Spotting and Responding to Client Disengagement

Spotting and Responding to Client Disengagement

Disengagement rarely announces itself. It tends to show up gradually — a missed meeting here, a slower response there — and by the time it feels obvious, the relationship may already be at risk. This guide helps you spot the signs early and take the right steps before things deteriorate.

Use this as a regular self-check, not just when something feels wrong.


Checklist: signs a client may be disengaging

Work through this for any client the AM hasn't had meaningful contact with recently, or where something feels off.

Communication patterns

Meeting behaviour

Relationship signals

Support and delivery signals


What to do if you spot disengagement

1. Don't wait for the next scheduled meeting

2. Reach out directly and personally

3. Try to understand what has changed

4. Review the account internally before escalating

5. Document what you find and what you do

Whatever the outcome, record it. Update the client health status in the AM Master Sheet and report back to the team.

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