Pillar 01Email
Email automation that sells while she sleeps.
Multi-step welcome sequences, re-engagement flows, and launch broadcasts, each tagged, scored, and routed by behaviour. Every new lead is warmed up without a hand on the keyboard.
Case study · marketing operations
Invest With Alison.
A financial-education funnel, rewired.
TaskDriver.ai rebuilt Alison's marketing plumbing end-to-end: email automation flows, new high-converting website pages, ClickFunnels ↔ Zapier ↔ Mailchimp contact sync, and GA4 tracking wired across everything so nothing leaks between the funnel and the follow-up.
RoleMarketing ops · automation
StackClickFunnels · Zapier · Mailchimp
TrackingGoogle Analytics 4
StatusLive · in-flight
Invest With Alison is a financial-education business. This page is a case study of the funnel and marketing systems TaskDriver.ai rebuilt for it: site, capture, automated follow-up and reporting.
TaskDriver.ai is an AI and software studio working with businesses in Australia, New Zealand, the UK and the US. We set up AI agents and automation inside the tools a business already pays for, including inbox, forms, CRM, bookings and spreadsheets. We fix or rebuild the website when it gets in the way. Fixed scope, quoted upfront, founder-led.
The stack
The tools doing the quiet work.
Each logo below is a working piece of Alison's funnel. We didn't rip and replace. We wired what she already paid for into something that actually syncs.
ClickFunnels
01 / 04
Zapier
02 / 04
Mailchimp
03 / 04
Google Analytics 4
04 / 04
ClickFunnels→Zapier→Mailchimp+GA4
What we delivered
Four pillars. One funnel that finally works.
Pillar 02Web
New pages. Higher conversion.
Added targeted landing and sales pages to the existing site, matched to ad creative, built for mobile, and wired to the funnel. Copy, layout, and CTAs rebuilt around the actual audience journey.
Pillar 03Sync
ClickFunnels ↔ Zapier ↔ Mailchimp.
Every funnel opt-in now syncs through Zapier into Mailchimp as a properly-tagged contact. No more leads stuck in ClickFunnels alone or manual CSV exports at the end of the week.
Pillar 04GA4
GA4 tracking, wired end-to-end.
Full Google Analytics 4 setup across the site and funnel: conversion events, source attribution, and a clean dashboard so Alison can see what's actually paying off.
The build
Shipped by TaskDriver.ai.
No rip-and-replace. We met Alison's existing stack where it was, and wired it into something that finally captures every lead, tags them properly, and reports on the whole funnel in one place.
- 01Email automation flows: welcome, nurture, re-engagement, launch
- 02High-converting landing and sales pages added to the main site
- 03ClickFunnels opt-in → Zapier → Mailchimp contact sync with tagging
- 04Segmented audience routing based on funnel entry point
- 05GA4 property setup with conversion events across site + funnel
- 06Reporting dashboard: leads, conversion rate, and source attribution
Funnel leaking leads? We'll wire it up.
We connect the tools you already pay for: ClickFunnels, Zapier, Mailchimp, HubSpot and GA4, into one system that actually captures and reports.
Want the same build? Here is how it works
The answers people ask for before they book: cost, timeline, ownership, and what happens when something breaks.
- What does it cost?
- The first call is free: 30 minutes, no charge and no obligation. Setups are quoted in writing on fixed scope before anything starts: half upfront, half when it is live, and live in 14 days or your setup fee back. Bigger builds and website fixes or rebuilds are quoted the same way. Ongoing care after launch is optional and monthly. UK and US businesses are quoted in pounds or US dollars, and there is no hourly billing.
- How long does it take from first contact to go-live?
- The first call is usually booked within a few days. A first setup is live within 14 days of the quote being agreed and access to your accounts, or your setup fee comes back. Larger automation systems take 4–8 weeks, and a website rebuild 2–5 weeks depending on the number of pages. You get dated milestones in writing before work starts.
- What happens after launch? Do you keep running it, or do I take over?
- You own it. Everything runs in your accounts, on your keys, and we hand over the code, the docs and the logins at the end of the build. Nothing is locked to us.
- If something breaks or needs a tweak, how is that handled and at what cost?
- Anything we built that breaks is fixed free for 30 days after handover, and everything we run reports a heartbeat so we usually know before you do. After that, fixes are quoted per job or covered by an optional monthly care plan. It is your choice and never a condition of the build. New scope is quoted as a new fixed-scope build.
- How much of my time does this take?
- About two hours in total: one 30-minute call, giving us access to the tools involved, and one review round before go-live. We do the rest.
- What proof do you have that this works?
- Named, checkable builds rather than anonymous case studies: Australian Power (WhatsApp quote automation), Second to None (painting and renovation ops), Invest With Alison (financial-education funnel) and an AI tools directory. Each one is written up on this site with what was built and what changed.
Who built this
Robert Iuoras
Founder & lead developer
Scopes, designs and ships every TaskDriver.ai build. The person on your first call is the person writing the code. No account managers and no handoff between the pitch and the work. Always ahead of the game: across the latest AI releases every day, and building with them the same week they land.
- Shipped WhatsApp quote automation for Australian Power
- Delivered ops automation and web for Second to None and Invest With Alison
- Reads and tests the week's AI releases, so what you get is current rather than last year's stack