflow
  11. title escrow webhook
  12. kanban deal stages
  13. speed to reply kpi
  14. comp map overlays
  15. two window booking
  16. missed call text back
  17. stale deal escalation
  18. revenue by county
  19. vip land buyers
  20. owner finance tracking
  21. utm source capture
  22. dedupe contacts crm
  23. parcel doc links
  24. automation checklist
  25. 2025 land crm system

© 2025 Your Brand. All Rights Reserved.

Leave a Comment

Your email address will not be published. Required fields are marked *

Scroll to Top