Force Management Holdings I, LLCDownload PDFTrademark Trial and Appeal BoardNov 14, 201988141018 (T.T.A.B. Nov. 14, 2019) Copy Citation Mailed: November 14, 2019 UNITED STATES PATENT AND TRADEMARK OFFICE _____ Trademark Trial and Appeal Board _____ In re Force Management Holdings I, LLC _____ Application Serial No. 88141018 _____ Alistair J. Warr of FisherBroyles, LLC for Force Management Holdings I, LLC. Christopher Buongiorno, Trademark Examining Attorney, Law Office 102, Mitchell Front, Managing Attorney. _____ Before Bergsman, Lynch and Dunn, Administrative Trademark Judges. Opinion by Bergsman, Administrative Trademark Judge: Force Management Holdings I, LLC (Applicant) seeks registration on the Principal Register of the mark X COMMAND CENTER ENGAGEMENT MANAGEMENT SYSTEM and design, reproduced below, for “business consulting, management, and planning services in the fields of marketing and sales,” in Class 35.1 1 Application Serial No. 88141018 filed October 3, 2018, under Section 1(a) of the Trademark Act, 15 U.S.C. § 1051(a), based on Applicant’s claim of first use anywhere and first use in commerce as of April 1, 2018. This Opinion Is Not a Precedent of the TTAB Application Serial No. 88141018 - 2 - The description of the mark reads as follows: Color is not claimed as a feature of the mark. The mark consists of a stylized letter “X” that is faded and appears behind the literal elements of the mark; the wording “COMMAND CENTER” appears between two horizontal 2lines; the wording “ENGAGEMENT MANAGEMENT SYSTEM” appears underneath the wording “COMMAND CENTER”. Applicant disclaims the exclusive right to use “Engagement Management System.” The Examining Attorney refused to register Applicant’s mark on the ground that the record does not contain a specimen that shows the proposed mark used in commerce in connection with the services identified in Class 35. Sections 1 and 45 of the Trademark Act, 15 U.S.C. §§1051 and 1127; 37 C.F.R. §§2.34(a)(1)(iv), 2.56(a). Section 1(a)(1) of the Trademark Act, 15 U.S.C. § 1051(a)(1), provides that an application must be accompanied by a specimen of the mark as used in commerce. According to Section 45 of the Trademark Act, 15 U.S.C. § 1127, a service mark is used in commerce “when it is used or displayed in the sale or advertising of services.” See also 37 C.F.R. § 2.56(b). An applicant establishes such use by (1) showing the mark used or displayed as a service mark in the sale of the services, which includes use in the course of rendering or performing the services, or (2) showing the mark 2 Application specimen (TSDR 12). Citations to the documents contained in the Trademark Status & Document Retrieval (TSDR) database are to the downloadable .pdf version of the document. Application Serial No. 88141018 - 3 - used or displayed as a service mark in advertising the services, which encompasses marketing and promotional materials. See In re Way Media, Inc., 118 USPQ2d 1697, 1698 (TTAB 2016), citing In re Metriplex, Inc., 23 USPQ2d 1315, 1316-17 (TTAB 1992) (an acceptable specimen need not explicitly refer to the services if it “show[s] use of the mark in the rendering, i.e., sale, of the services”) and In re Red Robin Enters., 222 USPQ 911, 914 (TTAB 1984) (stating that “rendition” of services is properly viewed as an element of the “sale” of services). An acceptable specimen must show “some direct association between the offer of services and the mark sought to be registered therefor.” Way Media, 118 USPQ2d at 1698, quoting In re Universal Oil Prods. Co., 476 F.2d 653, 177 USPQ 456, 457 (C.C.P.A. 1973). A specimen that shows only the mark with no reference to or association with the services does not show service mark usage. Way Media, 118 USPQ2d at 1698, citing In re Adair, 45 USPQ2d 1211, 1214-15 (TTAB 1997), and In re Duratech Indus. Inc., 13 USPQ2d 2052, 2054 (TTAB 1989). For specimens showing the mark in advertising the services, “[i]n order to create the required ‘direct association,’ the specimen must not only contain a reference to the service, but also the mark must be used on the specimen to identify the service and its source.” Way Media, 118 USPQ2d at 1698, quoting In re Osmotica Holdings Corp., 95 USPQ2d 1666, 1668 (TTAB 2010). In the application, Applicant describes the specimen of record as “a presentation deck for sales presentation to clients and potential clients.” It looks like a PowerPoint presentation that Applicant uses to market or advertise its services. An excerpt from the introduction to the presentation is reproduced below: Application Serial No. 88141018 - 4 - According to Applicant, the specimen identifies the problems (i.e., challenges) that its customers have selling and marketing their goods or services, such as “differentiating from the competition,” “sales process not aligned with buying process,” and “lack of alignment between sales and other organizations.”3 Applicant’s solutions to these problems include “Customer Engagement” and “Management Operating Rhythm.” See the “Our Solutions” page of the presentation deck reproduced below:4 3 Applicant’s Brief, p. 11 (4 TTABVUE 16). 4 Application Specimen (TSDR 16). Application Serial No. 88141018 - 5 - The specimen refers to “Customer Engagement” through messaging and sales. One of the two pages displaying the customer engagement portion of the presentation is reproduced below:5 Applicant presents a more detailed explanation of X COMMAND CENTER ENGAGEMENT MANAGEMENT SYSTEM “Engagement Approach” in the Appendix of the presentation deck.6 As shown in the page reproduced below, the “Engagement Approach” includes development, delivery, and adoption stages. 5 Application Specimen (TSDR 21-22). 6 Application Specimen (TSDR 30). Application Serial No. 88141018 - 6 - In the Appendix of the presentation, “Leveraging the Command Center to Drive Your Engagement,”7 Applicant explains in detail the purported X COMMAND CENTER ENGAGEMENT MANAGEMENT SYSTEM services, including providing an overview of the methodology,8 conducting workshops to ensure the services are tailored to meet the customer’s needs,9 a method of tracking participation to make 7 Application Specimen (TSDR 31-34). 8 Application Specimen (TSDR 31). 9 Application Specimen (TSDR 32-33). Application Serial No. 88141018 - 7 - sure adoption is taking place,10 and providing a “90-day adoption plan that effectively walks them through how to apply the training concepts to ‘live’ deals.”11 Applicant identifies “Customized Engagement” as one of its “Key Differentiators.” Key Differentiators Sustainable Revenue Growth … Customized Engagement Our sales effectiveness solutions are customized for your industry, your organization and your customers. Our clients are intrinsically involved in the development and rollout of our initiatives, ensuring final deliverables specific to your needs.12 Focusing on the “Engagement Approach” page displaying the mark, the Examining Attorney argues, “Applicant has not demonstrated that those individuals viewing the specimen would perceive the proposed mark in association with consulting, management, and planning services.”13 According to the Examining Attorney: The highlighted wording “Workshops,” “Train Managers,” “Train Sales Organization,” “Fast Start Program & eLearning,” “Manager Certification,” “Mobile-Enabled Spaced Learning,” “New Hire Training” and “Opportunity Coaching” may infer educational, training or coaching tools. However, business consulting, management, and planning services are separate services that do not encompass educational, training, and coaching activities.14 10 Application Specimen (TSDR 34). 11 Application Specimen (TSDR 34). 12 Application Specimen (TSDR 18). 13 Examining Attorney’s Brief (6 TTABVUE 6). 14 Examining Attorney’s Brief (6 TTABVUE 5). Applicant highlighted those portions of the specimen to emphasize where the specimen shows use of the mark in connection with the Application Serial No. 88141018 - 8 - We disagree. The Examining Attorney’s analysis is based on the false premise that the “Engagement Approach” presentation page displaying the mark stands alone. Our analysis is not limited to the presentation page displaying the mark. As the Board stated in In re Walker Research, Inc., 228 USPQ 691, 692 (TTAB 1986), … “whether or not a term functions as a service mark necessarily depends on how that term is used and how it is perceived by potential recipients of the services.” Thus, we must base our determination of public perception of applicant’s mark on the manner of use of INFOMINDER in the advertising which has been submitted as a specimen. Further, we must make that determination within the current commercial context, and, in doing so, we may consider any other evidence of record “bearing on the question of what impact applicant's use is likely to have on purchasers and potential purchasers.” In re Ancor Holdings, LLC, 79 USPQ2d 1218, 1220 (TTAB 2006) (quoting In re Safariland Hunting Corp., 24 USPQ2d 1380, 1381 (TTAB 1992)).15 We find that the specimen sufficiently refers to the recited services and shows a proper nexus between the mark and those services. Applicant’s mark is used in the 26-page advertising/marketing presentation for Applicant’s “business consulting, management, and planning services in the fields of marketing and sales.” The mark appears on a page with an overview of the various stages of the “Engagement activities described in the description of services. October 19, 2018 Response to Office Action (TSDR 18-19). 15 Whether a trademark is used to identify a particular service is a question of fact. See In re Job Diva, Inc., 843 F.3d 936, 121 USPQ2d 1122, 1125 (Fed. Cir. 2016). We base our findings of fact on the evidence of record, not the arguments or reasoning of Applicant or the Examining Attorney. Thus, the Examining Attorney’s contention that the Board should not consider the pages of the presentation deck that do not display the mark sought to be registered because Applicant did not argue that consumers will perceive that mark as identifying the business consulting, planning, and management services based on the entirety of the presentation is incorrect. Examining Attorney’s Brief (6 TTABVUE 9). Application Serial No. 88141018 - 9 - Approach” that Applicant takes in working with clients, and the presentation as a whole provides additional context and information about the meaning of terms used on that page to describe the various stages. Applicant promotes its services as a new approach to sales and marketing within an organization. The proposed approach includes more than just education, training and coaching. As reflected on the page displaying the mark, the services include a discovery stage (i.e., gathering information to identify the customer’s needs), a training stage, and an adoption stage (i.e., application of the customer’s needs and training to sales and marketing opportunities). Applicant’s sales presentation specimen makes clear to clients and prospective clients that Applicant is selling its business consulting, management, and planning services. Because Applicant uses the mark in a display referring to all the stages of Applicant’s services, when clients and prospective clients encounter Applicant’s mark, they will perceive it as identifying Applicant’s comprehensive approach to sales and marketing and not just the educational portion of the services. In other words, within the context of the sales presentation, Applicant’s mark identifies the source of the activities set forth in the description of services. Decision: The refusal to register Applicant’s mark is reversed. 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