According to Indeed, a crucial aspect of creating a long-lasting client relationship is providing an excellent service starting at the very first interaction with the client. Some ways to ensure that this occurs is by: clear and concise communication, remaining human, learning their needs, providing expertise and exceeding expectations.

“Businesses that develop great, long-term relationships with their clients are more likely to receive repeat business from those clients. Satisfied customers might recommend your company, product or service to a colleague, leading to new business. With positive, enduring client relationships, companies can achieve overall business success and create larger projects for their customers’ benefit.”

Luckily for our team, much of those first interactions with clients are taken on by Planned’s Partnerships Coordinator, Charles Langevin. Now a part of the Planned team for over a year, he has become a crucial part in developing and maintaining strong client relationships. His approach allows the relationship to focus on the clients’ needs to figure out how Planned can provide a solution. His ability to engage in meaningful conversations and express genuine concern has allowed clients at Planned to know that they are in good hands.

When Charles isn’t working with clients, he’s in full-adventure mode! He is usually cycling and golfing or travelling around Quebec in great company! (follow @charleslexplorateur on instagram for more content). His easy-going nature follows him along on all his travels, and he is looking forward to the reopening of the borders for his next getaway. Specifically he is looking forward to completing some hikes in South America in the future!

In addition to his passion for travelling, part of the reason Charles handles business development and client-facing tasks so well is due to his education and experience. In April 2020, he graduated from HEC Montreal with a Bachelor of Business Administration in Finance and Marketing. Since September, he has been pursuing a Master’s degree in Strategy. His passion and interest within university courses lies on those that focus on innovation, modern business strategy, and consulting.

His strong work ethic enables him to continue to make a positive impact on the client journey at Planned. His professionalism, enthusiasm and passion for our clients, has helped him maintain strong relationships with clients even throughout the uncertainty and navigation of the world of virtual meetings this past year.

Charles’ dedication to our clients comes from his love for developing relationships – “I love to listen to people’s needs and help them improve their condition.”

Beyond meeting with clients, his desire to contribute to the overall success of Planned is shown in his ability to collaborate with the Sales and Supply teams effectively, and align strategies.

Charles shared what a day in the life looks for him at Planned:

“First of all, I am far from being a morning person, but Planned has allowed me to get into the habit of being productive, even in the morning. My coffee is always ready for my first meeting at 9 am with the team, otherwise from 10am I jump from one call to another with event planners- I do an average of 5 a day! In between those calls, I juggle Hubspot, emails, and LinkedIn to make sure I don’t miss anything, and answer my messages. I usually disconnect around 3 pm for a jog or a bike ride if my schedule allows it that day. When I return I wrap up my day with Quality Assurance or any supply-related tasks.”


Since joining the Sales team, Charles has really taken charge of the business development and tested various initiatives to see what sticks – “Within a month of starting, I was talking to the Discovery Program clients and slowly the Sales team was taking shape. We ended up merging the sales and supply teams, so communication improved even more.”

Sofia, a Planned Account Manager who works alongside Charles shared, “Charles is great to work with! Obviously he’s great at what he does and it’s cool being able to collaborate with him on different parts of the sales funnel and take over the client projects that he introduces me to!”

In the coming months, Charles will continue to lead the business development in new markets, such as Chicago, Atlanta, Las Vegas and more markets as Planned continues to expand in North America. “In the end, it’s not me that should be excited, but rather the event planners – as what is coming up is so good!

Charles shared, “earning people’s trust is not an easy thing to do, but it’s a challenge I give myself every day when I approach a new client at Planned.”

We take pleasure in continuing to build a platform that addresses the stressors of our clients head one, and Charles is a key player in maintaining those relationships. His natural ability to connect with our clients and desire to address their needs head on is greatly appreciated! We look forward to seeing Charles continue to grow at Planned and take on more outdoor adventures!

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