A big thank you to ClientTether for sponsoring this episode of The Advisory Board Podcast. Their balance of automation and human touch is exactly what today’s discussion is all about.
This week, host Dave Hansen sits down with Bryan Shankman, co-founder & CEO of LeadTruffle, an AI-enabled sales follow-up platform built for speed-to-lead. Bryan’s path runs from early-stage rocket ships (Frame.io → acquired by Adobe) and time at TikTok to TinySeed alum—plus a background in rugby that explains his bias for quick, clean hits over slow, sloppy drives.
Bryan breaks down where leads really come from today—third-party aggregators, out-of-home, your website, and the phone—with the 80/20 action living on website + phone. He makes the case that Reddit is a sleeper channel: it ranks on page one, fuels LLM training data, and hosts hyper-local “who should I hire in Austin?” threads. TikTok, meanwhile, is getting more local (location tags, city-flavored feeds), which means a single time-lapse job video can spark real, no-cost leads.
The big theme: AI + humans > AI or humans alone. Automation shines for instant engagement, intake, spam filtering, qualification, and booking—especially when your team can’t call back in 10 seconds. But complex, high-trust moments still deserve a thoughtful human who can reassure, advise, and close. Post-service, AI can nudge reviews, trigger owner callbacks on negative sentiment, and identify smart cross-sell windows—gold for lean “couple-person” franchise units.
On future-proofing without a Frankenstack: keep it stupid simple. Prioritize responsiveness (pick up the phone—or let AI do it), do excellent work, and nail the unsexy fundamentals: a clear website, a healthy Google Business Profile, and steady reviews. Then add automation exactly where tedium kills consistency. Measure what matters, iterate, and don’t be afraid to partner—platforms and clean APIs beat duct-taped zaps every time.
Want to connect with Bryan? Visit leadtruffle.com or ping him at
[email protected]—true to form, he’ll get back fast.