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-1371 · East of England

Company BB

Chelmsford · Emma Pemberton · prepared 9 November

Fictitious example · real build

Who they are

Company BB is a trade installer based in Chelmsford, East of England, and has been a Long Lever Supply account since 27 August 2012, trading from a single branch. The buyer is Emma Pemberton, Contracts manager. Sales over the last twelve months are £166,810.14, down 46.5% on the prior year's £311,815.59, and although their underlying rhythm was an order roughly every 8.69 days across 9 of the last 12 months, no order has been placed for 96 days. Credit is in good standing, with £27,882 drawn against a £43,000 limit (64.84% utilisation).

How they buy

  • LTM sales of £166,810.14 at a gross margin of 27.74%, producing gross profit of £46,268.14.
  • 42 orders placed in the last 12 months, average order value £3,971.67.
  • Typical rhythm is 3.5 orders per month, every 8.69 days, but it has now been 96 days since the last order.
  • 64.84% of their £43,000 credit limit is in use (£27,882), with a 1.55% returns rate and 2 support enquiries in the last 90 days.

What has changed

  • CCTV sales down 45.78% to £58,575.36 from £108,023.20 the prior year.
  • Fire sales down 48.47% to £30,532.40, though margin on Fire improved by 2.48 percentage points to 29.21%.
  • Cabling fell hardest of any product family, down 54.85% to £3,696.66.
  • Recorders down 51.46% to £22,606.43, last bought on 2026-07-25.

What they have done on the trade site

Searches, quotes and baskets that never reach the ERP.

  • Zero-result search for "8 channel network recorder" on 2026-10-31, 10 days ago, with no matching result in the catalogue.

Where the spend is going elsewhere

Battery spend is just £92.62 over the last 12 months against a peer median of £1,755.53 for accounts of the same size, a gap of £1,662.91 that is likely going to another supplier. This sits alongside Detectors spend of £35,310.60, which Company BB already buys regularly.

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

Open actions on this account

  • Call Company BB: orders are 96 days late against their usual 9-day rhythm, worth £13,900.85 per month, owned by D. Ferreira, due tomorrow.

How previous actions went

  • not enough data

Work coming up in their area

  • Local competitor intelligence shows Installer 39, an Ipswich CCTV installer that is hiring and growing, is not currently supplied by Long Lever Supply and is a factor in Company BB losing ground locally. A live version of this platform would also list tenders and planning applications near their postcode, but no installer activity within 25 miles or hiring data is currently recorded for this account.

Raise these three

Point 1

96 days since their last order against a usual rhythm of every 8.69 days, worth £13,900.85 a month.

“I noticed it's been 96 days since your last order with us, which is well outside the pattern we normally see of roughly every nine days, so I wanted to check everything's alright.”

Point 2

Sales down 46.5% year on year, from £311,815.59 to £166,810.14, while all 5 local installers tracked are growing faster.

“Your spend with us is down 46.5% on last year, and we're seeing every other installer we track locally growing faster than that, so I wanted to understand what's changed on your side.”

Point 3

Battery spend gap of £1,662.91 against the peer median, against Detectors spend of £35,310.60.

“Given how much you're buying in Detectors, I noticed your Battery spend is well below what similar installers typically order, around £1,662.91 lower, so I'd like to put a bundle together for you.”

Watch out

Their Google reviews have slipped to 2.7 across 72 reviews, with recent comments specifically about slow call-outs and delays waiting on spare parts, which could surface as a complaint before any ordering discussion begins.

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.