VC-1175 · South West
Company Z
Account since 10 Jul 2015 · Plymouth · 5 branches · Buyer Mark Gibbons
Sales, last 12 months
£638k
Gross profit
£187k
Orders placed
155
Days since last order
22
Returns rate
1.89%
Order frequency and value
Monthly orders and sales across the last 24 months.
Orders per month
12.9
Best month
£65k
Last 3 months trend
+7.3%
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 | £257,210 | £235,740 | +9.1% | 24.1% | 40.4% peer 43.2% |
| Access Control | £103,575 | £98,237 | +5.4% | 37.6% | 16.3% peer 7.8% |
| Fire | £98,640 | £88,701 | +11.2% | 29.7% | 15.5% peer 15.8% |
| Intruder | £76,258 | £70,557 | +8.1% | 26.6% | 12.0% peer 14.9% |
| Emergency Lighting | £51,861 | £51,687 | +0.3% | 30.7% | 8.1% peer 9.6% |
| Accessories | £49,970 | £43,943 | +13.7% | 42.0% | 7.8% 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
5 branches · 4 named contacts
Primary buyer: Mark Gibbons, Purchasing manager
Credit status
Good standing
£117,121 of £197,000 limit in use (59%)
Support enquiries
11 in the last 90 days
Technical support tickets raised by branch staff
Training attended
3 of 3 invitations
Product and installation training days
Returns rate
1.89%
Trade average is 2.1% of sales value
Installer Portal activity
9 designs · 9 proposals · 0 opportunities claimed
Last activity 1 Apr 2026
Marketing engagement
High
60% average email open rate — shown only because consent is recorded
Account since
10 Jul 2015
South West · Plymouth
Contacts
Mark Gibbons
Purchasing manager
contact1@companyz.co.uk 01323 855294
Emma Pemberton
Systems designer
contact2@companyz.co.uk 01551 976937
Ian Doyle
Systems designer
contact3@companyz.co.uk 01230 230500
Nicola Ashworth
Systems designer
contact4@companyz.co.uk 01772 987900
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 completed18 Sept 2026
Handed over a school access control and CCTV installation.
- LinkedInNew hire2 Sept 2026
Appointed an additional estimator to support bid volume.
- FacebookProduct post24 Aug 2026
Featured a wireless intruder range aimed at retrofit work.
- FacebookProduct post19 Aug 2026
Shared a manufacturer promotion on emergency lighting battens.
Roles advertised
Public job adverts from the company, with what each one usually signals.
Contracts administrator
18 Oct 2026Plymouth
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 79 Google reviews
Comments are consistent: stock availability and counter service.
Companies House
Recent register changes and filings for the company.
New director
8 Jan 2026A director was appointed to the board.
New office address
25 Nov 2025The registered office address was updated on the register.
Latest website news
Items the company has published on its own news page.
Trade counter hours updated
22 Jun 2026Opening hours extended on Saturday mornings.
Team page refreshed
17 Apr 2026The company team and contact pages were updated.
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 contracts administrator in Plymouth 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 £6,243 a year of spend in these families is going to another distributor, measured against the mid-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 data8 other installers in the same area and trades, from the fictional installer base.
Long Lever Supply share of this area
3 of 9 installers in and around Plymouth 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 4.2
At or above the local average
Growth, year on year
+8.3%
local average +4.5%
Growing at or ahead of the area
Hiring now
Yes
local 3 of 8
Recruiting alongside local peers
| Company | Town and distance | Trades | Accreditations | Engineers | Hiring now | Recent public signal | Status | ||
|---|---|---|---|---|---|---|---|---|---|
| Installer 26 | Bath2.1 miles away | Access Control, Emergency Lighting, Fire | SSAIB | 4.5205 reviews | 2 | No | Strong review scores and regular project posts. | Prospect | |
| Installer 21 | Exeter2.84 miles away | Access Control, Intruder | BAFESSAIB | 3.6145 reviews | 48 | No | Steady activity: occasional project posts and maintenance offers. | Prospect | |
| Installer 22 | Swindon6.64 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 33 | Swindon7.38 miles away | Fire, Intruder | NSI | 3.9116 reviews | 22 | No | Steady activity: occasional project posts and maintenance offers. | Prospect | |
| Installer 31 | Plymouth9.29 miles away | CCTV, Fire | NSI | 4.6177 reviews | 48 | No | Strong review scores and regular project posts. | Long Lever Supply customer | Already supplied |
| Installer 23 | Bath11.42 miles away | Access Control, Emergency Lighting, Intruder | BAFE | 4.617 reviews | 5 | Yes | Recruiting engineers, consistent with a fuller order book. | Prospect | |
| Installer 32 | Bristol11.99 miles away | CCTV, Emergency Lighting, Fire | NSISSAIB | 3.6133 reviews | 22 | Yes | Recruiting engineers, consistent with a fuller order book. | Prospect | |
| Installer 30 | Exeter15.68 miles away | Access Control, Emergency Lighting, Fire | BAFENSISSAIB | 4.037 reviews | 38 | Yes | Hiring field engineers and posting new contract wins. | Prospect |
AI insights
- Company Z is losing ground to Installer 30, a Exeter access control installer that is hiring, growing and not supplied by Long Lever Supply: protect the account with a review call and add Installer 30 to the prospect list.
- Long Lever Supply supplies 3 of the 9 installers tracked in and around Plymouth, an estimated 58% of local equipment spend.
- 3 of 8 local installers are growing faster than this account at +8.26% 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 3
CCTV
Brand 4
CCTV
Brand 11
Fire
Brand 7
Fire
Brand 13
Intruder
Brand 14
Intruder
AI account assessment
Interpretation of the movements above, the possible causes, and the actions the sales team should take.
AI account assessment
Company Z is a mid-tier trade account in South West, buying predominantly CCTV and Access Control. Over the last 12 months they placed 155 orders worth £638k at 29.4% gross margin (+8.3% year on year). Ordering pattern is steady at 29% gross margin with no material movement in any single category. The account is expanding faster than the trade average and is a candidate for range extension rather than recovery work.
Possible causes
Ordering pattern is steady at 29% 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