Referral strategy guide for professional firms

Build a Referral Strategy for Your Firm

A structured referral strategy helps professional firms generate consistent, compliant revenue from professional introductions. This guide covers the practical steps to build one.

Key steps

• Audit your current referral relationships and identify gaps
• Define your ideal referral partners by profession and geography
• Set up compliant workflows with consent capture and tracking
• Measure outcomes with revenue attribution and partner ROI
• Review and optimise your referral panel regularly

Book a demo to see how RQ helps firms implement structured referral strategies.