crm & loyalty
YOURIN-HOUSE OUTSOURCEDCRM & loyalty
resource
Our CRM & Loyalty services help you unlock the full potential of your customer data, technology, and programs. Whether you’re looking for a strategic review of your CRM or loyalty program to align with evolving business goals, targeted support to optimise areas like lifecycle marketing, customer journey automation, segmentation, and reward design, or simply extra hands when internal resources are stretched — we’re here to help.
With deep expertise in CRM, loyalty, lifecycle, and data-driven marketing across platforms and industries, we deliver practical, high-impact solutions that strengthen customer relationships and drive smarter, more profitable growth.
Asnapshot
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WORK INSIDE
YOUR BUSINESS -
EXPERIENCED
CRM & LOYALTY MARKETING EXPERTS -
DELIVER
STRATEGY, IMPLEMENTATION, PROGRAM REFINEMENT, PROJECTS
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FIXED
FEE -
WORK
WITHIN YOUR PLATFORMS & SYSTEMS -
BESPOKE
TERMS
EXPERIENCEDCRM & loyalty
experts
IN-HOUSE OUTSOURCED
From end-to-end CRM and loyalty audits to the design and execution of targeted customer lifecycle and customer engagement programs, we act as an agile extension of your team — delivering clarity, momentum, and measurable impact. Whether your internal resources are stretched or you need niche expertise, we bring the focus and flexibility to move your CRM and loyalty efforts from functional to transformational.
[ STRATEGY ]
A strong CRM strategy is the foundation of any successful program of work—it ensures that your systems, processes, and data are aligned to deliver real business value. Without a clear strategy, even the most advanced marketing tech tools risk becoming underused or misaligned with your goals. A well-defined strategy connects customer insights to marketing, sales, and service efforts, enabling personalised experiences, smarter decision-making, and better resource allocation. It transforms customer data into meaningful action—unlocking growth, loyalty, and measurable return on investment.
- AUDITING
- CUSTOMER RESEARCH
- PARTNERSHIPS STRATEGY
- KPI DEVELOPMENT
- MARKET RESEARCH
- LOYALTY MODELLING
- VOC PROGRAM DESIGN
- CRM & LOYALTY PROGRAM DESIGN & RE-DESIGN
- STAKEHOLDER ENGAGEMENT
- BUSINESS CASE DEVELOPMENT
- CUSTOMER JOURNEY MAPPING
[ IMPLEMENTATION ]
A rigorous, multi-faceted CRM and Loyalty program implementation is critical to achieving long-term success and real business impact.
It’s not just about installing software or launching rewards — it’s about aligning people, processes, data, and technology to create a cohesive, customer-centric approach. By approaching CRM and Loyalty implementation from multiple angles:
strategic, operational, and technical, you reduce risk, increase efficiency, and lay the foundation for meaningful insights and measurable outcomes. It’s this level of thoroughness that transforms CRM and Loyalty from standalone tools into powerful enablers of growth and stronger customer relationships.
- VENDOR SELECTION
- PILOT PROGRAMS & REFINEMENTS
- COMMUNICATIONS STRATEGY
- GTM PLAN & COMMUNICATIONS
- BUSINESS REQUIREMENTS & USE CASES
- BUILDING TEAMS
- LIFECYCLE COMMUNICATIONS
- TECHNOLOGY RECOMMENDATIONS
- BRAND DEVELOPMENT
- STAFF COMMS & TRAINING
[ MONITORING & REFINEMENT ]
- PERFORMANCE MONITORING
- BENEFITS REFINEMENT
- PARTNERSHIP MARKETING
- PROGRAM BENEFITS
- OFFER DEVELOPMENT
- COMMUNICATION REFINEMENT
- CUSTOMER FEEDBACK
- LOYALTY INITIATIVES
- TEAM LEADERSHIP
Global Marketing Consultancy
We are an independent marketing consultancy dedicated to providing organisations with access to top-tier marketing talent tailored to their needs and budget. With teams in Australia, Singapore, the US, UK, and New Zealand, we are proud to be recognised as the globe’s leading dedicated marketing consultancy.
Our focus is solely on delivering exceptional marketing expertise—no in-house designers, writers, web developers, videographers, media planners, or buyers. Instead, we offer highly experienced marketing professionals who serve as in-house outsourced Marketing Specialists for a diverse range of clients worldwide.
- International presence
- Access to our entire team
- Dedicated Business Director
- Unrivalled network of suppliers and partners
our leadership team
Tahnee Sharp
Founder & Group CEO
Following a successful career responsible for the growth of brands from both agency and client side, Tahnee launched The Marketing Room in late 2018. Tahnee identified the declining understanding of the critical role marketing plays in business growth as an opportunity for an organisation that is dedicated to the development then execution of a strategic marketing plan.
In tandem, Tahnee saw first-hand a highly experienced, passionate, and motivated group of marketing professionals with young children, lost to the industry. Since then, Tahnee has led the business to now be Australia’s largest, dedicated marketing consultancy.
Sonya Aitken
CEO - New Zealand
A strategic brand marketer with 25 years of experience, Sonya has led the way with some of New Zealand’s biggest brands including; Fisher & Paykel Appliances, Air New Zealand, Auckland Airport, Vodafone NZ (now One NZ), Elders NZ and Naveya & Sloane.
Sonya is passionate about focusing on the customer and brand while delivering excellent growth outcomes for the business. She has led and worked with teams to deliver brand relaunches, design and delivery of New Zealand’s first digital only loyalty programme, new websites, develop and implement integrated CRM systems, ecommerce and retail solutions and customer journey frameworks.
The Marketing Room offers a real opportunity for Small – Medium New Zealand businesses to tap into marketing expertise that enables their business growth. We can’t wait to get amongst it Aotearoa!
Kelly-Anne Davis
Business Director - Western Australia
Kelly-Anne has 14 years of branding, marketing and advertising experience in Australia and Canada. She managed all facets of brand building from strategy and concept to campaign production, execution and post analysis. Kelly-Anne has worked with a number of large international brands like McDonald’s, IKEA and Thermomix as well as plenty of local West Aussie names such as P&N Bank, Water Corporation, Art Gallery of WA, Wesfarmers and more.
She’s spearheaded a number re-brands, executed traditional mass marketing campaigns on TV and radio, and rolled out a plethora of digital projects – all with a splash of mentoring on the side.
Jonathan Sharp
Chief Growth Officer
With over 20 years of industry experience, Jon is responsible for the business’s growth across the key pillars of people and culture, partnerships and marketing, and expansion and acquisition. Jon utilises his experience leading teams developed in previous professional positions as well as coaching roles with WA’s State 16s and 18s AFL Academy programs.
Following a career that included leading large brand and advertising campaigns for brands such as West Coast Eagles, Tradelink, St John of God and Steel Blue, Jon’s marketing experience is complimented by his understanding of the critical link between marketing, sales, and business strategy.
Emily Watson
Business Director - Victoria
Leveraging over 15 years of marketing insight, Emily’s expertise now extends powerfully into business development and professional partnerships, dedicated to ensuring businesses genuinely succeed. Emily’s biggest frustration? Seeing companies pour money into marketing that simply doesn’t work. She’s on a mission to change that, passionately guiding clients and drawing on her experience with companies such as Stockland, Satterley, Woodward, and Stonebank, to understand how marketing should function, leading to real growth and preventing costly missteps.
Her journey, which began in the dynamic property and development sector, ignited her love for all things creative content, strategic social media, and impactful branding.
When she’s not helping businesses elevate their digital footprint, Emily is navigating the rewarding challenge of being a mum, proving that a meaningful career and a vibrant family life can indeed go hand in hand.
She believes true fulfilment comes from helping others succeed, both professionally and personally.
Helen Davies
CEO - UK & Ireland
Helen Davies leads our UK & Ireland operations, bringing over 25 years of experience across marketing, communications, and strategic advisory roles in both the public and private sectors. Her career spans leadership positions in global consultancies, government departments, and major organisations across the UK, US, Asia-Pacific, and Australasia.
Helen has held roles including Deputy Global COO at Edelman Global Advisory, CEO of BPRI, Managing Director at both Added Value and Breakthrough Media, and Head of Marketing & Corporate Communications for the City of Melbourne. She has also led national behaviour change campaigns, advised on crisis communications at the highest levels of government, and partnered with boards and executive teams to shape strategic direction.
She is known for her ability to distil complexity into clear, actionable strategies and to unite stakeholders behind meaningful outcomes. As an experienced marketeer, Helen brings deep expertise across brand, communications, engagement, and organisational transformation.
As CEO, Helen focuses on connecting businesses and government bodies with highly capable, flexible marketing talent who can unlock fresh thinking, drive performance, and build lasting impact through experienced, agile, marketing leadership.
Neil Davies
Business Director - North West, UK
Katherine Rafferty
Business Director - Western Australia
Katherine has extensive experience in delivering impactful brand and marketing campaigns across various sectors, including health, retail, government, and not-for-profit organisations. With over 15 years of experience, Katherine has a proven track record in driving brand growth, commercial success, and innovation. Her expertise spans strategic planning, integrated campaign execution, brand management, PR, media buying, and stakeholder engagement.
Katherine has held several senior marketing roles, including her recent role as Senior Marketing Specialist at St John WA, where she led marketing efforts for a $28 million government-funded project establishing new St John Urgent Care health centres in Perth. Her responsibilities included branding, patient experience, and acquisition strategies, showcasing her ability to drive meaningful results in both health and corporate sectors. Katherine has also worked as the Local Area Marketing Manager for Kmart Australia, overseeing campaigns for new and refurbished stores across Australia and New Zealand.
Throughout her career, Katherine has honed her skills in managing complex projects and budgets, engaging with a range of stakeholders, and ensuring that campaigns deliver on key performance metrics. She blends creative strategy with a results-driven approach, empowering brands to reach their full potential.
Her passion for creating tailored marketing solutions is backed by a solid academic foundation, including a Bachelor of Business and Marketing, a Certificate IV in Graphic Design, and Mini MBAs in Brand Management and Marketing. Katherine leverages her strategic insights and creative capabilities to deliver comprehensive, tailored marketing solutions that ensure lasting impact.
Sonya Wilkinson
Business Director - Auckland
With over 20 years of experience across some of New Zealand’s most iconic retail brands—including The Warehouse, Torpedo7, and Bendon Lingerie—as well as luxury names like moochi and Continental Cars, Sonya Wilkinson brings a wealth of marketing expertise and industry knowledge. Her diverse experience also spans the B2B space, having worked with Sime Motors on renowned brands such as Volvo, UD, Palfinger, and Truckstops.
Sonya is passionate about uncovering the heart of a brand and uses data-driven insights to craft marketing strategies that deliver tangible results. Her proven strengths include strategic leadership, brand development, rebrands, digital marketing, customer experience, loyalty, and CRM.
Sonya is committed to elevating local businesses with innovative, results-focused marketing. Her wealth of experience enables her to provide both strategic direction and hands-on expertise to help businesses grow and scale effectively. Sonya thrives on transforming brand stories into meaningful customer experiences that drive success, and she’s excited to support businesses in New Zealand as they navigate the ever-changing marketing landscape.
Myra Quartermaine
Business Manager
With over 20 years of experience in office management, finance, and business operations, Myra Quatermaine has a proven track record in creating effective systems, managing teams, and driving business performance. As the General Manager of a boutique law firm, she played a key role in streamlining operations, implementing efficient systems, and ensuring the smooth day-to-day running of the business. Her expertise in building strong organisational frameworks allowed the firm to grow while maintaining high levels of efficiency.
Myra is passionate about creating environments where both creativity and efficiency thrive. By optimising workflows, managing resources, and enhancing internal processes, she ensures that teams can focus on delivering exceptional results for their clients.
What Myra enjoys most is being part of a dynamic, energetic team that is focused on making a meaningful impact. For her, success is rooted in keeping everything organised, aligned, and running at peak performance, enabling teams to operate at their best.
Eryl Thomas
Business Director - New South Wales
With two decades of strategic expertise, Eryl is a trusted problem solver and excellent collaborative partner who helps brands unlock their potential.
She has guided transformations for major brands including Woolworths, McDonald’s, ALDI, Australia Post, and government organisations across diverse sectors.
Eryl is passionate about connecting data insights with real human behaviour to craft strategies that deliver measurable results. Her proven ability to navigate complex stakeholder environments and hands-on approach to brand architecture, retail transformation, and market positioning make her an invaluable partner.
She thrives on turning strategic challenges into opportunities, creating award-winning solutions that drive meaningful commercial success for businesses navigating change.
Melanie Gleeson
Chief Growth Officer
Melanie Gleeson joins The Marketing Room with over 25 years of experience spanning marketing, brand strategy, communications, and organisational transformation across Australia, New Zealand, and internationally. Her career has seen her lead major rebrands, culture change programs, and transformation initiatives within some of the region’s most recognised organisations.
Melanie has held senior leadership and advisory roles with Vodafone NZ, ASB Bank, IAG Insurance, Auckland Council, Holden, and DraftFCB, as well as founding her own change and communications consultancy. She has been recognised by boards and executives for her ability to successfully align brand, culture, and strategy—delivering measurable engagement and commercial outcomes.
She is widely respected for her skill in navigating complex change, uniting diverse stakeholders, and translating strategic vision into meaningful, practical action. At The Marketing Room, Melanie brings a unique combination of marketing expertise, cultural insight, and transformation leadership to help clients unlock potential, accelerate performance, and embed lasting change.
Daniella Kalyvas
Business Director - South Australia
With over a decade of experience guiding high-value client relationships and delivering integrated marketing campaigns, Daniella thrives at the intersection of strategy, creativity, and operational excellence. She has partnered with a diverse range of organisations, including the Government of South Australia (across multiple departments, most recently Premier and Cabinet), the Black Dog Institute, Bridgestone Australia, Prince Alfred College, Adelaide University, University of South Australia, and Perks Accounting & Wealth Advisers, turning complex challenges into streamlined, scalable solutions that deliver real, measurable impact.
A natural connector and commercially savvy leader, Daniella has built and nurtured high-performing teams while mentoring emerging talent and fostering strong, purpose-driven cultures. Whether she’s leading multi-stakeholder partnerships or creating entirely new service divisions, she brings sharp commercial insight and an unwavering focus on results.
Daniella is passionate about building trust-driven partnerships that last and elevating the role of marketing to drive long-term growth and engagement. She is equally committed to supporting the next wave of marketing talent — sharing knowledge, challenging the status quo, and ensuring that no good idea goes unexplored.
Naeema Ismail
CEO Singapore
With over 30 years of experience in marketing, communications, and brand strategy, Naeema Ismail is a seasoned leader recognised for driving transformative growth and building high-performing teams across Asia. Before joining The Marketing Room, she led FINN Partners’ Singapore office, where she established and expanded its PR and strategic communications practice—growing it to contribute over 70% of the agency’s business.
Throughout her career, Naeema has advised C-suite leaders and guided communications strategies for some of the world’s most respected brands, including IBM, AWS, Pfizer, Nike, Airbus, AIA, Autodesk, and the Singapore Tourism Board. Her expertise spans technology, healthcare, financial services, government, and industrial sectors, combining deep market insight with a people-first leadership style that inspires collaboration and lasting impact.
At The Marketing Room, Naeema leads the Singapore business, helping organisations access flexible, in-house marketing solutions that drive growth and innovation. She is passionate about fostering purposeful work environments and creating meaningful opportunities for experienced marketers to thrive—particularly those re-entering the workforce after maternity leave.
Michelle Oliver
Business Director - New South Wales
Michelle is an accomplished marketing leader with more than 20 years’ experience driving brand, demand and customer growth across Australia and Asia Pacific.
She most recently served as Chief Marketing Officer, APEJ at RGF Staffing, where she led marketing across a complex multi-brand portfolio and worked closely with executive and board stakeholders to deliver strong commercial outcomes. Prior to this, Michelle held senior marketing leadership roles with Peoplebank and Michael Page, and began her career agency-side at M&C Saatchi.
With deep expertise in professional services and recruitment, Michelle brings a thoughtful balance of brand ambition and performance discipline. She is known for building capable, motivated teams and creating scalable marketing structures that align strategy with execution.
Michelle is particularly energised by the evolving role of artificial intelligence in marketing. Having completed formal AI in Marketing training, she actively explores how emerging tools can help businesses streamline operations, unlock efficiencies and deliver smarter growth.
Michelle leads The Marketing Room’s NSW offering, partnering with organisations that value experienced, flexible marketing leadership and a collaborative approach to growth.
CLIENT TESTIMONIALS
“Like most businesses we were facing resource challenges within our marketing team. We needed senior, experienced marketing support that could hit the ground running to ensure we didn’t miss the deadline for a new campaign launch.
I’m thrilled to say The Marketing Room were able to provide this support. Their consultant worked inside our business and emersed themselves in our team, brand systems, and processes. It was just what we needed at a crucial stage of an important project for the business.
I can’t praise them highly enough and will consider them again for any additional short-term support we need.”
Damien Van Pelt, General Manager Product & Sales, RAC Insurance
whatthey say
“Working with The Marketing Room has been a fantastic experience! A big thank you to the team, especially Greta, for all the hard work and expertise. The marketing plan you’ve put together is an invaluable resource that will help guide us as we move forward in our marketing journey. We’ve gained so much insight into the business through this process and can’t wait to start putting everything into action!”
John Gibson
Locate Negotiate
Teaming up with The Marketing Room has been a game-changer for Thermoline. Our Marketing Manager, Alli, has transformed how we approach marketing. In only a small number of hours each month, she’s optimised our automated systems, launched us into the world of SEO and SEM (and helped us become leaders in it), enhanced our website’s user experience, and delivered fresh, engaging, new content. Most importantly, thanks to her expertise, we’re not only bringing in more leads than ever before, but we’re also converting them like pros! I can’t recommend The Marketing Room highly enough!
Steven Watt
Thermoline
Geoff has quickly become a trusted advisor to our Executive Team, and his strategic brand advice has enabled us to transform our organisation for the future.
Partnering with The Marketing Room has been a catalyst to put in place a brand strategy that has reshaped our brand architecture, product suite, team culture and customer experience.
In only a few months we’ve seen noticeable results and we’re looking forward to growing the File Republic brand in new international markets.
It’s astounding how Geoff was able to grasp the complexities of our market, our organisation, and our product, and translate that into a strategy that ignited such passion in our team from top to bottom.
It’s been a great experience and a partnership that we’re looking forward to continuing.
Sean Conroy
File Republic
The Marketing Room team – specifically Jon and Kelly- Anne – were outstanding in their work with us to rebrand and develop a marketing strategy going forward. Their professionalism and practicality was outstanding, offering expert advice and strategic insights. Kelly-Anne’s work with us to plan and implement our rebrand was highly valuable, as will be the marketing strategy she developed
with us to guide our marketing activities going forward.
Highly recommend The Marketing Room.
Anna Dixon
BlueSalt Consulting
Like most businesses we were facing resource challenges within our marketing team. We needed senior, experienced marketing support that could hit the ground running to ensure we didn’t miss the deadline for a new campaign launch.
I’m thrilled to say The Marketing Room were able to provide this support. Their consultant worked inside our business and emersed themselves in our team, brand systems, and processes. It was just what we needed at a crucial stage of an important project for the business.
I can’t praise them highly enough and will consider them again for any additional short-term support we need.
Damien Van Pelt
RAC Insurance
We are over the moon with Isabel.
She is an amazing Social Media Manager, and everyone loves her in the office. I am glad she can adapt to the nature of our business and fully understood the message we would like to convey to our pages. Isabel’s content is very meaningful and knows exactly what is relevant to post in our industry. Gautam and I are very glad as well that Isabel is friendly to the team members in the office with their loudness.
I noticed she does take feedbacks seriously and used it to improve or amend any changes required. 10/10