How to Run a LinkedIn Outreach Campaign Targeting Mid-Market Companies Still Using Excel for Treasury (2026)

You have a list of mid-market companies still running treasury on Excel, and you built it using Origami—a platform that finds and enriches leads and includes a built‑in LinkedIn sequencer to send the outreach from the same place. Now it’s time to turn that list into conversations. This guide walks you through refining your audience, crafting a sequence that sounds like a real treasury practitioner wrote it, and launching it directly inside Origami so you never export a CSV or switch tools.

If you haven’t built your prospect list yet, start with how to build a list of Mid-Market Companies Still Running Treasury on Excel to get your leads inside Origami. What follows assumes you already have a list ready and want to run a multi‑touch campaign that respects how finance leaders actually buy.

Step 1 – You Already Built the List in Origami

A quick reminder of the exact prompt you likely used inside Origami:

Find treasury managers, directors of treasury, VPs of finance, and CFOs at US mid‑market companies ($50M–$500M revenue) that still use Excel for cash forecasting, bank reconciliation, and overall treasury management. Show verified emails, phone numbers, and company details.

Origami’s AI agent searched the live web, chained data sources, and returned a list with:

• Full names
• LinkedIn profile URLs
• Verified work emails
• Direct dial phone numbers where available
• Job titles and seniority
• Company size, industry, and tech‑stack signals

If you’re starting from scratch, the free plan gives you 1,000 credits (no credit card required) to build and enrich that list. The paid plans start at $29/month, and the LinkedIn sequencer itself is included—you only pay for the credits you use to enrich leads.

Step 2 – Refine and Qualify the List Before You Send Anything

A list straight out of Origami is already enriched, but you need to separate the “maybe” from the “will actually reply” before you sequence anyone. Finance professionals get hammered with generic outreach. You want every contact to fit a clear ideal profile.

What to Remove

• Wrong department titles: A “Treasury Analyst” at a $120M manufacturer is perfect. A “Staff Accountant” is not, even if they work on cash reconciliation—they rarely have budget authority.
• Companies with >$500M revenue: If you see a company that crossed that threshold and likely adopted a proper TMS, drop them. Mid‑market is your sweet spot.
• People who clearly moved roles in the last 90 days: A new hire is still settling in and won’t champion a tool switch until they’ve built internal credibility.

How to Segment

Inside Origami, you can filter by:

• Title keywords – Create one campaign for CFOs, another for Treasury Directors.
• Company revenue – Segment $50M–$150M vs $150M–$500M. The smaller cohort may have zero dedicated treasury staff, so the CFO is also doing bank recs. Your messaging changes accordingly.
• Location – If you sell to North America only, cut the false positives.

What “Qualified” Looks Like for This Audience

A qualified mid‑market lead:

• Holds a decision‑maker or heavy‑influencer role in finance (CFO, VP Finance, Director/Manager of Treasury).
• Works at a company with revenue between $50M and $500M.
• Shows evidence they still live in spreadsheets. Origami often surfaces tech‑stack signals—look for mentions of “Excel,” no TMS (Kyriba, GTreasury, etc.), and job descriptions that reference manual cash positioning or daily spreadsheet maintenance.
• Operates in a location where you can do business (US, Canada, UK, EU).

After you clean and segment, you’ll have a focused list, not a mass email blast. That’s when a LinkedIn sequence actually works.

Step 3 – Create the LinkedIn Sequence That Speaks Their Language

Origami gives you two ways to build your LinkedIn sequence.

1. Paste your own templates – Write your own 3‑touch sequence and paste the templates directly into the sequencer. Set delays between touches (Day 1, Day 3, Day 7—whatever cadence you want) and hit “Launch.”
2. Let the AI agent write it – Ask the Origami agent to generate a personalized 3‑day LinkedIn sequence for all your leads automatically. It reads each lead’s profile (title, company, industry) and writes messages that feel like you researched them, without you having to spend hours doing it.

Below is a full 3‑touch sequence you can steal and paste—built specifically for mid‑market companies still running treasury on Excel. Every message is short, direct, and references the exact pain the recipient feels every month‑end.

The Full 3‑Touch LinkedIn Sequence

Touch 1 – Day 0: Connection request with note

Hi , I saw you’re the at . Many mid‑market treasury teams I speak with still rely on Excel for cash forecasting and bank recs. It works until it breaks—usually during close. I help peers automate those workflows without ripping out the spreadsheets they already trust. Would be great to connect.

Character count: 281. Stays well within LinkedIn’s 300‑character connection note limit.

Touch 2 – Day 3: Follow‑up message (after they accepted the connection)

Thanks for connecting, . I know you’re busy, so I’ll keep this brief.

Finance leaders I work with have moved core treasury processes out of Excel to save 8+ hours a week on manual reconciliation and gain real‑time cash visibility. No massive ERP overhaul required—it layers on top of your existing setup.

Open to a 15‑minute call to show you what that looks like for a company your size?

Touch 3 – Day 7: Final message (soft close)

Hi – circling back one last time. I work specifically with mid‑market treasury teams that deal with version‑control nightmares, circular references, and last‑minute cash‑position surprises.

Companies like often realize they’re one audit finding or liquidity scare away from wanting more control. If that resonates, just reply “yes” and I’ll send over a 3‑minute walkthrough.

If not, totally fine—I’ll leave you to your quarter‑end.

Why This Sequence Works for This Audience

• It doesn’t pretend Excel is evil. It respects the spreadsheet reality while naming the exact pain that becomes undeniable at $50M+.
• It avoids buzzwords like “digital transformation” or “AI‑powered platform.” Mid‑market finance leaders are allergic to hype.
• Each touch introduces a new angle: time savings (Day 3), risk/control (Day 7). By the end, they know you understand their world.

Use the “Paste my own” option and drop these messages into Origami’s sequencer. If you’d rather let the agent write them, you’ll get a similar result—messages that mention their title, company, and industry without sounding like a robot.

Step 4 – Send the Sequence Directly from Origami and Track Everything

Here’s where most tools fall apart: you build a list in one place, export it, import it into another tool, and pray the sync doesn’t break. Origami removes that friction completely.

Launch Without Leaving the Platform

Once you’ve refined your list and pasted (or approved) your sequence, you launch inside Origami. No CSV exports. No LinkedIn Sales Navigator integrations to configure. The built‑in sequencer sends connection requests and follow‑up messages automatically with the delays you’ve set.

• Day 0: Connection request with a personalized note goes out.
• When accepted: The timer starts. After your configured delay (e.g., 3 days), the first follow‑up sends to those who accepted.
• After the second touch: The final message goes out on Day 7 to anyone who hasn’t replied yet.

Sending & Tracking Inside the Same Dashboard

While the sequence runs, you can watch activity in the same place you built the list. For every prospect, you’ll see:

• Whether the connection was accepted
• If they opened any of your follow‑up messages
• Clicks on any links you included
• Actual replies—not just generic engagement scores

And here’s the part that saves your reputation: automatic un‑enrollment. If someone replies, Origami immediately removes them from the sequence. You will never send a breakup‑style message to a prospect who already booked a meeting.

Prospect Context Never Disappears

While reviewing a contact’s sequence activity, you still have their full enriched profile visible—title, company, revenue, tech‑stack signals, the exact reason you reached out. You’re not guessing “Why did I message this person?” three weeks into a campaign. The context stays with you.

What to Expect and When to Iterate

With a tightly qualified list and the copy above, expect:

• Connection acceptance rate: 25–40%, because you’re only reaching prospects whose title and company fit exactly.
• Positive reply rate (meeting booked or “send info”): 5–10% for a cold campaign. If you’re not hitting those numbers in the first 50 send‑outs, tweak the messaging before you burn through the rest of your list.
• Iterating triggers: If your acceptance rate is high but replies are low, your Day 3 message isn’t sharp enough. If acceptance is below 20%, your target list might be too broad or your connection note doesn’t feel relevant for their exact role.

The LinkedIn Sequencer Is Included

Remember: The sequencer itself is free on all paid plans. You only pay for credits to enrich your leads. When you run a campaign, Origami consumes credits when new leads are added and enriched—not when messages are sent. Once a contact is enriched, you can send unlimited LinkedIn touches to that person without extra cost.