TTABulous (Course + Workbook)

TTABulous (Course + Workbook)



Conquer your fear of TTAB proceedings!

"A notice of opposition to registration has been filed with respect to the application listed above. The Trademark Trial and Appeal Board (TTAB) has issued a notice of institution order, which designates a time within which an answer must be filed, as well as discovery and trial dates. To see the order and the notice of opposition, click on the links below or paste the URLs into the address box of your browser."



There are few things worse than receiving an email that a Notice of Opposition was filed against your client's trademark application. You waited patiently for 3-4 months for the Examiner's review, resolved the Office Actions, and all that was (supposed to be!) left was the 30-day publication period...then boom. Everything is stalled. Or maybe your client is the one who notices an application that is likely to cause confusion. Would you know what to do? What are the next steps after the initial filings? How do you handle discovery?

  • How long are the class? Part 1 is over 2.5 hours and Part 2 is also over 2.5 hours for a total of over 5 hours!
  • What if I don't want the workbook? You can buy just the class videos or just the workbook, but you'll save money by combining the two. See our other listings to buy them separately.
  • How long do I have access to the materials? Forever. They are yours to keep for lifetime access!

Not sure if this is right for you? Learn more below!


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Intro | Details | Testimonials | Course Outline

About this course

Maybe you're thinking...

"Pleadings and motions are all fine and dandy...but I just want to get the whole thing over with! How do I negotiate a settlement?"

"That workbook was a LOT of should I best use/organize it to maximize my purchase?"

"My client is being opposed by a large company/Goliath type of do I defend a small business against that level of corporate bullying?"

"What if I just have one or two TTAB proceedings I'm currently working on? I would love some help on how to handle them!"

If you've never dealt with TTAB proceedings before or simply want to ensure you learn these filings correctly, TTABulous is just for you!

What's inside?


  • Pleadings (Opposition; Cancellation; Answers; Counterclaims)
  • 12(b)(6)
  • Initial disclosures
  • Motion to compel
  • Motion for sanctions
  • Sample discovery requests (ROGS; RFP; RFA; Subpoena decus tecum / exhibit/ cover letter)
  • Sample letter re: discovery responses
  • Discovery response verification
  • Sample discovery responses / objections
  • Motion for Summary Judgment
  • Final Briefs
  • Testimony cover pages
  • Deposition Notices
  • Sample testimony affidavit
  • Pretrial disclosures
  • Request for hearing
  • Hearing Tip
  • Power of Attorney taking over a case
  • Withdrawal of Attorney
  • Consent/settlement agreements

Course Outline

TTABulous Part I
I. Overview
What is the TTAB? 
How do the proceedings work? 
When do you file which documents?
Choosing a forum: TTAB vs. District Court
II. Pleadings
III. Procedures
IV. Common motions
V. Discovery
VI. Depositions
VII. Testimony
VIII. Briefing the case
IX. Oral arguments (in person or via video)
X. Reconsideration/Appeal
XI. Settlement issues 
XII. Q&A session
TTABulous Part II
I. Q&A session
II. Review of workbook documents
How to maximize the templates
When to use certain documents

III. Handling the David v. Goliath situation
Big company versus your small client

IV. Introducing testimony
V. Writing persuasive briefs
VI. Dealing with difficult discovery Issues
VII. Settlement discussions/Negotiations
VIII. Q&A session


"I did not expect a 1200 page guide. You guys are TRULY amazing. I have zero qualms about giving you all of my money. :) Your classes, your guides, your quick answers on FB…all make me a better and more confident attorney. THANK YOU!!! I cannot wait for the mentoring program to begin." -Tara Murphy

"I just wanted to reach out and say thanks. I purchased your Office Action Boot Camp. You and Erik absolutely crushed it. The info was so helpful and actionable." -Joey Vitale

"I expected to be taught the basics to more advanced Office Action arguments and how to handle claims. The class more than met my expectations. The workbook alone was a huge help and resource. If anything, I don't think I got EVERYTHING I could out of it due to my lack of experience with Office Actions. That being said, I know it will be an invaluable tool for me to learn, grow, and return to time and again. Much like a treatise. As for the instructors, I appreciate the honesty, candor, and "realness". It was nice for someone who clearly knows so much about the topic to be so open and willing to share that information." -Anonymous

"The course was great and came at the right time for me as I am adding more and more trademark work to my core patent practice. The material answered directly some simple practical questions I had – e.g., how to retrieve only registered live marks in a search and downloading multiple records for evidence – and also provided valuable depth to legal arguments for traversing refusals. Kudos to Sonia and Erik!" -Betsy Dowd

"I have been waiting for a publication that lays out effective processes for responding to trademark Office Actions. Erik’s workbook is able to clarify the arcane, and his publication can help any practitioner to analyze and present the best possible arguments to USPTO examining attorneys." -Steven Weigler

"I am about halfway into the video replay and it has been excellent content so far. I can't wait to start implementing some of the strategies for responding to Office Actions containing the likelihood of confusion refusals (just received one that will be a pain to address). Also, I took a quick glance at the workbook, which is also excellent. I have already decided to use a lot of formatting, such as providing a table listing the cited registration in the text of an Office Action. Plus, I can't wait to see different substantive arguments and how to structure those substantive arguments. Thanks to you and Erik for creating and providing great content!" - Xavier Hailey