Magic Matrix (User flow steps)

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Magic Matrix (User flow steps) by Mind Map: Magic Matrix (User flow steps)

1. Sign in

1.1. Sign into account

1.2. Forgot password

1.2.1. Submit email

1.2.1.1. Reset password

2. Get started

2.1. Enter your details

2.2. Multi-step form

2.3. Choose your sector

2.3.1. Sector 1

2.4. Choose a plan

2.4.1. Starter (Free)

2.4.2. Standard (£?)

2.4.3. Pro (£?)

2.5. Make a payment

2.6. Verify your account

2.7. Enter matrix

2.8. Walk-through (1) Setting up your matrix

2.8.1. Add your products/services

2.8.1.1. Product/service category

2.8.1.1.1. Select category (pre-set up via sector)

2.8.1.1.2. + Add category

2.8.1.2. Product/service name (ie. ‘Tax Processing’, ‘Stilettos’)

2.8.1.3. Add product/service value (ie. ‘£100’, ‘£30’)

2.8.1.4. Product/Service profit (ie. ‘10%’, ‘5%’)

2.8.1.5. Bulk sale values (optional*)

2.8.1.5.1. Product/Service bulk quantity (free text field with character restrictions)

2.8.1.5.2. Product/Service bulk profit (ie. 20%, 10%)

2.8.1.5.3. + Add another bulk sale value

2.8.1.6. Faster option? Import data

2.8.1.6.1. Xero

2.8.1.6.2. Excel spreadsheet

2.8.2. Add your customers

2.8.2.1. Customer name

2.8.2.2. Customer category

2.8.2.2.1. Select category (pre-set up via sector)

2.8.2.2.2. + Add category

2.8.2.3. Customer details

2.8.2.3.1. Contact name

2.8.2.3.2. Email address

2.8.2.3.3. Telephone number

2.8.2.4. Customer weight (how significant is this client in your business?)

2.8.2.4.1. Set weight

2.8.2.5. Assign responsible team member?

2.8.2.6. Faster option? Import data

2.8.2.6.1. Xero

2.8.2.6.2. Excel spreadsheet

2.8.3. Auto-fill matrix

2.8.3.1. (1) Download template and populate it with your customers and services

2.8.3.1.1. Watch help video

2.8.3.1.2. Download template

2.8.3.1.3. Populate with customers and services

2.8.3.2. (2) Upload completed template

2.8.3.2.1. Confirmation (ie. [X] customers [X] services)

2.8.3.3. (3 or 0) Upload profit and loss (P&L) spreadsheet

2.8.3.3.1. Upload file

2.8.3.3.2. Configure your data

2.9. Walk-through (2) Completing account

2.9.1. Add company details

2.9.1.1. Upload logo

2.9.2. Add personal details

2.9.2.1. Upload profile image

2.9.2.2. Add telephone number

2.9.2.3. Add recovery email

2.9.3. Set preferences

2.9.3.1. Localization

2.9.3.1.1. Language

2.9.3.1.2. Currency

2.9.3.1.3. Date format

2.9.3.1.4. Time format

2.9.3.2. Interface

2.9.3.2.1. Dark/light mode

2.9.3.2.2. Brand colour

2.9.4. Set up integrations

2.9.4.1. Email integration

2.9.4.2. CRM integration

2.9.5. Invite your team

2.9.5.1. Set up collaborations/assign customers and services

3. Magic Matrix

3.1. Walk-through (4) using and updating your Magic Matrix

3.2. Matrix overview

3.2.1. Matrix groups

3.2.1.1. View/open groups

3.2.1.1.1. Magic Matrix/Group

3.2.1.2. Sort by...

3.2.1.3. Search

3.2.1.4. + Add group

3.2.2. Matrix stats

3.2.2.1. Opportunities

3.2.2.2. Total income

3.2.2.3. Potential income

3.2.3. Need help? Take a tour (walk-through)

3.2.4. Auto-fill matrix

3.2.5. Magic Matrix master

3.2.5.1. Filter

3.2.5.1.1. Customer

3.2.5.1.2. Service

3.2.5.1.3. Group

3.2.5.2. Sort

3.2.5.2.1. Top opportunities

3.2.5.2.2. Top profit values

3.2.5.2.3. Order A-Z

3.2.5.3. Import data

3.2.5.3.1. Excel spreadsheet

3.2.5.3.2. Xero (On hold for V2.0)

3.2.5.3.3. Hubspot

3.2.5.4. Run matrix organiser

3.2.5.4.1. Ignore, delete or rename duplicated items

3.2.5.5. Export matrix

3.2.5.5.1. Download as PDF

3.2.5.5.2. Download as Excel

3.2.5.5.3. Share?

3.2.5.6. + add customer

3.2.5.7. + add service

3.2.5.8. End of financial year? Archive this matrix and begin fresh year.

3.2.5.9. Update matrix

3.2.5.9.1. Matrix cell

3.2.5.9.2. Customer option

4. Customers

4.1. Walk-through (5) Adding and updating your customers

4.2. Customer profile

4.2.1. Overview stats

4.2.2. Notes

4.2.3. Team members responsible

4.2.4. Category

4.2.5. Details

4.2.5.1. Edit details

4.2.6. Useful information

4.2.6.1. Date added

4.2.6.2. Imported from

4.2.6.3. View activity

4.2.7. Archive

4.2.7.1. Prompt!

4.2.8. Delete

4.2.8.1. Prompt!

4.2.9. Category

4.3. Add your customers

4.3.1. Customer name

4.3.2. Customer category

4.3.2.1. Select category (pre-set up via sector)

4.3.2.2. + Add category

4.3.3. Customer details

4.3.3.1. Contact name

4.3.3.2. Email address

4.3.3.3. Telephone number

4.3.4. Customer weight (how significant is this client in your business?)

4.3.4.1. Set weight

4.3.4.1.1. Small

4.3.4.1.2. Medium

4.3.4.1.3. Large

4.3.5. Assign responsible team member?

4.3.6. Faster option? Import data

4.3.6.1. Xero

4.3.6.2. Excel spreadsheet

5. Products/Services

5.1. Walk-through (5) Adding and updating your products/services

5.2. Products/services profile

5.2.1. Overview stats

5.2.2. Notes

5.2.3. Team members responsible

5.2.4. Category

5.2.5. Details

5.2.5.1. Edit details

5.2.6. Useful information

5.2.6.1. Date added

5.2.6.2. Imported from

5.2.6.3. View activity

5.2.7. Archive

5.2.7.1. Prompt!

5.2.8. Delete

5.2.8.1. Prompt!

5.3. Add your products/services

5.3.1. Product/service category

5.3.1.1. Select category (pre-set up via sector)

5.3.1.2. + Add category

5.3.2. Product/service name (ie. ‘Tax Processing’, ‘Stilettos’)

5.3.3. Add product/service value (ie. ‘£100’, ‘£30’)

5.3.4. Product/Service profit (ie. ‘10%’, ‘5%’)

5.3.5. Bulk sale values (optional*)

5.3.5.1. Product/Service bulk quantity (free text field with character restrictions)

5.3.5.2. Product/Service bulk profit (ie. 20%, 10%)

5.3.5.3. + Add another bulk sale value

5.3.6. Faster option? Import data

5.3.6.1. Xero

5.3.6.2. Excel spreadsheet

6. Activity

6.1. Walk-through (7) Viewing Magic Matrix activity

6.2. Filter

6.2.1. Customer

6.2.1.1. Search

6.2.2. Service

6.2.2.1. Search

6.2.3. Team member

6.3. Sort

6.3.1. Most recent

7. Targets (Milestones)

7.1. Walk-through (6) Setting targets and actioning them

7.2. Set a target

7.2.1. Choose customer

7.2.2. Choose product/service

7.2.3. Milestone target

7.2.3.1. Target amount

7.2.3.2. Target date

7.2.4. Sub-target

7.2.4.1. Target amount

7.2.4.2. Target date

7.2.5. Who's responsible? (Set a team member)

7.3. View accomplishments

8. Account (administrator)

8.1. General

8.1.1. Company details

8.1.1.1. Edit

8.1.2. Member details

8.1.2.1. Edit

8.1.3. Set up progress

8.1.4. Your account

8.1.4.1. Upgrade my plan

8.1.4.1.1. Select a plan

8.1.4.2. Sign out

8.1.4.3. Close account

8.1.4.3.1. Prompt: Are you sure?

8.2. Settings

8.2.1. Notifications and emails

8.2.1.1. Status updates

8.2.1.2. Milestone reminders

8.2.1.3. Desktop notifications

8.2.1.4. Activity emails

8.2.2. Localization

8.2.2.1. Language

8.2.2.2. Currency

8.2.2.3. Date format

8.2.2.4. Time format

8.2.3. Interface

8.2.3.1. Dark/light mode

8.2.3.2. Brand colour

8.3. Plans

8.3.1. Your plan

8.3.1.1. Plan type

8.3.1.2. Payment details/invoices?

8.3.1.3. Upgrade account

8.3.1.4. Close account?

8.4. Integrations

8.4.1. Email integration

8.4.1.1. Office 365

8.4.1.1.1. Connect

8.4.1.2. Gmail

8.4.1.2.1. Connect

8.4.2. CRM integration

8.4.2.1. + Add new

8.4.2.2. Integration

8.4.2.2.1. Disconnect

8.4.2.2.2. Refresh

8.5. Referrals

8.5.1. Share referral link

8.5.1.1. Copy link

8.5.2. Your rewards

8.5.2.1. Email/Date/Reward amount

8.6. Team

8.6.1. Team roles and permissions

8.6.1.1. Administrator

8.6.1.2. Collaborator

8.6.1.2.1. Change access

8.6.1.2.2. Remove

8.6.2. Invite

8.6.2.1. (1) Email

8.6.2.1.1. (2) Access type

9. Account (Collaborator)

10. Dashboard

10.1. Walk-through (3) Key areas of matrix and how to use them

10.2. Need help? Take a tour (walk-through)

10.3. Account set-up progress

10.4. Navigation/overview links

10.4.1. Magic Matrix

10.4.2. Overview stats

10.4.3. Add products/services

10.4.4. Add customers

10.4.5. View activity

10.4.6. View targets