How to Run an Email Campaign Targeting Corporate Treasurers in 2026 — A Tactical Guide

Quick Answer: Origami includes a built-in email sequencer on all paid plans, so after you find Corporate Treasurers you can send personalised sequences without leaving the platform. In this guide, we’ll walk through refining your list, writing a 3-email sequence that speaks treasury language, and sending it all from Origami in 2026.

If you already used the companion post how to build a list of Corporate Treasurers, you’ve got the raw contacts. Here’s how to turn that list into meetings.

Step 1: Build (or Refresh) the List in Origami

Even with a saved list, you might want a fresh, hyper-targeted set for this specific campaign. In Origami’s prompt box, type:

Find Corporate Treasurers, Assistant Treasurers, and Directors of Treasury at US companies with annual revenue over $1B, in banking, insurance, energy, and manufacturing. Include verified email addresses and direct phone numbers.

What Origami returns within minutes:

• Names, job titles, and company details
• Verified email addresses (checked for deliverability) and phone numbers
• Enriched signals: technologies used (TMS platforms, ERPs), recent news, firmographic data

You can start on the free plan — 1,000 credits, no card required — which covers around 50–100 enriched treasurer contacts, enough for the first sequence.

Step 2: Refine and Qualify Your Corporate Treasurer List

A broad list will tank your reply rate. Take 15 minutes to review and segment before a single email goes out.

What to remove

• Analysts, senior analysts, or associate-level treasury roles — they rarely have buying power.
• Treasurers at companies under $500M revenue unless you sell to the mid-market.
• Contacts with role “CFO & Treasurer” at small firms (they’re wearing too many hats to engage).

What a qualified Corporate Treasurer lead looks like

• Title: Treasurer, VP of Treasury, Director of Treasury, Assistant Treasurer at a subsidiary with >$2B parent revenue
• Sector: financial services, energy, manufacturing, insurance (more complex treasury needs)
• Signals: recent job change (<12 months), the company implemented a new ERP, or public mentions of cash-flow visibility initiatives

Use Origami’s built-in filters to segment by company revenue, industry, and location. Then manually scan for the tell-tale triggers: “We’re evaluating a TMS” in a news snippet, or a LinkedIn post about a treasury transformation project. That’s your bullseye.

Step 3: Create the 3-Touch Email Sequence

You have two options inside Origami’s Email sequencer:

1. Paste your own templates — write a 3-touch sequence, set the delays, and launch.
2. Let the AI agent write it — ask Origami’s agent to generate a personalised 3-day email sequence for all leads automatically. The agent crafts messages based on each lead’s title, company, industry, and enrichment data, so every recipient gets custom copy.

Below is a full sequence you can copy, paste, and customise today. It’s built specifically for Corporate Treasurers, using their language and pain points.

Day 1 — Cold Email (Send immediately)

Subject: Quick thought on treasury tech at

Preview: seeing if there’s appetite for a smarter TMS

Hi ,

I help corporate treasurers cut the manual work in cash forecasting and bank connectivity. Most teams using legacy TMS or spreadsheets still spend 10+ hours a week on reconciliation.

We built a treasury platform that automates those steps and gives you real-time liquidity visibility — no more juggling five bank portals.

Worth 15 minutes? I can share a 2-minute demo video.

Best,

Day 3 — Follow-up (Send after 3 days)

Subject: , faster cash positioning

Preview: a real example from a fortune 500 insurer

Hi ,

Reached out a couple of days ago — totally understand you’re busy.

Quick bit of proof: a Fortune 500 insurer using our platform now saves 8 hours a week on cash positioning, purely by automating bank statement imports and normalizing data. Same accuracy, no late nights.

I’d be happy to send a one-pager showing how we’d approach ’s treasury stack — no pitch, just facts.

Day 7 — Breakup (Send after 7 days)

Subject: Last try — tailoring?

Preview: leaving this with you

Hi ,

I’ve shared a couple of notes on freeing up your treasury team’s time. If the timing isn’t right now, completely fine.

If a future conversation makes sense, just reply “not now but keep in touch” and I’ll circle back in Q3. Otherwise, I’ll assume it’s not a priority.

Appreciate your time either way.

Why this works for Corporate Treasurers

• Every email references concrete treasury workflows (bank connectivity, cash positioning, reconciliation), not abstract “solutions.”
• The tone respects their schedule: direct, no jargon, no “hope you’re well.”
• The breakup gives them an easy out while leaving the door open — treasurers often bookmark emails and reply months later.

Step 4: Send the Sequence Directly from Origami

This is where Origami shines: you never leave the platform.

Launch the sequence

1. Inside the sequencer tab, set your delay cadence — Day 1, Day 3, Day 7 (or whatever you prefer).
2. If you pasted templates, map the , , and any other custom fields.
3. If you let the AI agent generate the sequence, review the generated drafts for each lead, tweak if needed, then hit Launch Sequence.

Origami sends the multi-step sequence automatically. No CSV exports, no syncing with a separate email tool.

Track everything in one dashboard

Opens, clicks, and replies show up right next to the enriched profile you already explored — so while checking a contact’s activity, you still see their title, company, tech stack, and why you reached out. No context switching.

Automatic un-enrollment

If a treasurer replies — even with a simple “tell me more” — Origami removes them from the sequence instantly. You’ll never send a breakup email after a booked meeting. You also avoid the dreaded “I already said no” reply.

What the sequencer costs

The sequencer itself is free on all paid plans (starting at $29/month). You only pay for the credits used to enrich leads. Sending the emails costs nothing extra. So your campaign budget is the list, not the outreach tool.

What response rates to expect

When targeting Corporate Treasurers with a clean, qualified list and the exact sequence above, expect:

• Open rate: 55–70% (with personalised subject lines)
• Reply rate: 12–18%
• Meeting booked rate: 3–6%

If opens fall below 50%, A/B test subject lines — the Day 3 follow-up subject often outperforms Day 1. If opens are high but replies are low, shorten the emails further, add a stronger social proof nugget, or tweak the CTA. If you get zero engagement after 150 sends, the list is the problem — go back to Step 2 and filter for true treasury decision-makers.

When to iterate on messaging vs. the list

• <50 total sends: let it run; data isn’t statistically useful yet.
• 50–150 sends: if reply rate <10%, change the Day 1 message angle. Test automated bank reconciliation vs. cash forecasting accuracy.

• 150 sends with poor results: stop emailing and rebuild the list. You may be hitting CFOs masquerading as Treasurers, outdated emails, or companies that just don’t buy treasury tech.