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-1182 · London & South East

Company AA

Guildford · Nicola Chamberlain · prepared 9 November

Fictitious example · real build

Who they are

Company AA is a two-branch trade installer in Guildford, trading with Long Lever Supply since 15 November 2021, with Nicola Chamberlain as purchasing manager. Sales over the last twelve months reached £1,655,046.01, up 8.85% on the £1,520,450.61 recorded in the prior year, and the account carries a health score of 62 with a growing flag. They order in a tight rhythm, placing 222 orders across all 12 months of the last year with a typical gap of 1.64 days between orders, though the most recent order fell 11 days outside that pattern. Credit is in good standing, with £119,475 drawn against a £271,000 limit, 44.09% utilised.

How they buy

  • Gross margin on sales of £1,655,046.01 is 28.13%, delivering gross profit of £465,617.42.
  • Average order value is £7,455.16 across 222 orders in the last 12 months.
  • Orders run at 18.5 per month with a typical gap of 1.64 days between orders, against 11 days since the last order was placed.
  • 44.09% of the £271,000 credit limit is drawn (£119,475), with the account in good standing.

What has changed

  • Fire margin has fallen to 28.97% from 31.6% a year ago, a drop of 2.63 percentage points.
  • CCTV margin has slipped to 24.13% from 24.65%, down 0.52 points, despite CCTV spend growing 12.34% to £740,914.34.
  • Recorder spend is down 2.28% to £275,248.62, last bought on 17 August 2026.
  • Sounders and beacons spend is down 3.8% to £129,119.92, and networking spend is down 4.13% to £37,881.13.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Repeat product view: Brand 9 Aspirating Detection Unit viewed on 6 separate days, worth £4,323.76, most recently on 4 November 2026 (6 days ago).

Where the spend is going elsewhere

No basket gap has been identified for this account this cycle; the total gap value stands at £0.00 and Company AA sits in the same peer size band.

Offer: not enough data

Open actions on this account

  • Call re lapsing rhythm: orders are 11 days late against the usual pattern, worth £137,920.50 per month, due Thu 12 Nov (owner A. Baxter).
  • Call re website signal: repeated views of Brand 9 Aspirating Detection Unit without an order, £4,323.76 at stake, due tomorrow (owner A. Baxter).

How previous actions went

  • not enough data

Work coming up in their area

  • No installers are currently tracked within 25 miles of this account and no hiring activity has been recorded, so there is not enough data to point to specific local projects. In a live version this section would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Orders are 11 days overdue against the usual 1.64-day rhythm, with £137,920.50 per month at stake.

“I noticed it's been 11 days since your last order, which is well outside your usual rhythm of around two days, so I wanted to check everything's alright with stock and supply.”

Point 2

Fire margin has dropped to 28.97% from 31.6% a year ago, a fall of 2.63 percentage points.

“I wanted to flag that the margin on your Fire orders has moved from 31.6% to 28.97% over the past year, and I'd like to go through why.”

Point 3

Brand 9 Aspirating Detection Unit has been viewed on 6 separate days worth £4,323.76 without an order being placed.

“I can see you've looked at the Brand 9 Aspirating Detection Unit six times recently, worth £4,323.76, so shall we get that order placed for you?”

Watch out

Returns are running at 3.62% against a 2.1% trade average alongside 18 support enquiries in the last 90 days, suggesting service friction that could surface during 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.