VC-1119 · Midlands
Company R
Account since 30 Dec 2023 · Birmingham · 4 branches · Buyer Rachel Farrell
Sales, last 12 months
£1.26m
Gross profit
£355k
Orders placed
149
Days since last order
18
Returns rate
0.89%
Order frequency and value
Monthly orders and sales across the last 24 months.
Orders per month
12.4
Best month
£121k
Last 3 months trend
+6.3%
Category mix against similar installers
Share of the account's spend by category, benchmarked against the trade base average.
| Category | Sales LTM | Prior year | Change | Margin | Share of spend vs similar installers |
|---|---|---|---|---|---|
| CCTV | £495,193 | £462,021 | +7.2% | 24.7% | 39.5% peer 43.2% |
| Fire | £278,548 | £277,754 | +0.3% | 29.2% | 22.2% peer 15.8% |
| Intruder | £218,929 | £212,307 | +3.1% | 26.9% | 17.4% peer 14.9% |
| Emergency Lighting | £97,533 | £98,460 | -0.9% | 30.2% | 7.8% peer 9.6% |
| Access Control | £90,146 | £90,477 | -0.4% | 35.8% | 7.2% peer 7.8% |
| Accessories | £75,017 | £70,266 | +6.8% | 40.9% | 6.0% peer 8.6% |
Account activity and commercial position
Everything the platform holds about this account beyond order value, including where consent has — and has not — been recorded.
Branches & contacts
4 branches · 4 named contacts
Primary buyer: Rachel Farrell, Technical director
Credit status
Good standing
£126,142 of £225,000 limit in use (56%)
Support enquiries
4 in the last 90 days
Technical support tickets raised by branch staff
Training attended
0 of 7 invitations
Product and installation training days
Returns rate
0.89%
Trade average is 2.1% of sales value
Installer Portal activity
13 designs · 9 proposals · 3 opportunities claimed
Last activity 6 Mar 2026
Marketing engagement
High
60% average email open rate — shown only because consent is recorded
Account since
30 Dec 2023
Midlands · Birmingham
Contacts
Rachel Farrell
Technical director
contact1@companyr.co.uk 01552 919190
Laura Doyle
Estimator
contact2@companyr.co.uk 01885 152240
Vikram Lockwood
Service manager
contact3@companyr.co.uk 01369 914171
Mark Baxter
Service manager
contact4@companyr.co.uk 01318 162730
Public activity and signals
The company's recent public activity, and the concrete actions it suggests. All of it is sample data, and none of it comes from an individual's personal profile.
Sample dataCompany-level public activity only, compiled from illustrative sources for this demonstration.
LinkedIn and social posts
The last 4 company posts. Company pages only, never an individual's profile.
- LinkedInProject completed25 Oct 2026
Handed over a school access control and CCTV installation.
- FacebookProduct post15 Sept 2026
Featured a wireless intruder range aimed at retrofit work.
- LinkedInNew hire14 Sept 2026
Appointed an additional estimator to support bid volume.
- LinkedInEvent15 Aug 2026
Exhibited at a regional fire and security exhibition.
Roles advertised
Public job adverts from the company, with what each one usually signals.
Service and maintenance engineer
30 Jul 2026Birmingham
A single replacement role, consistent with steady trading rather than growth.
Google reviews
Public review score for the company, with the six-month trend.
4.3
from 131 Google reviews
Comments are consistent: stock availability and counter service.
Companies House
Recent register changes and filings for the company.
New office address
9 Jan 2026The registered office address was updated on the register.
Accounts filed
7 Oct 2025Accounts for the last financial year were filed on time.
Latest website news
Items the company has published on its own news page.
Trade counter hours updated
1 Jun 2026Opening hours extended on Saturday mornings.
Accreditation renewed
25 Mar 2026Industry accreditation renewed for another three-year cycle.
AI signals
The public activity above turned into the actions worth taking, each with the reason it was raised.
Review the credit limit and invite the design team to the Installer Portal
MediumThe open advert for service and maintenance engineer in Birmingham points to growth, so more project work is likely and the limit and portal access should be reviewed.
Regional account manager · Next 30 days
Invite the branch team to the next product training day
LowPublic activity shows no recent product posts from this account, so training is the lowest-friction way back into the conversation.
Training team · Next training cycle
How this would work live. In a live version, company posts would come from an approved social data provider or the customer's own consent, alongside Google reviews, job advert data, Companies House and website news. Links and handles would come from the customer's account record in the ERP, or be picked up automatically from the links on the installer's own website. Personal profiles are never collected.
Open actions
What the rules are saying about this account today, with the evidence and the value at stake.
Nothing is open on this account today. No rule is firing.
Basket gaps
Spend by product family against the median for installers of the same size. Amber is spend going elsewhere.
An estimated £202,337 a year of spend in these families is going to another distributor, measured against the top-tier median. The marker is the peer median.
Recent website signals
What this account has been looking at, pricing and leaving behind on the trade website.
No website activity recorded for this account in the last 14 days.
Local competition
Other installers working the same area and trades, how this account compares with them, and where the next conversation should start. All sample data, from public business sources in a live version.
Sample data5 other installers in the same area and trades, from the fictional installer base.
Long Lever Supply share of this area
2 of 6 installers in and around Birmingham buy from Long Lever Supply.
4 of the installers tracked locally are not supplied by Long Lever Supply.
This account against its local peers
Google rating
4.3
local average 3.7
At or above the local average
Growth, year on year
+3.6%
local average +6.3%
Growing more slowly than the area
Hiring now
Yes
local 1 of 5
Recruiting alongside local peers
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Recent public signal | Status | ||
|---|---|---|---|---|---|---|---|---|---|
| Installer 56 | Coventry2.46 miles away | CCTV, Emergency Lighting, Fire | BAFENSISSAIB | 4.089 reviews | 48 | Yes | Recruiting engineers, consistent with a fuller order book. | Prospect | |
| Installer 61 | Stoke-on-Trent6.18 miles away | CCTV, Emergency Lighting, Intruder | BAFE | 3.323 reviews | 8 | No | Little public activity this year and no roles advertised. | Prospect | |
| Installer 68 | Birmingham8.91 miles away | Emergency Lighting, Fire, Intruder | SSAIB | 3.5113 reviews | 44 | No | Steady activity: occasional project posts and maintenance offers. | Long Lever Supply customer | Already supplied |
| Installer 72 | Worcester9.72 miles away | Emergency Lighting, Intruder | BAFENSI | 4.347 reviews | 30 | No | Steady activity: occasional project posts and maintenance offers. | Prospect | |
| Installer 60 | Nottingham15.11 miles away | Access Control, CCTV | BAFENSISSAIB | 3.3197 reviews | 4 | No | Steady activity: occasional project posts and maintenance offers. | Prospect |
AI insights
- Company R is losing ground to Installer 56, a Coventry CCTV installer that is hiring, growing and not supplied by Long Lever Supply: protect the account with a review call and add Installer 56 to the prospect list.
- Long Lever Supply supplies 2 of the 6 installers tracked in and around Birmingham, an estimated 57% of local equipment spend.
- 3 of 5 local installers are growing faster than this account at +3.64% year on year.
How this would work live. In a live version this would use public business data only: Companies House filings filtered by security installation SIC codes, Google business listings, and the NSI, SSAIB and BAFE public registers of approved companies. Company level only, never personal profiles.
Preferred brands and ranges
Where this account's spend sits across the manufacturer ranges.
Brand 1
CCTV
Brand 3
CCTV
Brand 7
Fire
Brand 9
Fire
Brand 15
Intruder
Brand 13
Intruder
AI account assessment
Interpretation of the movements above, the possible causes, and the actions the sales team should take.
AI account assessment
Company R is a top-tier trade account in Midlands, buying predominantly CCTV and Fire. Over the last 12 months they placed 149 orders worth £1.26m at 28.3% gross margin (+3.6% year on year). Ordering pattern is steady at 28% gross margin with no material movement in any single category. No immediate intervention is required, though the range mix is worth a conversation at the next review.
Possible causes
Ordering pattern is steady at 28% gross margin with no material movement in any single category.
Prioritised action plan
Invite to the next product training day
LowTraining team · Next training cycle