Tia Knox — Offer & Growth Platform Packet
Permian Basin Senior Advisors LLC d/b/a Permian Basin CarePatrol
Presented by Kendall Leri Warren
May 12, 2026
A Letter of Welcome
It is my pleasure to present this offer and welcome you into a unique growth opportunity with Permian Basin Senior Advisors LLC d/b/a Permian Basin CarePatrol.
Dear Tia,
This role has been intentionally designed to align with your strengths, your leadership style, and the needs of the Permian Basin market. Based on your background in senior living, healthcare outreach, and relationship-driven roles — along with your ability to build trust and communicate effectively within the community — we believe you are uniquely positioned to succeed in this platform.
At the center of this opportunity is the belief that CarePatrol is the first step in the senior services supply chain. It is the first call families make when they do not know what to do next, and it is the trusted point of guidance during one of the most important decisions they will face.
In this role, you will be positioned as a frontline representative of that mission in the Permian Basin, helping families, referral partners, and the broader community navigate senior care decisions with trust, clarity, and confidence.
Sincerely,
Kendall Leri Warren, Founder, Permian Basin Senior Advisors LLC d/b/a Permian Basin CarePatrol
Your Offer at a Glance
Your offer is structured as a professional packet consisting of the following documents and components:
1
Role Alignment & Brand Positioning Memo
Defines your strategic position, market focus, and the intent behind the role structure.
2
Independent Consulting Agreement
1099 independent contractor structure governing your primary role classification and responsibilities.
3
First-Year Growth Plan
A structured 12-month ramp plan with phased targets for CarePatrol placements and HCA hours.
4
Exhibit A – Compensation Schedule
Full breakdown of placement commissions, hourly residuals, draw structure, and reconciliation terms.

Your role will focus exclusively on CarePatrol Placements and HCA Hourly Cases.
Why Tia
Throughout the interview process, Tia identified three defining priorities in her next professional opportunity. These priorities are not abstract — they directly reflect how she operates.
Purpose
Tia finds meaning in work that matters — guiding families through critical decisions and serving the community with intention.
Responsibility
She carries responsibility through consistent follow-through, accountability, and a commitment to doing the work well.
Community & Communication
Her natural ability to build trust and maintain relationships makes her a reliable point of contact during moments of uncertainty.
Her background in senior living and healthcare-related environments, combined with her ability to build trust and maintain follow-through, positions her well for a role that is not transactional, but instead advisory and community-driven.
The Strategic Model
At the center of this opportunity is a simple and intentional structure that connects CarePatrol and Heritage Care Advocates (HCA) into a unified service platform.
Together, these services create a natural and ethical continuum of care. CarePatrol provides guidance and direction, HCA provides ongoing support, and Tia serves as the bridge between both — maintaining the relationship and helping ensure continuity for the family.
Market Strategy: Permian Basin
The Permian Basin presents a strong opportunity, but success in this market requires focus and discipline in how relationships are developed.
Primary Referral Channels
  • Hospital discharge planners
  • Case managers and social workers
  • Rehabilitation and transitional care teams
  • Home health and hospice organizations
These settings consistently produce situations where guidance is needed immediately and where trust is a critical factor.
Secondary & Community Channels
  • Senior service organizations
  • Physician offices
  • Aging-resource networks
  • Churches and community workshops
  • Educational outreach events
These channels reinforce trust and visibility rather than serve as the primary driver of referrals.
Compensation Overview
Your compensation package is performance-driven and designed to reward both immediate production and long-term relationship building. It combines upfront placement income with residual hourly earnings that compound over time.
70% Placement Commission
Earn 70% of all collected move-in revenue on CarePatrol placements — one of the most aggressive commission structures in the industry.
$3.00/Hour Residual Income
Earn $3.00 per scheduled HCA hour on every client you bring in. Residual income continues for the life of the client and ratio-adjusted to a $35/hr benchmark.
$4,000 Monthly Draw
A recoverable monthly draw provides income stability during your ramp period, reconciled against earned commissions each month.
$20,000 Draw Cap
The maximum cumulative outstanding draw balance shall not exceed $20,000, protecting both parties during the growth phase.
The Power of Residual Income
Unlike traditional commission roles that reset every month, your HCA hourly income compounds over time. Every client you bring in continues to generate income for as long as they remain active.
$3.00
Per Hour, Per Client
Based on $35.00 per hour billed
$504
One 24 Hour Client
Weekly Commission

$26K
One 24 Hour Client
Yearly Commission
.
$131k
Five 24 Hour Clients
Yearly Commissions

Every relationship = future income. Every client = recurring revenue. Every month builds on the last.
Compensation Structure — Full Detail
A. CarePatrol Placement Compensation
Consultant shall receive 70% of collected move-in revenue on paid placements within a calendar month. "Collected move-in revenue" means fees actually received by Company, net of refunds, chargebacks, discounts, or cancellations.
B. HCA Hourly Compensation
Consultant shall receive $3.00 per scheduled hour for all weekly HCA hours. All hourly compensation shall be ratio-adjusted based on a benchmark billing rate of $35.00 per hour, such that compensation scales proportionally with changes in billing rates.
Profit Center & Monthly Reconciliation
The Company maintains an internal accounting ledger referred to as the "Profit Center," used solely for calculating Consultant compensation. At the conclusion of each calendar month:
Profit Center Balance = Credits (Commissions) – Debits – Draw
If the balance is positive, Consultant shall receive payment of the excess. If the balance is negative, the balance shall carry forward. Consultant shall not be required to make any out-of-pocket repayment except in cases of fraud, willful misconduct, or unauthorized expenses.
First-Year Targets
The first-year targets are set to reflect a balanced approach between growth and sustainability — designed to allow for a realistic ramp while establishing a meaningful level of production that can be built upon in subsequent years.
CarePatrol Placements
26
Total Placements
Target for Year 1, ramping from 0 to 3 per month by the second half of the year.
HCA Weekly Hours
500
Weekly HCA Hours
Target stabilization level by end of Year 1, representing a stable operational base for long-term scalability.

These targets represent the initial growth phase, not the long-term ceiling of the role. They are a foundation, not a finish line.
CarePatrol Placement Ramp — Month by Month
The CarePatrol portion of the plan is structured to build steadily over time, allowing for training, referral development, and increasing familiarity with the Permian Basin market.
Month 1 is focused on training and market entry with no placement expectation. Months 2–3 introduce initial production at one placement per month. Months 4–6 build consistency at two per month. Months 7–12 reflect an established market presence at three placements per month — totaling 26 placements over the year.
The Four Growth Phases
The first year can be understood in four general phases, each building on the previous stage. This structure reflects how the business actually develops — through relationship-building, trust, and consistent activity.
Phase 1 — Foundation (Months 1–2)
Onboarding, training, CRM familiarity, and initial market mapping. Learn the process, understand referral sources, and establish early connections.
Phase 2 — Activation (Months 3–4)
Begin converting early relationships into activity. Initial placements occur, and outreach becomes more structured and consistent.
Phase 3 — Expansion (Months 5–8)
Build momentum. Referral relationships become more active, placement volume increases, and HCA hours begin to grow more rapidly.
Phase 4 — Stabilization (Months 9–12)
Established market presence with consistent placement activity and a stable base of HCA hours. Focus shifts to maintaining performance and refining processes.
Reporting & Accountability
Consistency and visibility are essential to the success of this role. Regular reporting ensures the pipeline remains active and that progress is measurable for both Tia and the Company.
Weekly Reporting
  • Outreach efforts and referral development
  • Meetings and events attended
  • Placements currently in process
  • HCA-related activity and pipeline updates
Monthly Reporting
  • Paid placements and collected revenue
  • Scheduled HCA hours
  • Commissions earned and expenses
  • Profit Center reconciliation

All compensation is subject to weekly activity reporting, monthly commission reporting, and monthly expense reporting. Final calculations are made in accordance with the Profit Center reconciliation process.
Professional Development & Benefits
As part of this platform, the Company is committed to supporting Tia not only in production, but in long-term professional development, operational effectiveness, and personal stability.
CSA® Certification Sponsorship
Tia will be sponsored through the Certified Senior Advisor (CSA)® program, providing formal education and certification in working with older adults. This strengthens her ability to guide families and build credibility within the community.
Avibra Benefits Platform
Access to a flexible and portable suite of benefits including life and AD&D coverage, wellness and financial counseling, telemedicine, family care support, and additional protection coverage.
Technology & CRM Systems
Full access to Company technology including CRM tools, data tracking systems, and workflow platforms designed to manage referrals, track placements, monitor HCA hours, and support ongoing relationship management.
Role Alignment & Brand Positioning
This memo is intended to clearly define the structure, intent, and positioning of Tia Knox's role within Permian Basin Senior Advisors LLC d/b/a CarePatrol, and to align her responsibilities, compensation model, and first-year growth plan around a single objective:
To establish Tia as the trusted first point of contact for senior services in the Permian Basin.
This role requires someone who can operate with consistency, build relationships over time, and serve as a reliable point of contact during moments of uncertainty. Tia's natural approach to communication and accountability aligns directly with those requirements.
Business Development
Referral generation, partnerships, and placement facilitation across the Permian Basin market.
Client Experience & Relationship Management
Guiding families through care decisions with trust, clarity, and confidence at every step.
Operational Awareness & Support
Maintaining visibility into the pipeline, reporting consistently, and supporting the broader platform's growth.
What You'll Be Doing Day-to-Day
You will be the face of the market — owning the full client lifecycle, not just the sale. Your daily work will span relationship development, family guidance, and community presence.
Build Referral Relationships
Develop and maintain relationships with hospitals, discharge planners, case managers, home health agencies, hospice organizations, and community partners.
Guide Families Through Care Decisions
Help families understand their needs, evaluate their options, tour communities, and make informed placement decisions during moments of urgency and uncertainty.
Facilitate CarePatrol Placements
Convert referrals into placements by serving as a trusted advisor — not a salesperson — throughout the family's decision-making process.
Grow HCA Home Care Hours
Identify opportunities for ongoing in-home care support and develop the HCA client base toward the 500 weekly hours target.
What Success Looks Like
Success in this role is not measured solely by outcomes, but also by consistency of activity, relationship development, and the ability to maintain a strong and visible presence within the market.
1
First Few Months
Build relationships, generate referrals, and start closing initial placements. Establish your presence and outreach rhythm.
2
Mid-Year
Consistent pipeline, repeat referral partners, and growing residual income from HCA hours. Momentum is building.
3
End of Year 1
26 placements achieved, 500 weekly HCA hours stabilized, and a strong community presence established.
4
Long-Term
Predictable monthly income, a true income-producing territory, and a scalable book of business that compounds over time.
Who This Opportunity Is Perfect For
This is not a traditional job — and that's intentional. This opportunity is designed for someone who wants more than a paycheck. It's for someone who wants to build something that grows over time.
Relationship-Driven
You build trust naturally and maintain it over time. Community connection is not a strategy for you — it's how you operate.
Performance-Motivated
You are motivated by uncapped earning potential and the knowledge that your effort directly determines your income.
Autonomous & Accountable
You are comfortable operating independently, owning your results, and maintaining consistency without being micromanaged.
Long-Term Thinker
You are interested in building long-term income and a book of business — not just short-term wins that reset every month.
What You're Really Building
This isn't just a role. It is a platform to serve families, build relationships in the community, and carry responsibility in a meaningful way.
Every relationship = future income. Every client = recurring revenue. Every month builds on the last — instead of resetting like most roles.
Final Positioning Statement
This platform is designed to develop a relationship-driven market leader who owns growth and operations simultaneously, builds long-term referral ecosystems, delivers consistent client experience, and generates both immediate and recurring income — operating with autonomy and accountability.
Build Income
High placement commissions upfront combined with residual hourly income that compounds over the life of every client.
Build Relationships
Become the trusted first point of contact for senior services in the Permian Basin — a central figure in the care ecosystem.
Build Your Territory
Own a scalable, relationship-driven presence in the Permian Basin that is both sustainable and impactful for years to come.
Tia, we are excited about the opportunity to build with you and look forward to moving ahead together.
Kendall Leri Warren, Founder
Permian Basin Senior Advisors LLC d/b/a Permian Basin CarePatrol