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.
How long does onboarding take?
Category: Getting Started
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.