Call briefing · VC-1147 · Midlands

Company V

Nottingham · Helen Tremaine · prepared 9 November

Fictitious example · real build

Who they are

Company V is a trade installer based in Nottingham, trading across 4 branches in the Midlands, and has been an account with Long Lever Supply since 7 June 2013. Over the last twelve months they have spent £1,536,806.67, against £1,570,634.77 in the prior year, a year-on-year change of -2.15%. They order in a steady rhythm, placing an order in all 12 of the last 12 months at an average of 18.42 orders a month, roughly every 1.65 days, with an average order value of £6,953.88. They are in good standing on credit, using £119,116 of a £408,000 limit (29.2%), though the last order was placed 14 days ago against that usual rhythm.

How they buy

221 orders in the last 12 months, averaging £6,953.88 each.
Orders placed every 1.65 days on average, 18.42 a month, with an order in all 12 of the last 12 months.
Credit used stands at £119,116 of a £408,000 limit, 29.2%, rated good standing.
Returns rate of 2.4% and 11 support enquiries in the last 90 days.

What has changed

Batteries down 74.87% to £484 spent in the last 12 months.
Door entry down 83.83% to £57 spent in the last 12 months.
Access hardware down 91.35% to £36 spent in the last 12 months.
Intruder margin has fallen to 27.02%, from 28.49% a year ago, a drop of 1.47 points.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

Searched but did not buy the Brand 14 Perimeter Shock Sensor, worth £12,808.95, 3 days ago on 7 November 2026.

Where the spend is going elsewhere

Company V's spend on access hardware, door entry and networking sits well below peers of the same size band, with a total basket gap of £110,160.68 across these families. The largest single gap is access hardware, where spend of £36.22 compares with a peer median of £57,399.74, a shortfall of £57,363.52.

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

Open actions on this account

Call about the lapsing order rhythm: orders are 14 days late against their usual 2-day pattern, worth £128,067.22 per month, owned by C. Rowe, due Thu 12 Nov.
Call about the Brand 14 Perimeter Shock Sensor priced on the website, £12,808.95 at stake, owned by C. Rowe, due tomorrow.

How previous actions went

not enough data

Work coming up in their area

No installers, hiring signals or upcoming projects were tracked within 25 miles of this account in the data supplied. In a live version this section would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Order rhythm has slipped: last order was 14 days ago against a usual 2-day pattern, worth £128,067.22 per month.

“I noticed it has been 14 days since your last order, which is longer than your usual rhythm of ordering every couple of days, is everything alright with stock levels at your end?”

Point 2

Website signal: Brand 14 Perimeter Shock Sensor priced but not bought, worth £12,808.95, 3 days ago.

“I saw you were looking at the Brand 14 Perimeter Shock Sensor on the site, worth £12,808.95, did you want me to get you a quote or check stock on that?”

Point 3

Access hardware basket gap of £57,363.52 against a peer median of £57,399.74.

“Given how much CCTV you buy from us, have you thought about adding access hardware like the Brand 21 Turnstile Gate Controller, similar accounts your size are spending around £57,400 a year there?”

Watch out

The most likely thing to derail this call is the 11 support enquiries logged in the last 90 days, which may point to unresolved service friction sitting behind the order lapse.

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