Case study: Jofi Baldrich, Coach, Speaker & Author

Posted by Patrice Rhoades-Baum


Not long ago, Jofi Baldrich was a suit-and-tie executive in his family’s Puerto Rico-based insurance company. They sold the business, and he faced these questions for the first time:

– “What makes me happy?”
– “What do I really want to do with my life?”

He didn’t know the answers. Worse, Jofi realized that he had been living his entire life on cruise control!

Thanks to introspection, retreats, and coaching training, Jofi realized that he loves to help people. He decided to build a new career as a coach, so he could help people find meaning in their life. In addition, Jofi became a Certified Forum Facilitator for the Young Presidents’ Organization (YPO).

Jofi was referred to me by Frances Rios, who is also based in Puerto Rico. I had teamed with Frances to clarify her brand and lead her new website project, and she knew I could do the same for Jofi. (See Frances’ case study.)

Jofi Baldrich website


Jofi needed to clarify his brand, plus he needed a complete marketing toolkit, including website

To begin, I guided Jofi through my “Nail Your Brand!” process to clarify the brand for his new coaching and speaking business. This included a new, fun, and lively logo created by a talented designer on my team, Lauren Klopfenstein.

Next, we addressed his website needs and determined the site map and more. I wrote the website copy, and our development team created the website design and programming.

We created other marketing tools including Jofi’s speaker one-sheet, developed specifically to promote his facilitation services for YPO/WPO, as well as the stationery package: business card, notecard, letterhead, and envelope.

Today, as a certified coach and facilitator, Jofi has the clarity and tools to promote his business. Plus, he has the training and genuine desire to help clients discover their own path, so they won’t live THEIR life on cruise control! 

View Jofi’s website
View Jofi’s speaker one-sheet


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