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-1322 · London & South East

Company AU

Watford · Paul Baxter · prepared 9 November

Fictitious example · real build

Who they are

Company AU (VC-1322) is a trade installer based in Watford, operating 5 branches and working with Long Lever Supply since 27 April 2021, with the buying relationship held by Paul Baxter, Contracts manager. Over the last 12 months they have spent £131,407.65 with Long Lever Supply, down 13.04% on the prior year's £151,120.98, and are flagged as declining with a health score of 47. They order fairly regularly, placing orders in 12 of the last 12 months at a rhythm of 1.58 orders per month and typically 19.2 days apart, though it has now been 25 days since their last order. They remain in good credit standing, using £11,988 of a £24,000 limit (49.95%).

How they buy

  • Sales LTM £131,407.65, down 13.04% year on year from £151,120.98.
  • Gross profit £36,062.75 at a 27.44% margin across 19 orders, average order value £6,916.19.
  • Orders per month 1.58, typical gap between orders 19.2 days, last order placed 25 days ago.
  • Credit used £11,988 of a £24,000 limit (49.95%), credit status good standing.

What has changed

  • CCTV spend down 12.22% at £52,384.
  • Fire spend down 13.92% at £23,290.
  • Intruder spend down 15.59% at £18,844.
  • Access Control margin has fallen to 34.1%, against 35.69% a year ago.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Quote not converted: Quote VC-Q4964 for 17 x Brand 9 Heat Detector, worth £4,924.22, sent 5 days ago and not yet ordered.
  • Abandoned basket: 9 x Brand 26 Power Supply Unit 5A left in the basket, worth £1,842.30, 12 days ago.

Where the spend is going elsewhere

The platform estimates a total basket gap of £42,463.44 against peers of the same size band, with the largest single gap in Cameras at £23,553.17 (spend £32,954.41 against a peer median of £56,507.58), followed by Detectors at £15,810.28 and Power supplies at £3,099.99. This spend is inferred to be going to other suppliers rather than reflecting a genuine reduction in need, given the account's broader category declines.

Offer: Offer a Cameras and Detectors bundle, led by Brand 3 Thermal Imaging Camera, attached to the Detectors they already buy.

Open actions on this account

  • Chase the open quote with Company AU, £4,924.22 at stake, owner A. Baxter, due tomorrow.

How previous actions went

  • not enough data

Work coming up in their area

  • The platform records no tracked installers or hiring activity within 25 miles of this account, so no direct local work signal is available. Separately, local competition data shows Installer 11, a Croydon CCTV installer not supplied by Long Lever Supply, is hiring and growing, and in a live version this section would also list tenders and planning applications near their postcode.

Raise these three

Point 1

Open quote worth £4,924.22 for 17 x Brand 9 Heat Detector has not converted.

“I can see we sent over a quote for 17 heat detectors worth £4,924.22 five days ago, shall we get that confirmed while stock is available?”

Point 2

Cameras spend of £32,954.41 sits well below the peer median of £56,507.58, a gap of £23,553.17.

“Your camera spend with us is £32,954.41, which is some way below what similar installers typically place, would a cameras and detectors bundle led by the Brand 3 Thermal Imaging Camera help close that gap?”

Point 3

Spend is down 13.04% year on year to £131,407.65, while all 8 local installers tracked are growing faster.

“I noticed your spend with us is down 13.04% this year to £131,407.65, while every other installer we track locally is growing faster, what's changed on your side?”

Watch out

Reviews have slipped to 3.5 over six months with comments about slow call-outs, and support enquiries have reached 16 in the last 90 days, so underlying service frustration could surface during the call and overshadow the sales conversation.

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.