How I automated site appraisal tracking so I stop losing opportunities
Anyone else juggling multiple site appraisals and losing track of where each one is at? I was running everything through spreadsheets and email threads and kept missing follow-ups with agents and landowners. Here's a simple system I set up that fixed it: 1. When I get a new site lead (email from an agent, referral, or a listing I find), I forward it to a dedicated email address. 2. That triggers an automation (Make.com, free plan) that extracts the key details: site address, asking price, agent contact, and any notes. 3. It logs the site into a simple CRM with a status tracker (new lead, appraisal in progress, offer submitted, under negotiation, dead). 4. Every Monday morning it sends me a summary of all active sites, what stage they're at, and which ones need follow-up that week. 5. If a site has been sitting in "appraisal in progress" for more than 7 days with no update, it flags it automatically. Total cost: free (Make.com free plan + HubSpot free CRM). Took me about an hour to set up. For anyone running multiple deals at once, this kind of system saves you from the embarrassment of an agent asking for an update on something you forgot about. Let me know if you want more detail on how to set it up.