How to Run a LinkedIn Outreach Campaign Targeting Treasury Manager Roles with Excel Skills in 2026

Quick Answer

You already have a list of companies hiring Treasury Managers with Excel skills — built automatically with Origami. Now, use Origami’s built-in LinkedIn sequencer to send that list directly into a hyper-personalized outreach campaign. No exporting CSVs, no syncing tools, and the sequencer itself is free on paid plans. This guide gives you the exact 3-touch message sequence you can copy, plus the refinement steps and sending strategy that turn that list into booked meetings — all in 2026.

This post is the tactical execution companion to our deep dive on how to build a list of Companies Hiring Treasury Managers with Excel Skills. If you haven’t generated your list yet, start there first and come back.

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

Even if you already built it, let’s quickly confirm the foundation. Inside Origami, you describe your ideal customer in plain English, and the AI agent does the heavy lifting — searching the live web, chaining job boards, LinkedIn, and company data sources, then enriching and qualifying each profile.

Here’s the exact prompt I used to surface 150+ prospects in under 10 minutes:

“Find companies in North America that are currently hiring for a Treasury Manager position where the job description explicitly requires advanced Excel skills. Return the hiring manager or team lead (Treasury Manager, VP of Finance, or Controller) as the contact, along with their LinkedIn profile URL, verified email, phone if public, company name, size, and industry.”

Origami returns a clean, export-ready list with names, titles, verified emails, direct dials where available, company details, LinkedIn profile URLs, and a confidence score. Because it chains multiple data sources, the emails aren’t just guesses — they’re validated against corporate patterns and job board signals. If you’re on the free plan (1,000 credits, no credit card required), a run like this might consume a few hundred credits depending on output volume. Paid plans start at $29/month, and the LinkedIn sequencer is included — you’re only paying for the credits used to enrich leads.

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Step 2: Refine and Qualify the List Before You Send

A raw list from any tool will still contain some noise. For this campaign, I manually scanned and applied three quick filters before putting a single message in the sequencer.

1. Remove irrelevant listings Strip out contract/temp roles (unless your solution serves short assignment use cases), duplicates where the same company is hiring for multiple locations, and obvious misclassifications (for example, a Treasury Analyst role mislabeled as Manager). In Origami, you can click any row to see the full enriched profile and the source signal (the live job posting snippet) — that makes it easy to spot bad fits in seconds.

2. Segment by company size Why it matters: A Treasury Manager at a $50M manufacturing firm has a very different Excel pain mix than one at a $2B multinational. I tag contacts as “Mid-Market” (50–500 employees, often high dependency on manual spreadsheet work) and “Enterprise” (1,000+ employees, often struggling with Excel-to-TMS data reconciliation). This segmentation lets me tweak the message copy slightly — not because the core problem changes, but because the stakes and internal processes differ.

3. Prioritize recency A job posted 2 days ago will almost always outperform one posted 45 days ago. Origami often surfaces the posting date when available. I sort by freshness and focus the first 50–80 connects on the newest postings. If the pool is large, I run the rest later with a slightly adjusted sequence that acknowledges the time lag.

What “qualified” looks like for this audience

• The person owns or heavily influences treasury operations (Treasury Manager, Director of Treasury, VP Finance, sometimes Controller).
• The job description explicitly mentions Excel skills (pivot tables, VLOOKUPS, macros, financial modeling, cash forecasting, variance analysis).
• The listing is active and the company appears to be growing or restructuring the treasury function (expansion signal).
• Contact has a visible LinkedIn profile — even without a direct email, the sequencer can connect via connection request.

When I finish refining, I’m left with a tight list of 40–80 highly relevant targets ready for outreach. That’s enough to get statistical significance on messaging.

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Step 3: Create the LinkedIn Sequence

Once your refined list is inside Origami, you have two paths to building the outreach sequence:

1. Paste your own templates — Write your own 3-touch sequence, define the delay between touches (e.g., Day 1, Day 3, Day 7), and paste the message templates directly into the sequencer. Origami will automatically merge in first names, company names, and other fields from the enriched data.
2. Let the AI agent write it — Ask Origami’s agent to generate a personalized 3-day LinkedIn sequence for all your leads automatically. It reads each lead’s profile data (title, company, industry) and composes unique messages, so every one feels custom. This is a massive time-saver when you have 50+ leads that span slightly different industries.

For a campaign like this, I prefer starting with proven copy I control and then A/B testing the agent’s variants. Below is the full 3-touch sequence I used with real Treasury Manager prospects — you can steal it word for word and adjust the bracketed fields.

Important note on connection notes: LinkedIn notes are visible only when the recipient sees the request. Treat it like a short curiosity trigger, not a pitch. All follow-ups below are sent as direct messages after they accept.

Day 1 – Connection Request + Note (sent immediately)

Connection note (max 300 characters; keep it short):

Hi , I see is hiring a Treasury Manager with strong Excel skills. I help treasury teams cut manual spreadsheet work by 60%+ without ripping out their existing tools. Happy to share how.

That’s under 300 characters. It mentions the job listing (social proof), the Excel pain, and a soft value prop without selling. The goal is acceptance, not a meeting.

Day 3 – Follow-up Message (different angle: risk and error reduction)

This message goes out to everyone who accepted the request but hasn’t replied yet. I set the delay to day 3 to give them breathing room.

, a quick thought: In our work with treasury teams, we see that even one broken Excel macro or a version-control mistake on a cash forecast can snowball into a $100K+ FX exposure mismatch.

If you’re looking to bring more governance and automation to your Excel-heavy processes while builds out the treasury function, I’d love to benchmark what similar-sized teams are doing. Open to a 15-minute call next week?

Why this works: It taps a specific, high-stakes pain (error cost), ties to the job opening (“while you build out…”), and ends with a curiosity-driven ask. The call isn’t a demo, it’s a benchmarking conversation.

Day 7 – Final Message (soft close, helpful route)

This fires only if no reply after 7 days. It’s the last touch in the sequence, and I keep it low-pressure.

, last note from me. I put together a short PDF showing how three treasury teams of your size eliminated 70% of their manual Excel work — steps they took, time saved, and the automation triggers they used. Happy to send it over, no pitch attached.

If you’re heads-down on the hiring, I’ll leave you to it. Just reply “pdf” and I’ll fire it over.

This soft close leaves the door open and offers value even if they aren’t ready to talk. The “pdf” reply friction is near zero, and I often get replies even when a meeting isn’t on the table yet.

Subject lines for InMail/email variants: If you’re repurposing these for email or InMail, use something like “Question about your Treasury Manager search” for Day 3, and “Quick resource re: Excel pain” for Day 7.

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Step 4: Send the Sequence Directly from Origami

Here’s where Origami eliminates the typical tool-switching nightmare. You don’t export your list to a separate sequencing platform. Inside the same dashboard where your enriched leads sit, you launch the sequence.

How it works

• Select the contacts you want to sequence (or the whole refined list).
• Choose your 3-touch sequence (either the templates you pasted or the AI-generated one).
• Configure delays: Day 1 connection request, Day 3 follow-up, Day 7 final message. You can set any cadence you want — I like a slightly wider gap (Day 3, Day 7) to avoid feeling pushy.
• Hit “Launch.”

Origami’s built-in LinkedIn sequencer sends connection requests with the note automatically, then fires the follow-up messages to those who accepted but didn’t reply. You stay logged in, but the sending happens from the platform using your session — no need to manage dozens of open browser tabs.

Tracking and context Every touch is logged in the same dashboard: opens, link clicks, replies. While you’re looking at a contact’s activity, you can still see their enriched profile — title, company size, job posting snippet, even the tech stack if the data was available. That means you never lose context on why you reached out to a specific Treasury Manager.

Automatic un-enrollment If a prospect replies to any message in the sequence, they’re automatically removed from the remaining steps. No one gets a follow-up email asking for a “pdf” after they’ve already booked a meeting. This alone saves hours of manual pipeline checking.

One platform, from list-building to booked meeting The entire workflow — finding prospects, enriching them, segmenting, writing sequences, sending, and tracking — lives inside Origami. That means you’re not exporting CSVs, not syncing APIs between a data provider and a separate outreach tool, and not praying that the email addresses survive an import. The sequencer is included on all paid plans; you pay only for the credits you use to enrich leads. Sending the sequence itself is free.

What response rates to expect For this specific audience — companies actively hiring a Treasury Manager with Excel requirements — you’re working a warm signal. Assuming your list is freshly built and well-refined, I regularly see:

• Connection acceptance rate: 20–35%
• Reply rate from accepted contacts: 10–18%
• Meeting booked rate (as % of total targeted): 5–10%

If your acceptance rate drops below 15%, the issue is usually the list (maybe the jobs are stale, or the contact isn’t the right person). If acceptance is healthy but replies are low, the messages need tweaking — perhaps the Day 1 note doesn’t trigger curiosity, or the Day 3 follow-up feels generic. In Origami, you can clone your campaign, swap a message, and test the new variant against a fresh segment without touching the original sequence.

When to iterate

• Below 15% acceptance? Refine the list first. Check job freshness, titles, and whether you’re sending to HR rather than the line-of-business hiring manager.
• Acceptance strong, replies under 10%? A/B test the Day 3 message. Try a different trigger (cost of manual reconciliation vs. broken macros) or alter the call to action.
• Replies come but few book? Tighten the soft close. The Day 7 message often needs to be more direct about the specific resource, or offer a calendar link.

I’ll often run the same refined list through two sequences — one using my templates, one using the AI agent — and let the data tell me which version pulls more meetings. Within two weeks, I’ve found the winning combination for that specific buyer segment.

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