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 is Compass?
Category: Compass
Compass is RQ's structured client discovery tool designed to help professionals identify wider client needs and generate more referral opportunities. How Compass works: Compass provides a guided framework for client conversations, helping you systematically explore areas where clients might need additional support. Rather than relying on memory or chance, Compass prompts you to cover key topics that often reveal referral opportunities. Key benefits: • Uncover hidden needs – Clients often have requirements they have not thought to mention • Consistent discovery – Every client gets the same thorough review • Natural conversations – The framework supports dialogue rather than feeling like a checklist • Referral generation – Identified needs can be converted directly into referrals Use cases: • Annual client reviews with accounting or financial planning clients • Onboarding conversations with new clients • Periodic check-ins with long-standing relationships Compass helps firms move from reactive referrals (waiting for clients to ask) to proactive referrals (identifying needs before clients realise they have them).