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Call briefing · VC-1294 · South West

Company AQ

Plymouth · Joanne Quinn · prepared 9 November

Fictitious example · real build

Who they are

Company AQ (ref VC-1294) is a two-branch trade installer in Plymouth, South West, that has been a Long Lever Supply account since 17 September 2021 and is handled through buyer Joanne Quinn, Procurement lead. Sales over the last twelve months are £191,246.21, down 10.41% on the prior year's £213,473.22, and the account carries a health score of 46 with declining and cross-sell flags. Ordering has held a steady rhythm of 4 orders a month across 12 of the last 12 months, typically every 7.6 days, but the last order was placed 14 days ago. Credit is on "Monitor" status with 83.93% of a £52,000 limit currently in use.

How they buy

  • Sales LTM £191,246.21, down 10.41% year on year from £213,473.22.
  • Gross profit £52,760.76 on a 27.59% margin across 48 orders LTM.
  • Average order value £3,984.30, against a typical 7.6-day gap between orders.
  • 14 days since the last order, against an 83.93% utilised £52,000 credit limit on "Monitor" status.

What has changed

  • CCTV down 11.98% to £72,323.25 over the last twelve months.
  • Emergency Lighting down 12.46% to £23,735.82.
  • Sounders and beacons down 68.72% to £2,243.93.
  • Fire margin down 0.97 points to 27.59% from 28.56% prior year.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Abandoned basket worth £4,172.41 on 4 November 2026, containing 9 x Brand 2 8MP IP Bullet Camera and 2 x Brand 10 Aspirating Detection Unit.
  • Zero-result search for "maintained emergency exit sign" on 31 October 2026.
  • Quote VC-Q4271 worth £9,789.60 for 15 x Brand 24 Electric Strike Lock, sent 8 days ago and still not ordered.

Where the spend is going elsewhere

Across three product families Company AQ is spending £32,085.84 less than the peer median for installers of the same size band, with the largest single gap in Sounders and beacons at £17,994.50 below the £20,238.43 peer median. Access hardware (£8,537.27 below peer median) and Door entry (£5,554.07 below peer median) show similar patterns, pointing to spend that is likely going to another supplier.

Offer: Offer a Sounders and beacons and Detectors bundle, led by Brand 19 Maintained Exit Sign, attached to the Detectors they already buy.

Open actions on this account

  • Call Company AQ: orders are 14 days late against their usual 8-day rhythm, worth £15,937.18 per month, owned by D. Ferreira, due Thu 12 Nov.
  • Chase the open quote with Company AQ, worth £9,789.60 at stake, owned by D. Ferreira, due tomorrow.

How previous actions went

  • not enough data

Work coming up in their area

  • No installers or hiring activity are currently tracked within 25 miles of this account, so there is nothing specific to report this week. In a live version this section would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Orders are 14 days overdue against their usual 7.6-day rhythm, worth £15,937.18 per month.

“I noticed it's been 14 days since your last order, which is a bit outside your usual rhythm of around every 7.6 days, so I wanted to check everything's running smoothly.”

Point 2

Quote VC-Q4271 for £9,789.60 of electric strike locks has been open for 12 days without converting.

“You've still got an open quote for £9,789.60 on the electric strike locks from a week or so back, is there anything stopping that moving forward?”

Point 3

A £32,085.84 basket gap against peers, with Sounders and beacons the largest single gap at £17,994.50.

“Looking at what similar installers your size are buying, there's a gap of around £17,994.50 in sounders and beacons compared to the typical spend, which could pair well with the detectors you already order.”

Watch out

Credit status is on "Monitor" with 83.93% of their £52,000 limit already in use, which could limit their ability to place further orders on this 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.