Ultimate Business Machines (no account)

What Ultimate Business Machines (UBM) is, who it's for, how it works, the money-back promise and how to reach the team, with links to the website's main pages. Start here when someone asks what UBM is or does.

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Every service UBM offers (CRM, Lead Management, Scheduling, Invoicing & Payments, Website Machine and the rest), each with a one-line summary and its page. No prices: use the Solutions guide tools for what a plan costs.

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One UBM service in detail: what it does, which packages include it, and anything it needs alongside it (Accounting works from Invoicing & Payments or the Customer Portal, for example). Pass the service id from ubm_list_services.

{
  "type": "object",
  "properties": {
    "service": {
      "type": "string",
      "enum": [
        "crm",
        "lead-management",
        "sales-lead-machine",
        "survey-bot",
        "review-automation",
        "scheduling",
        "comms-hub",
        "video-calls",
        "project-management",
        "invoicing-payments",
        "accounting",
        "logistics",
        "customer-portal",
        "seo-aeo",
        "website-machine",
        "marketing-automation",
        "ai-content-assistant",
        "advanced-analytics"
      ],
      "description": "The service id, e.g. crm or scheduling"
    }
  },
  "required": [
    "service"
  ],
  "additionalProperties": false
}

UBM's ready-made packages (Appointments, Walk-in, Professional services, Home & field services): who each is for, what it does, and which services it holds. No prices here; a tailored plan from the Solutions guide is priced with ubm_quote_plan.

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The kinds of business the Solutions guide plans for (home & field services, contractors, appointments, walk-in, professional, automotive, transportation, other), each with examples and how UBM helps that kind of business. Step 1 of tailoring a plan: pick the type that fits, then call ubm_get_guide_questions.

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The questions the Solutions guide asks about a business, with the answer ids each one accepts. Step 2: ask the person these (only the required ones are a must), then pass their answers to ubm_recommend_plan. Questions of kind 'one' take one answer id, 'many' take a list of ids, 'text' take free text.

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  "properties": {},
  "additionalProperties": false
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The services UBM recommends for a business, from the Solutions guide's own advisor: grouped as where to start and what to add later, each with the reasons (quoting the answers) and how it helps. Pass the business type id and the answers (question id -> answer id, or a list of ids for 'many' questions). Then price it with ubm_quote_plan.

{
  "type": "object",
  "properties": {
    "business_type": {
      "type": "string",
      "enum": [
        "home-services",
        "contractors",
        "appointments",
        "walk-in",
        "professional",
        "automotive",
        "transportation",
        "other"
      ]
    },
    "answers": {
      "type": "object",
      "description": "The answers by question id, as ubm_get_guide_questions lists them"
    }
  },
  "required": [
    "business_type"
  ],
  "additionalProperties": false
}

The monthly and yearly price of a set of UBM services for a team size, exactly as the Solutions guide and billing price it (the best of one by one, a package plus extras, or Everything). Team size is the guide's answer: solo (just me), small (2-5), mid (6-20), large (21-100) or enterprise (more than 100, quoted in person).

{
  "type": "object",
  "properties": {
    "services": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "crm",
          "lead-management",
          "sales-lead-machine",
          "survey-bot",
          "review-automation",
          "scheduling",
          "comms-hub",
          "video-calls",
          "project-management",
          "invoicing-payments",
          "accounting",
          "logistics",
          "customer-portal",
          "seo-aeo",
          "website-machine",
          "marketing-automation",
          "ai-content-assistant",
          "advanced-analytics"
        ]
      },
      "minItems": 1,
      "maxItems": 18
    },
    "team_size": {
      "type": "string",
      "enum": [
        "solo",
        "small",
        "mid",
        "large",
        "enterprise"
      ]
    }
  },
  "required": [
    "services",
    "team_size"
  ],
  "additionalProperties": false
}

Send a business's plan and contact details to UBM's team so they get in touch -- the Solutions guide's own 'send me this plan' form. Only call this when the person has asked to be contacted, with the details they gave you: their name and an email or phone number. UBM doesn't email the person automatically; the team replies. Limited to a few per day per network.

{
  "type": "object",
  "properties": {
    "business_type": {
      "type": "string",
      "enum": [
        "home-services",
        "contractors",
        "appointments",
        "walk-in",
        "professional",
        "automotive",
        "transportation",
        "other"
      ]
    },
    "answers": {
      "type": "object",
      "description": "The guide answers by question id (ubm_get_guide_questions): every question it marks required needs an answer (most take 'Not sure')"
    },
    "name": {
      "type": "string",
      "maxLength": 120,
      "minLength": 1
    },
    "email": {
      "type": "string",
      "maxLength": 254
    },
    "phone": {
      "type": "string",
      "maxLength": 40
    },
    "business": {
      "type": "string",
      "maxLength": 160
    },
    "role": {
      "type": "string",
      "maxLength": 80
    },
    "preferred": {
      "type": "string",
      "enum": [
        "email",
        "phone"
      ]
    },
    "message": {
      "type": "string",
      "maxLength": 2000
    }
  },
  "required": [
    "business_type",
    "answers",
    "name"
  ],
  "additionalProperties": false
}

The demo businesses anyone can try: each industry's demo website and the shared demo login for the app (company ID, email, password) so the person can click around UBM themselves. The demo is shared and resets; messages from it never reach real customers.

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A sign-up link with the chosen services (or a package) and team size already filled in. The person opens it, enters their company name, email and password, and agrees to the terms themselves -- an agent never makes the account. Paying to start and the money-back guarantee are shown there too.

{
  "type": "object",
  "properties": {
    "services": {
      "type": "array",
      "items": {
        "type": "string",
        "enum": [
          "crm",
          "lead-management",
          "sales-lead-machine",
          "survey-bot",
          "review-automation",
          "scheduling",
          "comms-hub",
          "video-calls",
          "project-management",
          "invoicing-payments",
          "accounting",
          "logistics",
          "customer-portal",
          "seo-aeo",
          "website-machine",
          "marketing-automation",
          "ai-content-assistant",
          "advanced-analytics"
        ]
      },
      "maxItems": 18
    },
    "package": {
      "type": "string",
      "enum": [
        "appointments",
        "walk-in",
        "professional",
        "home-services"
      ]
    },
    "team_size": {
      "type": "string",
      "enum": [
        "solo",
        "small",
        "mid",
        "large",
        "enterprise"
      ]
    },
    "from_guide": {
      "type": "boolean",
      "description": "True when the services came from ubm_recommend_plan"
    }
  },
  "additionalProperties": false
}

How a business connects its own AI agent to its UBM account: the server address, signing in with OAuth (Claude, ChatGPT and other apps open a sign-in page), or a personal token from Settings > AI agents for tools that take a key (Claude Code, Cursor, scripts).

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