Use AI to prepare a clear, organized agenda and discussion guide before meeting with your dental supply vendors.

Before you sit down with your dental supply rep or equipment vendor, use AI to help you organize your questions, priorities, and talking points. This keeps the meeting focused, ensures you don't forget important questions, and helps you negotiate confidently. Start by listing the items or services you're considering, any issues you've had, and your budget concerns. Then ask AI to organize these into a clear agenda with smart questions to ask about pricing, warranty, training, and implementation timelines. Step 1: Open ChatGPT or Claude and list what you need to discuss — new equipment, supply contracts, pricing concerns, delivery issues, or staff training needs. Include your current pain points and what you hope to accomplish in the meeting. Step 2: Ask AI to turn your notes into a structured meeting agenda with clear sections, prioritized by importance. Request that it include open-ended questions you should ask the vendor about pricing flexibility, product comparisons, and support services. Step 3: Have AI draft a list of specific questions about implementation — like how long setup takes, what training your staff will need, whether there are hidden costs, and what happens if something breaks. Step 4: Ask AI to create a simple comparison framework you can fill in during the meeting — a way to evaluate multiple vendors or product options side-by-side based on cost, quality, support, and ease of use. Step 5: Review and personalize the agenda, adding your practice's specific needs or concerns. Print or save it so you can refer to it during the meeting and take notes directly on it. Step 6: After the meeting, use AI to help you summarize your notes and draft a follow-up email to the vendor confirming what was discussed and any next steps. This ensures nothing falls through the cracks and you have a clear record of what was promised.

February 27, 2026