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LinkedIn Outreach Campaign for Solo CPAs Who Create Content (2026): The Exact 3‑Touch Sequence You Can Steal

Step‑by‑step tactical guide to running a LinkedIn outreach campaign for solo CPAs who create content. Copy‑paste a full 3‑touch sequence, see how to refine your Origami list and send everything from one platform — no CSV exports.

Charlie Mallery
Charlie MalleryUpdated 12 min read

GTM @ Origami

Quick Answer: Origami doesn’t just find and enrich a list of Solo CPAs who create content for small businesses — its built‑in LinkedIn sequencer lets you refine that list, launch a multi‑touch campaign, and track everything without ever leaving the platform. In this guide, I’ll walk you through segmenting your list for high‑intent outreach, a full 3‑touch sequence with copy you can copy‑paste, and exactly how to send it inside Origami.

This post is the hands‑on companion to our guide on how to build a list of Solo CPAs Who Create Content for Small Businesses. If you haven’t built your list yet, start there first — it takes about 90 seconds with Origami’s free plan (1,000 credits, no credit card). Once you have that list in your Origami workspace, come back here and you’ll go from raw prospects to a live campaign in under 20 minutes.


Refining the List for High‑Intent LinkedIn Outreach

A bigger list isn’t always better. When you’re reaching out to Solo CPAs Who Create Content for Small Businesses, the difference between a 5% reply rate and a 25% reply rate often comes down to how well you segment before you hit send.

Your Origami list already contains verified names, email addresses, phone numbers, LinkedIn profiles, and enriched data like company size, tools used, content activity, and social footprint. Now you want to carve out the people who are most likely to respond.

What “qualified” looks like for this audience

A Solo CPA who creates content is not just any accountant. You want to see:

  • Active content presence – Recent LinkedIn posts, a blog, a newsletter, or a YouTube channel where they talk directly to small business owners.
  • Solo practitioner flag – No large firm affiliation. They’re the founder, the only CPA, and they run the whole show. Origami enriches role and company size so you can filter for companies with 1‑3 employees.
  • Small business focus – Their content mentions “small business,” “freelancers,” “self‑employed,” “1099,” or similar. Origami’s AI pulls this from bios, about sections, and recent activity.
  • Geography (optional) – If you’re selling something location‑specific, narrow by state or metro area. Origami gives you clean location fields.

How to segment inside Origami

  1. Open your saved list (the one you built after reading the list‑building guide).
  2. Use the Filters bar to slice by:
    • Company size: set to 1‑3 people (they’re truly solo or a tiny team).
    • Job title contains “CPA” or “Accountant” but not “Partner” or “Director” (those often sit in larger firms).
    • Location if you need it.
  3. Spot‑check 10‑15 profiles yourself. Origami shows the enriched summary at a glance. Remove anyone who is clearly a firm employee, doesn’t post content, or works in an unrelated niche (e.g., forensic accounting for large enterprises).
  4. Tag the high‑potential leads with a custom tag like “Content‑CPA‑HighIntent”. That way you can build a laser‑focused sequence just for them.

Once you’ve got a clean list of 50‑200 people, you’re ready to write — or steal — the outreach.


The Exact 3‑Touch LinkedIn Sequence (Copy & Paste)

Here’s the sequence I’ve used to get replies from Solo CPAs who create content. Every message is under 100 words, references their real world, and doesn’t feel like a cold pitch. The goal is a conversation, not a demo booking on day one.

You can paste these templates directly into Origami’s sequencer (I’ll show you how in the next section) and personalize with and. The sequence runs over 7 days with a connection request on Day 1, a warm follow‑up on Day 3, and a soft close on Day 7.

Day 1 – Connection request + note

Subject line / note: (LinkedIn connection notes have a 300‑character limit; this fits.)

Hi , saw your recent post about small biz tax deductions — really practical. I help solo CPAs like you get more clients from their content without extra hours. Would love to connect and share an idea. –

Why it works:

  • Opens with a genuine compliment (their content).
  • States exactly who you help (solo CPAs who create content) so they feel seen.
  • “Without extra hours” hits the pain of a solo operator who’s already time‑poor.
  • The offer is an “idea,” not a product.

Day 3 – Follow‑up message (different angle)

Subject: quick thought on your content

Great to connect. One thing I’ve seen with CPAs who blog or podcast: the content attracts the right people, but keeping them engaged and converting them into paid consultations is a grind. I built a simple system that turns content viewers into booked meetings — using automation. Worth a 10‑min call to see if it fits? No pressure.

Why it works:

  • Acknowledges the real bottleneck: conversion, not just traffic.
  • Positions your offering as a “system,” not a tool, which sounds more consultative.
  • “10‑min call” is low commitment. “No pressure” reduces the ask.

Day 7 – Final message (soft close)

Subject: one last thing

Hi , last ping. If you’re at a point where you’d rather spend time advising clients than marketing, I might be able to save you 5‑10 hours a month. I’ll drop a 1‑page overview here — if it’s not for you, no hard feelings at all. –

Why it works:

  • The “last ping” frame respects their inbox.
  • Quantifies value (time saved) in terms they understand.
  • Gives them a clear, low‑effort next step (read a 1‑pager).

You can swap the “1‑page overview” for a Calendly link or a case study link — just keep it simple. This sequence assumes you’re offering something that helps solo CPAs get more clients from content. If you’re selling tax advisory services, a podcast booking, or a co‑marketing deal, tweak the last line accordingly.


Launching the Campaign Directly from Origami

This is where Origami stops being just a list‑building tool and becomes your full outreach cockpit. From the same dashboard you used to qualify your leads, you can now create, launch, and monitor a LinkedIn sequence — no exporting CSV files, no syncing with a separate sender, no messing with CSV columns.

Two ways to build your sequence in Origami

  1. Paste your own templates (use the copy above).
    Go to the Sequences tab, click “New Sequence,” name it “Solo CPA Content Creators,” and for each touch paste the message above. Set the delays between touches: Day 1 (connection request), Day 3 (first follow‑up), Day 7 (final message). Origami will automatically use the LinkedIn profile URL you’ve already enriched, so you never manually enter a name or profile link.

  2. Let the agent write it for you.
    If you want a fresh variation, ask Origami’s AI to generate a personalized 3‑day LinkedIn sequence for all leads in your list. The agent reads each lead’s profile data — title, company, content topics — and writes messages that feel custom without you typing a word. You can edit any message before launch.

Whichever route you choose, the sequence is tied directly to your enriched list — the same one you refined earlier. That means every `` merges correctly, every LinkedIn URL is live, and you’re reaching out to people who already look like high‑intent fits.

Sending and tracking inside one platform

Hit Launch and the sequence starts sending connection requests immediately. The built‑in LinkedIn sequencer respects safe sending limits and you can set custom delays between each touch. Once live, the dashboard gives you:

  • Sending status – sent, connected, pending.
  • Engagement – opens and clicks (if you included links), plus full reply tracking.
  • Prospect context – while looking at a contact’s activity, you still see their enriched profile (title, company, content topics, tools used). So when someone replies, you instantly remember why you reached out.
  • Automatic un‑enrollment – the moment a prospect replies, they exit the sequence. No accidentally sending a “last ping” message to someone who already booked a call.

The beauty is that it’s one platform, one workflow: find → enrich → segment → sequence → send → track. No integrating a third‑party sequencer, no re‑mapping fields, and no extra bills just for the sending part.

What this costs you

The LinkedIn sequencer is included on all paid Origami plans. You only pay for the credits you use to enrich your leads. If you’re already on the free plan (1,000 credits), you might have built your initial list for free. To launch sequences on a paid plan (starting at $29/month), you get unlimited sending with your enriched leads. That’s substantially cheaper than stitching together a separate list‑building tool + a LinkedIn automation license.


What Results to Expect (and When to Iterate)

When you’ve got a highly targeted list and the messaging above, here’s a realistic ballpark for a campaign of 100 carefully qualified solo CPAs:

  • Connection acceptance rate: 35‑45%
  • Reply rate (of accepted connections): 12‑18%
  • Conversations that lead to a booked call: 5‑8% of total prospects

These numbers aren’t magic. They assume your list is tight (you removed the firm‑employed people and the non‑content creators) and your profile looks credible (complete, headshot, relevant headline). If you’re sending to a broader, less‑filtered list, expect the reply rate to halve.

How to know when to tweak messaging vs. the list

  • Low connection acceptance (<25%): Your note might not feel relevant, or your own LinkedIn profile doesn’t convey authority to a CPA. Try personalizing the first line further — mention their specific content piece rather than a generic “recent post.”
  • High acceptance but low replies: Your follow‑up messages aren’t opening a conversation. Test a different pain point (e.g., “juggling client work and content creation” vs. “attracting higher‑value small biz clients”). Run two small batches and compare reply rates.
  • Decent replies but no booked calls: Your offer isn’t clear or compelling enough. Make the value prop concrete (“save 5‑10 hours a month” works better than “streamline your workflow”).

Because everything lives in Origami, you can clone a sequence, edit the copy, and relaunch to a fresh segment without rebuilding the list. Iterate weekly until you find the combination that fills your calendar.


Ready to turn your list into conversations?

If you built your list using the list‑building guide, you already have the prospects. Now pick the 50 highest‑intent names, paste the sequence into Origami’s sequencer, and hit launch. The whole process — from refinement to live campaign — is so fast that your first reply could land while you’re still tweaking the follow‑up copy.

And if you don’t have a list yet, create a free Origami account (1,000 credits, no credit card) and describe your ideal Solo CPA content creator in plain English. The AI agent will build your lead list in minutes. Then come right back here and run the playbook.

Footnote: All results quoted are based on real campaigns targeting this audience in 2026, adjusted for list quality and sender profile credibility. Your mileage may vary — test, measure, repeat.

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