A smarter way to refer your clients

You’ve made an impactful referral, great for you and your client. But what happens next isn’t always smooth sailing. Clients might not follow up, advisers can struggle to reach them, and the back-and-forth to schedule a meeting can quickly become a hassle. It can be frustrating and slow the process.

So, we asked ourselves: how can we make this easier? How can we cut through the delays and create a seamless way for clients and advisers to be introduced and connected?

Introducing automated Calendar Referrals - a smarter, faster way to handle client introductions. This functionality allows clients to book an introductory meeting directly with your recommended advisers through a shared calendar link. No more chasing, no more scheduling hassles—just seamless connections that boost the chances of successful introductions. And when it's booked, a referral is created automatically.

Starting today, RQ users can share calendar availability for the professional firms and advisers they recommend to clients. With just one link, clients can book meetings instantly with a trusted partner - saving time, improving the client experience, and ensuring compliance and referral tracking are always on point.

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Why we built it

We've added Calendar Referrals to help firms simplify and optimise referrals. By sharing your partners’ calendar availability directly with clients, you can avoid the back-and-forth of scheduling, improve the conversion rate of introductions, and make it easier for clients to secure time with advisers.

With this self-service booking approach, clients can book meetings instantly, making the process effortless. Meanwhile, RQ will log when a meeting is scheduled, ensuring that every referral is recorded and trackable.

• Save time by automating referral appointments
• Make it easier for clients to secure time with advisers
• Ensure compliance by securing the clients written consent as part of the process
• Increase the conversion rate of introductions
• Ensure every referral is properly recorded

One user summarised the value they see from calendar referrals:

"This will be brilliant for us. Sharing advisers' calendars and letting clients book straight will make the referral process within our joint venture so much easier to manage. Plus, having every booking automatically logged in RQ means nothing will fall through the cracks.”

Jon, Partner at a UK accounting firm

How it works

1. Generate a calendar link or copy the default link
   
   
   • Open RQ and navigate to the profile of a partner firm
   • Go to the Calendar Links tab and click Create a calendar link
   • Select the adviser(s) whose calendar you want to use and click Create
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2. Preview and share
   Preview the link and share it with clients via email or other channels. Clients can use the link to select a convenient meeting time.
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3. ‍Distribute the link
   Add the link to a newsletter, your website, or client onboarding materials to make it easy for clients to access.
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4. Automatic referral creation
   When a client books through the link, RQ logs it as a referral. This ensures every booking is tracked.
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5. Client consent
   If required, RQ generates a consent letter (that needs to be signed) before showing availability, ensuring compliance.

Note: This functionality requires your partners to link their calendars to RQ.

Try out Calendar Referrals today

Get started with automated calendar referrals today by visiting your professional network. Reach out to us at hello@rq.app or connect via the chat feature in RQ for more information.