The Noble Steel Sales Process

From first message to closed deal — how to qualify, track, and close leads.

Our sales philosophy

Noble Steel reps are building experts, advisors, and project managers. We simplify a complex purchase. We don’t pressure — we educate and guide.

The rep’s job: understand what the customer needs, get them the right solution, and walk them through every step from quote to installation day.

Lead stages

Stage What it means
Prospect Early contact, just shopping around
Opportunity Promising lead — real need, real timeline
Customer Sale closed, deposit paid
Needs Nurturing Interested but not ready yet — follow up later
Bad Timing Wrong time, but worth revisiting
Not a Target Not a good fit for what we sell
Inactive No response, going cold
Lost Told us to stop reaching out

Lead tracking — Google Sheets

Access from: Sales Dashboard → Resources → Lead Tracker

Setup: Make a copy of the sheet → rename it with your name → save it to your Noble Gmail.

When to log a lead: As soon as you have their phone number or email — even if they’re just a prospect.

Fields to track:

Keep the lead tracker open alongside Facebook Messenger so you can update it in real time as conversations happen.

Qualifying a lead

Core questions to ask:

  1. What size building are you thinking?
  2. What’s your ZIP code? (required before you can quote)
  3. What will you be using it for?
  4. Where will you install it — on concrete, gravel, or ground anchors?
  5. Is your site already prepped, or are you still planning?
  6. Do you know if your area requires a permit?