For Lisa Chamber Music Society of Palm Beach Prepared by ThoughtLeap

Here is the scope in writing, so you can decide.

You said time is of the essence. This is the 30-day Operational Intelligence Sprint that fixes the five structural issues blocking the 120-by-November patron number — and gives you a foundation that survives any tooling change.

Investment
$4,800
Flat. Paid upfront. Non-profit rate.
Duration
30 days
First working session within three business days.
Deadline
Jul 15
Renewal campaign ready before your cutoff.
Brandon Carson ThoughtLeap · Founder & Principal
01 · Your goals
As I heard them

What we're aiming at.

Six measurable outcomes by the first concert in November — and a foundation for the seasons after.

Goal 01
120 by November
100 renewals plus 20 new Patron Circle members by the first concert.
Goal 02
Meaningful growth
Subscribers, members, and single-ticket buyers each growing in a measurable way.
Goal 03
New households
Net-new household acquisitions, not just retention.
Goal 04
50% spend reduction
A halving of marketing, design, and media spend.
Goal 05
A 3-year composite
Three-season lookback that gives you a meaningful foundation to build on.
Goal 06
Data that informs
Intelligence shaping the next season — and the season after.
02 · What's blocking you
The five structural issues

Until these are fixed, every report runs through fog.

Each campaign launches on guesswork. The sprint resolves them at the structural layer — not as a workaround.

Issue 01 / 05

Season vs fiscal year misalignment

Transactions for next season's memberships book in the wrong fiscal year. No rule exists for how to tag them.

Issue 02 / 05

No universal customer number

ThunderTix does not provide one. Names mutate across orders. Duplicates get created.

Issue 03 / 05

No naming conventions or custom field standards

Every label was created ad hoc. Reports cannot be stitched together because the fields do not agree.

Issue 04 / 05

Technical choke point at Patron Services

A critical layer occupied by staff without the depth or context to participate in the redesign.

Issue 05 / 05

Emotional KPIs instead of measurable ones

Strategic decisions anchored in instinct because nothing better exists. The sprint replaces instinct with definition — KPIs you can actually verify.

Until these five are fixed, every report runs through fog and every campaign launches on guesswork.

That is what the sprint resolves.
03 · What you get
What the sprint produces

Four deliverables. Permanent. Tool-agnostic.

You adopt them, you enforce them. They survive any ticketing change. They are the layer above any system you choose to run.

01 Standards Document

The rules that make the data readable.

Transaction tagging rules, naming conventions, custom field schema, KPI definitions. You adopt it. You enforce it. It is permanent infrastructure that survives any tooling change.

02 Reconciled Foundation

Three seasons of data under the standards.

Not a snapshot — a foundation. New data gets added under the same rules every season going forward. This is the over-time data you've been asking for.

03 Choke Point Map

Where the data breaks, and how to route around it.

Why it breaks, and how to work around it without waiting on ThunderTix — or anyone else — to change first.

04 Live Renewal Campaign

The 120-by-November push, launched.

Targeting based on actual patron behavior. Real-time intelligence on what is working while it is working. Aimed directly at your number.

04 · What it unlocks
Use cases from our call

The kinds of questions you can finally answer.

Specific use cases you surfaced on the call — the ones that have been sitting in the gap between what you sense and what you can prove.

Inside one season of clean data, you can ask:

Operations 01
Which households use the valet?
Operations 02
Who actually attends the pre-concert receptions?
Operations 03
Who is bringing unsanctioned guests?
Revenue 01
Which patrons are upgrade candidates?
Revenue 02
Which line items in the marketing budget are bloat?
Revenue 03
Where is the next $25K hiding in the current list?
05 · Your concerns, addressed
From the call

Three questions you raised. Three direct answers.

Concern 01

Should I just spend $15K on a new ticketing system instead?

Different problem.

The sprint is the layer above any ticketing system. The standards, the customer numbering scheme, and the reconciled dataset are tool-agnostic.

If you replace ThunderTix tomorrow, this work makes the migration cleaner, not redundant. A new tool inherits clean rules. A new tool on top of the current mess inherits the mess.

Concern 02

The data I need is over time, not one-time.

Agreed.

The standards document is permanent. The reconciled dataset is a foundation that grows every season.

The sprint is the one-time setup that enables continuous, reliable tracking. Without it, the over-time data you want cannot exist with any reliability — you'd be averaging fog with fog.

Concern 03

Who owns the intellectual property?

Clean line.

CMSPB owns the standards document and the reconciled dataset outright. Both are yours, fully and forever. Forwardable to a new vendor, a new ED, a new board.

ThoughtLeap retains the underlying methodology and tooling. You own the deliverable. We own the recipe.

06 · Ownership
Intellectual property, in one line

A clear separation. No grey area.

CMSPB owns

The deliverable.

The standards document and the reconciled dataset, outright. Yours to keep, share, hand to any vendor, retain through any leadership transition.

ThoughtLeap retains

The recipe.

The underlying methodology and tooling that produces the work. Repeatable for other clients. Never re-sold containing CMSPB data.

You own the deliverable. We own the recipe. Clean line.

07 · Timeline
From yes to launched

Inside three business days to start. Inside 30 to finish.

01

Approval

Reply yes today or tomorrow. Invoice goes out the same day.

02

First session

Inside three business days of approval. We start with the standards.

03

30-day sprint

Standards, reconciliation, choke-point map, campaign — built in parallel.

04

Jul 15 ready

Renewal campaign targeting in hand before your stated cutoff.

Chamber Music Society of Palm Beach Investment & next step

Reply yes and the invoice goes out today.

First working session scheduled inside three business days. Renewal campaign ready before your July 15 deadline.

From
Brandon Carson
ThoughtLeap · Founder & Principal
Reply by Today or tomorrow — to start within three business days.
CMSPB · Operational Intelligence Sprint Prepared 2026 · Valid 14 days
Reply yes — invoice today