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-1105 · London & South East

Company P

Croydon · Wendy Baxter · prepared 9 November

Fictitious example · real build

Who they are

Company P (VC-1105) is a London & South East trade installer based in Croydon, operating 3 branches and an account with Long Lever Supply since 17 January 2016, with Wendy Baxter as contracts manager. Over the last 12 months they have spent £1,841,595.22 with Long Lever Supply, up 3.52% on the £1,778,892.56 spent in the prior year, placed across 487 orders at an average order value of £3,781.51. They buy almost daily, with orders in all 12 of the last 12 months and a typical gap of 0.75 days between orders, peaking in June 2026 at £204,730.35 across 54 orders. They currently sit in good standing on credit, using £219,386 of a £401,000 limit (54.71%).

How they buy

  • 487 orders placed in the last 12 months at an average order value of £3,781.51.
  • Orders per month average 40.58, with a typical gap of 0.75 days between orders and an order in every one of the last 12 months.
  • Gross margin across the account is 27.42%, delivering £504,973.69 gross profit on £1,841,595.22 of sales.
  • Credit used stands at £219,386, 54.71% of a £401,000 limit, in good standing.

What has changed

  • Door entry spend has fallen 48.64% to £186 over the last 12 months.
  • Access hardware spend has fallen 81.2% to £144 over the last 12 months.
  • CCTV margin has slipped to 23.04% from 26.16% a year ago, a fall of 3.12 points, even as CCTV sales rose 5.28% to £801,746.53.
  • Fire margin has slipped to 26.84% from 29.6% a year ago, a fall of 2.76 points.

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

The platform calculates a total basket gap of £107,350.04 against peers in the same size band. The largest gaps are in access hardware (£144.2 spent against a peer median of £57,399.74, a gap of £57,255.54) and door entry (£186.16 against a peer median of £36,027.17, a gap of £35,841.01), with a further £14,253.49 gap in networking against a peer median of £18,630.82.

Offer: Access hardware and Cameras, led by Brand 21 Turnstile Gate Controller, attached to the Cameras Company P already buys (gap £57,255.54).

Open actions on this account

  • Call Company P: orders are 4 days late against their usual 1-day rhythm, worth £153,466.27 per month, owned by H. Naylor, due Thu 12 Nov.

How previous actions went

  • not enough data

Work coming up in their area

  • Within the upcoming work module, no installers are tracked within 25 miles and no hiring activity is recorded for this account's area, though the local competition data shows 4 of 8 installers tracked in and around Croydon growing faster than Company P's 3.52% year on year, and 1 of 8 currently recruiting (inference: possible competitive pressure on local share and talent). In a live version this section would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Access hardware and door entry spend is £144 and £186 respectively, against peer medians of £57,399.74 and £36,027.17, a combined gap of over £93,000.

“I noticed you're only spending £144 on access hardware and £186 on door entry with us, when installers your size typically spend around £57,400 and £36,000, shall we build a bundle around the cameras you already buy?”

Point 2

CCTV margin has fallen to 23.04% from 26.16% a year ago, despite CCTV sales growing 5.28% to £801,746.53.

“Your CCTV spend is up 5.28% this year, but the margin on it has dropped from 26.16% to 23.04%, can we take a look at what's driving that?”

Point 3

Orders are currently 4 days late against the account's usual 1-day rhythm, on business worth £153,466.27 per month.

“It's been 4 days since your last order, which is a little outside your normal daily pattern, is everything running smoothly on site at the moment?”

Watch out

Returns on this account run at 3.04%, against a 2.1% trade average, which is worth raising before anything else on the 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.

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.