Nurse Navigators Pro — Master Command Hub

Forms & Document Library

424 Forms • 17 Categories • Click any form to open it directly

Executive Dashboard

Nurse Navigators Pro — Complete Integrated Operations Portal — LISTERKEYS LLC

Company

Company Overview & Entity

Legal entity details, ownership structure, contact registry, and governance highlights.

Services

199 Services — 8 Lines

Complete service catalog across all business lines, packages, and subscriptions.

Operations

HR, Compliance & Intake

Contractor tiers, HIPAA protocol, client intake workflows, policy manual.

Technology

Chronicle EHR & Messaging App

Full architecture of Chronicle EHR and the AKR Messenger (Portal) platform.

Documents

424 Forms — 17 Categories

Complete form library index, compliance forms, and insurance documentation.

Finance

Revenue, Banking & Acquisition

Six revenue models, Bluevine banking matrix, payment stack, exit thesis.

Marketing

Site Build, Brochures & Social

96-page site build map, 22 brochures, 10 sell sheets, 10 social platforms.

Governance

Corporate Documents

Operating Agreement, Banking Resolution, Membership Certs, IP Assignment.

The Red Line — Non-Negotiable Operating Principle

Red Line Protocol — In Force at All Times

Registered Nurses employed or contracted by NNP serve by default as consultants, navigators, advocates, educators, and coordinators. NNP does not hold itself out as providing direct clinical care, medication administration, treatment-level assessments, or accepting clinical liability as a default service. This boundary is the brand's core legal and operational differentiator. The Exception: NNP may deploy licensed clinical contractors — including CNAs, Med Techs, LPNs, and RNs — to perform specific hands-on personal care or clinical tasks on a documented, case-by-case basis under a separate written agreement.

Key Revenue Anchors

Revenue Anchor	Market	Price	Model
Solstice Readiness™ Annual Retainer	Facility	$14,400/year	Annual contract
Solstice Audit™	Facility	$1,800 flat	Project-based
Policy & Procedure Rewrite	Facility	$2,200 flat	Project-based
Navigator Elite Monthly Retainer	Family	Contact for pricing	Monthly recurring
Full Care Member (40 hrs/mo)	Family	Monthly rate	Monthly recurring
Chronicle EHR / Home SaaS	Both	Subscription tiers	Monthly SaaS

Contact Registry

Contact	Details
Main Phone	(520) 280-0058 • RingCentral VoIP
Secondary Phone	(520) 607-2766 • Overflow routing
Fax	(520) 208-0058 • HIPAA-compliant via RingCentral
Intake Email	intake@nursenavigatorspro.com
COO Email	aaronkr@nursenavigatorspro.com
CEO Email	Mark.Opina@nursenavigatorspro.com
Website	nursenavigatorspro.com • Firebase-hosted • 96 pages
Chronicle Portal	chronicle.nursenavigatorspro.com
Messaging App (Portal)	https://akr-messenger-9274.web.app • AKR Messenger

Company — Foundation, Brand & Market

Chapters 1 – 5 • Entity, Mission, Brand, Positioning

Nurse Navigators Pro (NNP) is a nurse-led, private-pay care navigation and support platform operating through LISTERKEYS LLC, an Arizona limited liability company formed August 21, 2023. The company serves families, seniors, caregivers, and healthcare facilities across the Greater Phoenix Metropolitan Area through eight governed service lines, two proprietary technology platforms, and a branded product store.

NNP's operating model combines human clinical expertise with proprietary software, governed contractor deployment, and premium service packaging. It is positioned not as a traditional home care agency or staffing company, but as a systemized navigation platform — a precision-guided private-pay infrastructure for families and facilities navigating healthcare complexity.

The Red Line — Non-Negotiable Operating Principle

Registered Nurses employed or contracted by NNP serve by default as consultants, navigators, advocates, educators, and coordinators. NNP does not hold itself out as providing direct clinical care, medication administration, treatment-level assessments, or accepting clinical liability as a default service. This boundary is the brand's core legal and operational differentiator. The Exception: NNP may deploy licensed clinical contractors on a documented, case-by-case basis under a separate written agreement.

Competitive Advantages

NNP's durable advantages are: (1) the Red Line — a legally and clinically defensible scope boundary; (2) Chronicle EHR and Chronicle Home — proprietary platforms creating recurring revenue; (3) a documented contractor tier system enabling scalable deployment without W-2 classification risk; (4) the Solstice Audit™ proprietary framework; and (5) a compliance-first governance infrastructure that is itself a marketing asset in regulated facility markets.

Field	Detail
Legal Entity	LISTERKEYS LLC
Operating Brand	Nurse Navigators Pro (NNP)
Entity Type	Arizona Limited Liability Company, Member-Managed
Formation Date	August 21, 2023
Federal EIN	93-2987612
AZ Entity ID	23571547
Principal Office	805 S Sycamore St, Mesa, AZ 85295
Primary Market	Greater Phoenix Metropolitan Area (Scottsdale, Mesa, Chandler, Gilbert, Tempe, Glendale)

Ownership & Leadership

Member	Titles	Interest	Cert.
Mark Lister Opina	Chief Executive Officer (CEO)	50%	NNP-001
Aaron Keys-Rodgers	Chief Operating Officer • Chief Compliance Officer • HIPAA Privacy Officer	50%	NNP-002

Governance Highlights

Decision Authority

All major decisions require unanimous member consent. No unilateral action on transactions, service lines, contracts >90 days, IP, debt, hiring, or amendments.

Dual-Signature Threshold

All financial commitments exceeding $2,500 require written authorization from both members before execution.

IP Ownership

Chronicle EHR and Chronicle Home are irrevocably vested in LISTERKEYS LLC. Neither platform is assignable to individual members under any circumstance.

HIPAA Privacy Officer

Aaron Keys-Rodgers — responsible for BAAs, breach response, policy maintenance, and all PHI data governance.

Mission

To help Arizona families, seniors, caregivers, and care organizations navigate aging and care operations with greater clarity, safety, and accountability — through human expertise, proprietary technology, and documented precision.

Vision

To become the most trusted nurse-led support platform in the Greater Phoenix area, known for quality, precision, and practical impact across both family-facing and organization-facing services — then expand that model thoughtfully as the platform matures and technology scales.

Core Values

Value	Definition in Practice
Integrity	We do what we say. We document what we do. We do not move the red line for revenue. Ever.
Precision	Every workflow, form, and engagement is documented and deliberate. NNP does not operate on assumptions.
Advocacy	We are always on the side of the person we serve — family, client, or facility operator — without compromising compliance.
Accountability	Both members are equally responsible for everything NNP does. There is no silent partner and no unilateral authority.
Elevation	Every product, interaction, and deliverable must reflect a premium standard. NNP does not race to the bottom on price, quality, or ethics.

Brand Promise

“Navigate with Confidence.”

RN-Led • Advisory First • Always on Your Side

NNP's visual and brand identity is governed by the aesthetic direction called Silicon Desert Chiaroscuro — the intersection of luxury private wealth management and clinical authority. The brand reads as premium, precise, and quietly powerful. It does not look like a home care agency, a startup, or a referral service. It looks like a firm.

Color System

Color Name	Role	Hex	Usage Rule
Deep Charcoal	Primary / Dominant	#1c1c1c	Headers, all authority surfaces, document backgrounds. Dominant presence.
Liquid Gold	Accent / Brand Mark	#b8922a	All accents, borders, callouts, section markers. Earns every appearance — never decorative.
Steel Blue	Secondary / Clinical	#2e4a5e	Clinical credibility indicators, supporting structure, data tables, secondary CTAs.
Red Line Red	Compliance Only	#6b1a1a	EXCLUSIVELY for Red Line protocol indicators. Never decorative.
Warm Linen	Content Surface	#fdfcf9	Primary content background in print. Warm, not clinical-white.

Typography System

Font	Role	Prohibition
Cormorant Garamond	All editorial headlines, document titles, chapter headers, formal display text	Never bold. Never Cinzel.
EB Garamond	All body copy, legal text, clinical documentation, long-form paragraphs	Never for headlines.
Montserrat	All labels, metadata, UI text, buttons, compliance badges, category tags	Never for body copy.
JetBrains Mono	Form codes, system references, compliance codes, technology documentation	Never for display or body.

Brand Prohibitions — Anti-AI Rules

Never use “home health agency” in any context
Never use “customer” or “consumer” — say “client” or “family”
No rounded corners anywhere — ever
No gradient blobs, glassmorphism, or neumorphism
No teal, purple, or coral in any NNP material

No Roboto, Lato, or Inter fonts
Never use Cinzel typeface
No symmetrical icon rows
No stock healthcare photography
No drop shadows on print materials

NNP targets the Greater Phoenix Metropolitan Area — one of the fastest-growing senior markets in the nation. The U.S. eldercare market exceeds $400B; Arizona's segment exceeds $15B with 10% CAGR.

Six Audience Segments

Segment	Profile	Primary NNP Value
Private-Pay Families	Adults managing a parent's or spouse's care; mid-to-high income; overwhelmed by system complexity	RN Navigator gives them a trusted expert — reduces uninformed decision burden
Long-Distance Adult Children	Out-of-state family responsible for an Arizona-based loved one's care	Chronicle Home portal, real-time updates, professional advocacy at appointments they cannot attend
Affluent Independent Seniors	Self-managing seniors who want expert navigation before crisis	Proactive health navigation, Meridian Survey, safety assessments, technology support
Caregiver-Burden Families	Families with a primary caregiver experiencing burnout	Respite coordination, direct support services, guidance on care planning and facility options
ALF Operators / Directors	Assisted living managers and owners facing ADHS compliance pressure	Solstice Audit™, gap remediation, mock survey prep, DON coverage
Discharge Coordinators	Hospital and SNF discharge planners seeking reliable post-acute partners	Hospital@Home Bridge, Safe Harbor Discharge Package, vetted navigator referrals

Client Testimonials

“She walked into my mother's hospital room and within 20 minutes had asked questions none of the doctors had thought to ask. That is what NNP is.”

Family client — Mesa, AZ

“The Solstice Audit showed us exactly where our facility was vulnerable. We corrected everything before ADHS ever saw it. Worth every dollar.”

ALF Operator — Chandler, AZ

“I didn't know what questions to ask the oncologist. My NNP navigator came with me. I walked out understanding everything. That changed everything.”

Direct client — Scottsdale, AZ

“NNP is the call you should have made sooner. Whether you are navigating a diagnosis, a discharge, a difficult facility, or a family system that is not working — they are it.”

From site copy — nursenavigatorspro.com

Services & Products

Chapters 6 – 10 • 199 Services across 8 Business Lines

#	Business Line	Type	Primary Client	Revenue Model
1	RN Consulting & Navigation	Advisory / Retainer	Families, Seniors, Facilities	Retainer, hourly, package
2	Chronicle EHR & Chronicle Home	Proprietary SaaS	Facilities, Families	Monthly subscription
3	Contractor Coordination & Support	Consultative coordination	Families	Hourly, package, retainer
4	Facility Compliance Consulting	Advisory / Project-Based	ALF operators, SNFs, Group Homes	Project flat rate, retainer
5	NNP Academy — Education & Training	Instructional	Families, Facility Staff	Per-seat, cohort, subscription
6	Senior Transitions & Moving	Coordination / Concierge	Families	Package, hourly
7	Smart Home & Technology	Installation / Monitoring	Families	Setup fee + monthly subscription
8	NNP Store & Products	E-Commerce / Physical Goods	All	Per-unit, bundle, kit

Licensed RN Navigators serve as expert guides for families navigating complex care situations. Services include care plan review, physician appointment accompaniment, facility search and evaluation, insurance navigation, medication reconciliation guidance, discharge planning coordination, and ongoing care coordination. Navigators never provide clinical treatment — they provide clinical-grade insight in an advisory capacity.

Navigator Membership Tiers

Code	Plan	Description
SUB-008	Navigator Lite	Entry-level monthly advisory — phone check-ins, care plan review, referral support
SUB-009	Navigator Core	Mid-tier — appointment accompaniment, monthly care conference, provider liaison
SUB-010	Navigator Elite	Full-service monthly retainer — unlimited check-ins, full care coordination, priority response

Care Hours Memberships

Code	Plan	Hours/Month	Notes
SUB-011	Comfort Member	20 hrs/mo	ADL assistance, companionship, homemaker
SUB-012	Personal Care Member	30 hrs/mo	Personal care + navigator oversight
SUB-013	Full Care Member	40 hrs/mo	Comprehensive care + monthly RN review

Family Service Packages (PKG Series)

Code	Package Name	Core Deliverable
PKG-001	The Comfort Plan	Monthly care support for established clients requiring consistent touchpoints
PKG-002	The Personal Care Bundle	Coordinated personal care hours with navigator oversight
PKG-003	The Navigator Plan	Comprehensive care navigation with monthly RN review and coordination
PKG-004	Safe Harbor Discharge	Hospital-to-home transition with 72-hour intensive follow-up
PKG-005	Vacation Guardian	Short-term monitoring for families traveling away from loved ones
PKG-006	Clarity Package	Single-session deep dive into care situation, options, and next steps
PKG-007	Last Mile — End-of-Life Vigil	Compassionate vigil support, family guidance, and post-passing coordination

End-of-Life Services (EOL Series)

Code	Service	Priority
EOL-01	End-of-Life Family Navigation	High
EOL-02	Vigil Support	High
EOL-03	Post-Passing Coordination Support	High
EOL-04	Bereavement Navigation	Medium
EOL-05	Death Doula Consultative Services	Medium
EOL-06	Advance Directive Intake Support	Medium
EOL-07	Hospice Coordination Information	Medium

The Solstice Audit™ — Flagship Facility Product

The Solstice Audit™ is NNP's proprietary mock ADHS Article 8 survey — the only full mock survey designed specifically for assisted living facilities in the Greater Phoenix area. Conducted by RN compliance specialists, this audit mirrors the exact protocols used by Arizona state inspectors.

Deliverable

A comprehensive Written Compliance Report highlighting critical vulnerabilities, prioritized by regulatory risk, with a clear Remediation Roadmap. Optional on-call Plan of Correction (POC) support available.

Compliance Services Pricing

Code	Service	Price
D06-S22-001	Solstice Audit™ — Full Mock ADHS Article 8 Survey	$1,800 flat rate
COMP-02	Medication Cart Audit	$650 flat rate
COMP-03	Resident Record Chart Audit	Project rate
COMP-05	Root Cause Analysis — Falls or Elopements	Project rate
COMP-06	Policy & Procedure Rewrite	$2,200 flat rate
PKG-008	Solstice Readiness™ Annual Retainer	$14,400/year

ALF Compliance Retainers

Code	Plan	Included Services
SUB-014	ALF Compliance Retainer — Basic	Monthly compliance check-in, documentation review, regulatory update summary
SUB-015	ALF Compliance Retainer — Standard	Basic + quarterly on-site visit + staff training session + POC support
SUB-016	ALF Compliance Retainer — Premium	Standard + Solstice Audit™ included annually + interim DON coverage hours

Operations

Chapters 11 – 13, 18 – 19 • HR, Compliance, Intake, Policy

NNP deploys contractors through a tiered classification system designed to maintain scope compliance, manage classification risk, and document each contractor's authorized scope of work within the Red Line framework.

Tier	Classification	Authorized Scope	Agreement Required
Tier A	CNA / Personal Care Aide	ADLs, companionship, homemaker tasks — no clinical	Tier A Contractor Agreement
Tier B	Medication Technician	Medication reminders, assistance per facility MAR — documented exception only	Tier B Contractor Agreement
Tier C	LPN	Skilled observation, wound monitoring, documentation support — documented exception	Tier C Contractor Agreement
Tier D	RN	Full clinical scope per state authorization — deployed under specific written engagement	Tier D RN Contractor Agreement
Tier E	RN Navigator (Default)	Advisory, consultation, education, coordination — never direct clinical care	Standard Contractor Agreement
Tier Tech	Technology Contractor	Software development, platform maintenance, data management	Tech Contractor + IP Agreement

Red Line Rule: Every contractor deployment above Tier E requires a separately signed written exception agreement and documented client authorization. Verbal authorization is never sufficient.

HIPAA Privacy Officer

Aaron Keys-Rodgers — responsible for all Business Associate Agreements (BAAs), breach response, policy maintenance, and PHI data governance. All HIPAA incidents report directly to the Privacy Officer within 24 hours.

10 Compliance Forms (COMP Series)

Code	Form
COMP-01	Solstice Audit™ Checklist — Full Article 8 Mock Survey
COMP-02	Medication Cart Audit Form
COMP-03	Resident Record Chart Audit Form
COMP-04	Staff Credential Verification Checklist
COMP-05	Root Cause Analysis — Falls or Elopements
COMP-06	Policy & Procedure Gap Analysis
COMP-07	Emergency Preparedness Review
COMP-08	Physical Plant Safety Inspection Form
COMP-09	Corrective Action Plan Tracker
COMP-10	Regulatory Change Log

40 Policies — 10 Chapters

The NNP Policy Manual contains 40 operational policies organized across 10 policy chapters: (1) Clinical Scope & Red Line; (2) HIPAA & Privacy; (3) Client Rights & Dignity; (4) Contractor Management; (5) Incident Reporting; (6) Documentation Standards; (7) Emergency Operations; (8) Financial Controls; (9) HR & Employment; (10) Technology & Data Security.

8-Step Family Client Intake

Step	Action	Tool
1	Initial inquiry & triage call	Phone / intake@nursenavigatorspro.com
2	Free 30-minute consultation	RN Navigator — Chronicle note opened
3	Client intake & health history form	Form CI-001 (Chronicle)
4	HIPAA Authorization + Notice of Privacy Practices	Forms HIPAA-001, HIPAA-002
5	Service agreement executed	Master Client Service Agreement (CS-001)
6	Navigator assigned — Chronicle file activated	Chronicle EHR onboarding
7	Initial care plan developed	Care Plan Template (CI-005)
8	Family portal access granted	Chronicle Home invitation

7-Step Facility Intake

Step	Action
1	Facility inquiry — qualifying call with COO or CEO
2	Facility profile & compliance history assessment
3	BAA executed (HIPAA)
4	Facility Consulting Agreement signed
5	Solstice Audit™ scheduled or retainer activated
6	Chronicle facility profile opened (if applicable)
7	First deliverable delivered per contract scope

Technology Platforms

Chapters 26 & 27 • Chronicle EHR & Messaging App (Portal) — AKR Messenger

Chronicle EHR is NNP's proprietary electronic health record and care workflow system deployed at chronicle.nursenavigatorspro.com. Built on React/Next.js with Firebase backend, it serves as the operational hub for all NNP care activities. Chronicle is fully owned by LISTERKEYS LLC and represents significant IP value as a differentiated, purpose-built asset for the Arizona elder care market.

Technical Architecture

Layer	Technology	Details
Frontend	React / Next.js	Component-based UI; role-based rendering (RN, Family, Admin, Facility)
Backend	Firebase (Firestore, Auth, Storage, Functions)	NoSQL real-time database; serverless functions; role-based access control
Hosting	Firebase App Hosting	Deployed from Chronicle_Project repository; CI/CD pipeline active
Forms	424 HTML Forms (Form Library)	Loaded via Google Drive proxy; fillable in-browser; HIPAA-appropriate storage
AI Integration	Gemini API (Firebase AI Logic)	Social media generation (20 posts/click); content creation; search grounding (Gemini 2.5 Pro)
Testing	Playwright + Lighthouse	Automated end-to-end test suite; performance audits
Forms Sync	sync_local_forms.cjs	Syncs 424 forms from Drive to Chronicle; source_files_index.json (618KB)
Drive Integration	Google Drive API	folder_map.md (295KB) maps complete Drive structure; form browser in Chronicle

Chronicle Modules

Clinical Modules

Resident/Client profile management
Medication Admin Records (MARs)
Incident & accident reports
BIMS, fall risk, ADL assessments
Progress notes & charting
Advance directive tracking
Dietary communication forms

Operational Modules

Service plan creation & management
Staff scheduling & assignments
Credential tracking logs
Alert & notification system
Activity tracking logs
Client/Family portal (Chronicle Home)
Facility portal access

Admin / AI Modules

Social media AI content generator
Form library browser (all 424 forms)
User management (RBAC)
Document template library
Audit log & access tracking
Gemini 2.5 Pro integration

The Messaging App (Portal) is a standalone secure messaging application called AKR Messenger — a proprietary WhatsApp/Signal-class progressive web application built on React (Vite), TypeScript, and Firebase. Designed for secure professional communications within the NNP ecosystem and client network.

Live Deployment

URL: https://akr-messenger-9274.web.app • Firebase Project: akr-messenger-9274 • Status: DEPLOYED & ACTIVE (Phases 1–8 Complete)

Phase Development Summary

Phase	Description	Status
Phases 1–6	Core messaging, Firebase auth, real-time Firestore, file sharing, UI foundation	Complete
Phase 7	46 tasks: disappearing messages, read receipts, voice notes, push notifications, message reactions, scheduled messages, translation API	Complete
Phase 8	50 tasks: message threading, 8 chat themes, virtual scrolling (react-window), bulk actions, admin dashboard, analytics, performance optimization	Complete

Action Items: (1) Upgrade Firebase project akr-messenger-9274 to Blaze (pay-as-you-go) billing to enable Cloud Functions deployment. (2) Enable Google Cloud Translation API in Google Cloud Console for production translation functionality.

Documents & Form Library

Chapter 20 • 424 Forms across 17 Categories

The NNP Form Library contains 424 HTML forms across 17 category folders in Google Drive, fully integrated with Chronicle EHR via sync_local_forms.cjs and source_files_index.json. All forms are fillable in-browser within Chronicle.

#	Category	Form Count	Primary Use
01	Client Intake & Onboarding	28	New client orientation, service initiation, demographics
02	HR & Onboarding	55	Employment agreements, contractor forms, job descriptions, onboarding
03	Service Agreements	22	Client service contracts, facility agreements, scope confirmations
04	HIPAA Compliance	18	Authorizations, BAAs, breach notifications, attestations
05	Clinical Assessments	48	Pre-admission, functional status, cognitive, behavioral, fall risk
06	Care Plans & Documentation	31	Care plan templates, progress notes, medication records
07	Facility Compliance	24	Solstice Audit tools, COMP series, regulatory logs
08	End-of-Life Services	14	EOL series, advance directives, vigil support, bereavement
09	Financial & Billing	19	Service agreements, payment authorizations, invoices
10	Incident & Risk	16	Incident reports, risk assessments, accident documentation
11	Subscriptions & Packages	17	Membership enrollment, package selection, subscription management
12	Marketing & Referral	12	Testimonial releases, referral tracking, marketing consent
13	Governance & Corporate	15	GOV series — Operating Agreement, EIN, Banking Resolution, IP
14	Education & Training	22	NNP Academy enrollment, training attestations, competency verification
15	Technology & Systems	11	Chronicle onboarding, data security, encryption certifications
16	Moving & Transitions	18	MOV series — senior move coordination, transition planning
17	Store & Products	14	PRD series — product orders, kit configurations, subscription fulfillment

ACTION REQUIRED: Commercial General Liability (CGL), Professional Liability (E&O), and Cyber Liability insurance policies require renewal review. All policies must name LISTERKEYS LLC as the named insured. COO Aaron Keys-Rodgers is the insurance point of contact.

Coverage Type	Minimum Required	Status
Commercial General Liability	$1M per occurrence / $2M aggregate	Review Required
Professional Liability (E&O)	$1M per claim	Review Required
Cyber Liability	$500K minimum	Review Required
Workers' Compensation	Per AZ statutory requirements (if W-2 employees)	Pending W-2 Hires

Finance & Revenue

Chapters 14, 15, 17, 22 • Revenue Models, Banking, Acquisition Thesis

Model	Description	Examples	Margin
1. Monthly Retainer	Recurring monthly navigation memberships	Navigator Lite, Core, Elite; ALF Compliance Retainers	70–80%
2. Flat-Rate Project	Fixed-price project delivery	Solstice Audit™ ($1,800), P&P Rewrite ($2,200)	60–75%
3. Hourly Consulting	Billable hours for navigator services	Clinical consultation, appointment accompaniment	50–65%
4. SaaS Subscription	Monthly software platform access	Chronicle EHR, Chronicle Home, Smart Sanctuary	80–90%
5. Care Hours Package	Bundled care coordination hours	Comfort Member (20 hrs), Personal Care (30 hrs), Full Care (40 hrs)	45–55%
6. Product / E-Commerce	Physical and digital product sales	NNP Store (PRD series), NNP Academy (per-seat)	40–60%

17 Subscription SKUs (SUB Series)

Code	Subscription
SUB-001 to SUB-007	Technology subscriptions (Chronicle EHR tiers, Chronicle Home, Smart Sanctuary, AI Content Generator)
SUB-008 to SUB-010	Navigator memberships (Lite, Core, Elite)
SUB-011 to SUB-013	Care Hours memberships (Comfort 20 hrs, Personal Care 30 hrs, Full Care 40 hrs)
SUB-014 to SUB-016	ALF Compliance Retainers (Basic, Standard, Premium)
SUB-017	NNP Academy institutional subscription (facility staff training)

Account / Platform	Purpose	Details
Bluevine Business Checking	Primary operating account	Routing: 125109019 • Account: LISTERKEYS LLC
Square	In-person payments, card reader, retail POS	Linked to Bluevine; NNP Store transactions
Stripe	Online payments, subscriptions, SaaS billing	Chronicle EHR / Home subscription billing; webhook-integrated
Zelle / ACH	Client retainer payments, B2B invoices	Via Bluevine; preferred for facility retainers

Dual-Signature Financial Control

Banking Policy

All financial commitments exceeding $2,500 require written authorization from both members (Mark Lister Opina and Aaron Keys-Rodgers) before execution. No unilateral financial action is permitted above this threshold. Authorized by: Operating Agreement Section 6.3 and Dual-Signature Policy (Corporate Document 5).

Four Buyer Archetypes

Buyer Type	Strategic Rationale	Valuation Thesis
Regional Home Care Conglomerate	Acquires NNP for proprietary software + compliance framework + AZ market position	5–7x EBITDA
Health System / Hospital Network	Integrates Chronicle EHR as post-discharge navigation layer; reduces readmissions	Revenue multiple on SaaS ARR
Private Equity Roll-Up	Platform play — NNP as regional hub for multi-state navigation platform build-out	Revenue multiple; growth trajectory
Technology Acquirer	Acquires Chronicle EHR / Home as embedded SaaS product for national deployment	IP + ARR multiple

Four Durable Competitive Moats

Moat	Description
1. The Red Line™	Proprietary compliance framework creating legal differentiation and clinical risk management unavailable to commoditized home care competitors
2. Chronicle IP	Fully owned EHR and client portal — irrevocably assigned to LISTERKEYS LLC; creates switching costs and recurring SaaS revenue
3. Solstice Audit™	The only RN-delivered, Article 8-specific mock survey framework in Greater Phoenix — a proprietary product with no direct equivalent
4. 424-Form Library	The most comprehensive private-pay care navigation form system in AZ — built, owned, and integrated into Chronicle. Cannot be replicated quickly by new entrants.

Exit Target (2030)

Acquisition target at 5–7x EBITDA — achievable at $15M–$20M valuation when recurring SaaS revenue reaches meaningful scale and Chronicle is deployed across multiple facility partners.

Marketing & Site Build

Chapters 23 & 25 • 96-Page Site, 22 Brochures, 10 Sell Sheets, 10 Social Platforms

The NNP website at nursenavigatorspro.com is a fully custom Firebase-hosted static site of 96 HTML pages, built in four deployment phases with shared CSS, header, and footer architecture via the _SHARED directory.

Phase	Pages	Content Scope
P0 — Foundation	12	Home, About, Contact, Legal, Privacy, Terms, HIPAA disclosure
P1 — Core Services	28	All 8 service lines, individual service detail pages, pricing overview
P2 — Clinical & Facility	24	Solstice Audit™, facility consulting, NNP Academy, compliance services
P3 — Technology & Resources	32	Chronicle overview, client portal info, blog, resource library, FAQs

10 Social Media Platforms

Platform	Handle	Content Focus	Cadence
Instagram	@nursenavigatorspro	Clinical luxury lifestyle, caregiver tips, success stories	Daily
Facebook	@NurseNavigatorsPro	Family-facing content, community engagement, referral capture	Daily
LinkedIn	Nurse Navigators Pro	B2B facility consulting, professional thought leadership	3x Weekly
X (Twitter)	@NurseNavigate	Industry news, thought leadership, B2B engagement	3x Daily
TikTok	@nurse.navigators	Educational short-form, dementia tips, family support	4x Weekly
YouTube	@NurseNavigatorsPro	Webinars, training previews, testimonials	2x Weekly
Pinterest	@NurseNavigatorsPro	Caregiver resources, infographics, care tips	5x Weekly
Snapchat	@nurse_navigator	Day-in-the-life, real-time updates	Daily Stories
Reddit	u/NurseNavigatorsPro	r/eldercare, r/caregiving, r/aging community engagement	3x Weekly
Truth Social	@NurseNavigatorsPro	Conservative family audience, senior care content	2x Weekly

22 Brochures

01 — The Navigator™ (Core Brand)
02 — Solstice Audit™ (Facility Compliance)
03 — Chronicle EHR Overview
04 — Safe Harbor Discharge Package
05 — Navigator Membership Tiers
06 — NNP Academy Curriculum Guide
07 — End-of-Life Navigation Services
08 — Smart Sanctuary™ (Smart Home)
09 — Senior Transitions & Moving Services
10 — ALF Compliance Retainer Plans
11 — The Red Line™ Explained

12 — Long-Distance Family Services
13 — Care Hours Membership Overview
14 — Hospital@Home Bridge Program
15 — Caregiver Support & Respite
16 — Medication Navigation Advisory
17 — Advance Directive & EOL Planning
18 — NNP Store Product Catalog
19 — Chronicle Home (Family Portal)
20 — Facility Consulting Overview
21 — HIPAA & Privacy Practices
22 — Complete Service Menu (Master)

10 Sell Sheets

Sell Sheet	Target Audience	Key Price Point
The Solstice Audit™	ALF Operators, DONs	$1,800 flat
Solstice Readiness™ Annual Retainer	ALF Operators	$14,400/year
Policy & Procedure Rewrite	ALF Operators	$2,200 flat
Navigator Elite Membership	Families	Contact for pricing
Safe Harbor Discharge Package	Hospital Discharge Coordinators	Package rate
Chronicle EHR — Facility License	ALF & SNF Operators	Monthly SaaS
NNP Academy — Facility Staff Training	Facility HR Directors	$100–$2,200/program
Clarity Package	Families (entry point)	Single session
Full Care Member (40 hrs)	Families — high acuity	Monthly rate
Smart Sanctuary™ Setup	Families — tech-ready seniors	Setup + monthly

Governance & Corporate Documents

Chapter 28 & 7 Corporate Documents • Operating Agreement, Banking Resolution, IP Assignment

Decision Category	Authority	Threshold
New service line launch	Both members unanimous	Any
Financial commitments	Both members written authorization	> $2,500
New hire or contractor engagement	Both members unanimous	Any
Contract > 90 days duration	Both members unanimous	Any
IP licensing or assignment	Both members unanimous	Any
Debt or credit facility	Both members unanimous	Any
Operating agreement amendment	Both members unanimous	Any
Day-to-day operations (< $2,500)	Either member (COO primary)	< $2,500

Article	Subject	Summary
I	Formation	LISTERKEYS LLC organized under Arizona LLC Act; formed August 21, 2023
II	Business Purpose	Care navigation, clinical consulting, software platforms, all lawful related activities
III	Members & Capital	50/50 ownership — Mark Lister Opina (NNP-001) and Aaron Keys-Rodgers (NNP-002)
IV	Management	Member-managed; both members required for all material decisions
V	Voting Rights	One vote per membership unit; all major decisions require unanimous consent
VI	Financial Controls	Dual-signature requirement > $2,500; Bluevine as primary depository institution
VII	Distributions	Distributions only by unanimous member vote; pro-rata per ownership interest
VIII	Transfer Restrictions	No transfer without unanimous member consent; right of first refusal
IX	Dissolution	Requires unanimous member vote or judicial order
X	IP & Confidentiality	All IP irrevocably vested in LLC; member confidentiality obligations survive dissolution
XI	Non-Compete	24-month, 100-mile non-compete in elder care sector post-exit
XII	Dispute Resolution	Binding arbitration in Maricopa County, AZ; Arizona law governs
XIII	Miscellaneous	Severability, entire agreement, amendments require unanimous written consent

Mark Lister Opina

Chief Executive Officer • Member • 50%

Aaron Keys-Rodgers

Chief Operating Officer • Member • 50%

Resolved 1 — Depository Institution

LISTERKEYS LLC hereby designates Bluevine Inc. (Routing: 125109019) as the primary depository and financial institution for all operating funds, business accounts, and LLC financial instruments.

Resolved 2 — Authorized Signatories

The following persons are hereby designated as authorized signatories on all LLC accounts: Mark Lister Opina (CEO) and Aaron Keys-Rodgers (COO). Both members are authorized and no single member may act unilaterally on transactions exceeding $2,500.

Resolved 3 — Dual-Signature Threshold

Any single financial commitment, purchase order, vendor contract, or disbursement exceeding $2,500 requires the written authorization of both authorized signatories before execution or commitment.

Resolved 4 — Payment Processors

The LLC hereby authorizes use of Square (in-person / retail POS) and Stripe (online subscriptions / SaaS billing) as supplemental payment processing platforms, both linked to the primary Bluevine operating account.

Resolved 5 — Corporate Card

Any corporate credit card or charge account established in the name of LISTERKEYS LLC requires written authorization from both members and shall be subject to the $2,500 dual-signature threshold per transaction cycle.

Resolved 6 — Effective Date

This Banking Resolution is effective upon execution by both members and supersedes any prior banking authorization. It shall remain in effect until amended by unanimous member consent.

Mark Lister Opina

Chief Executive Officer

Aaron Keys-Rodgers

Chief Operating Officer

LISTERKEYS LLC • Membership Certificate

Certificate No. NNP-001

Mark Lister Opina

This certifies that the above-named individual holds a 50% membership interest in LISTERKEYS LLC, an Arizona limited liability company, with all rights, privileges, and responsibilities attendant thereto, including equal voting rights, equal distribution rights, and co-equal management authority.

Certificate Date: August 21, 2023 • EIN: 93-2987612 • AZ Entity ID: 23571547

Mark Lister Opina

Member • CEO

Aaron Keys-Rodgers

Member • COO • Secretary

LISTERKEYS LLC • Membership Certificate

Certificate No. NNP-002

Aaron Keys-Rodgers

Certificate Date: August 21, 2023 • EIN: 93-2987612 • AZ Entity ID: 23571547

Mark Lister Opina

Member • CEO

Aaron Keys-Rodgers

Member • COO • Secretary

This Dual-Signature Financial Control Policy governs all financial commitments made by or on behalf of LISTERKEYS LLC d/b/a Nurse Navigators Pro.

Section	Subject	Rule
1	Threshold	Any commitment exceeding $2,500 requires written authorization from both members
2	Covered Transactions	Vendor contracts, purchase orders, subscriptions, payroll, capital equipment, debt instruments
3	Authorized Signatories	Mark Lister Opina (CEO) and Aaron Keys-Rodgers (COO) — joint authority only
4	Emergency Exception	Single-member authorization permitted in life-safety emergency only; must be ratified by both within 48 hours
5	Documentation	All dual-authorization approvals must be documented in writing (email or signed approval form)
6	Payment Processor Limits	Square and Stripe auto-charges above $2,500 require pre-authorized recurring agreement signed by both members
7	Violations	Unauthorized commitment above threshold constitutes a breach of the Operating Agreement — subject to member remedy provisions
8	Review Cycle	This policy is reviewed annually at the LLC's fiscal year meeting; threshold adjustable by unanimous consent
9	Effective Date	Policy effective upon execution; supersedes any prior informal financial authority delegation

Mark Lister Opina

Chief Executive Officer

Aaron Keys-Rodgers

Chief Operating Officer

This Intellectual Property Assignment Agreement (“Agreement”) is entered into by and between Mark Lister Opina and Aaron Keys-Rodgers (collectively “Assignors”) and LISTERKEYS LLC (“Company”).

Recitals

WHEREAS, the Assignors have developed and contributed to the development of certain software platforms known as Chronicle EHR (an electronic health record and care workflow platform) and Chronicle Home (a family-facing care coordination portal), hereinafter collectively the “Platforms”;

WHEREAS, the Assignors also contributed to the Messaging App (Portal) — AKR Messenger, a secure messaging platform (akr-messenger-9274.web.app), and the NNP Form Library (424 forms), and the NNP Site Build (96 pages at nursenavigatorspro.com), hereinafter collectively “Related IP”;

WHEREAS, the parties desire that all intellectual property rights in and to the Platforms and Related IP be irrevocably vested in and owned by the Company;

Assignment of Rights

The Assignors hereby irrevocably assign to LISTERKEYS LLC all right, title, and interest in and to the Platforms and Related IP, including all copyrights, trade secrets, patents, trademarks, and other intellectual property rights, in all jurisdictions worldwide, in perpetuity, without reservation.

Mark Lister Opina

Assignor • CEO • Member

Aaron Keys-Rodgers

Assignor • COO • Member

The undersigned, acting as organizers of LISTERKEYS LLC, state that all information in the Articles of Organization filed with the Arizona Corporation Commission on August 21, 2023 is true and correct.

Entity Detail	Information on Record
LLC Name	LISTERKEYS LLC
Principal Address	805 S Sycamore St, Mesa, AZ 85295
Statutory Agent	Mark Lister Opina — 805 S Sycamore St, Mesa, AZ 85295
Management	Member-Managed
Members	Mark Lister Opina • Aaron Keys-Rodgers

Mark Lister Opina

Organizer • CEO • Member

Aaron Keys-Rodgers

Organizer • COO • Member