Terms of Use

1. About the Site

The Site provides educational content about artificial intelligence, automation, lead management, marketing, customer communication, and business operations for home service businesses.

Content may include:

• Articles and guides
• Videos and tutorials
• Newsletter emails
• Templates and examples
• Software walkthroughs
• Automation ideas and workflows
• References to third-party products and services

Bryan Shankman is a co-founder of LeadTruffle. The Site may discuss, demonstrate, recommend, or link to LeadTruffle and other third-party platforms.

The Site is an educational and informational resource. It is not a software service, consulting engagement, agency relationship, or professional advisory service unless we expressly agree otherwise in a separate written agreement.

2. Eligibility and Acceptable Use

You may use the Site only for lawful purposes and in accordance with these Terms.

You agree not to:

• Use the Site in violation of any applicable law or regulation
• Attempt to gain unauthorized access to the Site, its servers, or related systems
• Interfere with the security, performance, or proper operation of the Site
• Introduce viruses, malicious code, automated attacks, or other harmful material
• Scrape, crawl, harvest, or extract Site content through automated means in a manner that places an unreasonable burden on the Site or circumvents technical restrictions
• Impersonate another person or misrepresent your identity or affiliation
• Use Site content to violate the privacy, intellectual-property, contractual, or other rights of another person
• Remove copyright, trademark, attribution, or proprietary notices from Site content
• Use the Site for fraudulent, deceptive, abusive, or unlawful activity

We may restrict or block access to the Site when we reasonably believe these Terms have been violated or access presents a security or operational risk.

3. Educational Content Only

The Site and its content are provided for general informational and educational purposes only.

Nothing on the Site constitutes legal, financial, accounting, tax, employment, cybersecurity, regulatory, telecommunications, advertising, or other professional advice.

You should consult an appropriately qualified professional before acting on information where professional advice is warranted.

You are responsible for determining whether any information, strategy, workflow, template, recommendation, or automation described on the Site is suitable for your business, customers, systems, contracts, and jurisdiction.

4. AI, Automation, and Communications Compliance

Examples involving artificial intelligence, automated messaging, telephone calls, SMS, email, lead follow-up, call recording, advertising, customer data, or third-party platforms may be subject to laws, contractual requirements, consent rules, and platform policies.

These requirements can vary according to factors such as:

• Your location and your recipient’s location
• The type and purpose of the communication
• Whether the communication is automated
• Whether prior consent has been obtained
• Whether a call is recorded or transcribed
• The platform or communications provider being used
• Whether the recipient is a consumer or business contact

You are solely responsible for obtaining any necessary consent, providing required notices, maintaining appropriate records, honoring opt-out requests, and complying with applicable laws and platform policies.

The Site does not guarantee that an example workflow or template will be lawful or appropriate in every situation.

5. Accuracy and Changing Information

We make reasonable efforts to provide useful and accurate information, but we do not guarantee that Site content is complete, current, or error-free.

Software features, user interfaces, pricing, integrations, product names, platform policies, regulations, and technical requirements may change after content is published.

Before implementing anything described on the Site, you should:

• Review the current official documentation of the relevant provider
• Test the workflow in a controlled environment
• Confirm applicable legal and contractual requirements
• Maintain appropriate human oversight
• Protect customer and business information
• Create appropriate backup, review, and error-handling processes

Dates shown on articles indicate when content was published or last revised and do not guarantee that every statement remains current.

6. No Guaranteed Results

Examples, case studies, projections, performance figures, and descriptions of business results are provided for illustration and education.

We do not guarantee that you will achieve any particular result, including:

• More leads
• Faster response times
• More booked appointments
• Higher revenue
• Lower costs
• Better rankings
• Improved conversion rates
• Compliance with applicable law
• Successful software integration or automation

Your results depend on factors outside our control, including your market, business operations, implementation, customer behavior, technology, personnel, advertising, and third-party services.

7. Newsletter Communications

When you subscribe to the newsletter, you request periodic emails about AI, automation, home service operations, related tools, and Site content.

You may unsubscribe at any time by:

• Using the unsubscribe link included in an email; or
• Contacting us at the email address listed below.

Unsubscribing from the newsletter does not prevent us from responding to a communication that you initiated or sending a message required by law.

Our collection and use of subscriber information are described in our Privacy Policy.

8. Intellectual Property

Unless otherwise stated, the Site and its original content—including articles, text, graphics, branding, videos, layouts, downloads, and other materials—are owned by Bryan Shankman or used with permission and are protected by copyright, trademark, and other applicable laws.

Subject to these Terms, we grant you a limited, personal, revocable, non-exclusive, non-transferable license to access and use the Site for lawful informational and internal business purposes.

You may:

• Share links to publicly available Site pages
• Print or save a reasonable number of pages for your own internal reference
• Quote limited excerpts for commentary, criticism, or discussion when accompanied by clear attribution and a link to the original page

You may not, without prior written permission:

• Republish a full article, newsletter, guide, video transcript, graphic, or substantial portion of the Site
• Sell, sublicense, license, or commercially distribute Site content
• Present Site content as your own
• Remove copyright, trademark, attribution, or proprietary notices
• Create a competing content library, publication, course, database, or commercial product using substantial Site content
• Use Site content to train, fine-tune, evaluate, or populate a commercial artificial-intelligence model or dataset, except where such restriction is prohibited by applicable law
• Systematically copy or extract Site content using automated tools

Nothing in these Terms is intended to limit rights that cannot legally be restricted, including any use that qualifies as fair use or another applicable legal exception.

All rights not expressly granted are reserved.

9. Trademarks

The names, logos, product names, and branding displayed on the Site may be trademarks or other protected identifiers belonging to Bryan Shankman, LeadTruffle, or third parties.

You may not use any trademark displayed on the Site in a way that falsely suggests sponsorship, endorsement, affiliation, or approval.

References to third-party names and trademarks are made for identification and informational purposes. Their inclusion does not imply ownership by Bryan or sponsorship by the applicable third party.

10. LeadTruffle and Other Commercial Interests

Bryan Shankman is a co-founder of LeadTruffle and may have a financial or professional interest in LeadTruffle.

Accordingly, references to LeadTruffle should not be understood as independent or impartial third-party reviews. Where appropriate, the Site will disclose Bryan’s relationship with LeadTruffle in or near relevant content.

The Site may also contain affiliate links, sponsorships, paid placements, complimentary products, or other commercial relationships. When such a relationship exists, we will provide a disclosure where required.

The presence of a commercial relationship does not guarantee that a product or service is suitable for your business.

11. Third-Party Links, Products, and Services

The Site may link to or discuss third-party websites, software, products, platforms, videos, and services, including services provided by Google, YouTube, Zapier, Twilio, Jobber, Housecall Pro, ServiceTitan, Brevo, and LeadTruffle.

Third-party services are not controlled by us. We do not guarantee or assume responsibility for their:

• Availability or security
• Accuracy or reliability
• Features or functionality
• Pricing or billing practices
• Privacy or data-handling practices
• Terms, policies, or legal compliance
• Customer support
• Business results

Your use of a third-party service is governed by your agreement with that provider.

You should independently review a provider’s current documentation, pricing, terms, privacy policy, security practices, and compliance requirements before using its service.

12. Downloads, Templates, and Example Materials

The Site may provide templates, checklists, prompts, code snippets, messages, workflows, configuration examples, or other downloadable materials.

These materials are provided as general examples and may require substantial modification before use.

You are responsible for:

• Reviewing and testing materials before implementation
• Checking for errors or incompatibilities
• Adapting them to your business and customers
• Confirming compliance with applicable laws and contracts
• Maintaining backups and security controls
• Supervising automated output and customer-facing communications

Do not use any template or automation without appropriate review merely because it appears on the Site.

13. User Communications and Feedback

If you submit a question, suggestion, correction, testimonial, idea, or other feedback to us, you retain ownership of any rights you hold in that material.

You grant us a non-exclusive, worldwide, royalty-free license to use, reproduce, and adapt that feedback for the purpose of operating, improving, or promoting the Site, provided that we will not publicly identify you by name without permission unless your identity is already part of material you intentionally made public.

Do not submit confidential, proprietary, sensitive, or legally protected information unless we have expressly agreed in writing to receive it.

Sending us information does not create a confidential, fiduciary, advisory, employment, agency, or professional relationship.

14. Copyright Concerns

We respect intellectual-property rights.

If you believe material on the Site infringes your copyright, contact us and include:

• Identification of the copyrighted work
• Identification and location of the allegedly infringing material
• Your name and contact information
• A statement explaining your good-faith belief that the use is unauthorized
• A statement that the information in your notice is accurate
• Your physical or electronic signature

This section provides a contact process and does not represent that the Site is necessarily eligible for any particular statutory safe harbor.

15. Site Availability and Changes

We may modify, update, restrict, suspend, or discontinue any portion of the Site at any time.

We do not guarantee that:

• The Site will always be available
• Content will remain published indefinitely
• Links, downloads, or integrations will continue to function
• Errors or security issues will always be corrected
• The Site will be compatible with every browser, device, or system

We may remove or revise content without prior notice.

16. Disclaimer of Warranties

To the fullest extent permitted by applicable law, the Site and all content are provided “as is” and “as available.”

We disclaim all warranties, representations, and conditions, whether express, implied, statutory, or otherwise, including implied warranties of:

• Merchantability
• Fitness for a particular purpose
• Title
• Non-infringement
• Accuracy
• Reliability
• Availability
• Security

We do not warrant that the Site will be uninterrupted, error-free, free from harmful components, or suitable for your particular needs.

Some jurisdictions do not allow certain warranty exclusions, so some of these exclusions may not apply to you.

17. Limitation of Liability

To the fullest extent permitted by applicable law, Bryan Shankman and any persons assisting with the operation of the Site will not be liable for indirect, incidental, special, exemplary, consequential, or punitive damages arising from or related to:

• Your access to or use of the Site
• Your inability to access or use the Site
• Your reliance on Site content
• Your implementation of an example, template, automation, or recommendation
• Your use of a third-party product or service
• Loss of data, revenue, profits, goodwill, business opportunity, or anticipated savings
• Unauthorized access to or alteration of your information

18. Indemnification

To the fullest extent permitted by applicable law, you agree to defend, indemnify, and hold harmless Bryan Shankman from third-party claims, liabilities, damages, judgments, losses, and reasonable legal expenses arising directly from:

• Your unlawful or unauthorized use of the Site
• Your material violation of these Terms
• Your infringement or violation of another person’s rights
• Content or information you submit through the Site
• Your implementation of Site materials in a way that violates applicable law or a third party’s rights

This obligation does not apply to the extent a claim results from our own unlawful conduct, gross negligence, or willful misconduct.

We reserve the right to control the defense of a covered claim, and you agree to provide reasonable cooperation. You may not settle a claim in a manner that imposes liability or obligations on us without our written consent.

19. Governing Law and Venue

These Terms are governed by the laws of the State of Texas, without regard to its conflict-of-law rules.

Subject to any rights that cannot legally be waived, any legal action arising out of or relating to these Terms or the Site must be brought in the state or federal courts located in Austin, Texas.

You and Bryan consent to the personal jurisdiction of those courts.

Nothing in this section prevents either party from seeking appropriate injunctive or equitable relief in another jurisdiction when necessary to protect intellectual-property rights, confidential information, or system security.

20. Changes to These Terms

We may update these Terms when the Site, our practices, or applicable requirements change.

The “Last updated” date at the top identifies the latest revision.

Changes will apply prospectively from the date they are posted unless otherwise stated. Where required by law, we will provide additional notice or obtain agreement to material changes.

Your continued use of the Site after revised Terms become effective constitutes acceptance of those revised Terms to the extent permitted by applicable law.

21. Termination

These Terms remain effective while you use the Site.

You may stop using the Site at any time. We may restrict or terminate your access when we reasonably believe that you:

• Violated these Terms
• Used the Site unlawfully
• Created a security, legal, or operational risk
• Attempted to interfere with the Site or another user

Provisions that by their nature should continue after termination—including intellectual-property, warranty, liability, indemnification, and governing-law provisions—will survive.

22. Severability

If any provision of these Terms is determined to be invalid, unlawful, or unenforceable, that provision will be enforced to the maximum extent permitted or modified only to the minimum extent necessary.

The remaining provisions will remain in effect.

23. No Waiver

A failure or delay in enforcing any provision of these Terms does not waive the right to enforce it later.

A waiver is effective only if it is in writing and applies only to the specific situation for which it was given.

24. Assignment

You may not assign or transfer your rights or obligations under these Terms without our prior written consent.

We may assign these Terms in connection with a reorganization, transfer of the Site, sale of assets, or similar transaction.

25. Entire Agreement

These Terms and the Privacy Policy constitute the entire agreement between you and us concerning your use of the Site, unless a separate written agreement applies to a particular service or transaction.

If a separate written agreement conflicts with these Terms, the separate agreement will control for the subject it specifically addresses.

26. Contact Us

Questions about these Terms may be sent to:

Bryan Shankman
Email: [email protected]
Website: bryanshankman.com