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-1196 · London & South East

Company AC

Guildford · Helen Lockwood · prepared 9 November

Fictitious example · real build

Who they are

Company AC is a trade installer based in Guildford, operating 2 branches within the London & South East region, and has been an account with Long Lever Supply since January 2018. Over the last 12 months they spent £888,669.91, down 2.42% on the £910,706.58 spent the prior year, generating gross profit of £261,104.05 at a 29.38% margin. They order on a tight rhythm, typically every 2.76 days, having placed orders in all 12 of the last 12 months with an average order value of £6,732.35. They are in good standing on credit, currently using £150,231 of a £203,000 limit, 74.01%.

How they buy

  • 132 orders placed in the last 12 months, averaging £6,732.35 per order.
  • Typical gap between orders is 2.76 days; it has been 6 days since the last order.
  • Credit used is £150,231 of a £203,000 limit, 74.01%, good standing.
  • Returns rate is 1.19%, with 4 support enquiries logged in the last 90 days.

What has changed

  • Power supplies spend is down 51.76% to £1,024.
  • CCTV, their largest category at 42.68% of spend, is down 0.51% with margin down 0.56 points to 24.36%.
  • Recorders spend is down 14.72% to £145,340.04.
  • Door entry spend is down 14.11% to £45,161.35.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Quote VC-Q4319 for 14 x Brand 18 Emergency Inverter Module, value £5,200.02, sent on 2 November 2026.
  • The quote remains unconverted 8 days after being sent.

Where the spend is going elsewhere

Power supplies spend sits at just £1,024.29 against a peer median of £8,651.56 for installers in the same size band, a gap of £7,627.27 that is currently going elsewhere.

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

Open actions on this account

  • Call Company AC: orders are 6 days late against their usual 3-day rhythm, £74,055.83 per month at stake, owner H. Naylor, due Thu 12 Nov.
  • Chase the open quote with Company AC, £5,200.02 at stake, owner H. Naylor, due tomorrow.

How previous actions went

  • One action has been completed and measured on this account: a margin leak review logged on 10 October 2026, which resulted in no change and £0 recovered. The win rate for margin leak actions on this account currently stands at 0%.

Work coming up in their area

  • No installers are currently tracked within 25 miles of this account and no hiring activity has been identified against it. In a live version this section would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Orders are 6 days late against the usual 2.76-day rhythm, £74,055.83 per month at risk.

“I noticed it's been 6 days since your last order with us, a bit longer than your usual rhythm of around every 3 days, is everything running smoothly on site?”

Point 2

Open quote VC-Q4319 for £5,200.02 has sat unconverted for 8 days.

“You've still got an open quote for 14 Brand 18 Emergency Inverter Modules worth £5,200.02, shall I get that converted into an order today?”

Point 3

Power supplies spend is £7,627.27 below the peer median, an opening for a Power supplies and Cameras bundle.

“Your power supplies spend has dropped to just £1,024 this year, well below similar installers who spend around £8,651.56, can I put together a power supplies and cameras bundle for you?”

Watch out

All 7 local installers tracked are growing faster than this account's -2.42% year-on-year, and the last margin review on this account produced no change, so there is a real risk this call ends the same way unless a concrete offer is put on the table.

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.