What this checklist helps you answer
With this checklist, your team can quickly assess these essential questions:
- Do credits have a real job to do in the AI offer?
- Can customers understand and control consumption?
- Can finance operate the model responsibly at scale?
- What is your finance foundation AI credit readiness score?
What’s inside
The checklist walks your team through both strategic fit and operational readiness, to help you answer critical questions like:
- Do AI costs, customer value, and usage patterns vary enough to justify a credit model?
- Do your customers need better spend predictability, balances, alerts, and consumption controls?
- Are your usage data, billing workflows, and reporting processes ready to support AI monetization?
- Are your policies for expiration, rollover, top-ups, overages, and sharing are clearly defined?
- Have revenue treatment, breakage, refunds, adjustments, and reporting requirements been adequately addressed?
- Can pricing and monetization changes can be made without engineering-heavy workarounds?
