Work With OpsPal — Contractor Application

CRM / RevOps — go deep (optional, but it's how we place you)

Most complex CRM/ops system you've built or rescued — CRM, scope, your exact role. On that build, were you the architect or the implementer? Who designed the data model and object structure, and what did you personally decide? Data model / schema design: how do you decide objects, fields, and relationships? Describe a model you designed from scratch. How do you enforce data integrity — validation rules, required fields, stage-exit criteria, dedupe rules, permissions? Real examples. Routing / assignment logic you've built (lead, deal, or task). SLA timers, breach alerts, or escalation logic — have you built any? How? Duplicate / messy-data cleanup — your actual process, step by step. How do you test CRM changes before they hit a live org with real client data? (sandboxes, partial deploys, backups) A dashboard or report you built for leadership — what it showed and what decision it drove. CRMs you're genuinely strong in vs. ones you've used but wouldn't own solo. How do you use AI inside a CRM/ops flow today — enrichment, scoring, summarization, routing? Concrete example. A client says "our CRM is a mess." What do you inspect first, and in what order? The most common mistake inexperienced operators make in a CRM. Migration or integration: have you moved data between CRMs or synced external sources? How did you avoid data loss? Mini case: outreach data lives across a cold-email tool, a CRM, an enrichment tool, and Google Sheets with no reliable sync. (a) Your first 7 days. (b) How you document, test, and hand it off so their team runs it without you.

Marketing Ops / Automation — go deep (optional, but it's how we place you)

The most impactful automation you've built — what it did and the measurable result. Were you the architect or implementer? Did you design the workflow architecture or build to a spec? Describe one you owned end to end. Workflow design: how do you map a process before building — triggers, branches, error paths? How do you prevent silent failures — monitoring, alerts on failed runs, idempotency, dedupe, rate limits? A real automation failure you caught — failed step, duplicate trigger, broken workflow — and how you caught it. Tools you'd build a production workflow on vs. ones you wouldn't (Zapier / Make / n8n / custom code) and why. Webhooks, APIs, auth, middleware — a concrete example you built. How do you test an automation before it goes live without breaking production or spamming real contacts? Email / outreach platforms you've run (Brevo, Lemlist, Instantly, Smartlead, etc.) and at what volume. Deliverability: how much do you actually own — domain warmup, SPF/DKIM/DMARC, sender reputation? Be specific about what you've done yourself. How do you use AI inside an automation — generation, enrichment, classification, routing? How do you keep outputs accurate and consistent? How do you handle PII / sensitive data in AI-connected workflows? Documentation for a non-technical maintainer — example. An automation you'd refuse to build because it's too fragile or risky, and why. Mini case: a client wants leads auto-enriched, scored, routed to the right rep, and sequenced. (a) Architect it so it doesn't silently break. (b) Document it for a non-technical maintainer.

Software / App Dev — go deep (optional, but it's how we place you)

Most complex technical project you've shipped — and the parts you personally owned. Architect or implementer? Did you design the system architecture or build to a spec? Describe a design decision you owned and its tradeoffs. System / app design: how do you approach architecting a new build — data model, services, state, scaling? Languages / frameworks you're genuinely advanced in vs. used but wouldn't own independently. Strongest and weakest areas (front-end, back-end, infra, mobile). Your sandbox / staging / production setup and how you promote changes. How you handle secrets, env vars, and keys. Testing approach — what you test, automated vs. manual, before shipping. Debugging approach when something breaks and you don't know the cause. A time you broke a live system — what happened and how you recovered. CI/CD, deployment, and observability — what do you actually own here? How do you use AI in your dev flow (Claude Code, Cursor, Copilot, agents)? Where do you NOT trust it? Mobile / web app experience, including any App Store / Play Store deployment. Working with a messy or inherited codebase — how do you get oriented? Mini case: you inherit a half-built app with no docs and a deadline. (a) First 7 days. (b) How you decide what to test vs. ship and how you communicate risk to a non-technical client.

Join the OpsPal contractor bench

The basics

Fit & logistics

CRM / RevOps — go deep (optional, but it's how we place you)

Marketing Ops / Automation — go deep (optional, but it's how we place you)

Software / App Dev — go deep (optional, but it's how we place you)

Before we wrap