uxpertise case study · Wellspring
Case study · signal-based outreach

uxpertise built $246,380 in pipeline in 90 days with signal-based outreach

uxpertise had strong Canadian customers, published U.S. pricing and no outbound at all. We built a signal-based outreach engine for three U.S. buyer profiles and had it at full daily volume by week seven. This page covers the 90-day build.

Pipeline value $246K $246,380 from 34 qualified opportunities, U.S. only
Opportunities 34 26% of replies became a qualified opportunity
Replies 131 6.85% reply rate across both angles
Prospects 1,912 Each one signal-qualified and scored
What shipped · 90-day buildDrawn to scale in days
Day 0ICPs and signal map Day 21First sends Day 45Full daily volume Day 90$246,380 in pipeline

An established learning platform with no U.S. pipeline

uxpertise runs online courses, certification exams and remote proctoring in one platform: uxpertise LMS, the uxpertise XP assessment platform and an exam proctoring service. Its customers include associations, regulators, training centres and employers across Canada, and its pricing is already published in U.S. dollars.

Home base

Greater Montréal

Built in Québec and sold across Canada, with a toll-free line for U.S. buyers.

Built for audits

Compliance first

Certification and recertification tracking, assessments and proctored exams with expert review.

Language

Fully bilingual

English and French across the platform, from course catalog to certificates.

uxpertise had no outbound running

New business came from inbound demo requests, referrals and the Québec network. U.S. buyers could find the pricing page, but only if they were already looking, and by then they had usually shortlisted Absorb, Docebo or TalentLMS.

No outbound motion

Pipeline depended on who reached out first. Nothing ran when the inbox was quiet.

Invisible in the U.S.

U.S. pricing and a toll-free line, but no way to reach U.S. buyers before a competitor did.

No map of the buyer

No defined U.S. ICP, no buying committee and no list. Outbound started from a blank page.

What we built from scratch

There was nothing to repair, so every layer was built new. Flip the switch to compare day 0 with what was running by week seven.

Outbound setup
Outbound motionNoneSignal-based outreach, every weekdayMissing Built
U.S. targetingNo defined ICPThree ICPs matched to U.S. registriesMissing Built
Buying committeeUnknownFour roles mapped per ICPMissing Built
DataNoneColdIQ Unified API, cross-checked sourcesMissing Built
PrioritizationNoneScored on fit and signal, effort set by tierMissing Built
First emailNoneTwo angles routed by signal, an asset firstMissing Built
SendingNone4 secondary domains, 12 warmed inboxesMissing Built
HandoffNoneMeetings booked with the signal attachedMissing Built

Sending infrastructure

Drawing · sending infrastructureWarmed
Domain 01
Inbox 01
Inbox 02
Inbox 03
Domain 02
Inbox 04
Inbox 05
Inbox 06
Domain 03
Inbox 07
Inbox 08
Inbox 09
Domain 04
Inbox 10
Inbox 11
Inbox 12
Warmup before first sendDay 21 of 21
Day 0Day 7Day 14Day 21
Send pace25emails per inbox per day
Daily ceiling30012 inboxes × 25 sends
Authentication
SPF DKIM DMARC
Send window
ETCTMTPT
Recipient's morning, by time zone

Every email needed a reason to exist

Cold email starts from a list. Signal-based outreach starts from a reason. Before anything was sent, we defined who uxpertise should sell to in the U.S., who signs in each of those organizations, where to find them, and why they should listen to a platform they had never heard of.

DefineICPs and committeesThree ICPs, four roles each
FindRegistries and dataPublic U.S. lists, enriched and verified
DetectSignals and scoringThe tier sets the effort
Stand outWedge, angle, assetValue before any meeting ask
Architecture · three layersData in, decisions in the middle, execution out
Data layerColdIQ Unified APISourcing, enrichment, verification
CoreGrowth engineICPs, signals, scoring, routing
ExecutionMeetingsSequences and sales handoff
Why one API

No single data provider covers U.S. associations, training providers and employers equally well. One API reaching many providers let us confirm every account with more than one source.

Why the engine matters

Data says who exists. The engine decides who has a reason to talk now and what to say. That judgment is what we built for uxpertise.

Why execution stays simple

The intelligence sits upstream, so sending and handoff stay plain. Reps only see accounts that arrive with a reason and a story.

P-01

Three ICPs and who buys in each

uxpertise sells to four segments: associations, training centres, businesses and universities. For the U.S. we kept the three where an all-in-one LMS with proctoring wins on its own, and mapped who signs, who champions and who can block in each. Pick an ICP.

U.S. only
ICP 01 · who they are

Professional associations and credentialing bodies whose members must earn continuing education or pass a certification exam.

Size
1,000 to 20,000 members or candidates
Why now
CE rule changes, new credentials, accreditation reviews
Proof
A licensing regulator runs its course and proctored exam on uxpertise, growing from 3 classes to 34
Buying committee
SignsExecutive DirectorNon-dues revenue and member retention
ChampionsEducation DirectorFewer manual checks at renewal, exam integrity
EvaluatesLearning tech or ITSSO, AMS integration, one less vendor
InfluencesMembership and financeMember experience, predictable cost
Where we found them in the U.S.
IRS exempt-org dataTrade and professional associations, filtered by revenue and staff47,391
NCCA accredited bodiesCertification bodies running high-stakes exams130+ orgs
State licensing boardsWho sets CE rules, and which associations serve those licensees50 states
ASAE and ICE eventsExhibitor and speaker lists from the sector's main eventsEvents
Left out on purpose: universitiesuxpertise serves universities in Québec, but U.S. higher education buys through RFP calendars and consortium contracts, where outbound adds little. We kept the budget on the three ICPs above.
P-02

The signals we tracked for each ICP

Each ICP got its own list of observable reasons to look at a new LMS now, plus five signals shared by all three. Lists were rebuilt every week from fresh signals. Pick an ICP, then select any signal on the radar.

Lists rebuilt weekly
ICP trigger · inner ringShared signal · outer ring
The pain we listened for

ICP triggers
    Shared by all three ICPs
      P-02

      How each account was scored

      A signal says an account might be ready. The score says how ready, and how much effort it deserves. Every account was scored on fit with its ICP and on the strength of its signals, and the tier set the treatment. Toggle the sample account and watch it move.

      Sample account
      Fit2/2
      Shared signals1/5
      ICP triggers · any one fires0/3
      FitHigh
      Signal strengthWeak
      TierTier 3
      WeakStrongTriggered High fit Low fit

      Simplified rules. Real scores weighed every signal on the ICP's list.

      P-03

      How uxpertise stood out

      U.S. training buyers hear from Absorb, Docebo and TalentLMS every week, and every pitch promises an engaging, easy LMS. We built the message on three things uxpertise can say that most of the category can't, each with proof a buyer can check.

      Wedge 01

      LMS and proctoring in one

      Many associations and credentialing bodies pair an LMS with a separate proctoring vendor. uxpertise does both, so candidates log in once and staff manage one system.

      From 3 classes to 34
      Wedge 02

      Billed per active learner

      Plans bill per active user each month, with U.S. pricing published from $223 a month. Member learning is seasonal, so usage-based billing fits the renewal rush.

      USD pricing on the website
      Wedge 03

      Support buyers can verify

      4.6 out of 5 on G2, with support the most praised feature, plus a Brandon Hall Group Silver award. That proof went in the second email, where a smaller vendor needs it.

      39 public G2 reviews
      Wedge 02 · what active-user billing means for an association

      Take a 2,000-member association whose members must log their CE hours by December. Most of them only log in during the weeks before the deadline. The bars show how many members log in each month. The line shows how many learners the association pays for. Switch billing models to see the gap. This chart is the argument the stack comparison made to associations.

      Learner-months billed5,500Only members who logged in
      Cost per year$19,918At uxpertise's published Plus rate
      Members logging inLearners billedPlus plan, USD: $291 a month billed annually, 100 users included, $3.82 per extra active user. Login curve is modeled.
      P-04

      Which angle each signal triggered

      Nobody got a product tour. The signal behind each account decided the angle: a readiness checklist for accounts facing a deadline or a new program, or a stack comparison for accounts running a competitor or two tools for one job. Pick a signal to watch it route.

      Detected signal
      RouterWhich angle?Waiting for a signal
      Angle 11,104 reached

      Readiness checklist

      Opens with
      The deadline, citation or new program we detected
      Offers
      A one-page checklist written for their ICP
      Calendar
      No meeting ask in the first email
      Result
      71 replies · 21 opportunities · $158,940
      Angle 2808 reached

      Stack comparison

      Opens with
      The tools we detected in their stack
      Offers
      Their current stack against one platform, priced in USD
      Calendar
      No meeting ask in the first email
      Result
      60 replies · 13 opportunities · $87,440
      Cycling through signals until you pick one
      P-04

      What the first email looked like

      Four sentences, written to one person about one signal. No calendar link and no feature list. The only ask was whether they wanted the asset. Switch angles and select a part of the email to see what it does.

      First email
      To
      Dana Ruiz · Director of Education · state nursing associationMark Ellis · Certification Director · national certification board
      Subject
      your new CE requirementone exam, two vendors

      Hi Dana,

      Saw the board is moving your members to 30 CE hours per renewal cycle starting in 2027.

      That usually means a renewal season of members asking which courses count, and staff checking certificates by hand.

      We put together a one-page CE readiness checklist, including how a licensing regulator runs its course and proctored exam on one platform and grew from 3 classes to 34.

      Want me to send it over?

      [Rep name] · uxpertise

      Hi Mark,

      Noticed your candidates take the prep course in one system and the proctored exam in another.

      Every exam window, that means two logins for candidates and two vendors for your team to reconcile.

      We put together a one-page comparison of running both in one platform, with pricing per active candidate in USD.

      Worth a look?

      [Rep name] · uxpertise

      Triggered by ICP 01CE rule changeTier 1 ICP 01Two-vendor stackTier 2
      Names and organizations are illustrative. Walking through the parts until you pick one

      From no outbound to full volume in seven weeks

      Nothing was sent in the first three weeks. That time went to the ICPs, the data layer, the assets and domain warmup. Then volume climbed only as fast as reply quality allowed. Select a phase to see what happened in it.

      New prospects per week · qualified opportunities per week Stepping through phases until you pick one

      Every weekday, from week 8
      DetectFresh signals for all three ICPs
      Enrich and scoreThrough the ColdIQ Unified API
      SendTier 1 hand-finished, Tier 2 in sequence
      Hand offMeetings booked with the signal attached

      $246,380 in pipeline from 1,912 prospects

      Everything here happened inside the 90-day build, U.S. prospects only. Each dot is one prospect. Switch angles to see where replies and opportunities came from, and select a number to light up just those dots.

      Prospects reached1,912Across both angles
      Pipeline value$246,380Signal-based outreach only

      Every email was triggered by a documented signal. No ads, no calls, no bought lists.

      The funnel

      Reached1,912U.S. prospects6.85%
      Replied131replies26%
      Qualified34opportunities$7.2K
      Pipeline$246.4K$7,246 average first-year value
      Associations$125,8209 opportunities · $13,980 averageAbout 330 active learners a month
      CE providers$62,24016 opportunities · $3,890 averageAbout 110 active learners a month
      Regulated employers$58,3209 opportunities · $6,480 averageAbout 165 active learners a month

      Each opportunity is valued at its first-year contract on uxpertise's published USD Plus plan: $291 a month billed annually, 100 users included, $3.82 per extra active user. Active learners shown are what each average buys at that rate. Across all 34 opportunities the $7,246 average equals about 180 active learners a month.

      Comparisons got replies, deadlines got deals

      The stack comparison replied more often because every prospect already ran a tool uxpertise replaces. The readiness checklist turned more replies into opportunities, because a deadline gives the conversation a date, and it earned more pipeline per prospect.

      Readiness checklistStack comparison
      No open tracking, by designOpen tracking was off, so there is no open rate to report. Tracking pixels signal automation to inbox providers and hurt deliverability. We traded the metric for inbox placement.

      What drove the result

      1. The ICP work came before any send

        Three weeks went into ICPs, buying committees, U.S. sources and signals before the first email. Every prospect after that already had a training obligation and a reason to look, which is why 1,912 prospects were enough to build $246,380 in pipeline.

        3 ICPs · 12 roles mapped · 12 U.S. sources
      2. Registries beat bought lists

        NCCA, IACET, FINRA and state boards gave lists where every account was already required to train, test or certify.

        Every account had a training obligation
      3. One platform was the sharpest wedge

        The stack comparison, built on the one-platform wedge, earned the higher reply rate of the two angles.

        7.43% reply rate on the stack comparison
      4. Deadlines convert

        A CE rule change, a new credential or a citation gives the conversation a date. Those accounts turned replies into opportunities more often.

        29.6% vs 21.7% reply to opportunity
      5. An asset beats a demo link

        No first email carried a calendar link. A checklist or comparison lifted replies and made the demo feel earned.

        0 demo links in first emails
      Closing note

      uxpertise now has a U.S. pipeline it can plan around.

      Engine 1 · Inbound and referralsUnchanged. Mostly Canadian.
      Engine 2 · Signal-based outreachSends every weekday to U.S. buyers.

      uxpertise already had the hard parts: a platform that runs courses, exams and proctoring in one place, published U.S. pricing, and Canadian customers who prove it works. What it lacked was a way to reach U.S. buyers at the moment they had a reason to look. The product is unchanged. What changed is who hears about it, and when.

      After the build

      At day 90 the engine was handed over to uxpertise's in-house team, which had the capacity to run it. It kept sending every weekday, and because the ICPs, signals and routing are modular, the team now uses it to test new U.S. segments and offers.

      New segments

      Adding an ICP means a new committee map and signal list, not a new sales team.

      New offers

      Exam proctoring sold on its own to certification bodies already showing the matching signals.

      No added headcount

      Volume grows with inboxes and signals. Reps stay on qualified conversations.

      Want this built for your pipeline?

      We build and run outbound for B2B companies with a sales team that closes. You only pay when qualified calls land on your calendar.

      Book a call