VC-1126 · South West
Company S
Account since 22 Dec 2015 · Bath · 4 branches · Buyer Kevin Mercer
Sales, last 12 months
£1.45m
Gross profit
£410k
Orders placed
277
Days since last order
10
Returns rate
1.05%
Order frequency and value
Monthly orders and sales across the last 24 months.
Orders per month
23.1
Best month
£141k
Last 3 months trend
-4.4%
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 | £712,109 | £715,713 | -0.5% | 24.7% | 49.0% peer 43.2% |
| Intruder | £257,074 | £266,239 | -3.4% | 27.8% | 17.7% peer 14.9% |
| Accessories | £184,898 | £178,439 | +3.6% | 41.3% | 12.7% peer 8.6% |
| Fire | £162,457 | £158,499 | +2.5% | 28.4% | 11.2% peer 15.8% |
| Emergency Lighting | £131,616 | £126,438 | +4.1% | 29.5% | 9.1% peer 9.6% |
| Access Control | £3,588 | £3,390 | +5.8% | 34.3% | 0.3% peer 7.8% |
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: Kevin Mercer, Procurement lead
Credit status
Good standing
£236,824 of £480,000 limit in use (49%)
Support enquiries
10 in the last 90 days
Technical support tickets raised by branch staff
Training attended
0 of 5 invitations
Product and installation training days
Returns rate
1.05%
Trade average is 2.1% of sales value
Installer Portal activity
15 designs · 11 proposals · 4 opportunities claimed
Last activity 21 Apr 2026
Marketing engagement
Not consented
No marketing consent recorded against this account, so engagement is not reported
Account since
22 Dec 2015
South West · Bath
Contacts
Kevin Mercer
Procurement lead
contact1@companys.co.uk 01515 330072
Paul Ingram
Service manager
contact2@companys.co.uk 01268 764625
Zoe Baxter
Systems designer
contact3@companys.co.uk 01159 146619
Mark Oakes
Branch manager
contact4@companys.co.uk 01378 684834
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.
- LinkedInNew hire30 Oct 2026
Appointed an additional estimator to support bid volume.
- LinkedInEvent5 Oct 2026
Exhibited at a regional fire and security exhibition.
- FacebookProduct post22 Aug 2026
Shared a manufacturer promotion on emergency lighting battens.
- LinkedInProject completed18 Aug 2026
Handed over a school access control and CCTV installation.
Roles advertised
Public job adverts from the company, with what each one usually signals.
CCTV commissioning engineer
27 Sept 2026Bath
A single replacement role, consistent with steady trading rather than growth.
Google reviews
Public review score for the company, with the six-month trend.
4.4
from 63 Google reviews
Comments are consistent: stock availability and counter service.
Companies House
Recent register changes and filings for the company.
New director
6 Jun 2026A director was appointed to the board.
Accounts filed
28 Sept 2025Accounts for the last financial year were filed on time.
Latest website news
Items the company has published on its own news page.
Team page refreshed
26 Apr 2026The company team and contact pages were updated.
Accreditation renewed
24 Jan 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 cctv commissioning engineer in Bath 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 £93,236 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.
- Repeat product viewBrand 17 IP65 Emergency Luminaire viewed on 5 separate days£4372026-11-09
Basket, quote, search and product-view events from the trade website. None of this appears in the ERP reports.
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
3 of 6 installers in and around Bath buy from Long Lever Supply.
3 of the installers tracked locally are not supplied by Long Lever Supply.
This account against its local peers
Google rating
4.4
local average 3.9
At or above the local average
Growth, year on year
+0.2%
local average +6.3%
Growing more slowly than the area
Hiring now
Yes
local 3 of 5
Recruiting alongside local peers
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Recent public signal | Status | ||
|---|---|---|---|---|---|---|---|---|---|
| Installer 19 | Bath1.27 miles away | Emergency Lighting, Fire | NSI | 3.5198 reviews | 39 | Yes | Hiring field engineers and posting new contract wins. | Long Lever Supply customer | Already supplied |
| Installer 20 | Plymouth2.46 miles away | Access Control, CCTV, Emergency Lighting | NSI | 4.855 reviews | 39 | Yes | Recruiting engineers, consistent with a fuller order book. | Prospect | |
| Installer 32 | Bristol4.39 miles away | CCTV, Emergency Lighting, Fire | NSISSAIB | 3.6133 reviews | 22 | Yes | Recruiting engineers, consistent with a fuller order book. | Prospect | |
| Installer 22 | Swindon12.38 miles away | Access Control, Fire | SSAIB | 4.3111 reviews | 13 | No | Steady activity: occasional project posts and maintenance offers. | Long Lever Supply customer | Already supplied |
| Installer 35 | Taunton15.45 miles away | CCTV, Fire | BAFENSISSAIB | 3.489 reviews | 29 | No | Steady activity: occasional project posts and maintenance offers. | Prospect |
AI insights
- Company S is losing ground to Installer 20, a Plymouth access control installer that is hiring, growing and not supplied by Long Lever Supply: protect the account with a review call and add Installer 20 to the prospect list.
- Long Lever Supply supplies 3 of the 6 installers tracked in and around Bath, an estimated 82% of local equipment spend.
- 4 of 5 local installers are growing faster than this account at +0.21% 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 5
CCTV
Brand 7
Fire
Brand 11
Fire
Brand 14
Intruder
Brand 12
Intruder
AI account assessment
Interpretation of the movements above, the possible causes, and the actions the sales team should take.
AI account assessment
Company S is a top-tier trade account in South West, buying predominantly CCTV and Intruder. Over the last 12 months they placed 277 orders worth £1.45m at 28.2% gross margin (+0.2% year on year). Access control is 0.3% of spend against a 7.8% peer average — the range is almost certainly being sourced elsewhere. No immediate intervention is required, though the range mix is worth a conversation at the next review.
Possible causes
Access control is 0.3% of spend against a 7.8% peer average — the range is almost certainly being sourced elsewhere.
Prioritised action plan
Cross-sell the access control range with a site survey
HighBusiness development · Next 30 days
Invite to the next product training day
LowTraining team · Next training cycle