Autonomy Licensing Division

ALSC Prospect Development Record

Create a new prospect record or add a dated entry to an existing record.

Use this form to document professional work completed with or for a prospective Autonomy licensee. Each submission becomes a permanent, dated entry in the prospect’s cumulative development record.

Enter the prospect’s identifying information carefully and describe only the work you personally completed. The system will determine whether the submission creates a new record or updates an existing Prospect Development Record.

1. ALSC Identification

Your registered ALSC email address will serve as your primary identification within the Prospect Development Record system.

ALSC Full Name * Enter your full name exactly as it appears in your Autonomy personnel record.

Registered ALSC Email Address * Enter the email address associated with your Autonomy personnel record. Your record confirmation will be sent to this address.

2. Prospective Licensee Information

Enter identifying information consistently so the system can locate the correct cumulative record.

Existing Prospect Development Record Number Enter the record number when adding to an existing record. Leave this field blank for a new prospect or when the record number is unknown.

Business or Practice Name * Enter the complete professional or legal name of the business, practice, clinic, or organization.

Business Address * Enter the complete street address, city, state, and ZIP code.

Prospective Licensee’s Full Name * Enter the full name of the professional or authorized decision-maker associated with this record.

Professional Title or Position Examples: Owner, Chiropractor, Physical Therapist, Practice Director, Clinic Administrator, or Office Manager.

At least one direct contact method is required. Enter the prospect’s email address or telephone number. Providing both is strongly recommended because these identifiers help the system locate and update the correct Prospect Development Record.

Prospect Email Address Enter the prospect’s primary professional email address.

Prospect Telephone Number Enter the prospect’s primary direct or business telephone number.

3. Prospect Development Activity

Document the current status and the substantive professional work completed since the previous record entry.

Current Prospect Status *

Describe only the work you personally completed. Include relevant conversations, meetings, questions, information provided, resources sent, objections addressed, commitments obtained, follow-up activity, changes in interest, and any other substantive contribution to the development of the prospective licensing relationship.

Prospect Development Record Entry *

4. Record Confirmation

Confirm the accuracy and authorship of the information before submitting it to the permanent record.

Accuracy and Authorship Confirmation I confirm that this submission accurately and truthfully describes the prospect-development work I personally completed. I understand that this entry will become part of the prospect’s permanent cumulative record and may be used to evaluate prospect ownership, commission credit, professional performance, and advancement.

Create or Update the Record

The system will determine the correct record action. This submission will either create a new Prospect Development Record or add a dated entry to an existing record. Do not submit the same activity more than once.

Successful submissions are permanently dated, recorded, and confirmed through the Autonomy Prospect Development Record System.