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 and how does it work?
Category: Compass
Compass is a feature within RQ that helps professional services firms identify referral opportunities across their client base. Instead of relying on individual team members to remember which clients might benefit from an introduction to an IFA, solicitor, or other professional, Compass provides a structured approach to client needs analysis. The way it works is straightforward. Compass uses a set of questions — tailored to your firm's services and referral panel — to assess whether a client has needs that one of your referral partners could help with. For example, an accountancy firm might use Compass to identify clients approaching retirement who could benefit from pension advice, or clients going through a business sale who might need legal support. The assessment can be completed by any team member during a routine client meeting or review. The results are stored in RQ, and if a referral opportunity is identified, the referral can be created directly from the Compass assessment — with consent capture and fee disclosure built into the workflow. Compass is designed to turn referrals from an ad-hoc process into a systematic one. Rather than relying on partners remembering to ask the right questions, Compass prompts them. This means firms identify more referral opportunities, which benefits clients (who get access to relevant professional advice) and the firm (which generates referral income and strengthens partner relationships). The assessment templates are configurable, so firms can tailor them to their specific referral panel and client base.