VC-1168 · London & South East
Company Y
Account since 3 Mar 2021 · Croydon · 5 branches · Buyer Gareth Rowntree
Sales, last 12 months
£1.53m
Gross profit
£440k
Orders placed
183
Days since last order
22
Returns rate
1.90%
Order frequency and value
Monthly orders and sales across the last 24 months.
Orders per month
15.3
Best month
£151k
Last 3 months trend
-13.7%
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 | £672,052 | £608,117 | +10.5% | 24.4% | 44.0% peer 43.2% |
| Fire | £297,750 | £271,390 | +9.7% | 30.0% | 19.5% peer 15.8% |
| Intruder | £217,521 | £193,783 | +12.3% | 28.6% | 14.2% peer 14.9% |
| Emergency Lighting | £174,365 | £157,394 | +10.8% | 31.0% | 11.4% peer 9.6% |
| Accessories | £162,362 | £147,820 | +9.8% | 42.8% | 10.6% peer 8.6% |
| Access Control | £3,781 | £3,449 | +9.6% | 35.8% | 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
5 branches · 4 named contacts
Primary buyer: Gareth Rowntree, Contracts manager
Credit status
Good standing
£161,100 of £403,000 limit in use (40%)
Support enquiries
5 in the last 90 days
Technical support tickets raised by branch staff
Training attended
1 of 8 invitations
Product and installation training days
Returns rate
1.90%
Trade average is 2.1% of sales value
Installer Portal activity
13 designs · 12 proposals · 0 opportunities claimed
Last activity 17 May 2026
Marketing engagement
Moderate
27% average email open rate — shown only because consent is recorded
Account since
3 Mar 2021
London & South East · Croydon
Contacts
Gareth Rowntree
Contracts manager
contact1@companyy.co.uk 01376 587900
Joanne Sutcliffe
Estimator
contact2@companyy.co.uk 01120 962237
Yusuf Kaur
Systems designer
contact3@companyy.co.uk 01330 639010
Vikram Lockwood
Systems designer
contact4@companyy.co.uk 01556 510112
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.
- FacebookProduct post20 Oct 2026
Featured a wireless intruder range aimed at retrofit work.
- FacebookProduct post14 Oct 2026
Shared a manufacturer promotion on emergency lighting battens.
- LinkedInEvent8 Oct 2026
Exhibited at a regional fire and security exhibition.
- LinkedInProject completed25 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
9 Oct 2026Croydon
A single replacement role, consistent with steady trading rather than growth.
Google reviews
Public review score for the company, with the six-month trend.
4.5
from 102 Google reviews
Comments are consistent: stock availability and counter service.
Companies House
Recent register changes and filings for the company.
Accounts filed
5 Mar 2026Accounts for the last financial year were filed on time.
New office address
11 Jan 2026The registered office address was updated on the register.
New director
9 Dec 2025A director was appointed to the board.
Latest website news
Items the company has published on its own news page.
Team page refreshed
1 May 2026The company team and contact pages were updated.
Accreditation renewed
4 Feb 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 Croydon 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 £129,838 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 28 Power Supply Unit 5A viewed on 6 separate days£5922026-11-05
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 data7 other installers in the same area and trades, from the fictional installer base.
Long Lever Supply share of this area
2 of 8 installers in and around Croydon buy from Long Lever Supply.
6 of the installers tracked locally are not supplied by Long Lever Supply.
This account against its local peers
Google rating
4.5
local average 3.9
At or above the local average
Growth, year on year
+10.6%
local average +9.0%
Growing at or ahead of the area
Hiring now
Yes
local 3 of 7
Recruiting alongside local peers
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Recent public signal | Status | ||
|---|---|---|---|---|---|---|---|---|---|
| Installer 15 | Basildon3.16 miles away | Access Control, CCTV, Intruder | NSISSAIB | 3.9157 reviews | 39 | Yes | Recruiting engineers, consistent with a fuller order book. | Prospect | |
| Installer 13 | Basildon4.28 miles away | Fire, Intruder | BAFENSISSAIB | 3.255 reviews | 10 | No | Steady activity: occasional project posts and maintenance offers. | Prospect | |
| Installer 17 | Watford7.01 miles away | Access Control, Emergency Lighting, Fire | BAFENSISSAIB | 4.9155 reviews | 34 | No | Little public activity this year and no roles advertised. | Prospect | |
| Installer 3 | Sutton8.01 miles away | Fire, Intruder | BAFENSISSAIB | 3.9146 reviews | 37 | No | Steady activity: occasional project posts and maintenance offers. | Prospect | |
| Installer 10 | Sutton8.83 miles away | Fire, Intruder | NSI | 3.618 reviews | 48 | Yes | Recruiting engineers, consistent with a fuller order book. | Long Lever Supply customer | Already supplied |
| Installer 4 | Reading12.4 miles away | Emergency Lighting, Fire | BAFESSAIB | 4.049 reviews | 38 | No | Steady activity: occasional project posts and maintenance offers. | Prospect | |
| Installer 11 | Croydon14.79 miles away | CCTV, Fire, Intruder | SSAIB | 3.6170 reviews | 39 | Yes | Hiring field engineers and posting new contract wins. | Prospect |
AI insights
- Company Y is losing ground to Installer 11, a Croydon CCTV installer that is hiring, growing and not supplied by Long Lever Supply: protect the account with a review call and add Installer 11 to the prospect list.
- Long Lever Supply supplies 2 of the 8 installers tracked in and around Croydon, an estimated 48% of local equipment spend.
- 2 of 7 local installers are growing faster than this account at +10.56% 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 2
CCTV
Brand 6
CCTV
Brand 11
Fire
Brand 7
Fire
Brand 13
Intruder
Brand 15
Intruder
AI account assessment
Interpretation of the movements above, the possible causes, and the actions the sales team should take.
AI account assessment
Company Y is a top-tier trade account in London & South East, buying predominantly CCTV and Fire. Over the last 12 months they placed 183 orders worth £1.53m at 28.8% gross margin (+10.6% year on year). Access control is 0.3% of spend against a 7.8% peer average — the range is almost certainly being sourced elsewhere. The account is expanding faster than the trade average and is a candidate for range extension rather than recovery work.
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