Configuring your production labels

Production Labels are used to categorize your recruiting leads and agents by LTM (Last Twelve Month) Sales Production so that you can segment your list by production to send customized messages most relevant to this segment. It is important to segment your data and send customized messages as this will greatly increase your response rates to your outreach messaging.

Below is a summary of the production label names used for Standard and Keller Williams Brokerkit accounts:

During onboarding, we ask you for the values to use as a threshold for the Mega and Super/Cap values. The Mid/Half Cap value will be automatically set to half of the Super/Cap value. The Low/Quarter Cap value will automatically be set to 1/4 of the Super/Cap value. If there is a Production value that is smaller than Low/Quarter Cap, then the New label will be used.

When we upload a list of leads or agents for you, these production label values are used as thresholds to determine which label will be attached to the record (lead or agent) uploaded. You can go into each record and update the value for it in the lead/agent profile.

We allow you to determine these thresholds so you can tailor them to your market and the ideal agent profiles that you seek.

We can update your production label values down the road, but please note that this will only update the label on new leads imported. If you imported a dataset such as an MLS agent list, we can re-import the same list after updating the values and it will update your values through time.

Note also that you can send us regular (e.g. quarterly) data updates such as from BrokerMetrics and when we import the update it will refresh the agent production and production labels to be current to ensure you always working off current production values and labels.