The operating system for introducer-led growth

Getting Started — Frequently Asked Questions

How long does onboarding take?

Onboarding typically takes 2–3 weeks. During this time, we work closely with your team to configure RQ to fit your firm. **What happens during onboarding:** 1. **Account configuration** – We set up your account, branding, workflows, and permissions so everything reflects how your firm operates 2. **Training** – Your team receives hands-on training so they are confident using RQ from day one 3. **Outlook app deployment** – We help deploy the RQ Outlook add-in across your team 4. **Historical data** – We can add your existing referral and relationship data so you are not starting from scratch 5. **Integrations** – We connect RQ with your existing tools (HubSpot, Intelliflo, Plannr, and others) 6. **Partner introductions** – When you are ready, we can introduce you to firms already on RQ so you can start exchanging referrals **You get value before going live with partners:** Many firms find RQ valuable even before connecting with external partners. You can track internal referrals, build your relationship directory, and get visibility over referral activity across your firm right away. **Dedicated support throughout:** Your onboarding is managed by our team. We handle the heavy lifting so your people can focus on their day jobs.

Do we need IT support?

It depends on your firm. For Outlook app deployment across your team or setting up integrations with systems like HubSpot or Intelliflo, your IT team may need to be involved. We provide clear documentation and work directly with your IT contacts to make the process as smooth as possible. For everything else — account setup, configuration, training — we handle it with your business team directly.

Can we pilot RQ with a small team first?

Yes. Many firms begin with a single team, office, or workflow before rolling out more widely. This is a common and effective approach. During the pilot, you can test referral workflows, get feedback from your team, and build confidence before a broader rollout. We support you throughout and help plan the wider deployment when you are ready.

What training is provided?

We provide hands-on training sessions as part of onboarding, tailored to your firm's specific workflows and use cases. Training covers how to send and receive referrals, manage relationships, use the Outlook app, and access reporting. For larger firms, we can run separate sessions for different teams or offices. We also provide follow-up training as you expand your use of RQ.

What support do we get?

You get dedicated support from the RQ team throughout onboarding and beyond. **During onboarding:** A dedicated contact manages your implementation, handles configuration, runs training, and coordinates any technical setup like Outlook deployment or integrations. **After go-live:** Ongoing support via email and scheduled calls. We proactively check in to make sure RQ is working well for your team and help with any new requirements as they come up.

Do we need live partners to get value from RQ?

No. Many firms get significant value from RQ before they have any external partners on the system. You can use RQ to: • Build and maintain your relationship directory • Track internal referrals between teams • Capture historical referral data • Get visibility over referral activity across your firm • Prepare your workflows before connecting with partners When you are ready to connect with external firms, we can help introduce you to partners already on RQ.

How long does it take to set up RQ?

Setting up RQ is straightforward. Most firms can create an account, add their team members, and start creating referrals within a few hours. The basic setup — adding your firm details, inviting colleagues, and configuring your referral categories — takes less than a day for most teams. Full onboarding, including setting up your referral panel (the firms you refer to and receive referrals from), configuring fee-sharing arrangements, and connecting integrations like Outlook or HubSpot, typically takes one to two weeks. This is not because the system is complex, but because it involves decisions about your referral process — who your partners are, what your commercial terms look like, and how you want approvals to work. RQ provides onboarding support to help with this. Every firm gets access to training materials and a dedicated onboarding session to walk through the setup. For firms with more complex requirements — such as multiple offices, large referral panels, or custom approval workflows — the onboarding team can provide additional support. The goal is to get your firm to a point where referrals are being created, tracked, and managed in RQ as part of your normal workflow. Most firms reach this point within the first two weeks. There are no lengthy implementation projects, no IT department involvement required, and no data migration needed to get started.