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-1266 · East of England

Company AM

Norwich · Joanne Pemberton · prepared 9 November

Fictitious example · real build

Who they are

Company AM is a trade installer based in Norwich, East of England, and has been a Long Lever Supply account since 14 December 2019. They run a single branch and buy across CCTV, Fire, Emergency Lighting, Intruder, Access Control and Accessories, with Joanne Pemberton, Technical director, as the buying contact. Sales have fallen 12.68% year on year to £360,646.66 from £413,003.82, against a typical ordering rhythm of every 7.15 days, though it is now 21 days since their last order. The account sits in good credit standing, using 29.79% of a £116,000 limit (£34,552).

How they buy

  • Sales LTM £360,646.66, down 12.68% year on year from £413,003.82, at a gross margin of 27.88%.
  • 51 orders placed in the last 12 months, average order value £7,071.50.
  • Typical gap between orders is 7.15 days; it is now 21 days since their last order.
  • Credit used 29.79% of a £116,000 limit (£34,552); returns rate 3.12%.

What has changed

  • CCTV down 13.9% to £149,026.14, margin unchanged at 22.88%.
  • Emergency Lighting down 12.41% to £41,005.97, margin up 0.14 points to 30.5%.
  • Accessories down 16.27% to £33,151.28, margin down 0.17 points to 40.92%.
  • Cabling down 78.98% to £575.95, the sharpest fall of any line.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Repeat product view: Brand 15 PIR Motion Detector viewed on 6 separate days, worth £393.60, most recently on 6 November 2026 (4 days ago).

Where the spend is going elsewhere

Company AM spends only £575.95 a year with Long Lever Supply on cabling, against a peer median of £4,602.90 for installers of the same size, a gap of £4,026.95. This spend is most likely going elsewhere given they continue to buy Cameras, which normally require cabling as a matched purchase (inference).

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

Open actions on this account

  • Call Company AM: orders are 21 days late against their usual 7-day rhythm, £30,053.89 per month at stake, due Thu 12 Nov, owner H. Naylor.
  • Call Company AM: repeat viewing of Brand 15 PIR Motion Detector on 6 separate days without ordering, £393.60 at stake, due tomorrow, owner H. Naylor.

How previous actions went

  • not enough data

Work coming up in their area

  • The platform has not tracked tenders or planning applications near this postcode in this version. Separately, local competitive tracking shows Installer 39, an Ipswich CCTV installer that is hiring and growing and is not currently supplied by Long Lever Supply, which may be drawing work and spend away from Company AM (inference).

Raise these three

Point 1

Ordering has slipped to 21 days since their last order against a typical 7.15-day rhythm, worth £30,053.89 per month.

“I noticed it's been 21 days since your last order, when you're usually ordering roughly every 7 days or so, is everything okay with stock or budgets at the moment?”

Point 2

Repeated website interest in the Brand 15 PIR Motion Detector across 6 separate days, worth £393.60, without an order being placed.

“I saw you've been looking at the Brand 15 PIR Motion Detector a few times online, shall I get a quote over for that today?”

Point 3

Cabling spend is £4,026.95 below the peer median, a clear gap against their Cameras purchases.

“Given how much you're buying in cameras, I think we could bundle in cabling for you, you're currently only spending £575.95 a year with us on cabling compared to a typical £4,602.90 for similar installers.”

Watch out

Returns are running at 3.12% against a 2.1% trade average, which is worth raising before it affects the relationship.

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.