This document discusses the importance of branding and protecting brands. It defines what a trademark is and provides examples of strong brands like McDonald's Golden Arches. The document outlines how to select a brand, including considering trademark strength. It also discusses related legal topics like trade dress, domain names, social media, acquiring trademark rights, policing trademarks, and legal issues around branding. The overall message is the importance for businesses to promote and protect their brands through trademarks, trade dress, and addressing legal issues.
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Nature and importance of brands
Characteristics of a good brand name
Branding strategies of producers and middlemen
Building and using brand equity
Nature and importance of packaging and labeling
Packaging strategies
Marketing implications of product features
An outline of the key aspects you need to consider when thinking about packaging and labeling for your creative products - includes links to useful sites.
Prepared by Finola Jennings Clark for the CDF for the OAS Femcidi Craft Enhancement Training
Nature and importance of brands
Characteristics of a good brand name
Branding strategies of producers and middlemen
Building and using brand equity
Nature and importance of packaging and labeling
Packaging strategies
Marketing implications of product features
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Presentation for entrepreneurs on intellectual property basics. Includes an overview on why it's important to protect one's intellectual property via trademarks, patents and copyrights, requirements for filing their length of legal protection and avoiding "genericide."
Presented at the Kauffman FastTrack Women's Business Center by Crissa A. Seymour Cook of Hovey Williams, LLP.
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Promote and protect your brand
1. Promote & Protect Your Brand
Danielle DeFilippis
Ami Bhatt
Norris McLaughlin & Marcus, P.A.
www.morethanyourmark.com
2. What is Your Brand?
● Symbols, designs, names, sounds and images –
separating you from your competitor
● Why is it important – it is what you use to distinguish
yourself
● Examples of strong branding – McDonald’s Golden
Arches
● Aspects of your brand – includes trademark, trade
dress, online and social media presence
2
3. What is a Trademark?
The term “trademark” includes any word, name, symbol, or device, or any
combination thereof—
(1) used by a person, or
(2) which a person has a bona fide intention to use in commerce…to identify
and distinguish his or her goods, including a unique product, from those
manufactured or sold by others and to indicate the source of the goods, even if
that source is unknown.
-- Lanham Act, 15 U.S.C. s. 1127
3
6. How to Select a Brand:
Consider Trademark Strength
● Fanciful – Clorox, Kodak
● Arbitrary – Apple for computers, Ivory for
soap
● Suggestive – Coppertone for sun tan lotion,
Chicken of the Sea for tuna
● Descriptive – Shake N’Bake, can be
protected if achieves secondary meaning
6
7. Not All Terms Can be Trademarks
● Generic words -- i.e., cracker or computer
when used to refer to relevant goods
● Merely descriptive words – “Buy Auto Parts”
● Geographically descriptive marks --
Hollywood, Big Apple
● Scandalous, disparaging or obscene marks
● Surnames – Smith, though can be protected
if achieves secondary meaning 7
8. Trade Dress
• Trade dress is the “total image and overall appearance” of a product or its packaging
• Includes features such as size, shape, color or color combinations, features that affect the “total
visual image by which the product is presented to customers”
• May be very powerful when established over a period of time in establishing “consumer
recognition” regarding a product
• Must be “non-functional”
• Two types:
o Product labeling or packaging – may be inherently distinctive and secondary meaning not
required
o Product design or configuration – more difficult standard to meet; must show “secondary
meaning”, i.e. the purchasing public associates the trade dress with the source, can include a
website
8
9. Think Beyond the Mark:
Domain Names
● Selecting your domain name
● What domain names to purchase
● Cybersquatting
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10. Social Media
● Selecting a brand that is also available on
social media, i.e., Instagram and Twitter
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11. Going From Brand to Trademark
● Preliminary Clearance of Mark
● Seek Federal Registration
● Building a Portfolio of Marks
11
12. Acquisition of Trademark Rights
● In the U.S., trademark rights are acquired through
use of the mark in commerce
● Federal registration is not required
● Common law marks however do not enjoy the
benefits conferred on federally registered marks
● Trademark rights can be acquired even before use
through ITU applications
● Global applications?
12
16. Other Legal Issues
● Forming LLCs for business
● Insurance coverage
● Advertising and promotion review
● Licensing
16
Editor's Notes
A trademark is an identifier, such as a phrase, word, and/or symbol which identifies and distinguishes the source of the goods or products from those of other sources
Word marks are the most common types of trademarks and can include anything from the business name, a brand name, a slogan. Can also include design marks which are logos or character designs that identify a source. There are some non-traditional trademarks such as color or sound. Examples include Tiffany’s blue and Target’s red, or NBC’s “Chimes” or AFLAC’s duck
The tension between selecting a strong and distinctive mark vs. having a mark that describes the goods or services at issue
For some of these marks, like surnames if they can secondary meaning, they eventually can receive trademark protection
For some of these marks, like surnames if they can secondary meaning, they eventually can receive trademark protection
For some of these marks, like surnames if they can secondary meaning, they eventually can receive trademark protection
Portfolio of Marks – think about house marks (ie, Apple or Ford); and then the different tiers of marks – this can be iPod, Mac, or specific or regional products like Apple EarPod or iSight, or things are that are used only occasionally – like Macy’s One Day DoorBusters
Registration on the Principal Register provides additional benefits, including: (i) a statutory presumption that (a) the mark is valid, (b) the registrant is the owner of the mark, and (c) the registrant has the exclusive right to use the registered mark; (ii) the registration is proof that the mark has acquired secondary meaning; (iii) the registration serves as constructive notice of a claim of ownership, eliminating any justification or defense of good faith adoption and use made by a third party after the registration date; (iv) the registrant is entitled to nationwide priority based on the filing date; (v) the registration becomes incontestable after five years on the Principal Register, creating conclusive evidence of the registrant’s exclusive right to use the mark, subject to certain statutory defenses; (vi) use of U.S. Customs to stop the import of infringing goods.
With ITU applications and products that are pre-launch, think about how goods might change from concept to market.
Want to register the marks where you are currently and where you may be in 5 years
Use of TM v. R symbol
Use of fonts or stylization to set mark apart
Ensure proper use online and in social media as well
Use mark as an adjective not as a noun; Famous marks that are not generics – Aspirin (for acetylsalicylic acid); Escalator (moving stairway); Zipper. Enforcement can make a difference – Xerox still has a protectible trademark as it made an effort (including full page ad in the NYT) reminding consumers
Use of TM v. R symbol
Use of fonts or stylization to set mark apart
Ensure proper use online and in social media as well
Use mark as an adjective not as a noun; Famous marks that are not generics – Aspirin (for acetylsalicylic acid); Escalator (moving stairway); Zipper. Enforcement can make a difference – Xerox still has a protectible trademark as it made an effort (including full page ad in the NYT) reminding consumers