What are internal referrals?
Introductions between teams, departments, or service lines within the same firm or group.
What are internal referrals?
Category: 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.