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.

Back to Long Lever Partnerships

Long Lever Intelligence 360

Back to the account

Call briefing · VC-1161 · East of England

Company X

Luton · Andrew Gibbons · prepared 9 November

Fictitious example · real build

Who they are

Company X is a two-branch trade installer based in Luton, East of England, and a Long Lever Supply customer since 21 October 2019, buying through procurement lead Andrew Gibbons. Over the last twelve months they have spent £693,217.15 with us, down 10.49% on the prior year's £774,429.44. They typically order every 4.19 days, 7.25 times a month on average, and currently sit in good standing with 33.22% of their £135,000 credit limit in use.

How they buy

  • Sales LTM £693,217.15 against £774,429.44 prior year, a fall of 10.49%.
  • 87 orders in the last 12 months at an average order value of £7,968.01, with gross margin at 29.17%.
  • Typical gap between orders is 4.19 days, but it has now been 23 days since their last order.
  • Credit used stands at £44,846 of a £135,000 limit (33.22%), with a returns rate of 2.02%.

What has changed

  • CCTV spend down 10.97% to £260,178.85, with margin softening 0.63 points to 24.11%.
  • Intruder down 12.77% to £79,168.44, margin down 0.68 points to 26.50%.
  • Access Control down 13.71% to £75,741.09, though margin improved 0.57 points to 35.47%.
  • Brackets and mounts collapsed 70.01% to £492.86.

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

Spend on Brackets and mounts has fallen to just £492.86 against a peer median of £8,266.62 in the same size band, leaving a gap of £7,773.76. That spend is going elsewhere while the account continues to buy Cameras from us.

Offer: Offer a Brackets and mounts and Cameras bundle, led by Brand 27 Camera Mounting Bracket, attached to the Cameras they already buy.

Open actions on this account

  • Call Company X: orders are 23 days late against their usual 4-day rhythm, worth £57,768.10 per month, owned by C. Rowe, due Thu 12 Nov.

How previous actions went

  • The one prior lapsing-account call on this customer achieved a partial outcome, recovering £7,989.24 on 1 November 2026. Across all measured actions of this type, the win rate is 100% with an average recovery of £7,989.24.

Work coming up in their area

  • No installers, tenders or planning applications are currently tracked within 25 miles of this account; in a live version this section would also list tenders and planning applications near their postcode. Separately, local competition data flags Installer 39, an Ipswich CCTV installer that is hiring and growing but not supplied by Long Lever Supply, as a threat to this account.

Raise these three

Point 1

Orders are 23 days overdue against their usual 4.19-day rhythm, putting £57,768.10 of monthly business at risk.

“I noticed it's been 23 days since your last order with us, which is well outside your usual rhythm of ordering every four days or so, so I wanted to check everything's alright.”

Point 2

Brackets and mounts spend has dropped to £492.86, a gap of £7,773.76 against peers of the same size.

“I see your spend on brackets and mounts has dropped right off, to under £500, and I'd like to put together a bundle with the cameras you're already buying from us.”

Point 3

Long Lever Supply holds an estimated 18% of local equipment spend in Luton, and all 5 local installers tracked are growing faster than Company X's -10.49% year on year.

“Every other installer we track around Luton is growing faster than you at the moment, and I wanted to talk through what we can do together to turn that around.”

Watch out

Twelve support enquiries in the last 90 days, alongside the declining flag and the 23-day gap since their last order, suggest service friction that could surface awkwardly 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.