Jan Haas · Independent workflow consultant
Better workflows. More room to lead.
I’m Jan Haas, a workflow automation consultant. I help small business founders untangle the workflows that keep pulling them back into everyday operations. Together, we’ll find where work gets stuck, make ownership clear, and automate the repetitive parts.
Start with one workflow
Start with the workflow
that keeps slowing you down.
Bring one recurring problem: slow approvals, missed handoffs, duplicate data entry, or a process that depends too much on you.
Describe your workflow →A focused workflow diagnostic
I start by understanding how the work moves today. Process maps, decision matrices, and ownership charts help make the problem visible.
- A workflow map showing the people, tools, decisions, and handoffs involved.
- Clear friction points: where approvals wait, ownership is unclear, or work gets repeated.
- A path forward: what to clarify or redesign, and where automation could help.
Tell me what gets stuck. You and I will discuss the workflow and agree on scope before I start.
How It Works
01
Diagnose
Find what's actually breaking
Follow the work as it happens. Identify where decisions wait, responsibilities get unclear, and manual steps create unnecessary effort.
02
Map
Make the invisible visible
Process maps, decision matrices, and ownership charts make the workflow visible, so your team can see where work stalls and what needs to change.
03
Redesign
One specific fix
Clarify ownership and decision rules. Simplify the workflow, then connect tools and automate repeatable steps where it makes sense.
04
Hand Off
You own it when I hand over
Give your team usable documentation and clear ownership of the updated workflow, so they can operate and maintain it.
Workflow automation services for small businesses
I work with you to understand the process, clarify ownership, and build a useful workflow. These are three areas where I can help.
Sales follow-up automation
Connect prospecting, introductory emails, follow-up, and the handoff to your salesperson.
Explore the service →Customer service automation
Use known issues to support first-contact resolution, with a clear path to a person.
Explore the service →Client intake and report automation
Turn questionnaire responses into structured results and consultant-ready reports.
Explore the service →Not sure where to start? Start with a focused workflow diagnostic.
Illustrative example · Not a client case study
The routine approval that always finds you.
Today
A request arrives in a message. Someone forwards it to the founder. The team waits, then follows up because nobody can see its status.
A possible redesign
Capture requests in one place. Set clear approval rules. Route exceptions to the right person. Give the team a shared view of status and next steps.
The aim: fewer routine interruptions for the founder and a clearer path for the team. The right design depends on the business and the decisions involved.
For the team that sees the problem first
Help your founder see what’s getting stuck.
You know where work slows down. Make the impact clear so your founder or operations leader can evaluate a change.
Tell me about your team’s bottleneck →Build a clear case
- Which task or workflow keeps getting stuck?
- Who spends time chasing, correcting, or repeating the work?
- What does the delay affect: customers, delivery, capacity, or leadership time?
- Who would need to approve a change?
Send me that context. I’ll help you assess whether a diagnostic makes sense and explain the issue clearly to the person who can approve a change.
Selected work · Anonymized
A few things I’ve built.
AI agents, consultant-facing applications, and workflow automation. These examples describe my contribution without naming the businesses involved.
Sales operations
Prospecting and sales follow-up
Agents identify potential clients, start a three-email sequence, and hand the conversation to sales when a lead replies.
Explore this project →Customer service
Known-issue support and human escalation
A knowledge website supports first-contact resolution, with a route to an active service representative when the agent cannot resolve the issue.
Explore this project →Consulting services
Client assessment and reporting
Client questionnaire responses become calculated results and consultant-ready PDFs, with the consultant taking charge of the next stage.
Explore this project →Illustrative applications
Other workflows we could improve together.
Two practical project ideas, separate from the client work above.
Client onboarding
Collect the right information, assign the next steps, and make missing items visible before a new client gets stuck.
Explore the idea →Weekly operational reporting
Bring agreed information into a prepared summary, with missing inputs flagged and an owner reviewing the results.
Explore the idea →Behind the Work
The person you’ll work with
Independent Workflow & Process Automation Consultant
Monterrey, Mexico · Working globally
I’m Jan Haas, an independent workflow and process automation consultant based in Monterrey, Mexico. My background includes 12 years configuring and automating business systems across manufacturing, retail, wholesale, nonprofits, and customer experience. I also build AI-assisted applications and workflows for smaller businesses.
HaasMindset is where I share and offer that work. When you get in touch, you’re talking to me. I’ll work with you to understand the problem, map the workflow, and build a practical fix your team can use.
Business systems experience
12 years in business systems projects
Focus
Process improvement · Client delivery
Specialization
Systems Design & Automation
Approach
Diagnose First. Fix Second.
Practical notes from Jan
Understand the problem.
Choose a useful first step.
Two guides to help you look at the work more clearly before changing a process or choosing another tool.
Find the workflow bottleneck that keeps pulling you back in
Follow a real request, separate effort from waiting, and identify the decisions that keep landing on your desk.
Read the guide →What should your small business automate first?
Compare candidates, define exception handling, and measure whether the change is actually worthwhile.
Read the guide →Before you reach out
A few questions
you might have.
You don’t need a technical brief or a finished plan. A recurring problem you want to understand is a good place to start.
Ask me about your workflow →Who do you work with?
I work with small business founders and the teams handling day-to-day operations. If you’re on the team, I can help you explain the workflow problem to your founder or decision-maker.
What does workflow automation mean?
It means connecting repeatable steps so they need less manual effort: routing requests, moving information between tools, or sending status notifications. I first check how the process should work, including where a person needs to make a decision.
Do I need to know which tool to use?
No. Tell me what happens today and where it gets frustrating. I’ll start with the workflow and your existing tools before recommending changes.
Where are you based?
I’m based in Monterrey, Mexico, and work with clients globally. Tell me where you and your team are based when you get in touch.
Talk to me
Tell me where
work gets stuck.
Tell me about one workflow that takes too much chasing, manual work, or your personal involvement. I’ll read it and let you know whether I can help—and what I’d suggest as a next step.
jan@haasmindset.comClearer systems. More independence.
I believe better workflows give people a clearer way to get things done. My work starts with the decisions, responsibilities, and handoffs that shape your everyday operations.
When ownership is clear and repetitive steps are handled well, your team has a stronger foundation for working independently—and you have more room to focus on the business.