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-1091 · North West

Company N

Bolton · Ian Ingram · prepared 9 November

Fictitious example · real build

Who they are

Company N is a trade installer based in Bolton, North West, operating across 4 branches and an account with Long Lever Supply since 26 October 2018. The buyer is Ian Ingram, Technical director, and the account is flagged as growing with a health score of 80. They buy across CCTV, Access Control, Intruder, Fire, Emergency Lighting and Accessories, with CCTV the largest share at 46.08% of spend, and sales have grown 34.1% year on year to £341,706.39 from £254,821.41. Ordering is steady, with orders in all 12 of the last 12 months roughly every 9.6 days, and the account is in good standing, using 73.55% of its £92,000 credit limit.

How they buy

  • 38 orders placed in the last 12 months, averaging £8,992.27 each.
  • Orders have landed in all 12 of the last 12 months, typically every 9.6 days.
  • Last order placed 6 days ago; strongest month was June 2026 with 4 orders and £36,717.50 in sales.
  • Gross margin sits at 28.9%, giving gross profit of £98,766.80 on the year.

What has changed

  • Battery spend down 88.37% to £39.49 over the last 12 months, against a peer median of £1,755.53.
  • CCTV margin down 1.45 points to 24.69%, from 26.14% a year ago.
  • Accessories margin down 1.28 points to 42.04%, from 43.32% a year ago.

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

Battery spend has fallen to £39.49 over the last 12 months, well below the peer median of £1,755.53 for installers of the same size, leaving a gap of £1,716.04. This spend is likely going elsewhere, as inference, given the account continues to buy heavily into Cameras.

Offer: Batteries + Cameras, led with the Brand 27 Camera Mounting Bracket, attached to the Cameras this account already buys.

Open actions on this account

  • No open actions currently logged for this account.

How previous actions went

  • One action has been completed and measured on this account: a call on 8 October 2026 about orders running behind their usual rhythm, which resulted in no change and £0 recovered. Across lapsing-type actions taken on this account, the win rate stands at 0% with £0 recovered to date.

Work coming up in their area

  • No installers are currently tracked within 25 miles of this account and no hiring signals have been recorded in that catchment, so there is not enough data to point to specific nearby work. In a live version this section would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Long Lever Supply holds an estimated 75% of local equipment spend, but Installer 90, a growing Liverpool CCTV installer not currently supplied, is taking ground locally.

“We supply around 75% of equipment spend among the installers we track near you, but we're seeing a competitor, Installer 90, growing fast in CCTV, so I wanted to flag that and make sure we're doing everything to keep you fully stocked.”

Point 2

CCTV margin has slipped to 24.69% from 26.14% a year ago, even though CCTV has grown to 46.08% of total spend.

“I noticed your CCTV margin has eased to 24.69% from 26.14% last year, even though it's now 46.08% of your spend with us, so can we look at how that category is being bought?”

Point 3

Battery spend has dropped 88.37% to £39.49, a gap of £1,716.04 against peers, with a Batteries and Cameras bundle available.

“Your battery spend has dropped right off to £39.49 this year, which is about £1,716.04 below where similar installers sit, so shall I put together a Batteries and Cameras bundle for you, leading with the Brand 27 Camera Mounting Bracket?”

Watch out

Returns are running at 3.29% against a 2.1% trade average, alongside 15 support enquiries in the last 90 days, which may surface as frustration before you reach the growth and bundle conversation.

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.