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ELEVATION OS

99720021 | Trademark citeCite Docket

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Filed March 23, 2026
Serial No. 99720021
Examining Attorney null
Class Business organization consulting; Business management consulting; Business consulting services; Business consulting for enterprises; Business consulting and business information for enterprises; Business organization and management consulting; Business management consulting and advisory services; Business consulting services in the field of business operations, workflow optimization, process improvement, organizational efficiency, sales operations, and business management; Business consulting services in the field of automation of cross-functional workflows, operational processes, and internal reporting systems; Business consulting services in the field of artificial intelligence implementation, operational orchestration, deal sourcing, due diligence, value creation, portfolio synergy, LP reporting, and exit planning for enterprises, family offices, investment banks, and private equity firms; Business consulting services in the field of enterprise operations, workflow automation, and artificial intelligence implementation; Business consulting services in the field of advising enterprise clients, family offices, investment firms, and private equity firms on operational efficiency, cross-functional workflow design, and organizational process improvement; Business consulting services in the field of management and administration services, namely, providing operational efficiency, workflow streamlining, cross-functional process management, and automation of sales funnels, supply chain monitoring, project timelines, reporting, customer experience, risk identification, and compliance workflows via an online platform; Business research consultation; Business organizational consultation; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, and business organization; Business risk management consultation; Providing business management information in connection with consulting and advisory services in the field of strategic planning; Consultancy services regarding business strategies; Business data analysis; Business research and data analysis services in the field of aggregating, synthesizing, and providing insights from customer feedback, market signals, news, performance data, and network relationships; Business research and data analysis services in the field of compilation and systematization of business data into searchable databases and knowledge repositories for operational intelligence and decision-making; Business research and data analysis services in the field of providing business intelligence services via dashboards, summaries, and automated reports for sales, marketing, operations, investments, and portfolio management; Business research and data analysis services in the field of compiling, analyzing, and reporting business data for use in organizational decision-making; Business research and data analysis services in the field of sales and marketing automation, namely, automating lead generation, customer outreach, and sales pipeline management using artificial intelligence tools; Business research and data analysis services in the field of project and task administration, namely, organizing, tracking, and reporting on business projects, tasks, and team performance through an online platform; Business research and data analysis services in the field of compilation and systematization of business data into computer databases; Business research and data analysis services in the field of operational risk assessment and business continuity planning; Business research and data analysis services in the field of business operational streamlining services, namely, identifying, codifying, and transferring operational processes and institutional knowledge for enterprise clients preparing for organizational transition or sale; 100; 101; 102; 100; 101; 102; 100; 101
ELEVATION OS
Case Type Service mark
Status A non-final Office action has been sent (issued) to the applicant. This is a letter from the examining attorney requiring additional information and/or making an initial refusal. The applicant must respond to this Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Last Updated: 5 days, 7 hours ago
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