Kelsey Daingerfield, founder of The Virtual Integrator and The Pocket COO, is a strategic leader helping entrepreneurs build scalable businesses. She discusses how to break free from daily chaos by implementing effective SOPs and clear processes. Kelsey also explores the importance of distinguishing between visionary and integrator roles, and how operational clarity can significantly boost business valuation. Plus, she shares insights on leveraging AI to enhance productivity and streamline operations, making it easier for entrepreneurs to step back from their companies.
51:29
forum Ask episode
web_stories AI Snips
view_agenda Chapters
menu_book Books
auto_awesome Transcript
info_circle Episode notes
question_answer ANECDOTE
From Assistant To Pocket COO
Kelsey discovered her natural role after reading Rocket Fuel and moved from assistant to fractional COO.
She branded the idea as Pocket COO to offer on-demand strategic operations support without full-time hires.
insights INSIGHT
Integrator Versus Operator Roles
Integrators translate the visionary's ideas into a plan and hand execution to operations managers.
In small businesses roles blur; larger firms separate visionary, integrator, and implementers distinctly.
volunteer_activism ADVICE
Document With A Prioritized Checklist
Break documentation into a prioritized checklist and schedule short work blocks to maintain momentum.
Link recordings and docs in calendar invites so there is zero friction to execute documentation tasks.
Get the Snipd Podcast app to discover more snips from this episode
Beyond The Claim Podcast #023 - Featuring Kelsey Daingerfield
In this episode of Beyond The Claim, Vince Perri sits down with Kelsey Daingerfield, founder of The Virtual Integrator and The Pocket COO, to break down how to get out of daily chaos and build a scalable, freedom-first business.
Kelsey shares her journey from corporate operations to strategic COO-for-hire, and the systems she uses to help entrepreneurs stop being the bottleneck, document their processes, and build operational maturity. If you’ve ever struggled with SOPs, delegation, or creating a business that runs without you, this episode is your playbook.
What You’ll Learn:
- How to create simple, effective SOPs that your team will actually use
- The difference between visionary, integrator, COO, and operations manager
- How to turn routines into scalable systems
- Why operational clarity can double or triple your business valuation
- Using AI to speed up documentation and decision-making
Connect with Kelsey:
Website: kelseydaingerfield.com
Facebook: facebook.com/virtualintegrator
Instagram: instagram.com/kelseydaingerfield
LinkedIn: linkedin.com/in/kelseydaingerfield
Follow Vince & Beyond The Claim:
YouTube: youtube.com/@VincePerriOfficial
Instagram: instagram.com/vinceperri
Website: commercialclaimsadvocate.com
#businesssystems #beyondtheclaim #vinceperri #operations #SOPs #scalingbusiness #pocketcoo
💎 This episode is sponsored by The Farber Law Firm, visit Farber at https://bit.ly/thefarberlawfirm
📍Download our FREE Public Adjuster guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
Thank you for being a vital part our Show 🧡
==========================
📣 You can find all our exclusive channels, freebies and offers here:
https://vinceperri.com/links-channel
===========================
Make sure you check out our new Public Adjuster Handbook and Course
📙 Public Adjuster Handbook - https://offers.commercialclaimsadvocate.com/handbook
👨💻 Elite Claims 101 Course
https://offers.commercialclaimsadvocate.com/claims-101
===========================
SOCIAL MEDIA:
https://www.facebook.com/VincePerri/
https://www.linkedin.com/in/vinceperriofficial/
https://www.instagram.com/vinceperriofficial/
https://www.tiktok.com/@vinceperriofficial?lang=en
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Are you a homeowner? Looking for help with your insurance? Visit us at Elite Resolutions - Responsible Public Adjusters:
https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs
TAGS:
#insuranceclaims #publicadjusters #homeowner #insuranceagent #homeownersinsurance #insuranceclaimspecialist #publicadjustersmiami #roofrepair #homeinsuranceagent #freeinspection #publicadjuster #propertyinsurance #haildamage #insuranceclaim #negotiate #homeinsurancequote #roofingcompany #homeinsuranceclaim #homeinspections #fireprotection #waterdamagerestoration #firedamage #homeinsurance #insuranceclaimhelp #insuranceclaims #roofer #waterdamage #publicadjusterflorida #roofdamage #waterleak #publicadjusters #homeinsurancespecialists #adjuster #restorationcompany
Beyond The Claim with Vince Perri 
