Turn your partners into a steady source of new clients

Referral Pages makes it easy to share your firm with introducers, so their clients book straight into your advisers' diaries and every referral lands...

Turn your partners into a steady source of new clients

25 June 2026

Referral Pages makes it easy to share your firm with introducers, so their clients book straight into your advisers' diaries and every referral lands with the right person.

Getting introductions from partners, consistently, is hard. Not because partners do not want to refer, but because most firms never give them an easy, repeatable way to do it.

If you want an accountant, solicitor or introducer to send you clients, you have to make it effortless for them. Give them a simple, branded way to present your firm, book a client in, or pass on a warm lead, all while staying compliant.

That is what Referral Pages does. It puts your firm directly in front of a partner's clients, captures the introduction properly, and tracks it all the way through to your CRM.

Distribute your firm through your partners

A Referral Page is a branded link you hand to an introducer. They share it with their clients, and your firm is right there, ready to take the introduction.

Give each partner their own page, set up the way that relationship works
Let the introducer book a client in, or let the client get in touch themselves
Present your firm as a natural next step, not a cold handover

The point is distribution. The easier you make it for a partner to introduce you, the more introductions you get.

See a Referral Page in action

A live example. Book a meeting or request a call back, just as a partner's client would.

How Cheetham Jackson turns partners into new clients

Cheetham Jackson, a financial planning firm, uses Referral Pages across dozens of joint ventures with accountancy partners.

Here is how it works. One of their accountancy partners hands their tax clients a Referral Page for Cheetham Jackson. A client books straight into an adviser's diary, signs consent on the way through, and the lead lands in intelliflo, tagged to that partner.

They have taken more than 500 referrals straight into advisers' diaries from partners this year alone.

> "Calendar booking is fundamental to the value we get from RQ. Our partners' clients book straight into our advisers' diaries, and we couldn't imagine getting introductions this easily any other way."

> Emily, Cheetham Jackson

Effortless introductions, however the client wants

Some clients are ready to book. Others just want a call back. A Referral Page handles both.

Clients book straight into your adviser's diary, or request a call back
The introducer can book on the client's behalf in seconds
Either way, the introduction lands with the right adviser, with the partner already in context

No chasing, no back and forth, no enquiry left sitting in an inbox.

Compliance, captured at the moment of introduction

Regulated introductions need consent, and they need a record of it.

With Referral Pages, the client signs the terms of introduction then and there, before any details move forward. The consent letter is triggered automatically and stored as part of the audit trail.

The client reviews regulation, commercial interest and data sharing, then signs
Consent is captured both when a firm sends a referral (accountant or solicitor) and when a firm receives one
IFAs and planners get the evidence they need under Consumer Duty
Accountants and lawyers get the disclosure they need when they refer

Why it matters: the hardest part of a compliant introduction is usually getting consent at the right moment. Referral Pages does it as part of the booking, so nothing gets missed and nothing slows down.

Easy meetings, tracked referrals

Every booking or request becomes a tracked referral in RQ automatically.

Calendar bookings land as referrals, with reliable attribution
You can see which page, which partner, and which adviser
Allocation is built in, whether that is one named adviser or round robin across a team

You always know where an introduction came from and where it went.

Straight into your CRM

If you run an integration, Referral Pages becomes a direct pipeline into your systems.

Distribute your advisers' calendars directly into a partner's client base
Leads from a page flow straight into your CRM, including HubSpot and intelliflo
New clients and deals are created for you, with the source mapped through

This is how you turn partner relationships into a scalable, repeatable lead channel, not a series of one-off favours.

The value: distribution, done properly

Referral Pages is about getting your firm in front of more of the right clients.

It puts you in front of your partners' clients, makes the introduction effortless for everyone, captures compliance at the right moment, and tracks every referral from the page through to your CRM.

That is how firms turn the occasional introduction into a dependable source of new business.

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