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.
Internal Referrals — Frequently Asked Questions
What are internal referrals?
Internal referrals are introductions that happen between teams, departments, or service lines within your own firm or group. Common examples include: • A tax partner identifying a client who needs corporate finance advice • A financial planner spotting a need for estate planning services • An accountant recognising a client would benefit from business insurance Why internal referrals matter: Many firms miss significant cross-selling opportunities because there is no structured way to pass clients between teams. RQ makes internal referrals visible and trackable, so you can: • Measure cross-sell volumes across the firm • Identify which teams are most active in sharing opportunities • Ensure clients receive joined-up service across your organisation • Track outcomes and revenue from internal introductions Internal referrals follow the same structured process as external referrals, with full audit trails and status tracking throughout.
Why use RQ for internal referrals?
Internal opportunities are often lost or unmanaged. RQ makes internal referrals visible, accountable, and measurable.
Can internal referrals be reported on?
Yes. Internal referrals are included in dashboards and reporting alongside external referrals.