AI Environment

Providers (e.g. OpenAI, Anthropic): Number of Production Workflows/Agents: Current Gateways/Orchestration:

Financial Qualification

Average Monthly Addressable Spend: Under $1,000 $1,000–$2,999 $3,000–$9,999 $10,000–$19,999 $20,000–$49,999 $50,000+ Can costs be attributed by client/workflow? Yes Partially No Recent unexpected bills or margin problems? No Yes

Operational & Readiness

Is request-level telemetry available? Yes No Is the organization prepared to implement a justified recommendation? Yes No Describe the most expensive or risky workflow:

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