Allan Levy talks with Jason Barnard about the future of CRM and Digital Marketing with Generative AI.

Allan Levy is an entrepreneur and CEO of Alchemy Worx and LYQ Testing. Alan discusses the integration of ChatGPT in their tool to generate subject lines, which has improved the efficiency and effectiveness of their campaigns.

Jason Barnard and Allan Levy emphasize the importance of context in AI, noting that ChatGPT's effectiveness increases with specific details. Allan also highlights AI's role in creating consistent messaging across platforms and personalizing content.

Jason Barnard and Allan Levy underscores that despite AI's advancements, human creativity remains crucial for innovation. Discover practical strategies for implementing ChatGPT in your marketing workflows, perfect for business leaders who wants to build smarter marketing systems through strategic AI implementation.

What you’ll learn from Allan Levy

00:00 Allan Levy and Jason Barnard

01:09 Who is Allan Levy According to Jason Barnard’s ChatGPT Search?

01:51 How Does ChatGPT Perceive Jason Barnard?

03:04 What Does Alchemy Worx Do?

05:08 Why is it Important to Use AI Tools Like ChatGPT in Your Marketing Processes?

07:02 How Does Allan Levy See the Use of AI Tools Like ChatGPT Evolving in the Future?

07:17 How Can AI Help Personalize Communication Across Email and Social Media for Individual Users?

08:26 Why Could Personalization Across Multiple Platforms Become Too Invasive?

08:33 How Do E-commerce Sites Retarget Ads on Facebook?

08:55 How Do Marketers Prevent Users From Disabling Tracking Options?

09:34 Why Do Consumers Want Personalization While Fearing Invasive Tracking?

10:51 What Are Some Ways Businesses Can Effectively Adopt Generative AI Despite the Challenges?

11:34 What Prompted Jesse Kirshbaum to Build a Bunch of Filters to Feed Prompts Into ChatGPT?

14:21 What Are Some Other Ways ChatGPT Can Be Used in the CRM and Digital Marketing Space?

16:33 Where Do Humans Come Into Play When Using AI Tools Like ChatGPT?

17:09 Why Don’t Humans Always Need to Make the Final Decision When Using AI?

19:52 How Can Humans Remain Relevant in an AI-Driven World?

This episode was recorded live on video March 25th 2025

https://www.youtube.com/watch?v=mVSSSp1E5ho

Links to pieces of content relevant to this topic:https://alchemyworx.com/blog/innovation-unleashed/https://alchemyworx.com/blog/Allan Levy

Transcript from Allan Levy with Jason Barnard on Fastlane Founders And Legacy. CRM and Digital Marketing with GenAI

[00:00:00] Narrator: Fastlane Founders and Legacy with Jason Barnard. Each week, Jason sits down with successful Entrepreneurs, CEOs and Executives, and get them to share how they mastered the delicate balance between rapid growth and enduring success in the business world. How can we quickly build a profitable business that stands at test of time and becomes our legacy?

[00:00:26] A legacy we're proud of. Fastlane Founders and Legacy with Jason Barnard. 

[00:00:31] Jason Barnard: Hi everybody! 

[00:00:31] Welcome to another Fastlane Founders and Legacy with me, Jason Barnard. And a quick hello and we're good to go. Welcome to the show, Allan Levy. 

[00:00:44] Allan Levy: Well, thank you Jason. Thank you. I can't sing back at you, but I do appreciate the warm welcome and it's great being here.

[00:00:52] Jason Barnard: Brilliant, wonderful. I'm really excited to talk about the future of CRM and Digital Marketing, Generative AI, and my first question is going to be, why have you brought CRM and Digital Marketing together? But that's for after the introductory part, which is your Brand SERP and in this case, your results in ChatGPT.

[00:01:10] Now here I just said, who is Allan Levy? And obviously your name is very popular, and it immediately start thinking well, which one do you mean? And this is a fundamental question that a lot of us have to answer is, there are so many people with my name. How does the machine know which one I'm talking about?

[00:01:27] Some people dominate, as you'll see, but with a, with a popular name like yours, it's very difficult. So I then have to add the name your companies, CEO, Alchemy Worx. There! Absolutely gets you. So once we have a little bit of context, and that's the important thing about AI, which you know is when it has context, it's very good.

[00:01:47] When it doesn't have context, it's generally pretty bad. And then here is, what do you think of Jason Barnard? And it immediately knows who I am and all the other Jason Barnards in the world disappear off the face of the planet because it's so confident in what it knows about me and confident in my own or my importance in the world that it will immediately just talk about me rather than any of the other 3,000 Jason Barnards in the world.

[00:02:15] I don't know to what extent it's important to dominate with your name and AI, but it's certainly very important to be well understood and that's what we do at Kalicube.

[00:02:25] Allan Levy: I have something now to aspire to. 

[00:02:27] Jason Barnard: Ah, yes, it's, well, that's part of what we do at Kalicube is my website, jason barnard.com and my name are the gold standard in controlling how search and AI understand and represent me.

[00:02:40] And that's what we aim to do for our clients, is get them up to that kind of standard where the machines get it right and they understand and they believe in my credibility. But enough of my sales pitching, I do apologize. We're talking about the future of CRM and Digital Marketing with Generative AI.

[00:02:56] My first question then, as I said, was why CRM and Digital Marketing together? 

[00:03:03] Allan Levy: Okay. So I guess, let me give you a little bit of background on our company and, and you know, what we're, what we're about. We're, we're an agency that's focused on, CRM retention, retention marketing. We manage that for about 50 clients actively, from the enterprise side.

[00:03:24] You know, companies like Universal Music Group and, and, and SiriusXM, down to the mid-market size, a handful or, or a bunch of, companies that are a hundred million to a billion dollars in, in, in revenue. We, we are a data first company. So we are a data first, and then we build strategy along the data and we support it with design and creative.

[00:03:47] We, we had a tool for testing subject lines, and we saw that, we apply. We, we saw, we, we've been using this tool and, and obviously upgraded the tool multiple times over the course of, over the course of the last six or seven years. Where we can take our existing database of millions of subject lines, a client's database of the thousands or tens of thousands or of subject lines that we've run for them, and specifically run a test of a subject line against historical performance and identify whether or not it will or won't perform and rank it.

[00:04:36] We layered onto that about 18 months ago, ChatGPT, because what we learned, not just from our tool. But just even, looking externally at all the other tools that are out there for testing subject lines is that while everybody believes the subject line should be tested, they don't, they don't often do it no matter how easy it is. Because coming up with the five or six subject lines to test is work, and it's not a lot of work, but it's work. And so by layering ChatGPT in, we've been able to come up with the recommended subject lines and, and, and then you layer in filters, which ChatGPT 4 allows you to do and, and some other things. And you build intelligence and you can come up with brand voice, you can come up with tone, you can come up with other pieces of the, of it.

[00:05:29] And then you pull that all together and you're, you're basically doing your, your pushing out subject lines that are going to generate the most value for an audience, right? Buyer or non buyer, high value buyer, et cetera. So there's the CRM aspect of it, right? And then the AI aspect of it is, is figuring it out.

[00:05:51] And where do I need Artificial Intelligence where the next leg of this? The next leg of this is there's not a lot of data. When you start to get really, really grand, right? Where you take, you know, this client X who sells cosmetics, now I want to speak to their customers who bought this group of cosmetic and or, or highly loyal.

[00:06:15] All of a sudden, I'm now down to an audience, even though they may have 3 million people in their database. I'm down to an allegence of 30,000 people and I wanna identify how they've looked. I performed over a course, a series of campaigns, and my engagement data is down to 3,000. It's not enough. I need, I need Artificial Intelligence to take that, crunch it and identify what others, other aspects of it are lookalikes are.. 

[00:06:43] Jason Barnard: Right. Okay. So you've in, you've integrated ChatGPT already and using it like many people and companies to actually generate the ideas because the blank sheet of paper is traditionally, historically, the hardest thing to do. 

[00:06:58] Allan Levy: Yes. 

[00:06:59] Jason Barnard: How's it gonna evolve in the future? 

[00:07:02] Allan Levy: I, I want to get it down to the individual level so I can send Jason Barnard and email offer, and ultimately even work with.

[00:07:15] You know, social media, right? So that when I send you something in email, you are looking at your LinkedIn and you're seeing something that's consistent with that. And it doesn't have to be identical. It, it may even be additive, right? I may start the journey in email and can continue the journey in, in social media.

[00:07:35] That's different than somebody else who is, is in a somewhat similar but not perfect role. If at a minimum I may be address regionality because you're in Europe and we're in the us.