Goals slip when no one reviews them. OCTIS runs structured growth reviews on a regular cycle — your revenue, margins, cash and targets, side by side with your plan. AI prepares the analysis and flags what's off track; your advisor turns it into clear, prioritised actions for the next period.
Numbers vs plan: Each cycle we compare actual revenue, margins and cash against your plan, so gaps surface early.
Goal tracking: Review progress on every goal you set, mark what's on track and reset what's drifted.
Trend analysis: AI spots the patterns in your data — slowing sales, creeping costs, late payers — before they bite.
Action list: Every review ends with a prioritised set of actions and owners, not just observations and charts.
Review pack: A clear written summary of where you stand and what changed, ready for you or your team.
AI-prepared insights: AI assembles the review pack from your live OCTIS data, so sessions focus on decisions, not data entry.
Found cheaper? We match it. Backed by a 30-day money-back guarantee.
A regular check-in that keeps growth on track
Structured reviews of your numbers and goals on a steady cycle, so you spot drift early, course-correct fast and never fly blind on growth.
Quote-based — pay for the volume you actually have.
- Recurring
- Structured review cycle
- End-to-end
- Numbers, goals & actions
- Advisor-led
- Reviewed with a human
What’s included
Everything Growth strategy reviews covers
Goals slip when no one reviews them. OCTIS runs structured growth reviews on a regular cycle — your revenue, margins, cash and targets, side by side with your plan. AI prepares the analysis and flags what's off track; your advisor turns it into clear, prioritised actions for the next period.
Numbers vs plan
Each cycle we compare actual revenue, margins and cash against your plan, so gaps surface early.
Goal tracking
Review progress on every goal you set, mark what's on track and reset what's drifted.
Trend analysis
AI spots the patterns in your data — slowing sales, creeping costs, late payers — before they bite.
Action list
Every review ends with a prioritised set of actions and owners, not just observations and charts.
Review pack
A clear written summary of where you stand and what changed, ready for you or your team.
AI-prepared insights
AI assembles the review pack from your live OCTIS data, so sessions focus on decisions, not data entry.
How it works
Set up once, then it just runs
- 1
Set the baseline
We agree the goals and metrics that matter, and the cadence — monthly or quarterly — that suits you.
- 2
AI builds the review
Before each session AI pulls your numbers, compares them to plan and flags what needs attention.
- 3
Review together
Your advisor walks you through what's working, what's drifting and the priorities for next period.
- 4
Act between reviews
You leave with clear actions and owners, and we measure progress against them next cycle.
Pricing
Pay for the cadence that fits
Review pricing is quote-based on how often you meet and how deep you go. AI prepares every pack, so we run lean and pass the savings on. Talk to our expert for a tailored quote.
Get a quote built around your business
Tell our expert a little about your volume and we’ll send a clear, fixed monthly quote — no obligation.
Why run Growth strategy reviews on OCTIS
Catch drift before it costs
Regular reviews surface slipping margins or stalled goals early, while there's still time to act.
Accountability that sticks
A scheduled review with a real advisor keeps your goals front of mind, not forgotten in a drawer.
Less prep, more decisions
AI assembles the numbers automatically, so your review time goes to deciding, not pulling reports.
Frequently asked
How is the price worked out?
Reviews are quote-based on cadence and the depth of analysis you want. AI prepares each pack automatically, so we run lean and pass the savings on. Talk to our expert for a tailored quote.
How often do reviews happen?
Most clients run monthly or quarterly reviews, depending on how fast the business is moving. We agree a cadence at the start and adjust it as your needs change.
Where do the numbers come from?
From your live OCTIS data when your bookkeeping and accounts run with us, so the review is always current. If you keep books 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.
Part of Strategy & Coaching
Works together with the rest of Strategy & Coaching
Talk to an OCTIS expert about Growth strategy reviews
Get answers, a tailored quote and a clear next step — usually within one business day.