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.
What can we measure in RQ?
Category: Data and Insights
RQ provides comprehensive measurement and analytics capabilities to help you understand and improve your referral performance. What you can measure: • Referral volumes – How many referrals are being made and received • Lifecycle status – Where referrals are in the process (Introduced, Engaged, Completed) • Conversion rates – What percentage of referrals turn into engagements • Revenue attribution – Financial value linked to referral activity • Relationship performance – Which partners and introducers are most valuable • Team activity – How different individuals and teams are performing Insights and reporting: RQ provides dashboards and reports that give you visibility across the firm, not just individual activity. This helps you: • Identify your most valuable referral relationships • Spot opportunities for improvement • Demonstrate ROI from referral activity • Make data-driven decisions about where to invest time Why measurement matters: Most firms cannot answer basic questions about their referral activity: How many referrals did we make last year? What was their value? Which relationships are strongest? RQ gives you the answers.