Point 1
Orders are 23 days late against their usual 8-day rhythm, worth £22,749.86 per month.
“I noticed it's been 23 days since your last order with us, a bit longer than the usual 8 days or so, is everything running smoothly on your side?”
Back to the account
Call briefing · VC-1070 · South West
Company K
Bath · Yusuf Tremaine · prepared 9 November
Fictitious example · real build
Who they are
Company K (ref VC-1070) is a 3-branch trade installer in Bath, part of Long Lever Supply's South West book since 22 June 2013, flagged as growing with a health score of 72. They bought £272,998.33 in the last twelve months against £214,626.23 the year before, up 27.2%, buying steadily across 12 of the last 12 months at roughly 3.75 orders a month, typically every 8.11 days. Procurement is led by Yusuf Tremaine, and the account sits in good standing, using £24,924 of a £49,000 credit limit (50.87%).
How they buy
- Sales LTM of £272,998.33 against £214,626.23 prior year, up 27.2%.
- 45 orders in the last 12 months at an average order value of £6,066.63.
- Gross margin of 28.49% on gross profit of £77,775.62.
- Typical gap between orders is 8.11 days, but it has been 23 days since their last order.
What has changed
- Cabling spend down 65.74% to £413.82.
- CCTV margin now 23.56% against 26.14% a year ago, down 2.58 points.
- Emergency Lighting margin now 30.59% against 31.76% a year ago, down 1.17 points.
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 8 November 2026, 2 days ago, value £0.
Where the spend is going elsewhere
Cabling spend sits at £413.82 against a peer median of £4,602.90, a gap of £4,189.08, and power supplies spend sits at £390.60 against a peer median of £3,252.45, a gap of £2,861.85. The total identified gap across these families is £7,050.93 against peers in the same size band.
Offer: Offer a Cabling and Cameras bundle, led by Brand 27 Camera Mounting Bracket, attached to the Cameras they already buy.
Open actions on this account
- Review pricing and mix with Company K: margin has slipped, snoozed value £6,386.95, owner D. Ferreira, due 3 Nov.
- Call Company K: orders are 23 days late against their usual 8-day rhythm, worth £22,749.86 per month, owner D. Ferreira, due Thu 12 Nov.
How previous actions went
- One action on this account has been completed and measured so far, a call about the lapsing order rhythm on 30 September 2026, which resulted in no change and £0 recovered. The won-back rate for lapsing actions on this account currently stands at 0%.
Work coming up in their area
- No installers are currently tracked with hiring activity flagged within 25 miles in the data supplied for this account specifically, though separately Long Lever Supply supplies 4 of 8 installers tracked in and around Bath, an estimated 85% of local equipment spend. In a live version this section would also list tenders and planning applications near their postcode, which is not yet available here.
Raise these three
Point 2
CCTV margin has slipped to 23.56% from 26.14% a year ago, a flagged margin leak worth £6,386.95.
“I wanted to go through pricing on your CCTV orders, we've seen the margin move from 26.14% to 23.56% over the past year and I'd like to get the mix right for you.”
Point 3
Cabling and power supplies spend is £7,050.93 below the typical level for an account this size.
“I noticed you're buying very little cabling or power supplies from us, around £7,050.93 below similar accounts, shall we look at a bundle with the cameras you already order?”
Watch out
Returns are running at 3.69% against a 2.1% trade average, alongside 17 support enquiries in the last 90 days, which may signal underlying frustration worth addressing before raising new spend.
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.