Call briefing · VC-1028 · Yorkshire & North East

Company E

Leeds · Emma Rowntree · prepared 9 November

Fictitious example · real build

Who they are

Company E is a trade installer based in Leeds, operating 5 branches, and has been a Long Lever Supply account since 17 August 2021. The buyer is Emma Rowntree, technical director, and the account is flagged as growing with a health score of 69. Sales over the last twelve months reached £1,036,153.55, up 23.06% on the prior year's £842,020.66, built on a rhythm of orders in all 12 of the last 12 months, 16 orders a month and a typical gap of just 1.9 days between orders. Credit is in good standing, with £160,751 drawn against a £232,000 limit, 69.29% utilised.

How they buy

Sales LTM £1,036,153.55, up 23.06% on prior year £842,020.66
192 orders LTM at an average order value of £5,396.63
Orders placed in all 12 of the last 12 months, 16 orders per month, typical gap of 1.9 days between orders
Credit used £160,751 of a £232,000 limit (69.29%), good standing, 14 days since last order

What has changed

Power supplies down 79.39% to £146, from reduced_or_stopped
CCTV margin now 23.66% against 24.76% a year ago, a fall of 1.1 points
Intruder margin now 25.74% against 28.25% a year ago, a fall of 2.51 points
Cameras spend up 42.32% to £293,178.81, the fastest-growing product family

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

not enough data

Where the spend is going elsewhere

Across the three identified gaps, £112,651.29 of spend that peers of the same size band place with Long Lever Supply is not currently captured from this account. The largest single gap is Sounders and beacons at £93,487.71 against a peer median of £179,429.33, a shortfall of £85,941.62.

Offer: Offer a Sounders and beacons and Cameras bundle, led by Brand 19 Maintained Exit Sign, attached to the Cameras they already buy.

Open actions on this account

Call Company E: orders are 14 days late against their usual 2-day rhythm, worth £86,346.13 per month, owner H. Naylor, due Thu 12 Nov

How previous actions went

One completed and measured action on this account, pushing supplier volume to reach the next rebate tier, was won, a 100% win rate for that action type. It recovered £33,155.54 on 24 August 2026.

Work coming up in their area

No installers are currently tracked within 25 miles of this account and no hiring activity nearby has been identified in this data. In a live version of this platform, this section would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Orders are 14 days late against their usual 1.9-day rhythm, worth £86,346.13 a month

“I noticed it's been 14 days since your last order with us, when you're normally ordering every couple of days, so I wanted to check everything's alright on your end.”

Point 2

Sounders and beacons spend is £85,941.62 below the peer median for accounts your size

“Looking at accounts similar to yours, you're spending quite a bit less than typical on sounders and beacons, so I'd like to put together a bundle with the cameras you already buy.”

Point 3

3 of 8 local installers are growing faster than Company E's own 23.06% year-on-year growth, including a Sheffield CCTV installer we don't currently supply

“We're seeing some strong growth from other installers in your area, including one in Sheffield that isn't buying from us yet, and I want to make sure we're giving you everything you need to stay ahead of them.”

Watch out

Returns are running at 3.71% against a 2.1% trade average, which is worth raising before it affects the relationship.

Written from the account’s order history, product mix, trade-site activity and action log. Every figure was calculated by the platform before it was written up. Fictional demonstration data.

Long Lever Intelligence 360