Long Lever Intelligence 360·Demonstration only: all companies, people and figures are fictionalNo real business data is used. Any resemblance to a real business is coincidental.

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Call briefing · VC-1042 · Yorkshire & North East

Company G

York · Gareth Baxter · prepared 9 November

Fictitious example · real build

Who they are

Company G (VC-1042) is a trade installer based in York, operating 3 branches and buying from Long Lever Supply since 3 May 2014. The main contact is Gareth Baxter, Operations director, one of 4 contacts held on the account. Sales over the last twelve months reached £803,804.07, up 23.87% on the prior year's £648,886.85, with a gross margin of 28.81%. They order roughly every 2.11 days, placing 14.42 orders a month across all 12 of the last 12 months, and currently use £151,379 of their £245,000 credit limit (61.79%) while in good standing.

How they buy

  • Sales LTM £803,804.07, up 23.87% on prior year £648,886.85, gross margin 28.81%.
  • 173 orders LTM, average order value £4,646.27.
  • Ordered in all 12 of the last 12 months, typical gap between orders 2.11 days, 14.42 orders per month.
  • Credit used £151,379 of £245,000 limit (61.79%), returns rate 1.96%, 10 support enquiries in the last 90 days.

What has changed

  • Access hardware spend has fallen 34.8% to £54 LTM.
  • Door entry spend has fallen 66.99% to £19 LTM.
  • Emergency Lighting margin has slipped to 30.45% from 31.69% a year ago, down 1.24 points.
  • Networking spend is down 1.83% to £21,895.66 from £22,302.80 the prior year.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Zero-result search for '4K IP camera 12MP sensor' on 30 October 2026, 11 days ago, value £0.

Where the spend is going elsewhere

Company G spends only £54.20 on Access hardware and £19.30 on Door entry, against peer medians of £38,918.59 and £25,499.90 respectively, a combined gap of £64,344.99 against similarly sized peers. This spend is most likely going to another supplier, inferred from the scale of the shortfall against the peer band rather than confirmed directly.

Offer: Access hardware + Cameras, led by Brand 21 Turnstile Gate Controller, attached to the Cameras they already buy.

Open actions on this account

  • Call Company G: orders are 7 days late against their usual 2-day rhythm, worth £66,983.67 per month, owned by H. Naylor, due Thu 12 Nov.

How previous actions went

  • not enough data

Work coming up in their area

  • Long Lever Supply supplies 5 of the 9 installers tracked in and around York, an estimated 87% of local equipment spend, but 3 of 8 local installers are growing faster than Company G's 23.87% year-on-year rate, including Installer 96, a Sheffield CCTV installer that is hiring and growing but not currently supplied by Long Lever Supply. No specific tenders or planning applications are available this week; a live version of this platform would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Orders are 7 days late against their usual 2.11-day rhythm, worth £66,983.67 per month.

“I noticed your last order was seven days ago, which is a bit later than the two-day pattern we usually see from you, so I wanted to check everything's running smoothly.”

Point 2

Access hardware and door entry spend is £54.20 and £19.30 against peer medians of £38,918.59 and £25,499.90, a combined gap of £64,344.99.

“Looking at your account, you're buying very little in access hardware and door entry compared with similar installers, so I'd like to talk about bundling the Brand 21 Turnstile Gate Controller with the cameras you already order.”

Point 3

Installer 96 in Sheffield is growing and hiring but not currently supplied by Long Lever Supply.

“We're seeing a competitor installer in your area growing quickly, so I want to make sure we're giving you everything you need to stay ahead of them.”

Watch out

The main risk this week is that Company G's last order was placed 7 days ago against their usual 2.11-day ordering rhythm, flagged as a lapsing account worth £66,983.67 per month.

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 · Fictitious example, real build. A demonstration of a platform we’ve built, shown with entirely fictional sample data under the Long Lever name. Every company, person, brand and figure is invented: customers are shown as Company A, Company B and so on, and no real business’s details have been used. No live data is read from any ERP, trade website or integration layer.