How to Run a LinkedIn Outreach Campaign Targeting FP&A Managers in Europe Who Don’t Use EPM Software (2026)
Step-by-step LinkedIn outreach campaign for FP&A managers in Europe who don’t use EPM software. Includes ready-to-use 3-touch sequence and sending via Origami’s built-in sequencer.
GTM @ Origami
Quick Answer: Once you’ve built a list of FP&A Managers in Europe who don’t use EPM software using Origami, you can launch a LinkedIn outreach campaign directly from Origami’s built-in sequencer. No exporting, no syncing tools—just refine your list, craft a 3-touch sequence, and hit send. In this guide I’ll walk through exactly how to segment that list for LinkedIn, give you the full copy for three messages you can steal, and show you how to send and track everything inside Origami. If you haven’t built the list yet, read how to build a list of FP&A Managers in Europe Who Don't Use EPM Software first.
Step 1: Refine and Segment the List for LinkedIn Outreach
You already have a raw prospect list from Origami that includes verified names, job titles, company names, LinkedIn URLs, emails, and phone numbers. Before you start messaging anyone, spend 20 minutes qualifying that list. The goal is to remove weak fits and group the strongest prospects so your messages feel relevant.
What a Qualified FP&A Manager Without EPM Software Looks Like
In the context of this campaign, a “qualified” prospect is someone who:
- Holds a title like FP&A Manager, Head of Financial Planning, Finance Manager – Planning & Analysis, or Senior FP&A Analyst (skip CFOs and VPs for this sequence—they typically get too many pitches).
- Works at a company with 100–1,000 employees in Europe. These are businesses too large for pure Excel but too small to have already implemented Anaplan, Adaptive Planning, or Tagetik. They often have one FP&A person owning all reporting.
- Shows no sign of EPM tooling on their LinkedIn profile or company tech stack. Origami’s enrichment flags likely EPM absence, but double-check for mentions of “Anaplan”, “Adaptive Insights”, “Tagetik”, “Vena”, “Planful”, or “Workday Adaptive Planning” in their experience or skills. If any appear, remove them.
- Works in an industry where monthly financial consolidation is painful: manufacturing, retail, SaaS, logistics, or professional services.
How to Segment inside Origami
Open your list in Origami’s dashboard. You’ll see all the enriched fields. Use the built-in filters to create segments:
- By Country – Cluster leads into the UK, DACH, Benelux, Nordics, Southern Europe. Messaging can later be slightly adapted by language or cultural reference (I’ll stick to English here, but note the sequence works across Europe).
- By Company Size – Prioritise the 200–500 employee band. At that size, the monthly close is a known pain and an EPM evaluation is usually a board-level discussion waiting to happen.
- By Role Seniority – Keep FP&A Managers and Senior FP&A Analysts. Directors of FP&A sometimes respond, but test them in a separate batch.
- By Technology Stack (if enriched) – If Origami surfaced the tools the company uses, filter out any lead where “Adaptive Planning”, “Anaplan”, etc. appear. Even if the person’s profile didn’t mention it, the company might already use one.
Once segmented, create a separate “Active Outreach” list for your top 200 leads—these are the people you’ll sequence now. Leave the rest for later iterations.
Pro tip: If you’re on Origami’s free plan, start with a list of 200–300 leads and use your 1,000 credits to enrich and qualify. You can always scale up after you see the response rate.
Step 2: Create Your LinkedIn Outreach Sequence
Now you’re going to build the messages. With Origami you have two options:
- Paste your own templates. Write a 3-touch sequence yourself, add personalisation variables like
,, ``, and paste them into Origami’s sequencer. - Let the AI agent write it. Give Origami a prompt like “Write a 3-touch LinkedIn sequence for FP&A Managers in Europe who spend all month in Excel and don’t use EPM software. Keep messages under 80 words and reference manual consolidation pain.” The agent reads each lead’s enriched profile and generates personalised messages that pull in their actual company name, industry, and job title. You can then review and tweak them.
Below is the exact sequence I’d use if I were launching this campaign tomorrow. Feel free to copy-paste the templates, or ask Origami’s agent to adapt them for each lead. The copy is written for an English-speaking European audience; if you’re targeting, say, France or Germany, you’ll want to translate or let the agent handle localisation.
The 3-Touch LinkedIn Sequence (Copy & Paste Ready)
Touch 1 (Day 1): Connection Request + Note
Hi , saw your FP&A role at . Most mid-size teams I speak with are still running the entire close and forecast in spreadsheets—lots of version chaos. I put together a short look at how peers in have cut consolidation time by half without jumping to a full EPM suite. Worth connecting?
Character count: ~290 (fits LinkedIn’s 300-character connection note limit). This note is direct, names their world, and hints at a resource—no pitch yet.
Touch 2 (Day 4): Follow-Up Message
Hi , thanks for connecting. One thing that surprised me when I talked to FP&A leads across Europe: many are drowning in manual data pulls for their monthly board packs, and they’re not sure if a lighter tool could help without the typical 12-month EPM project. I have a one-pager that shows what a 2-week pilot could look like—cutting reporting cycles from 10 days to 3. Would you want me to send it over?
This is 98 words. It keeps the conversation educational: the problem is manual data pull, the solution hinted at is a “2-week pilot”. It invites a reply without selling.
Touch 3 (Day 8): Final Message – Soft Close
Hi , one last nudge. The common thread I hear from FP&A teams who haven’t yet adopted EPM is that they’re stuck between “Excel is too risky” and “big EPM is too heavy.” There’s a middle path that doesn’t require replacing everything at once, and I’d love to share how similar teams in have improved forecast accuracy by 35% in under 30 days. Worth a 15-minute call next week?
~100 words. It frames a “middle path” and asks for a call, not a demo. The prospect still doesn’t feel sold to; they feel they’re being shown something relevant to their daily reality.
You can set any delay between touches in Origami. For a cold European audience, I stick to Day 1 → Day 4 → Day 8 (connect, then wait until mid-week for follow‑ups). If you’re active on LinkedIn yourself, space messages at least three weekdays apart to avoid looking robotic.
Why These Messages Work for FP&A Managers Without EPM
- They validate the pain: “still running … in spreadsheets”, “manual data pulls”, “Excel is too risky”. These are phrases FP&A Managers use internally.
- They offer a low-commitment next step: a one‑pager, a pilot example, or a 15‑minute call—never a “demo”.
- They avoid jargon: no mention of “EPM” until the final touch, and even then only to contrast “big EPM” with a “middle path”. The prospect isn’t searching for EPM software yet, so lead with the outcome (faster close, better accuracy) not the category.
If you’d rather not paste templates, just type this into Origami’s AI agent before launching the sequence: “Generate 3-touch LinkedIn messages for FP&A Managers in Europe who don’t use EPM software. Use their name, company, and industry. Keep each message 50–100 words, reference manual consolidation, version chaos, and faster board reporting. Last message asks for a call.” The agent will produce variations for every lead and load them straight into the sequencer.
Step 3: Send the Sequence Directly from Origami
This is where the workflow becomes a single motion. You’ve refined the list, you’ve got your sequence ready—now you launch it without leaving Origami.
Setting Up the Sequence
- Go to your Active Outreach list inside Origami.
- Click Create Sequence and select LinkedIn.
- Choose your delivery: paste your templates or generate with AI.
- Set the touch schedule: Day 1 (connection request), Day 4 (message), Day 8 (message). Delays are fully configurable; you can add steps or change the cadence.
- Click Launch.
Origami’s built‑in LinkedIn sequencer sends the connection requests and follow‑up messages automatically. You don’t need to export a CSV, upload anything to a separate LinkedIn automation tool, or copy‑paste names into Sales Navigator. One platform handles the full journey: find, enrich, sequence, send, track.
What the Sequencer Actually Does
- Sends connection requests one at a time, with your note, mimicking real human activity.
- Awaits the delay you set, then sends the first follow‑up to everyone who accepted but didn’t reply.
- Sends the second follow‑up after the next delay.
- Automatically un‑enrolls anyone who replies at any point. No awkward “here’s my calendar link” message after they’ve already booked a meeting.
- Keeps all prospect context visible: while looking at a contact’s reply, you can still see their enriched profile (title, company, industry, tools used) right in the same dashboard where the list was built. You’ll know exactly why you reached out.
Tracking and Metrics
In the Sequence dashboard you’ll see real‑time stats:
- Connection acceptance rate
- Reply rate (positive, neutral, not interested)
- Link clicks (if you included a one‑pager link—I recommend using a trackable snippet)
- Open rates aren’t available for LinkedIn messages, but clicks give a good proxy for engagement.
For this audience, I’d expect:
- 35–50% connection acceptance if your own LinkedIn profile is credible (financial planning background, works at a tech vendor or consultancy).
- 12–20% reply rate for the full sequence—a good chunk of those will be positive.
- 3–5% meeting conversion from the initial list, assuming your offer is genuinely useful (not a generic sales pitch).
Those are rough figures from real campaigns I’ve run; your numbers will depend on how well your profile aligns with the FP&A world and how clean the list is.
The Sequencer Is Included – You Only Pay for Credits
Important: Origami’s LinkedIn sequencer is included on all paid plans. You don’t pay extra to send messages; you only pay for the credits used to enrich leads. The free plan gives you 1,000 credits—enough to build a list and test a small sequence without a credit card. Paid plans start at $29/month. So you’re not paying per message or per sequence; you’re paying for the data that makes those messages land.
When to Iterate
After your first batch of ~100 leads, look at the data:
- If connection acceptance is low (<30%), the issue is your profile or the initial targeting. Check that your headline and summary speak to FP&A pain; maybe you need to segment by industry more tightly.
- If replies are low (<10%), iterate on messaging. Try a different hook—maybe a statistic about month‑end overtime instead of consolidation time. You can A/B test two variants of Touch 2 in separate sequences.
- If replies are good but meetings don’t convert, adjust your call offer—maybe a benchmark report or a 10‑minute screen share works better than a one‑pager.
Because everything lives inside Origami, you can duplicate the sequence, tweak the copy, and launch a new wave in minutes.
Start Your First Campaign Today
The hardest part of targeting FP&A Managers who don’t use EPM software was finding them and building a clean list—that’s now solved with Origami’s AI agent. Launching the outreach should be just as easy. With the built‑in LinkedIn sequencer, you can take a list of 200 qualified prospects, load the sequence above (or have the agent generate it), and start booking conversations this week. No CSVs, no tool syncing, no extra cost for sending. Sign up and use your free 1,000 credits to test the full flow, from list to first reply.