Actuals against last cycle's plan
Revenue, margin and cash come from your live OCTIS data and sit beside what was agreed at the last review, not in a spreadsheet built for the meeting.
OCTIS • Growth reviews
Your growth plan gets checked on a date, not after something breaks
Every cycle we set your actual revenue, margins and cash beside your plan, show what has drifted, and agree what changes next.
- AI assembles the review pack from your live OCTIS data, so you prepare nothing
- A monthly or quarterly rhythm agreed at the start
- Every review ends with actions, each with an owner
Why OCTIS
Drift shows up before it costs you
AI spots a slowing channel, a thinning margin or a cost that moved, so you do not have to notice it first.
Every goal marked on track or reset
Goals are checked cycle by cycle, not logged once, so a goal that quietly stalled is flagged early.
A written review pack, ready to share
A clear summary of where you stand and what changed, ready for you or your team after every review.
A real advisor, not just a report
AI prepares the pack, then you sit down with an advisor who interprets it, challenges assumptions and agrees the next actions with you.
Made for owners at every stage
An owner with a plan worth checking
You set goals once. A review makes sure someone looks at them again before they have been stalled for a year.
A growing business with more moving parts
More channels, more costs, more people. Regular reviews catch slipping margins and stalled goals while there is still time to act.
A busy owner who needs the date set for them
The cycle runs whether or not you remember to book time. A quiet quarter still gets its review.
Everything you receive
Each cycle you receive the same set, quoted to your cadence and the depth of the review.
- Actual revenue, margins and cash against your plan
- Progress on every goal, marked on track or reset
- Trend analysis: slowing sales, creeping costs, late payers
- A prioritised action list with an owner for each action
- A written review pack for you or your team
- AI-prepared insights from your live data
- A live session with your advisor each cycle
- Last cycle's actions checked against what happened
HOW IT WORKS
A review cycle that repeats on its own, in four steps
01
Set the baseline and the rhythm
We agree the goals and metrics that matter, and a monthly or quarterly cadence that suits you. You can adjust it later.
02
AI builds the review
Before each session AI pulls your numbers, compares them to plan and flags what needs attention.
03
Review it together
Your advisor walks you through what is working, what has drifted and the priorities for the next period.
04
Act between reviews
You leave with actions and owners, and next cycle we measure progress against them, not against a fresh set of promises.
Not sure whether monthly or quarterly fits?
Tell us how fast your business moves. We suggest a rhythm, and you see the quote, which depends on cadence and depth, before you commit.
Pair the review with the rest of your strategy work
A decision advisor, a founder mentor and a board pack all read from the same account.
GOOD TO KNOW
What a review is, and what it is not
1A review produces a decision, not a growth number
You leave with actions and owners for the next cycle. We never promise a growth rate or an outcome, and what happens after is still yours to run.
2The decision is still yours
Your advisor prepares the analysis and walks you through what has drifted. The call on what to do next stays with the business and its directors.
3Quoted on cadence and depth
Monthly or quarterly, and how much of the business each review covers, decide the fee. You see it before the first cycle starts.
4A business in its first year may not need one yet
If you are still finding out what you sell, you need customers before a review cadence. We will say so rather than sell you a schedule.
FAQ
What is the difference between a scheduled review and calling an advisor when something feels off?
An advisor you call only examines what is already on your mind. A scheduled review meets on a set date regardless, so it also catches decisions that have not started feeling wrong yet. Reviews run on a monthly or quarterly cadence, separate from business advisory, which is for a single decision or an ongoing relationship.
How often do reviews happen, monthly or quarterly?
Most clients choose monthly or quarterly, depending on how fast the business moves. We agree the cadence at the start and adjust it as your needs change.
Where do the numbers come from?
From your live OCTIS data when your accounting runs with us, so the review is always current. If you keep accounts elsewhere, we work from the figures you share.
Is this just a report, or a real session?
Both. AI prepares the review pack, then you sit down with a real advisor who interprets it, challenges assumptions and agrees the next actions with you.
Does a regular review guarantee business growth?
No. A review produces a decision and a set of owned actions for the next cycle, not a promised growth number. What happens after the decision is still the business's to run.
At what stage should a business start regular reviews?
Once there is a plan or a set of goals worth checking against. A business still in its first year, still finding out what it sells, needs customers before it needs a review cadence, and we say so rather than sell a schedule.