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-1280 · London & South East

Company AO

Basildon · Simon Lockwood · prepared 9 November

Fictitious example · real build

Who they are

Company AO is a single-branch trade installer based in Basildon, trading with Long Lever Supply since April 2017, run by managing director Simon Lockwood. Sales over the last twelve months are £649,963.95, down 16.86% on the prior year's £781,808.81, with CCTV the largest category at 49.62% of spend. They order on a tight rhythm, typically every 2.35 days across 12.92 orders a month, and sit in good credit standing with 65.22% of their £210,000 limit used. The account carries a health score of 47 and is flagged as declining and at risk.

How they buy

  • Average order value is £4,193.32 across 155 orders in the last 12 months.
  • Gross margin is 27.92%, generating £181,465.97 gross profit on £649,963.95 of sales.
  • Orders have landed in all 12 of the last 12 months, but the last order was 12 days ago against a typical 2.35-day gap.
  • Credit used stands at £136,960 of a £210,000 limit, 65.22%, with returns running at 3.43%.

What has changed

  • CCTV down 17.08% to £322,523, the account's largest category.
  • Access Control down 18.41% to £54,840 and Emergency Lighting down 19.32% to £48,655, the two steepest category declines.
  • Power supplies down 81.74% to £524, and brackets and mounts down 29.9% to £7,992.
  • Fire margin improved 2.86 points to 30.06%, while CCTV margin slipped 0.62 points to 23.45%.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Searched not bought: Brand 2 8MP IP Bullet Camera, valued at £9,053.04, 11 days ago on 30 October 2026.

Where the spend is going elsewhere

Company AO spends just £523.79 on power supplies against a peer median of £8,651.56 in the same size band, a gap of £8,127.77. This sits alongside falling spend across every category, with CCTV, Fire and Access Control all down over 17% year on year, suggesting some of this is now going to another supplier.

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

Open actions on this account

  • Call about orders running 12 days late against their usual 2-day rhythm, worth £54,163.66 per month, owned by H. Naylor, due Thu 12 Nov.
  • Call about the Brand 2 8MP IP Bullet Camera priced on the website, £9,053.04 at stake, owned by H. Naylor, due tomorrow.

How previous actions went

  • One action on this account has been completed and measured, a follow-up on their website basket, which was won back in full, recovering £10,637.41. Website signal follow-ups on this account have a 100% win rate to date, from a sample of one.

Work coming up in their area

  • No installers, hiring activity or local projects are currently tracked within 25 miles of this account, so there is no supplied evidence of upcoming work in their immediate area. In a live version this section would also cover tenders and planning applications near their postcode.

Raise these three

Point 1

Orders are 12 days overdue against a normal 2.35-day rhythm, worth £54,163.66 a month.

“I noticed it's been 12 days since your last order, which is well outside your usual rhythm of ordering every couple of days, so I wanted to check everything's alright on your side.”

Point 2

They priced a Brand 2 8MP IP Bullet Camera on the website worth £9,053.04 but didn't order it.

“I saw you were looking at the Brand 2 8MP IP Bullet Camera on the site recently, would it help if I ran through pricing and availability with you now?”

Point 3

Power supplies spend is £523.79 against a peer median of £8,651.56, an £8,127.77 gap.

“Most installers your size are spending a lot more with us on power supplies alongside their camera orders, shall I put together a bundle so you're not sourcing those elsewhere?”

Watch out

Their Google reviews have slipped to 3.7 over six months with comments about slow call-outs, and returns are running at 3.43% against a 2.1% trade average, so service quality is the most likely thing to surface and derail 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.