Point 1
Sales up 28.79% year on year to £1,322,773.74.
“Your spend with us has grown 28.79% over the last year to £1,322,773.74, how are things scaling across your five branches?”
Back to the account
Call briefing · VC-1077 · Midlands
Company L
Leicester · Emma Ingram · prepared 9 November
Fictitious example · real build
Who they are
Company L is a five-branch trade installer based in Leicester, Midlands, and has been a Long Lever Supply account since 27 November 2012, with purchasing managed by Emma Ingram. Sales over the last twelve months reached £1,322,773.74, up 28.79% on the prior year's £1,027,060.68, and the account carries a health score of 73 with a growing flag. Buying rhythm has typically run at 14.33 orders a month with a gap of just 2.12 days between orders, and the account sits in good standing on credit, using £148,290 of a £398,000 limit (37.26%).
How they buy
- 172 orders placed in the last 12 months, averaging £7,690.55 per order.
- Typical gap between orders is 2.12 days, but it has now been 25 days since the last order.
- Credit used is £148,290 of a £398,000 limit (37.26%), rated good standing.
- Returns rate is 2.52%, with 10 support enquiries logged in the last 90 days.
What has changed
- CCTV margin has fallen to 24.29%, down 1.83 points from 26.12% a year ago.
- Fire margin has fallen to 28.17%, down 2.46 points from 30.63% a year ago.
- Intruder margin has fallen to 25.41%, down 0.93 points from 26.34% a year ago.
- No product lines have been recorded as reduced or stopped in the current data.
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
No specific product basket gaps are recorded for this account, with a total gap value of £0 against peers in the same size band. Separately, Long Lever Supply holds an estimated 82% share of local equipment spend in the Leicester area, and the platform's insight flags that Company L is losing ground to Installer 63, a Coventry access control installer not currently supplied by Long Lever Supply (inference from the local competition insight, not a measured basket gap).
Offer: not enough data
Open actions on this account
- Lapsing account: orders are 25 days late against the usual 2-day rhythm, worth £110,231.15 per month, owned by C. Rowe, due Thu 12 Nov.
How previous actions went
- not enough data
Work coming up in their area
- No installers are currently tracked within 25 miles and no tenders or hiring activity are recorded for this specific account's area in this dataset. Separately, local competition data shows 3 of 5 installers tracked around Leicester are recruiting, which may point to rising project activity nearby (inference); in a live version this section would also list tenders and planning applications near their postcode.
Raise these three
Point 2
CCTV margin down to 24.29% from 26.12% a year ago.
“I noticed your CCTV margin with us has slipped to 24.29%, down from 26.12% a year ago, let's look at whether we can get that back on track.”
Point 3
25 days since last order against a usual 2.12 day rhythm, worth £110,231.15 a month.
“It's been 25 days since your last order with us, against your usual two-day rhythm, is everything alright, is there anything we can help with?”
Watch out
The account is 25 days late against its usual 2.12 day ordering rhythm, flagged as a lapsing account worth £110,231.15 per month, which is the clearest risk to raise on this call.
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.