Beau Rixon, the forward-thinking founder of innovative corrugated Outback Plunge Pools in Australia, has automated the key processes of his relocatable plunge pool business. 

Imagine no more manual lead qualification, quoting, logistics tracking, or customer feedback collection. 

That’s exactly what Beau has achieved.

Using Convert_ no code tools has allowed him to automate repetitive tasks, reduce errors, and remove the day-to-day stress from his business. 

Outback Plunge Pools is now a lean, scalable operation ready for smooth future growth.

In this article, we’ll outline the exact processes he automated and how they have improved his business. 

Let’s go…

Automated Lead Generation and Qualification

The product configuration form on the Outback Plunge Pools website converts visitors into better-qualified leads by educating them about the product's features and pricing before they make contact. 

The form captures key information about site visitors' interests and pool requirements. Making sure only leads who are genuinely interested in making a purchase and have a clear idea about what they want and how much it will cost move forward in the sales process. This has significantly reduced the time Beau’s sales team spends on unqualified inquiries.

Process & Automation: Beau uses Ads to drive people to the Outback Plunge Pools website. Potential customers can then use the instant quoting tool to select pool specifications. Once they’re happy with their choices and the total price, they can click to request a formal quote and call back. The data is then automatically routed to the CRM and emailed to Beau's sales team for follow-up.

"I don’t need to scale up with 10 receptionists to answer the same questions. Customers come to us already down the sales funnel. By the time they’ve filled out the form, they’re ready to talk." says Beau. 

Automated Quoting

The product configuration form doubles as an instant quote form by supplying a price that adjusts according to selections made. In this way, customers can compare pricing for different options and make an informed decision about the options they would like that fall within their budget.

This automates the quoting process by removing the need for phone inquiries. In fact, Beau has been able to remove his phone number from the website, eliminating the back-and-forth typically involved in pricing discussions.

Beau’s automated self-serve quoting allows customers to get accurate pricing 24/7 while eliminating errors and saving time on manual quoting. 

Process & Automation: Customers make their choices for each of the following options:

• Pool Width

• Pool Depth

• External Color

• Internal  Color

• Additional Extras like lights, jets, heater, vacuum, covers etc

An instant and accurate price appears and changes with each selection. 

Beau has connected the form to his pricing table. Any pricing updates only need to be made within the pricing table and can be made in seconds. 

Once the customer submits the form the quote is emailed to both the customer and Beau’s team. The customer also receives a detailed PDF containing the quote and next steps, saving hours of manual work and allowing for fast response times.

"We grab that data and put it into Quotient... Our Quotient quoting tool is built in such a way that we can quote within 10 minutes. In fact, I’ve gone from lead to quote within about two minutes." says Beau. 

Automated Order Selection

“When a customer says yes to a pool, we then send them a link that says, ‘Hey, please fill out your design selections’ for things like final colors and positioning of jets and seats,” says Beau.

Beau has streamlined the customer order process, allowing the collection of order details only after the customer has committed to a purchase. 

This eliminates errors in orders and prevents unnecessary communication, speeding up the process. 

Process & Automation: After a customer commits to buying a pool, they receive an email containing a link to a custom Convert_ form. The form guides them through selecting their pool's specific features and design options. Once submitted, the data is then automatically routed to Beau’s internal systems, instantly giving the production team all the necessary information.

Automated Trade Orders

Beau has automated the process for trade partners to place orders. The use of a trade order form ensures that trade partners can easily submit their orders with all the necessary details, eliminating errors and unnecessary follow-up communication.

Process & Automation: Trade partners use a dedicated form to submit their orders. Once submitted, the data flows directly into Beau’s database, and confirmation emails are sent out automatically. This process eliminates the need for phone or email-based ordering, making the process faster and more reliable.

“Our trade customers place their orders through a Convert_ form. Click, click, click... everything we need someone to fill out, whether it's a consumer or trade, goes through Convert_.”

Automated Logistics Tracking

The latest automation Beau has created using Convert_ is a bespoke Logistics Tracking App. This app tracks the pool movement from manufacturing to delivery, providing full transparency for both internal teams and customers. 

Automating this process has ensured the delivery schedule is well organized, and everyone involved knows what to expect.

Process & Automation: As the pool shell progresses through different stages—from manufacturing to delivery—Convert_ forms coupled with a coding system are used to log quality checks and shipment statuses. This data is automatically uploaded into Airtable, which then triggers notifications via Zapier.

“We use it to track where the pool shell is at any one point in Australia... It holds our manufacturers and delivery guys accountable while providing real-time updates to customers,” says Beau. 

Automated Warranty Claims

Outback Pools warranty claims process is easy and efficient. Customers can now submit claims and upload photos directly through an automated form. This has cut down on manual handling, streamlined communication, and ensured all claims are well-documented.

Process & Automation: When a customer experiences an issue, they are sent a link to a Convert_ form where they can fill out the warranty claim and upload photos of the problem. The information is then automatically logged into Beau’s internal systems, and the relevant team is notified, reducing response time and potential error.

“Warranty collection is made simple with Convert_. Customers fill out a form, take photos, and everything goes straight into our system,” says Beau.

Customer Testimonial Collection

Beau is using his innovative flair again to develop a feedback system that automates the collection of customer reviews. 

The plan is to make it as easy as possible for customers to leave a meaningful and detailed personal review. 

Inspired by Platforms Like Airbnb

Drawing inspiration from Airbnb’s rating and tag cloud system, Beau is working on a review platform that allows customers to rate different aspects of his services, such as communication and delivery, using predefined tags. This system simplifies the review process for customers and ensures quick and meaningful feedback.

"What we're developing with this review system is unique in its customizability, and I haven’t seen anything quite like it elsewhere," says Beau.

Star Rating System with Tag Clouds

One of the key features is a star-rating system combined with a tag cloud. This allows customers to select descriptive tags that summarize their experience rather than having to write a review manually. The goal is to get more reviews and more comprehensive reviews by streamlining the process and making it more intuitive for users.

"I’m working on creating an inline text system with Convert_, where customers can select from a list of tags instead of using radio buttons or checkboxes. It’s all about making feedback more accessible and automated."

Customer Feedback Collection

Once a pool is delivered, customers will automatically receive a link to rate their experience. They will be able to choose from various tags. The data collected is then used to generate a personalized written review using AI. 

"After delivery, customers receive a link to rate us. I want to take that data and use it to automatically generate reviews that we can send back to customers for approval before sharing publicly."

Integration and Workflow

By integrating Convert_ with Zapier, Beau is automating the entire review process. Data from the customer’s feedback flows into Google Sheets, which is concatenated and sent to AI to generate a review. This provides a tailored review in the customer's own words–ready for them to approve. 

"We automate the process using Zapier and Google Sheets. This way, we can generate a review quickly and send it to the customer, asking if they’d like to post it."

Adaptable for Other Businesses

Beau believes this system has broader applications beyond his business and plans to introduce it to clients in other industries. For instance, he sees potential for this feedback system in sectors like motorbike sales or other retail businesses.

"I've already got a few clients lined up to implement this review system. It’s highly customizable, making it perfect for businesses looking to streamline their feedback processes."

In Conclusion

To learn more, Beau has shared his inspiring automation story here in this customer success story. 

Outback Plunge Pools’ success highlights how Beau’s lean philosophy, paired with automation, has created a streamlined and scalable business. 

Automation allows him to expand without adding complexity or errors. 

This approach positions the company for long-term growth and sets an example for other businesses.

Are you interested in automating parts of your business? Getting started is easy. Try our no-code builder today!