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-1308 · Yorkshire & North East

Company AS

Newcastle · Kevin Hutchings · prepared 9 November

Fictitious example · real build

Who they are

Company AS is a 3-branch trade installer based in Newcastle, within the Yorkshire & North East region, and has been a Long Lever Supply account since 31 August 2018. Over the last twelve months they generated £557,150.82 in sales at a 27.97% gross margin, down 13.38% on the £643,239.55 recorded in the prior year. They order on a tight rhythm of roughly every 2.83 days, placing 129 orders in the last 12 months at an average order value of £4,319, though it has now been 11 days since their last order against that usual pattern. They remain in good standing on a £130,000 credit limit, with £61,632 drawn, a utilisation of 47.41%.

How they buy

  • 129 orders placed in the last 12 months, averaging £4,319 per order.
  • Typical gap between orders is 2.83 days, but it has now been 11 days since the last one.
  • Credit used stands at £61,632 of a £130,000 limit, 47.41% utilisation, in good standing.
  • Returns run at 3.16%, against a 2.1% trade average.

What has changed

  • CCTV spend down 13.5% to £220,820.84, with margin down 1.13 points to 22.72% against 23.85% a year ago.
  • Cameras down 26.06% to £121,753.71, last bought 17 July 2026.
  • Accessories down 16.69% to £64,598.12, though margin rose 3.33 points to 41.64%.
  • Brackets and mounts down 32.51% to £8,542.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • not enough data

Where the spend is going elsewhere

No specific basket gap was identified this period, with a total identified gap of £0, placing them in the same size peer band as comparable installers. That said, every tracked category has fallen year on year, led by CCTV down 13.5% to £220,820.84 and Accessories down 16.69% to £64,598.12, which points to spend moving elsewhere even though the gap tool has not isolated a category.

Offer: not enough data

Open actions on this account

  • Call Company AS: orders are 11 days late against their usual 3-day rhythm, worth £46,429.23 per month, owned by A. Baxter, due Thu 12 Nov.

How previous actions went

  • The one prior action logged on this account, a call about orders running behind their usual rhythm, completed on 9 September 2026 with no change in outcome and £0 recovered. Across lapsing-type actions on this account, 1 has been completed, with a 0% win rate and £0 recovered on average.

Work coming up in their area

  • No installers were tracked within 25 miles of this account for hiring or tender activity, and the platform notes that a live version would also surface tenders and planning applications near their postcode. Separately, local competitor tracking shows Installer 96, a Sheffield CCTV installer not supplied by Long Lever Supply, is hiring and growing, which is likely (inference) to be drawing share away from this account.

Raise these three

Point 1

Orders are 11 days late against a typical 2.83-day rhythm, with £46,429.23 per month at risk.

“I noticed it's been 11 days since your last order with us, which is longer than your usual pattern of about every three days, is everything alright on the stock side?”

Point 2

CCTV spend down 13.5% to £220,820.84 and margin down to 22.72% from 23.85% a year ago.

“Your CCTV spend with us is down 13.5% to £220,820.84 over the last twelve months, and the margin has slipped to 22.72% from 23.85%, can we talk through what's changed there?”

Point 3

Google reviews have slipped to a 3.8 average over six months, with 12 support enquiries in the last 90 days.

“I saw your Google reviews have moved to 3.8 over the last six months with some comments about slow call-outs, how are things on the service side at the moment?”

Watch out

The most likely risk to this call is reputational and operational together: reviews have slipped with mentions of slow call-outs, alongside 12 support enquiries in the last 90 days and returns running at 3.16% against a 2.1% trade average, any of which could make Kevin defensive if raised without care.

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.