Rich content, and no home for it.
FP Alpha had 37+ videos, PDFs, webinars and guides. The content was strong, but it was fragmented, with no organised or searchable home, and no way to show the right material to the right audience.
Prospects, trial users and paying customers all needed different things, and there was no structure to serve them differently, or to turn the library into a reason to convert.
Grounded in approved content only, with a cited source on every answer.
Four gates, one live knowledge base.
Discovery, design, MVP build, then deploy and training.
Clear information architecture, with standardised article templates that include video embeds, transcripts and CTAs, plus a guided start-here pathway for new advisors.
Built on HubSpot lists and access groups: prospects see public content, trial users get more, paying customers get the full library. The base doubles as a conversion lever.
Built on HubSpot's AI agent capability, trained only on FP Alpha's own published content. It answers in live chat, in their voice, and cites the source article every time.
Search, gating per tier, links, mobile and agent accuracy all tested, plus recorded training and admin docs, so FP Alpha runs it themselves.
The results.
assets organised into one searchable, on-brand base.
access tiers, doubling as a conversion lever.
from discovery to live, owned by the client.
fixed price, no surprises.
“I found this company through a referral through HubSpot, and what a huge blessing it was. Before working with them, our company had lots of scattered resources and left our customers searching. With the help of Imagine Growth, they brought my vision to life in ways I couldn't have imagined. Beyond the work, the team is a delight to work with: smart, patient, passionate and quite kind. I'd highly recommend this team and hope to work with them again in the future.”
The knowledge base, in the wild.
Home Base, FP Alpha University, What's New, Thought Leadership, FAQs, and Resources and Downloads.
Grounded, cited and safe to trust.
Trained solely on FP Alpha's own published library, so it won't invent answers from outside the source material.
Every answer points to the exact source article, so advisors can check the detail and trust the reply.
Tuned to FP Alpha's voice, then run through HubSpot's agent tester with knowledge-gap reporting before go-live.
Your best content scattered and invisible?
We can turn it into a knowledge base that answers in your voice, grounded in your own approved content. Thirty minutes with Rikki or Mark and we'll tell you where we'd start.
