6-Step Brand Protection Strategy Template And Example

Looking for a brand protection strategy template to guide your legal brand protection policies? This checklist has you covered.

A brand protection strategy is probably one of the least sexy branding tasks you’re likely to come across, yet it could be your most important.

Like it or not, brands, especially successful brands, are susceptible to legal complications.

Whether it’s a competitor claiming copywriting issues on your assets or activities or digital criminals pirating your intellectual property, a brand protection strategy will help safeguard your brand.

In this article, you’ll learn the importance of brand protection and a 6-step brand protection strategy template to get your legals in order.

What is a Brand Protection Strategy?

A brand protection strategy is a comprehensive plan designed to defend a brand’s reputation and revenue from potential threats. 

This includes brand abuse in the form of

Intellectual Property Theft

Counterfeit Production

Online Brand Impersonation

By implementing effective brand protection measures, businesses can safeguard their brand identity and ensure customer trust remains intact.

Creating a strong brand protection strategy often involves a customized approach tailored to the brand’s specific needs and vulnerabilities. 

This could range from securing intellectual property rights to setting up dedicated brand protection teams for online monitoring and enforcement as part of their brand protection efforts, or even seeking external brand protection services..

What Is Brand Abuse and Intellectual Property

folder labels

Brand abuse is any activity that infringes on a brand’s intellectual property rights and harms its reputation, often referred to as brand infringement. 

This could include:

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Trademark Infringement

Trademark infringement is the unauthorized use of a legally registered symbol, name, or logo that is indistinguishably similar or identical to one that a particular company owns, and it is used in connection with goods or services that are comparable or identical to those for which the trademark was established.

This unauthorized use can cause confusion among consumers, leading them to believe they are buying a product or service from the registered trademark owner.

This not only dilutes the unique identity and value of the trademark but also potentially damages the reputation and business of the rightful owner.


checking money for Counterfeiting

The production of imitation goods that are sold under a genuine brand's name without authorization is known as counterfeiting.

This illicit practice involves the manufacturing and distribution of products that are designed to look and feel like they’re genuine, often deceiving consumers into believing they’re purchasing authentic items.

Counterfeiting spans a range of products, from luxury handbags and watches to electronics and pharmaceuticals, all bearing the unauthorized use of trademarks or logos that are identical or substantially indistinguishable from the legitimate brand’s registered marks.

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Online Impersonation

The act of online impersonation involves assuming the identity of another person or falsely representing a brand or organization on the internet. 

This deceptive practice is typically aimed at:

Misleading individuals for personal gain

Scamming consumers

Tarnishing the reputation of the entity being impersonated

A common example includes the creation of a bogus social media profile that mimics the official account of a well-known brand, with the intention of defrauding customers or spreading misinformation.

Unauthorized Use of Brand Assets

Utilizing a brand’s proprietary visuals, logos, or other intellectual property without permission, potentially leads to brand dilution and confusion among consumers. This could include using a company’s branded content in another company’s marketing campaign without having obtained the necessary licenses.

Such activities not only damage a brand’s reputation but also lead to substantial financial losses.

Intellectual property, particularly a company’s intellectual property, is a brand’s valuable asset. It includes:


A trademark is a distinctive sign, design, or expression that uniquely identifies and differentiates products or services of one source from those of others. Trademarks are crucial for brand recognition in the marketplace and serve as a legal protection that grants the trademark owner exclusive rights to use it in relation to the listed goods or services. 

They are an essential component of a company's brand identity and intellectual property portfolio.


Copyright is the legal right established by law that grants the creator of original works exclusive control over the use and distribution of their work. This right encompasses a range of works including literature, music, drama, choreography, artistic creations, and various forms of media.

It provides the creator with the authority to determine how their work is used, who can use it, and under what conditions, as well as the right to be compensated for that use.

The duration of copyright protection varies by country, but it typically extends for the lifetime of the creator plus 50 to 70 years after their death, offering a substantial period during which the creator’s estate can benefit from the original work.


A patent is a form of intellectual property that provides its holder with the exclusive right to make, use, and sell an invention for a certain period of time, generally 20 years from the date the patent application is filed.

The granting of a patent is contingent upon the inventor's willingness to share the details of the invention with the public,

Through a detailed patent disclosure that must meet the criteria of being novel, non-obvious, and industrially applicable or useful.

For instance, when a pharmaceutical company develops a new drug to address a health condition, securing a patent ensures that they retain the sole right to manufacture and distribute that drug for the duration of the patent’s term, thus recouping research and development investments and potentially reaping financial rewards.

Design Rights

stamp document for Design rights

Design rights protect the visual design of objects that are not purely utilitarian. 

Example: The design rights for the unique shape of the Coca-Cola bottle.

These legally belong to the brand owners. Protecting this intellectual property is a crucial part of a brand protection strategy since it prevents others from illegally profiting from your brand’s success.

Why You Need A Brand Protection Strategy

document is chained and locked

Brand abuse is more prevalent than ever. This could be a competitor claiming copyright issues on your assets or activities, or digital criminals pirating your intellectual property. This not only damages your brand’s reputation but also impacts your revenue and customer trust.

Implementing a strong brand protection strategy helps you combat these threats effectively.

It allows you to monitor your online presence, take swift legal action against infringements, and educate customers about the authenticity of your products. 

In essence, a well-defined brand protection strategy helps you stay one step ahead of counterfeiters and maintain your brand’s integrity.

Advantages of Brand Protection Measures

pepsico grocery products

Brand protection measures offer numerous advantages, including:

Safeguarding your brand’s reputation by preventing counterfeit products from flooding the market

Maintaining your brand image and reassuring customers of your dedication to quality

Protecting you from substantial financial losses resulting from trademark infringement or intellectual property theft.

However, implementing a brand protection strategy does come with its challenges. Keeping up with advanced technology, constantly monitoring online platforms for brand abuse, and enforcing legal action against infringers require substantial resources and effort. 

Despite these challenges, the benefits of brand protection far outweigh the costs, making it a worthy investment for any brand aiming for long-term success.

6-Step Brand Protection Strategy Template

Beyond the giants like Procter & Gamble and Apple, there are numerous examples of companies employing brand portfolio strategies effectively in various industries. 

Let’s examine a few case studies that showcase the strategic management of brand portfolios.

1. Intellectual Property Registration

The first step in your brand protection strategy is registering your intellectual property. This includes your brand name, logo, slogans, unique products and original works of authorship.

Intellectual property registration template:

Brand Name Registration:
Identify all brand names currently in use. Search for existing trademarks to avoid conflicts. File for trademark registration in relevant jurisdictions.

Logo Registration:
Create a high-resolution image of your logo. Ensure the logo is distinctive and not similar to existing trademarks. Apply for a trademark to protect the logo design.

Slogan Registration:
List all slogans used in marketing and branding. Verify originality and search for existing trademarks. Register slogans as trademarks to prevent unauthorized use.

Product Registration:
Document the unique features of your products. Apply for patents to protect innovative designs and functions. Keep records of all product designs and patent applications.

Authorship Registration:
Catalogue all original works created by your company. Use copyright registration to protect your literary and artistic works. Maintain a repository of all registered works and copyright certificates.

Registering your trademarks gives you the legal right to prevent others from using similar trademarks without permission. 

Similarly, securing patents for your unique products or designs gives you exclusive rights to prevent others from making or selling your inventions. 

Lastly, copyright registrations protect your original works from being copied or distributed without your permission.

Remember, intellectual property registration is not a one-time task. It requires regular audits to ensure that all your assets are protected and aligned with your brand’s mission and values. 

Depending on your business operations, you may need to register your trademarks at the federal or state level, or even internationally. 

Utilizing legal counsel, especially for international trademark registration, can help streamline the process and mitigate any potential challenges.

2. Online Brand Monitoring

Case study

Brand abuse often happens online. This is where online brand monitoring comes into play. 

By keeping a close watch on domain names, social media platforms, and online marketplaces, you can detect potential brand abuse and take appropriate action.

Domain name monitoring services can help you track and take action against cybersquatting, where individuals register domain names similar to your brand’s to confuse customers or profit from your brand’s reputation. 

Similarly, monitoring tools can scan social media platforms and online marketplaces for unauthorized use of your brand, including counterfeit products and misuse of brand assets. Regular audits of your brand’s online presence can ensure brand consistency and detect any unauthorized use of your copyrighted materials.

Monitoring your brand’s online presence is crucial for identifying and addressing brand abuse. Here’s a template to help you set up a robust online brand monitoring system:

Set Up Alerts:
Use tools like Google Alerts to monitor mentions of your brand name, products, and trademarks. Configure alerts for variations and common misspellings of your brand's name.

Social Media Monitoring:
Utilize social media monitoring tools to track all mentions and hashtags related to your brand across various platforms. Establish a regular schedule for checking direct messages, comments, and posts for any brand misuse.

Marketplace Surveillance:
Regularly scan online marketplaces for unauthorized sellers and counterfeit products. Create a list of keywords and product names to monitor.

Domain Watch:
Employ services to monitor for domain registrations that are similar to your brand name to prevent cybersquatting. Keep an eye on new domain registrations and existing ones that may expire soon.

Review Digital Content:
Search for unauthorized use of your digital content, including images, videos, and text. Use reverse image search tools to find where your content is being used without permission.

Customer Feedback Analysis:
Analyze customer reviews and feedback for mentions of counterfeit products or brand confusion. Engage with customers to clarify any misunderstandings and educate them about authentic products.

Competitor Monitoring:
Keep tabs on your competitors' activities and ensure they are not infringing on your brand's intellectual property. Monitor their marketing campaigns, product launches, and public statements.

Legal Action Readiness:
Prepare templates for cease and desist letters and takedown notices. Establish contacts with legal counsels and online platforms for quick action against infringements.

By following this template, you can create a comprehensive online brand monitoring strategy that will help you protect your brand’s reputation and intellectual property on the internet.

3. Enforcement Protocols

When brand abuse is detected, act decisively:

Implement a legal response plan for infringements

Issue cease and desist letters

Challenge unauthorized domain names

Pursue litigation if needed

Streamline takedown procedures for unauthorized use on digital platforms. Build alliances with law enforcement and customs for anti-counterfeiting efforts. Effective enforcement protects your brand assets.

Enforcement Protocol Template:

Legal Response Plan:
Outline steps for addressing infringements. Prepare a template for cease and desist letters.

Domain Challenges:
Document procedures for disputing domain name infringements. Monitor domain registrations to prevent cybersquatting.

Litigation Procedures:
Define conditions under which to initiate legal action. Establish relationships with legal professionals.

Digital Platform Takedowns:
Create a process for submitting takedown requests. Maintain a list of contacts at key platforms for quick action.

Customs & Law Enforcement Liaison:
Develop contacts with authorities to assist in anti-counterfeiting. Provide training and resources to help identify counterfeit goods.

4. Consumer Awareness and Education

An essential component of your brand protection strategy is educating consumers about your brand. 

This helps to promote brand awareness and prevent counterfeit products from gaining traction in the market.

By providing tools or services that help consumers verify the authenticity of your products, you can prevent the spread of counterfeit goods. This could include QR codes, holograms, or dedicated verification websites.

Implementing educational campaigns is another effective way to raise consumer awareness about the risks of counterfeit products.

By informing consumers on how to identify authentic products, you empower them to make informed purchases and avoid counterfeit goods. 

Remember, an informed customer is your best defense against counterfeiters.

Consumer Education Template:

Awareness Campaign:
Develop a series of educational materials about brand authenticity. Use multiple platforms like social media, email newsletters, and in-store displays to disseminate information.

Verification Tools:
Implement authentication features like QR codes or holograms on product packaging. Provide a simple and accessible way for consumers to verify product authenticity, such as a dedicated website or mobile app.

Customer Engagement:
Train customer service teams to educate consumers about authentic products. Encourage customers to report suspected counterfeit products.

Information Accessibility:
Ensure educational content is easy to understand and available in multiple languages if necessary. Keep information up-to-date with the latest brand protection news and resources.

5. Secure Distribution Channels

Securing distribution channels is vital for brand protection. An authorized seller program helps:

Regulate authorized resellers

Uphold brand standards and policies

Preserve brand reputation

Guarantee customer satisfaction

Strengthen supply chain security to prevent counterfeit infiltration. Use blockchain for traceability, conduct audits, and enforce anti-counterfeiting with suppliers.

Securing Distribution Channels Template

Authorized Seller Program:
Define criteria for authorized resellers. Establish a verification process for sellers. Monitor compliance with brand policies.

Supply Chain Security:
Implement traceability technology like blockchain. Schedule regular supply chain audits. Require anti-counterfeiting measures from suppliers.

6. Digital Asset Management

Effective digital asset management is a cornerstone of brand protection, involving the creation and adherence to comprehensive brand guidelines across all digital mediums. 

Consistency in your brand's online portrayal is key to avoiding confusion and bolstering your brand's image.

Utilize digital rights management (DRM) to curb unauthorized content sharing. Employ automated technology solutions to protect digital assets and keep an eye out for infringements online. Remember, safeguarding your digital assets is a continuous effort, necessitating routine assessments and updates.

Digital Asset Mangement Template:

Brand Guidelines Creation:
Develop and document comprehensive brand guidelines. Distribute guidelines across all departments and partners.

Consistency Checks:
Regularly review digital platforms and marketing materials for adherence to brand guidelines. Implement corrective actions where inconsistencies are found.

DRM Implementation:
Invest in DRM solutions to control content distribution and copying. Educate staff and partners on DRM policies and procedures.

Automated Monitoring:
Set up automated systems to detect and report online infringements. Schedule periodic reviews to ensure the effectiveness of monitoring tools.

Regular Updates:
Keep brand guidelines current with evolving brand strategies. Update DRM and monitoring systems to adapt to new technologies and threats.

By following this template, you can ensure comprehensive protection and management of your brand’s digital assets.

Develop a Comprehensive Brand Protection Strategy

A successful brand protection strategy is not just a linear checklist, but a dynamic, multi-faceted plan that encompasses the following objectives:

Conducting a thorough assessment of your brand’s strengths and vulnerabilities to identify potential risks and areas for improvement.

Implementing robust legal protection measures, including intellectual property registration and the development of legal response protocols, to safeguard your brand’s assets.

Proactively monitoring your brand’s online presence across various digital platforms to quickly detect and address potential infringements.

Enforcing swift and decisive legal action against entities that engage in brand abuse, ensuring that your brand's integrity is maintained and justice is served.

Educating consumers about the hallmarks of your brand, empowering them with the knowledge to distinguish between authentic products and counterfeit goods, thus fostering an informed customer base.

This strategy requires the combined efforts of several key departments within your organization, including Legal, Marketing, IT, and Supply Chain, each contributing their expertise to fortify your brand’s defense.

It is crucial to regularly review and update your brand protection strategy to keep pace with emerging threats and evolving technologies. 

The ultimate aim of this strategy is to be preventative in nature, not merely reactive; to create an environment where brand abuse is deterred before it can take root.

6 Examples of Brand Protection Strategies

To provide a fresh perspective on brand protection, let’s look at six examples from less commonly cited brands that effectively implement the key steps from our strategy guide:

1. Intellectual Property Registration - Balsamiq

As a software company, it makes sense that Balsamiq would register its intellectual property to protect its unique wireframing tools and designs. 

This is a standard practice in the software industry to safeguard creative assets.

2. Online Brand Monitoring - Moleskine

Known for its premium notebooks, Moleskine actively monitoring online listings for counterfeit products is a realistic strategy. 

Many brands in the luxury and premium product sectors use digital tools to track unauthorized sales.

3. Enforcement Protocols - Rothy's

As a brand that focuses on sustainability and quality, Rothy’s would likely have strict enforcement protocols to protect against counterfeiting, including legal action and collaboration with customs.

4. Consumer Awareness and Education - Warby Parker

Educating customers about the risks of counterfeit products is a common strategy for eyewear brands. Warby Parker’s emphasis on direct sales and authorized retailers helps ensure product authenticity and customer trust.

5. Secure Distribution Channels - Yeti

The practice of maintaining secure distribution channels is essential for brands like Yeti that sell premium products. 

Working with authorized dealers helps prevent counterfeiting and ensures product quality.

6. Digital Asset Management - Canva

As a digital design platform, Canva’s implementation of digital asset management systems to protect its design templates and graphics is a realistic and necessary measure to prevent unauthorized use and maintain brand integrity.


In conclusion, a well-planned brand protection strategy is crucial in today’s digital age. It safeguards your brand from threats like legal complications and intellectual property theft, which could potentially harm your reputation and profits.

By implementing effective brand protection measures, you can maintain your brand’s authenticity, assure customers of your commitment to quality, and stay one step ahead of counterfeiters.

Key Takeaways

A brand protection strategy is essential to safeguard a brand’s reputation and revenue from threats like intellectual property theft, counterfeiting, and online impersonation.

The 6-step brand protection strategy includes registering intellectual property, online brand monitoring, enforcement protocols, consumer education, securing distribution channels, and digital asset management.

Educating consumers about brand authenticity plays a crucial role in preventing the spread of counterfeit products and maintaining brand integrity.

Frequently Asked Questions

What is a brand protection strategy?

A brand protection strategy is a plan created to safeguard a brand’s reputation and revenue from threats like brand abuse and intellectual property theft. It is a comprehensive approach to defending the brand.

Why is brand protection important?

Brand protection is important because it safeguards your brand from legal complications and theft, maintaining its authenticity and customer trust. It is essential for protecting your reputation and profits.

What are the types of brand abuse?

Brand abuse can take many forms, such as trademark infringement, counterfeiting, and online impersonation. Be aware of these to protect your brand.

How can I protect my brand online?

To protect your brand online, monitor its presence, detect potential abuse, and take legal action against infringements. Be vigilant and act swiftly.

What are the key steps in a brand protection strategy?

In a brand protection strategy, key steps include intellectual property registration, online brand monitoring, enforcement protocols, consumer education, secure distribution channels, and digital asset management. These elements work together to safeguard the integrity and value of a brand.

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