Case study · marketing operations

Invest With Alison.

A financial-education funnel, rewired.

TaskDriver 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 automation and web studio in Auckland, New Zealand. We build workflow automation, chatbots, CRM integrations and websites for small and mid-sized businesses across New Zealand and Australia — fixed scope, no retainers.

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
ClickFunnels
01 / 04
Zapier
Zapier
02 / 04
Mailchimp
Mailchimp
03 / 04
Google Analytics 4
Google Analytics 4
04 / 04
ClickFunnelsZapierMailchimp+GA4
What we delivered

Four pillars. One funnel that finally works.

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.

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, no more 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.

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, 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?
Fixed scope, quoted in writing before anything starts. An ops teardown is $250 AUD (45-minute call plus a written automation plan, credited toward any build). A one-week automation sprint is $990 AUD. Larger systems usually land between $2k–$4k AUD. No retainers, no hourly billing.
How long does it take from first contact to go-live?
A teardown call is usually booked within a few days. A sprint is one week end to end. Chatbots typically go live in 1–2 weeks; larger workflow systems in 4–8 weeks. 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. After that, fixes are quoted per job or covered by an optional monthly care plan — your choice, and never a condition of the build. New scope is quoted as a new fixed-scope sprint.
How much of my time does this take?
About two hours in total: one 45-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: Ebb (Stripe revenue recovery), 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 architect

Scopes, designs and ships every TaskDriver build — the person on your first call is the person writing the code. No account managers, no handoffs between strategy and delivery.

  • Built Ebb, a Stripe revenue-recovery product, end to end
  • Shipped WhatsApp quote automation for Australian Power
  • Delivered ops automation and web for Second to None and Invest With Alison
Invest With Alison Funnel and Automation Case Study | TaskDriver.ai