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-1252 · Midlands

Company AK

Stoke-on-Trent · Rachel Ingram · prepared 9 November

Fictitious example · real build

Who they are

Company AK (VC-1252) is a Midlands-based trade installer operating 4 branches from Stoke-on-Trent, trading with Long Lever Supply since 27 January 2020. Over the last twelve months they have spent £748,769.68 with us, up 3.09% year on year, buying in a tight rhythm of 15.5 orders a month, typically every 1.96 days, with an average order value of £4,025.64. They are in good credit standing, using £80,290 of their £192,000 credit limit (41.82%). The main contact is Rachel Ingram, Contracts manager.

How they buy

  • Sales LTM £748,769.68, up 3.09% year on year from £726,355.64.
  • Gross margin 28.31%, delivering £211,984.25 gross profit over the last 12 months.
  • 186 orders placed in the last 12 months, averaging £4,025.64 per order.
  • Typical gap between orders is 1.96 days, but it has now been 9 days since their last order.

What has changed

  • Access hardware spend down 29.64% to £115.
  • Door entry spend down 67.9% to £23.
  • Overall margin down 3.3 points, worth £2,202.36 gross profit per month, flagged for a pricing and range mix review.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Repeat product view: Brand 16 Emergency Inverter Module viewed on 4 separate days, valued at £775.17, last viewed 2026-10-29 (12 days ago) without an order being placed.

Where the spend is going elsewhere

Company AK is spending £75,990.82 less than peers in the same size band across access hardware, door entry and networking, despite strong camera purchases. The largest single gap is in access hardware, where spend of £115.24 compares to a peer median of £38,918.59, a gap of £38,803.35.

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

Open actions on this account

  • Call Company AK: orders are 9 days late against their usual 2-day rhythm, worth £62,397.47 per month (due Thu 12 Nov).
  • Review pricing and range mix: margin down 3.3 points, worth £2,202.36 gross profit per month (due Mon 16 Nov).
  • Call Company AK about repeat views of Brand 16 Emergency Inverter Module without ordering, £775.17 at stake (due tomorrow).

How previous actions went

  • not enough data

Work coming up in their area

  • No installers or hiring activity were tracked within 25 miles of this account (0 installers tracked, 0 hiring examples). 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 to 9 days against a usual 1.96-day pattern, worth £62,397.47 per month.

“I noticed it's been 9 days since your last order, which is later than your usual rhythm of roughly every 2 days - is everything OK with supply on your end?”

Point 2

Margin has dipped by 3.3 points, worth £2,202.36 a month in gross profit.

“We've seen margin on your account dip by 3.3 points, worth around £2,202.36 a month in gross profit - can we look at the range mix together?”

Point 3

Access hardware spend is £38,803.35 below the peer median, a clear bundle opportunity with cameras.

“Given how much you already spend with us on cameras, have you thought about adding access hardware like the Brand 21 Turnstile Gate Controller? Peers your size spend around £38,803 more than you do in that area.”

Watch out

Returns run at 2.94% against a 2.1% trade average, and there have been 17 support enquiries in the last 90 days, pointing to 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.