The operating system for introducer-led growth
RQ helps professional firms send, manage, and prove referrals — with built-in compliance, clear tracking, and real visibility across the firm.
Compass — Frequently Asked Questions
What is Compass?
Compass is RQ's structured client discovery tool designed to help professionals identify wider client needs and generate more referral opportunities. How Compass works: Compass provides a guided framework for client conversations, helping you systematically explore areas where clients might need additional support. Rather than relying on memory or chance, Compass prompts you to cover key topics that often reveal referral opportunities. Key benefits: • Uncover hidden needs – Clients often have requirements they have not thought to mention • Consistent discovery – Every client gets the same thorough review • Natural conversations – The framework supports dialogue rather than feeling like a checklist • Referral generation – Identified needs can be converted directly into referrals Use cases: • Annual client reviews with accounting or financial planning clients • Onboarding conversations with new clients • Periodic check-ins with long-standing relationships Compass helps firms move from reactive referrals (waiting for clients to ask) to proactive referrals (identifying needs before clients realise they have them).
What does Compass cover?
Common professional needs such as wills, mortgages, protection, pensions, estate planning, and financial planning.
Who uses Compass?
Compass can be completed with a client or by an adviser or partner as part of a conversation.
What happens after Compass is completed?
Insights can trigger referrals, follow-ups, or internal actions, all captured within RQ.
Is Compass compliant?
Yes. It is informational, structured, and auditable, and does not provide advice.
What is Compass and how does it work?
Compass is a feature within RQ that helps professional services firms identify referral opportunities across their client base. Instead of relying on individual team members to remember which clients might benefit from an introduction to an IFA, solicitor, or other professional, Compass provides a structured approach to client needs analysis. The way it works is straightforward. Compass uses a set of questions — tailored to your firm's services and referral panel — to assess whether a client has needs that one of your referral partners could help with. For example, an accountancy firm might use Compass to identify clients approaching retirement who could benefit from pension advice, or clients going through a business sale who might need legal support. The assessment can be completed by any team member during a routine client meeting or review. The results are stored in RQ, and if a referral opportunity is identified, the referral can be created directly from the Compass assessment — with consent capture and fee disclosure built into the workflow. Compass is designed to turn referrals from an ad-hoc process into a systematic one. Rather than relying on partners remembering to ask the right questions, Compass prompts them. This means firms identify more referral opportunities, which benefits clients (who get access to relevant professional advice) and the firm (which generates referral income and strengthens partner relationships). The assessment templates are configurable, so firms can tailor them to their specific referral panel and client base.