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Markus Casebook/Filing

A coffee roaster's whole business, mapped to classes and live ID Manual entries.

A new client roasts coffee, sells online and wholesale, runs two cafés, ships a subscription, sells mugs and T-shirts, and teaches brewing classes. The attorney needs the classes, the pre-approved wording, and where to cut if the budget is tight.

About to file for a new client? Tell me what the business does. Within a day, I'll send back the classes and ID Manual terms.

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Replies come to me, Howard Katzenberg, GleanMark's founder. Public USPTO records only; please don't send anything confidential. Or write to hkatzenberg@gleanmark.com

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Ask MarkusFiling · classes and ID Manual entries

New client: a small-batch coffee roaster. They roast and sell whole-bean and ground coffee online and to wholesale accounts, run two cafés, sell a monthly coffee subscription, sell mugs and T-shirts, and teach home-brewing classes. Which classes do we need, and which pre-approved ID Manual entries fit each part of the business?

What Markus checked

  • Picked the classes
  • Searched the ID Manual
Real session, Sep 27, 2026 · answered in 65 s · client is fictionalRead the answer

The answer

6 core classes

Here's the full class map for the roaster, with ID Manual entries pulled for each line of business.

Recommended classes (6 core)

ClassCovers for this clientPre-approved ID Manual entries
Class 30 — Staple FoodsThe core product: roasted whole-bean and ground coffeeCoffee (030-736) · Roasted coffee beans (030-551, TM5) · Ground coffee beans (030-521, TM5) · Coffee beans (030-282)
Class 35 — Advertising & BusinessOnline retail, wholesale distribution, and the monthly subscription boxOn-line retail store services featuring ___ (035-284, template) — fill in coffee, mugs, T-shirts etc. · On-line wholesale store services featuring ___ (035-2197, template) — fill in coffee · On-line retail store services featuring subscription boxes containing ___ (035-2871, template) — fill in coffee
Class 43 — Hotels & RestaurantsThe two cafésCafé services (043-2172, TM5) · Coffee shop services (043-2555, TM5) · Coffeehouse services (043-2718) — if they serve food, add Restaurant services or use Cafe and restaurant services (043-2625)
Class 21 — HousewaresMugs and cupsMugs (021-959, TM5) · Coffee mugs (021-1389, TM5) · Coffee cups, tea cups and mugs (021-1190)
Class 25 — ClothingT-shirtsT-shirts (025-397, TM5) · Shirts (025-773, TM5) · Graphic tee shirts (025-1958) if the branding is the point of the shirts
Class 41 — EducationHome-brewing classesEducation services, namely, providing classes and instruction in the field of ___ (041-3162, template) — fill in coffee brewing / home brewing

Two optional classes to raise with the client

  • Class 40 — Treatment of Materials: Coffee roasting services (040-1169) and Coffee processing services (040-1170). These only apply if the roaster ever roasts for others (custom roasting for other brands, co-roasting arrangements). Roasting their own beans for retail isn't a service — that's covered by the Class 30 goods.

Practical notes

  • The subscription box sits in Class 35, not 30. The box itself is a retail/subscription service under current ID Manual practice; the coffee inside is still identified by the Class 30 goods. Using the 035-2871 template with coffee filled in is the surcharge-free path.
  • One administrative point: these entries must be selected from the ID Manual within the USPTO filing system — pasting identical wording into the free-form box still triggers the $200/class surcharge.
Markus · live run Sep 27, 2026 Picked the classes · Searched the ID Manual ×7 65 secondsRead the unedited session
Which of these classes could we drop to save filing fees without losing meaningful protection?

Attorney

Short answer: Class 41 is the clear drop, Class 25 is the next candidate, and Class 35 is a judgment call — but keep 30 and 43 no matter what. Here's the reasoning, anchored in how examiners actually search.

The structural fact that drives this

  • Class 30 coordinates with 35 and 43 — but not with 21 or 25.
  • Class 25 coordinates with 14, 18, 24, 28, 35, 42 — the fashion/merchandise cluster, not food.

That cuts both ways for your drop decision: your coffee registration won't automatically be cited against someone who later files the same name for mugs or T-shirts, because those classes never appear in a Class 30 examiner's coordinated search.

The three realistic budgets

  • Maximum cut: 30 + 43 → two classes. Brand and cafés protected; online/wholesale/subscription sales of their own coffee are covered by the goods registration regardless of channel.
  • The sensible middle: 30 + 43 + 21 (+ 35 if you value the store-name blocking) → three or four classes. This is where I'd land for most café brands — mugs are where the knock-off exposure actually lives.
  • Keep all six if the merchandise lines are genuinely revenue-generating and the classes are a marketed offering rather than a side activity.
Checked related classes 24 seconds

Why this needs the ID Manual

A general model knows coffee is Class 30. It can't give you the current ID Manual: the exact pre-approved wording and Term ID for each line, which entries are fill-in templates, and which classes an examiner searches together. Markus pulled all of it in about a minute, then showed where to cut.

All 20 Term IDs in the answer checked active in the USPTO ID Manual with matching class and wording, and the TM5 flags match. The class-coordination points (Class 30 isn't coordinated with 21 or 25; Class 25 coordinates with 14, 18, 24, 28, 35 and 42) match the USPTO's coordinated-class table. September 2026. Client invented.

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Replies come to me, Howard Katzenberg, GleanMark's founder. Public USPTO records only; please don't send anything confidential. Or write to hkatzenberg@gleanmark.com

Every Markus response shown is genuine, unscripted product output from a live run (dated on each session), condensed for space, never rewritten. The attorneys and clients in the scenarios are invented, inspired by the kinds of questions practitioners ask; no GleanMark customer's matter or wording is used. Every mark, owner, serial number, registration number, disclaimer finding and ID Manual Term ID was independently re-verified against the USPTO record, and where Markus got something wrong or couldn't confirm it, the session says so. Markus produces research and first drafts for review by a qualified practitioner. It is a research tool, not legal advice.

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