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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Long Lever Intelligence 360

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Call briefing · VC-1203 · Wales

Company AD

Swansea · Wendy Sutcliffe · prepared 9 November

Fictitious example · real build

Who they are

Company AD is a five-branch trade installer in Swansea, Wales, trading with Long Lever Supply since October 2016 and buying under Wendy Sutcliffe, operations director. Sales over the last twelve months are £1,256,436.32, up 4.77% on the prior year, with a gross margin of 28.49%. They order little and often, averaging 35.25 orders a month with a typical gap of 0.86 days between orders, and currently use 32.76% of their £353,000 credit limit in good standing. The last order was placed 22 days ago, which is unusual against that rhythm.

How they buy

  • Sales last twelve months £1,256,436.32, up 4.77% year on year from £1,199,230.16.
  • 423 orders in the last twelve months at an average order value of £2,970.30.
  • Credit used £115,638 of a £353,000 limit, 32.76%, status good standing.
  • 22 days since the last order against a typical gap of 0.86 days between orders.

What has changed

  • Batteries down 58.11% at £631 against prior spend.
  • Emergency Lighting margin fell to 30.3% from 31.44% a year ago, a drop of 1.14 points.
  • CCTV margin fell to 23.38% from 24.1%, a drop of 0.72 points, on sales of £491,214.56.
  • Access Control margin rose to 35.18% from 34.16%, up 1.02 points, with sales up 10.83%.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Zero result search for "aspirating smoke detection unit" on 2026-11-06, 4 days ago, value £0.
  • Abandoned basket on 2026-10-27, 14 days ago, containing 9 x Brand 25 Camera Mounting Bracket and 5 x Brand 11 Addressable Fire Panel, worth £5,582.88.

Where the spend is going elsewhere

Company AD spends only £630.76 on Batteries against a peer median of £8,350.81 for installers of the same size band, a gap of £7,720.05. This is the total identified gap against peers and sits alongside the 58.11% year-on-year drop in battery spend.

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

Open actions on this account

  • Call about orders running 22 days late against their usual 1-day rhythm, worth £104,703.03 per month, owned by D. Ferreira, due Thu 12 Nov.
  • Call about the basket left on the website, worth £5,582.88 at stake, owned by D. Ferreira, due tomorrow.

How previous actions went

  • One action has been completed and measured on this account: a margin leak review on 2026-09-01, which resulted in no change and £0 recovered. On that single measured action the win rate is 0%, so there is no track record yet of a successful intervention with this account.

Work coming up in their area

  • Long Lever Supply has no installers tracked within 25 miles for upcoming work and no hiring activity recorded for this exercise, so this is not enough data on tenders or planning applications near their postcode. Separately, local competition data shows Installer 122 in Newport is hiring and growing while not supplied by Long Lever Supply, which is inference of a competitive threat rather than confirmed upcoming work.

Raise these three

Point 1

Orders are 22 days overdue against a typical 0.86 day rhythm, worth £104,703.03 per month.

“I noticed it has been 22 days since your last order, which is well outside your usual rhythm of ordering roughly every day, so I wanted to check everything is running smoothly.”

Point 2

Battery spend has dropped 58.11% to £631, a £7,720.05 gap against peers of the same size.

“Your battery spend has fallen right away this year, down 58.11%, and that is one of the few areas where you are below what similar-sized installers typically buy from us.”

Point 3

Basket worth £5,582.88 was abandoned on the website on 27 October, including 5 addressable fire panels.

“I saw you had a basket on the site with some addressable fire panels and camera brackets that did not go through, worth £5,582.88, is there anything stopping that order?”

Watch out

Returns are running at 2.61% against a 2.1% trade average alongside 15 support enquiries in the last 90 days, which suggests underlying 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.