The Proofreader's Parlour
A blog for editors, proofreaders and writers
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The Begin Self-Publishing Podcast is dedicated to sharing tools, tips, advice and ideas about self-publishing from industry specialists.
The BSP host, Tim Lewis, kindly invited me onto the show to talk about fiction editing. Tim and I discuss the following:
You can listen to the full episode here: Fiction Editing with Louise Harnby Previous episodes have addressed non-fiction editing (with my friend and colleague Denise Cowle), business tips, marketing advice, social media promotion, cover design, interior formatting and publishing services. For more information, or to subscribe, go to the Begin Self-Publishing Podcast.
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour (subscribe here) and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
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My friend and colleague Denise Cowle is a specialist non-fiction editor who works with a wide range of businesses, so she understands the pressure to publish better than most. Here's her expert advice on when good enough is acceptable ... and when it's not.
Perfection and the pressure to publish
When you write for your business, is it perfect? Should it be? Small businesses without the benefit of a dedicated marketing department are increasingly recognizing the power that quality content has to raise their profile, connect with their potential clients and ultimately drive sales. However, the focus on publishing content regularly can pile on the pressure to get something – anything – out there, to keep up with the publishing schedule for your blog, or to update your web copy and marketing materials to reflect the latest developments in your field. Does this writing have to be perfect? Should we expect everything that people produce to be error-free? If you pay too much attention to the Grammar Police, you’ll be paralysed with fear that a misplaced apostrophe or misused word will bring your carefully constructed business crashing down around your ears. There’s no excuse for poor grammar, they’ll bellow, caps lock on, from behind the anonymity of their screens. Ignorance of correct spelling is the scourge of society, they’ll mutter, labelling you as feckless, careless and lazy, without knowing anything about you or your business, other than the fact you typed except instead of accept. But as an editor, and advocate of content marketing, I beg to differ. I think there are occasions when it’s OK to put out content with errors. Shock! I know! Am I doing myself out of a job here? Not exactly. 
This is not permission to abandon all standards
Before you go rushing off to dispense with the services of your freelance editor and disable spellchecker, let me explain. I’m not for a minute suggesting that you should take this as permission to abandon all efforts to produce great, error-free copy. I’m working on the assumption here that you’ve taken time to make your copy the best it can possibly be within your time and budgetary constraints. I’m assuming you’ve used the tools and techniques available to you; you’ve run the inbuilt spellchecker or other software, read through your text carefully, and used a dictionary when you’ve been unsure. But sometimes, despite all your efforts, errors remain, either because you’ve missed them or because you don’t actually recognize them as errors in the first place. You go ahead and hit the publish button, and your mistakes are out there for all the world to see. We’ve all done it, but it’s rarely the end of the world. When is it OK to publish content with errors? In my view, it’s forgivable to have the odd mistake in content that:
It comes down to the purpose of the content, the medium you’re using, and the value your audience places on it. Your reputation will survive a typo in a tweet signposting your latest blog (I’ve done it myself and lived to tell the tale). Unless, of course, the typo is so unintentionally funny or rude that it goes viral! And even then, is there such a thing as bad publicity? It depends on your business, and what the error is. If you’ve created a free email course as lead generation I’d expect it to be error-free. However, the odd missing apostrophe or spelling mistake may not be a deal-breaker for your audience if the content is amazing and provides lots of value. 
When is it not OK to publish content with errors?
It’s not OK to publish content with any errors if:
If you’re an editor or proofreader, to my mind this is a no-brainer. Your clients are looking for perfection, or as near as dammit. There is no margin for error here. And don’t think you can get away with proofreading your own writing because, let me say this clearly: You. Will. Miss. Things. Who wants to hire an editor with spelling or grammatical errors in their copy? The answer should be: no one. 
Banish procrastination and publish!
No one wants to see any writing, however fabulous the content, strewn with spelling mistakes and grammatical blunders. But I’d much rather see you sharing your content with the world than keeping it in a draft folder because you’re worried that it might contain errors. Don’t allow fear to prevent you from publishing. Do your due diligence – run spellchecker, follow my tips on how to proofread your own writing – and get it out there! The world doesn’t stop turning because of a couple of typos, and you owe it to yourself and your business to write that copy, making it as good as you can. Should you hire someone to edit/proofread blog posts or other content? Rather than slogging over copy like it’s your overdue English homework, you might recognize that your time is better spent elsewhere and free yourself from the burden. If writing isn’t an enjoyable part of your work, wouldn’t it be better to outsource all or part of the process? Giving yourself permission to do this acknowledges that your time is a commodity in your business, and you have a responsibility to spend it wisely. You should consider this option when:
Is good enough, enough? Not everyone is blessed with the ability to write well and consistently, but I believe that everyone can improve with practice. Learning from mistakes is a crucial part of the process, and that can only happen when you write your web copy or publish your blog and allow other people to read it. Good enough can be enough when it’s on the road to even better.
Denise Cowle is a copy-editor and proofreader for non-fiction. She works with educational materials, reports, marketing copy and blogs. Her blog focuses on helping you to be a better non-fiction writer. Denise is an Advanced Professional Member of the Society for Editors and Proofreaders.
Further reading from Denise
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
If you're proofreading final designed page proofs, there's more to look out for than the odd typo or double space. Professional proofreaders identify and find solutions to a range of layout problems too.
Who's this checklist for? This is for anyone checking final designed page proofs, For example:
I've proofread over 500 books for the mainstream publishing industry. The checklist below is based on the house guidelines provided by the publishers I've worked for. The titles I've proofread include social science textbooks, handbooks and monographs, and works of fiction and narrative non-fiction. And while the subject matter has varied, the requirements for checking final page proofs hasn't. Note my use of the term 'final designed page proofs'. This checklist is not for those doing a final quality-control check in a Word document. Rather, we're dealing with a typeset PDF or hardcopy of the book as it will appear when printed or published online. For that reason, the proofreader is tasked with ensuring that the appearance of the book is consistent and correct according to client preference. This PDF provides a summary of the required checks. Click on the image to download your free copy. 
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
Should you invest several hundred pounds in professional proofreading and editing training when there are free online courses available? A reader asked me whether the freebies are worth their salt …
Malika asked:
Hello Louise. Your blog has helped me with a lot of things. However, I am currently doing a BA. I want to learn editing and proofreading side by side. I wanted to ask whether the websites providing free online courses on editing and proofreading are reliable. Thanks for your question, Malika! Foundational English-language skills First, I always recommend that those considering a career in this field focus on their language skills before they embark on professional editorial training. Professional proofreading and editing courses teach the practice of how and when to amend or annotate. They assume an existing above-average knowledge of spelling, punctuation and grammar that accords with English-language convention. Proofreading and copyediting – what do those terms mean? Before I get into the nuts and bolts of your question, I’d like to talk about what’s meant by the terms ‘proofreading’ and ‘editing’. The terminology is often tangled. I define the various stages of editing as follows:
The training we do (whether it’s free or charged for) needs to reflect the skills needed to carry out these levels of editing. At the end of this post I've provided a PDF that offers more detail about the problems proofreaders and editors aim to solve at each stage. Reliability, promises and intention Now to your query. I think that an evaluation of a course’s reliability needs to ask two questions:
EXAMPLE The course:
Your intentions:
The course has been designed to help Purdue students with the thesis-writing process not train proofreaders to professional standards. The course is reliable in the context of its intention. It’s just not a good match for you or anyone else seeking to set up an editorial business. Client perceptions and expectations There’s a marketing issue at stake, too. However ‘reliable’ the free course is, it’s worth asking yourself whether it has the potential to enhance or damage your trustworthiness. Here’s the problem – there are thousands and thousands of editors and proofreaders online. The market is global, too, thanks to the internet. If a client finds you and five others, how will they decide who’s worth getting a quote from? Imagine your home needs rewiring. You’ve already had one small electrical fire and want to avoid a future catastrophe. Who do you hire? The professionally accredited electrician or the spark who did a free tutorial on YouTube? People searching for editorial services are just as discerning. They’re handing over hundreds, even thousands of pounds to a stranger. They want a professional who’s passionate about their business, takes it seriously enough to invest in high-quality training, and knows how to fix what’s wrong to industry-recognized standards. If you can’t demonstrate that you’re that person, you won’t be able to compete effectively. Some client types, publishers for example, expect an editorial pro to have completed courses from specific training providers. Others will focus on your successful completion of a test. To pass the test, you’ll need to know your stuff. If your free course doesn’t provide you with the required knowledge, you’ll come unstuck. Ask colleagues, clients and professional organizations Some years ago, I asked a group of UK publishers about professional training. You can read what they said in ‘Does training matter?’ (see ‘Further reading’ below). If you’re based outside the UK, call a few publishers and find out what professional training they recommend. Your national editorial society will also have guidance. There’s a list of worldwide national editorial societies in the ‘Further reading’ section, too. Practising editors and proofreaders will also have opinions. Ask in online forums about any free course you’re considering, and how it stacks up against paid-for options. Here’s one editor’s opinion: I recommend the Society for Editors and Proofreaders (SfEP) and the Publishing Training Centre (PTC) for UK editorial training. That recommendation is based on my experience (I’ve not done any free editorial training) but it’s an opinion, not the law! My colleagues will have their own preferences, some of which will be based on where they live. Pro training courses – what’s on offer Compare any free course’s syllabus with that of an industry-recognized course. Let’s take a look at the SfEP’s proofreading training: Proofreading 1: Introduction (online £103) Time: 10 hours ‘This course is suitable for beginners contemplating a career as a proofreader and for those who need to proofread as part of their job but have had little formal training. [It] teaches the very basics of proofreading; on its own it does not provide the thorough grounding needed to work as a professional proofreader. Apart from introducing the basics of proofreading, the course is designed as a taster to answer the question “Is proofreading for me?”’ You can see the full syllabus here: Proofreading 1: Introduction; it includes:
Proofreading 2: Headway (online £156) Time: 20–25 hours ‘This course is for people who have some knowledge and experience of proofreading and would like to learn more. It […] builds on the basic skills you already have to improve your concentration, focus and judgement.’ You can see the full syllabus here: Proofreading 2: Headway; it includes:
Proofreading 3: Progress (online £156) Time: 20–25 hours ‘This course guides you through more complex general and specialised material, including texts with illustrations, tables, notes and references.’ You can see the full syllabus here: Proofreading 3: Progress; it includes:
This is staged professional industry-recognized training that aims to make you fit for purpose and ready for market. It’s not cheap, nor should it be given that it’ll take a minimum of 50 hours to complete. No one gives away 50 hours of anything for free! If you find a free online proofreading course and it doesn’t include the content covered by the full staged SfEP syllabus outlined above (or an equivalent professional association’s course in your own country), ask yourself whether the material is sufficient for your learning requirements. When free is great – the springboard That’s not to say that freebies aren’t valuable. However, we need to recognize that, usually, what’s on offer is a glimpse, a taster. That taster might well offer insights, knowledge, tips and tools to start us on our journey. Freebies are a springboard. I use them to my gauge my fit with what’s on offer. I chose to invest in professional marketing coaching earlier this year. But first I signed up for some free stuff to see whether I liked the hosts and their training methods. I provide my own freebies – my website is packed with them … PDFs, ideas, advice, booklets. These are snippets; people have to pay for my substantive books. Many editors offer free sample edits to give clients a taster; the full editorial service costs. And so it is with editorial training. The PTC offers a free taster programme for its flagship distance-learning proofreading course. The SfEP offers a free proofreading test. Will either make your ready to offer proofreading services to clients in the open market? No. Will they act as signposts for what kinds of issues you need to look out for and whether a proofreading career is for you? Definitely. But you get what you pay for! Being a professional Editorial work is no different to accountancy, social work, teaching, graphic design, building, or electrical engineering … you can do it well and to professional standards, or you can do it badly. If you do it well, you’ll be able to give your clients excellent customer service. They’ll use you repeatedly and refer others to you. They’ll give you testimonials that will build your social proof. If you do it badly, you’ll let your clients down. If you’re lucky they’ll only complain and ask for their money back. If you’re not, they’ll tell others how awful your work is – a PR disaster. Any courses that promise miracles for very little to no money and time need to be viewed with caution. Use them to evaluate whether a professional editorial career is right for you. Beyond that, financial investment will be necessary. I hope that helps you, Malika! Further reading
You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
Knowing when to intervene and when to leave well enough alone is something most of us struggle with at the start of our editing and proofreading careers. This reader question highlights another dimension, that of concern with damaging authorial style in fiction. Here's my take ...
John says:
I am struggling with repetition versus an author’s style. Is there a section in New Hart’s Rules about this? Is there a golden rule that should always be followed? Is it necessary to point out repetitions if there are only two or three in a text of four pages, or if they’re in different paragraphs or in the same sentence? Thanks for your question, John. Broadly speaking, I think that as soon as something has a negative impact on the reader’s ability to navigate the story, we’re into the territory of finding solutions rather than respecting style. But more on that below. First, a caveat … The difference between voice and style You didn't ask about this, but it's something that beginner fiction writers and editors often struggle with so I decided to provide an overview here. Voice and style are often presented as the same thing in discussions about writing and editing. Actually, it's more complicated because there might be multiple voices in a novel, but one authorial style. Consider the example of a crime novel: Thinking about voice(s) In this example, the story is told through multiple points of view, though only one POV is presented per chapter – so we might follow the action through the eyes of Simon Smith in Chapter 1, and Nicole Jenson in Chapter 2, then back to Simon in Chapter 3. The narrative is written in the third person, so the voice is that of the narrator, though we will also hear Simon's and Nicole's voices through their dialogue. Still, the narrative voice should be consistent in both chapters. Overall, though, there are multiple voices in the novel – the characters’ and the narrator’s. Thinking about style Let's imagine that the author prefers short, choppy sentences to convey drama, tension and fear. Omits pronouns to keep things lean. Sometimes. He often uses contractions (I’m, we’d, you’re) to aid flow and mimic informal, natural speech patterns. And to convey emotion, he leans on dialogue rather than detailed description. All of this is his authorial style. It's present throughout the 10-book series and pulls it together. Readers can identify the books as having been written by the author in part because of the consistency of style. Now that we've made a note of that, let's return to the problem in hand ... Style versus poor writing The fiction editor needs to be aware of the difference between a style choice and a readability problem. Consider the following: 1A: She always named her cats after favourite aunts; this one was called Molly. 1B: She always named her cats after favourite aunts. This one was called Molly. 2A: He looked over his shoulder and almost felt the arrow as it whistled past. 2B: He looked over his shoulder. Almost felt the arrow as it whistled past. 3A: They walked to the end of the long hallway. At the end of the hall there was an open door beyond which lay three more hallways. They chose the left one and continued towards the interrogation room, no one said a thing as they walked. 3B: They walked the length of the hallway in silence. They reached an open door, and took a left towards the interrogation room. In 1A there’s a style choice regarding semi-colon use, and I’d respect this unless the author had specifically asked me to omit semi-colons (in which case I’d amend to 1B). In 2A there’s a style choice regarding sentence length. I’d use my judgement here. I might suggest 2B, explaining in a comment that I felt it conveyed a sense of tension more in keeping with the scene the author’s usual style. Or I might offer two options: 2B and an alternative: He looked over his shoulder, almost felt the arrow as it whistled past. In 3A, there are multiple problems – chiefly repetition, poor flow and a comma-splice. I don’t want to rewrite the book for the author – that’s not my job – but I can’t leave this as it is. I need a sensitive recast but I need to work with what I have. I might suggest something on the lines of 3B. And that’s the difference. In 1A and 2A the readability isn’t impaired. In 3A it is. If an author’s style is to write poorly, the editor must intervene. Readability trumps poor style. Our job when line editing and copyediting is to smooth and correct when things are rough and wrong. To leave as is because ‘it’s the author’s style’ cannot be justified. To do so would render the role of the editor obsolete. We’re hired to sort out problems, and attend to them we must. Golden rules, or lack of them When it comes to line editing fiction, there’s no rule book (New Hart’s or otherwise) that will tell you what you must fix and how you must fix it. Each project's different, each brief’s different, and the style and voice(s) in the text will be different. Above all, it’s intuitive. It takes into account the tension, pace and mood of a scene, and whether the repetition is obvious and makes the writing look amateurish, or whether it’s necessary and key to the novel’s trajectory. You need to feel your way into the story, get under the skin of the writing, and make sure the reader can move forward without stumbling. And how you, John, approach it might not be how I approach it because we're two different people and our impressions are subjective. Furthermore, whether and how you deal with repetition problems will depend on frequency, proximity, what you’ve agreed with the author, and whether the amendments are essential, preferred, or, rather, gentle improvements. Different line editors would handle 3A in different ways. Some would flag the problem; some would flag and explain it; yet others would flag, explain and suggest a solution. My preference is for the latter (unless I'm proofreading). Assuming we need a recast to avoid repetition in 3A, we could do one of the following:
The approach you choose should be based on what you’ve agreed with the author beforehand. I work with some authors whose novels require heavy line editing. To keep costs down, we agree that I’ll amend the text directly rather than commenting excessively. In such cases, the authors have decided they trust me to intervene in a way that’s sensitive to their style and the voice(s) in the book. I have other clients who prefer deeper recasts to be offered in the comments. If you’re not sure how to solve a problem, or you think there are multiple solutions to dealing with repetition, the query trumps the amendment every time. I do have some 'rules'! These are not about the what but the how. Perhaps they’ll help you communicate with your author about the repetition problems in a productive way. The mindful rules of fiction editing
What’s the brief? One thing you didn’t’ mention in your query was what level of editing you’d been commissioned for. It takes time to sort out sentence-level problems such as 3A. Correcting the comma splice is a quick fix and takes a second. Creating a recast that’s emotionally responsive to the author’s style and the voice(s) in the narrative and dialogue is a different kettle of fish. Correcting the comma splice falls within my definition of proofreading – the final quality-control or verification process. The recast absolutely does not; it’s deeper sentence-level editing and has to be priced as such because it takes longer to fix. Frequent repetition problems are usually evident in a sample chapter, so the editor should be able to see whether the level of edit requested is appropriate. If you’ve been commissioned to proofread and you find yourself dealing with a few issues of repetition here and there, it’s unlikely to impact on your hourly rate; just make a gentle note in your handover report. If the file is littered with repetition that renders the work unpublishable, and this wasn’t evident in the sample you were sent, you’ll need an emergency discussion with your author to explain the problem and come to an agreement as to how to proceed. Summing up I hope this has helped. The key is first to focus on the reader’s experience. That will be your best guide as to whether the repetition needs attending to. Then focus on your relationship with the author and let that guide you as to how best to communicate the problem via direct amendment, commenting or a mixture of the two. And don’t forget the mindful rules! Further reading You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
This is the first in a series of guest posts by my colleague Steve Allen, a soldier-turned-editor who specializes in firearms and military-particulars editing.
Today we're looking at applying caution when loading up your hero with high-tech kit. Is he or she tactical, tacti-fool or tacti-cool? Over to Steve ...
I’m a specialist freelance editor of firearm and military-related particulars. I see gun-related writer mistakes all too frequently. Many simple firearm mistakes can be avoided without problems.
Unfortunately, many of the firearm mistakes I see are not simple, nor are they so easily fixed. Insignificant firearms mistakes inflame the nitpickers and have them shitting on your reviews. Savvy readers catch even the smallest of mistakes. After a mistake, readers question your writing, wondering what other mistakes you’ve made. Make too many and your story falls apart. Basic firearm mistakes cause you to lose credibility. Even in fiction, you must maintain credibility. What follows in this series are the frequent firearm mistakes that I see in fiction manuscripts and some advice on how to avoid them. Tactical, tacti-cool and tacti-fool Give your characters a good weapons load-out and good gear. Know the difference between tactical, tacti-cool and tacti-fool. Arming your characters reasonably takes some practice and restraint.
Unless writing satire, parody, comedy, etc., avoid giving your characters tacti-cool gear. Loading a character with tacti-cool gear, and having him learn the hard way the value of quality gear is a good use of tacti-cool stuff – just don’t overdo it. This is what tacti-cool looks like:
Oooh, shiny! I cringe every time an author tells me, ‘But it looks cool.’ Don’t give your characters ridiculous and worthless gear based on looks. Movies are incredibly influential, which is why I mention them so often in this series. Looking cool is great in the movies; it can get you killed in the field. Avoid gear such as:
Low-cost, mass-produced tactical gear is designed to empty the tacti-fool’s wallet, not actually to be used in combat. A simple rule of thumb to follow is: if the elite troops don’t carry it, avoid arming your character with it. A caveat is: if the weapon fits the character’s back story, then it might be okay. For example, if your character studied Silat (Indonesian martial art) and carries a kerambit it fits the story. If your character learned Eskrima (also known as Doce Pares; Filipino martial art) while living in Cebu, then arming her with fighting sticks fits the story.
If you enjoyed this, there's a PDF summary of the key points here. Just click on the image to download.
You can access the full 45-page ebook now by joining Louise's Writing Library. If you'd prefer not to sign up, that's fine. Instead, watch out for forthcoming posts in The Art of Firearms in Fiction series here on The Proofreader's Parlour.
Steve Allen is a retired soldier living north of Seattle, WA, with his lovely wife and daughters, a neurotic terrier and a goofy black Labrador.
When not editing, Steve wanders the Pacific Northwest on roads less travelled, searching for good books and very cold beer. Email: stevenwordsmith67@gmail.com
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
How does one go about building a written-communications business from scratch? The person who got in touch is looking to break into a sector that I have almost no experience of, so I wondered whether it might stump me.
However, it soon became clear that the problem is not the sector itself but the challenge of being visible in that sector. 
Those of us who started out by targeting the publishing industry know that there’s an advantage – that sector knows who we are, what we do, and why it needs us. But what do you do if your target clients are corporates?
Jo says:
Firstly, thank you so much for your extremely helpful articles. They’re all I seem to read at the moment. Secondly, a question! You kindly offer to help people solve their business problems, so here’s mine. I recently set up a communications business offering copywriting, proofreading, editing and social media services. I have a professional background in science, business and education, but not specifically within the communication arena. My last role, as a communications manager, was my first within this sector. I’ve spent 15 years helping my partner with his communication requirements, from proofreading and editing to copywriting, so I feel as experienced as I can in this field without having any ‘official’ training. Now comes the hard bit! I am spending each and every day at the computer, emailing companies that I hope will be able to utilize my services, and the one question I keep hearing, time after time is ‘Can you please send me examples of your work?’ Herein lies the problem. Even though I have worked for many years with my other half, I haven’t built a portfolio of any kind, let alone kept any of the work I contributed to. I’m stuck in that cycle of no provable experience so no work, but no work so no way of demonstrating what I can do! Tricky! How would you suggest I get around this? Thanks for taking the time to read this, and for your insightful advice!
Hi, Jo, and thanks so much for your question!
Your problem is essentially one of visibility, competition, and the lack of a stand-out brand identity. Your website looks lovely, but that’s no longer enough to get you found or noticed. Written-communications businesses are ten a penny, so you’re operating in a marketplace that’s highly competitive. You’re also up against specialist editors (like me) and specialist copywriters (like my pal John Espirian), and a ton of big-brand agencies who offer service packages to corporates (your target market). Currently, despite your pretty website, you’re basically an unknown supplier writing to companies who’ve never heard of you and have no way of working out why you’re special, why you’re different, why they should pick you over anyone else. And none of that is a reflection of your capability. It’s simply a reflection of the fact that you can’t prove it. The consequence is that, at the moment, your message is all about you. You’re not the first supplier to be in the position of having a small or non-existent portfolio. Many of my colleagues have to sign non-disclosure agreements that preclude them from advertising the fact that they’ve worked for corporates. And while my fiction writers are more than happy to make it known that they’ve hired me, I’d never send another author a sample of the work I’ve done on behalf of a former client. It would be a breach of confidentiality. Becoming visible and standing out So what to do? My view is that you need to commit to a content marketing strategy that will build trust and get attention. The briefest definition of content marketing I can give you is this: Creating useful stuff that solves problems … and giving it away. That’s because when you help people, you get noticed. You know this is true because that’s why you contacted me! Let me quote you; ‘Thank you so much for your extremely helpful articles. They’re all I seem to read at the moment.’ Think about it … you’ve never met me or seen a sample of my editing work, and yet you devoured my blog and sent me a long email outlining your problem in the hope that I could help you. Then you agreed to let me publish your name, your question and my response in a public place. Somewhere along the line, I made you trust me. And that, Jo, is what you need to mimic with your own business. You found me, which means my clients can find me. Now you need to enable people to find you and make them want to engage with you and your written-communications business. We’re already 690 words in and I haven’t even got started on the nuts and bolts of content marketing, and there isn’t room to do it justice here. But here are the basic principles. My basic principles of content marketing 
Copyright Louise Harnby, 2017 (first published in Content Marketing Primer for Editors & Proofreaders)
When you create solutions to people’s problems – based around these principles – you begin a journey that puts you top of mind and top of the search engines. Changing the focus of the message Remember above how I talked about your message being all about you? When you start content marketing, the message becomes all about the client – their problems, their challenges, their business. And when you offer solutions to those problems via your content marketing strategy, you present yourself as the expert you are – someone with 15 years’ experience of working with a corporate. No one will be looking at your sparse testimonials page if they’re too busy drooling over the free resources you’ve offered them. Then, when it comes to the stuff they can’t do themselves, you’ll be ready to help with paying work. It’s hard graft, make no mistake. There are no quick fixes or overnight solutions. The strategy requires commitment. The principles I outlined above are from my Content Marketing Primer for Editors & Proofreaders, which I wrote at the end of 2016 and published in January 2017. I stand by everything I wrote in that ebook, but I’ve learned a whole lot more since, because I decided to get help from the pros. After all, I’m a professional editor not a professional marketer! And if you want to get serious and make inroads as quickly as possible, you might decide to go for the pro option, too. An example of how content marketing worked … on me The story of the pros I chose provides an example of great content marketing in action. I was looking for free online help with branding and design. I came across a couple of guys on Twitter who were creating video tutorials about how to do just that. They were fun, young (younger than me, for sure!), seemed friendly … and their stuff was brilliant … and free. I watched one vlog after another, and signed up for their mailing list so I’d know when something new was out. For about three months, I took all that free guidance and implemented it. And then I bought from them. Just a book at first. It cost about a tenner. And all the time, I kept thinking: if the free stuff is this good, and this cheap book is this good, what must their membership group be like? By the time April had come around, resistance was futile. Like the Borg. And I joined. So, you see what happened? They gave away a load of stuff that I found useful, and it got my attention and persuaded me to trust them. And then I became a client because when it came to making the big decision about whom to choose, they were top of mind. They'd blown everyone else out of the water. So who are they? Regular readers of my blog will be bored rigid of hearing me talk about Andrew and Pete, and their group Atomic, but I won’t apologize because they’ve made a difference to me. What they teach works. If you decide to go down this route though, do your own research first and make your own decisions. Find what’s right for you. An example of a colleague’s content strategy My colleague Natalie Hailey owns a digital marketing agency called Hot Content. And she uses content to drive her marketing strategy, just like I do, just like you can. Natalie has a blog, a vlog and a newsletter through which she’s building an audience of business owners who are interested in her services – her solutions. But she’s not just creating visual and written online content. She’s also delivering those solutions face to face – by speaking at regional events (via her local chamber of commerce) – and by hosting live training sessions and workshops in her area that focus on helping, educating, building relationships and engaging with local businesswomen. She focuses on a core audience and makes sure that the content she creates and delivers speaks to that audience at every touchpoint of her business – from the font she uses for her logo to the colours she chooses for her blog images; from the way she dresses at speaking engagements to the gentle warmth of her voice when she vlogs; from the tone of her blog posts to the way she engages in forums. Those are the things her potential clients focus on. And, ultimately, they choose to engage with her because she makes them want to. And why on earth wouldn’t they? She’s nothing but helpful. 
Back to you ...
I think you can do what I do, what Natalie does, what John does, and what Andrew and Pete do, so that you and your written-communications business stand out. By focusing on your target clients, what their problems are, and how you can solve them, and in a way that’s based purely on being helpful, by making them ‘feel smarter or happier’, as Andrew and Pete put it, you can move out of the catch-22 you find yourself in. That’s because this type of marketing is about relationships rather than résumés, about problem-solving rather than portfolios, about answering with solutions rather than asking for work. It’s not that testimonials, portfolios and experience aren’t great. They are. They’re wonderful. But, as you know only too well, they’re what you get at the arrivals gate. Content marketing is the departure point. Do it yourself, do it with books, or do it with pros. But do it. (Gawd, I sound like a Nike advert!). Then you'll be irresistible too. Like the Borg. Good luck! You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
Unfortunately, there are a lot of myths about ‘rules’ in writing. Sorting out what’s right or wrong versus what’s preferred or asked for can be tricky for the inexperienced author. In this article, I offer some guidance.
Don't forget to claim your FREE copy of my Guidelines for New Authors booklet at the bottom of this post! Writing well means understanding the difference between a rule and a preference. In the world of the written word, these two things often become confused.
How do you sort out the rules from the preferences?
There is a difference between choosing where to place an apostrophe and choosing how to spell ‘focused’. You can get the first one wrong because different placements will create different meanings. You can’t get the second one wrong, but you can be inconsistent; ‘focused’ and ‘focussed’ are simply variants of the same word and both are correct in British and American English. So, how do you work out what’s a rule and what’s a choice? Check a good-quality dictionary or reference manual if you’re unsure. Oxford Dictionaries Online is a great place to start because it shows spelling variants – e.g. whiskey/whisky, organize/organise, centre/center – and explains whether these are equally acceptable across different regions, more likely to be used in one particular part of the world, or distinct to a particular area. Refer to a style manual. A good-quality style manual should distinguish between a rule and a preference. Which one you choose should be relevant to your audience. If you’re working with a publisher, the press will probably have its own house style, or refer you to a preferred guide like New Hart’s Rules or The Chicago Manual of Style. If you’re a self-publishing author, you can create your own, though a professional editor and proofreader should offer this as part of their service. Creating your own style sheet enables you to record decisions about hyphenation, numbering, capitalization, spelling variation, punctuation style, etc., and enforce common-sense consistency without becoming bogged down in overly prescriptive ‘rules’ taught to you by someone who thought they knew better. You can find a free template for a style sheet on my Self-publishers page. Check online resources from grammarians and linguists to help you separate the good sense from the nonsense. That way, you can defend your decisions. Consider your audience. Certain types of writing (and those who will be reading it) bend more easily to particular style choices.
Broadly speaking, a good piece of writing will be sensitive to its audience. Variations in punctuation style, idiom usage, spelling and grammar abound, but they are just that – variations, not mistakes. The most common myths debunked … There are plenty of excellent online articles highlighting common things that writers are told are ‘wrong’ when in fact they’re perfectly fine. I’ve provided a summary here, though if you read the linked-to articles in full you’ll quickly realize that the same sticking points arise time and again. Myth 1: Verbs with -iz suffixes are Americanisms (for example, specialise vs specialize). This isn’t true. In fact, use of the -iz form has been around for over 400 years and is a completely standard variant that’s recognized, and widely used, within UK publishing and beyond. Consistency is what you should look out for. A word of caution, though – take care not to apply the style globally to your text. There are some words that must retain their -is suffix (e.g. compromise, advertise). Oxford provides a useful list of the most common words that must be spelled with -is. If you’re in doubt, look up a word’s spelling in a good-quality dictionary that includes variants. Myth 2: You can’t split an infinitive. There are numerous online articles debunking this myth, but one of my favourites is Language Myths by Patricia T. O’Conner and Stewart Kellerman (Grammarphobia). They write: ‘Writers of English have been merrily “splitting” infinitives since the 1300s. It was perfectly acceptable until the mid-nineteenth century, when Latin scholars – notably Henry Alford in his book A Plea for the Queen’s English – misguidedly called it a crime. (Some linguists trace the taboo to the Victorians’ slavish fondness for Latin, a language in which you can’t divide an infinitive.) This “rule” was popular for half a century, until leading grammarians debunked it. But its ghost has proved more durable than Freddie Krueger.’ Myth 3: You can’t use a preposition at the end of a sentence. This is incorrect. You can use a preposition at the end of a sentence – in fact, sometimes it’s far more comfortable for your reader. Says the OxfordWords blog: ‘Most of us learned in school that ending a sentence with a preposition was a mistake. This “rule”, however, is misguided, dating from the 17th century, when several notable writers tried to codify English to fit more neatly with Latin grammar. Clearly, there are instances where attempting to avoid ending a sentence in a preposition results in a statement that is either over-formal or simply poor English.’ Consider the following examples:
Myth 4: You mustn’t begin a sentence with a conjunction. This is yet another dose of hypercorrection – obviously, you don’t want your writing to be boring, so it pays to not overdo it, but there’s nothing grammatically wrong with starting a sentence with a conjunction. And in some cases it can even add punch to a sentence (see what I did there?). Richard Feloni, in 10 popular grammar myths debunked by a Harvard Linguist, reviews linguist and cognitive scientist Steven Pinker’s The Sense of Style (published by Allen Lane in 2014), and writes: ‘Teachers instruct young students that it is incorrect to begin a sentence with a conjunction (and, because, but, or, so, also) because it helps keep them from writing in fragments, Pinker writes, but it's advice that adults don't need to follow. Avoid writing an ugly “megasentence” full of connected independent clauses, and feel free to start a sentence with a conjunction’ (Business Insider UK, 2015). Myth 5: You must place two spaces after a full point. Actually, it's best not to – it looks awful on documents produced with modern word-processing software such as Word or InDesign. Publishers don’t do it; nor do professional typographers. When we do it, it makes the text look gappy and amateurish. You can do a quick search and replace in Word to remove double spaces (simply click Ctrl H, and then type two spaces into the Find What box and a single space in the Replace With box). This supposed typographical rule is purported to be a hangover from the days of monospaced letters on typewriters; these had only one font that gave equal space on a page to a wider letter such a ‘w’ and a narrower symbol like a full point. Whether that's true is not the point. Go to your bookshelf and pick up any contemporary, professionally published book; I promise you this – all full points will have a single space after them. Delete your double spaces and you're more likely to look like a pro! For an entertaining discussion of the issue, read Farhad Manjoo’s article Space Invaders (Slate, 2011). Myth 6: You can’t use ‘they’ as a singular pronoun. This old chestnut gets a lot of peevers in a pickle. It’s a shame because it’s a rather splendid solution for those who want to write clearly and succinctly while avoiding gendered language. It’s been in use for a while too – from at least the sixteenth century. Some publisher house styles demand the avoidance of the singular ‘they’; others embrace it, given that, as Arike Okrent notes, ‘[i]t’s perfectly good English. It sounds completely natural. Great writers like Shakespeare and Austen used it’ (4 Fake Grammar Rules You Don’t Need to Worry About, Mental Floss, 2015). Oxford Dictionaries concurs. Note, though, Oxford’s follow-up caution: ‘Two things are matters of fact, however: many people use it, and many others dislike it intensely. If you’re writing something, it is therefore advisable to consider who might read it, and what their views might be.’ Myth 7: You shouldn’t start a sentence with ‘However’. You can, but getting the punctuation right is essential. (a) When it’s being used in the sense of ‘Nevertheless’ or ‘But’, it acts as a connector or conjunction with the previous sentence:
(b) ‘However’ can also be used to mean ‘in whatever way’ or ‘regardless of how’. In this case, I wouldn’t place a comma after it because it would interrupt the sentence.
She also provides some thoughtful advice about avoiding placing ‘However’ at the beginning of a sentence: ‘Sometimes it’s still a good idea to avoid it because a lot of people think it's wrong. I don’t advise starting a sentence with ‘however’ in a cover letter for a job application, for example. You don’t want your résumé to get dumped because someone thinks you’ve made a mistake even if you haven’t’ (Quick and Dirty Tips, 2013). Depressing, but worth bearing in mind! Final thoughts … First, consider Jonathon Owen’s reminder that good writers should never ignore register. ‘There’s a time and a place for following the rules, but the writers of these lists typically treat English as though it had only one register: formal writing. They ignore the fact that following the rules in the wrong setting often sounds stuffy and stilted. Formal written English is not the only legitimate form of the language, and the rules of formal written English don’t apply in all situations. Sure, it’s useful to know when to use who and whom, but it’s probably more useful to know that saying To whom did you give the book? in casual conversation will make you sound like a pompous twit’ (12 Mistakes Nearly Everyone Who Writes About Grammar Mistakes Makes, Arrant Pedantry, 2013). Second, bear in mind that some people’s ‘rules’ are actually just their pet peeves. Taking time to understand the difference between a rule and a preference will at least enable you to defend your choices. However, don’t be surprised if some sticklers still object to your decisions – there’s no consensus. Says editor and writer Stan Carey, ‘There are local and institutional conventions, but since English lacks an official language academy, there is no universal Standard English. Pick a version and you will find it riddled, as Geoffrey Pullum wrote, “with disorder, illogic, inconsistency, oddity, irregularity, and chaos”. Amidst such ragged variability, clarity is desirable and elegance is admirable, but while certain rules facilitate these qualities, others are misguided myths that undermine them’ (Descriptivism vs. prescriptivism: War is over (if you want it), Sentence First, 2010). And as promised, here's your free booklet! It includes lots of useful guidance and links for newbie writers. I hope you find it useful. Click on the picture to get yours. 
For more self-publishing resources, visit the library on my Self-publishers page. Or join the library here to get monthly updates.
Louise Harnby is a professional fiction proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
Another email from a Parlour reader ... the answer will be of interest to anyone with similar manual dexterity issues and who is considering a career as an proofreader ...
Rachel asks:
‘I am looking into a career in proofreading. I have multiple sclerosis and need to work from home. I was wondering if you know whether any of the online courses cover the use of things such as Track Changes. Unfortunately, I have lost almost all manual dexterity and am unable to mark up on hard copy. I am, however, able to use a keyboard and mouse comfortably.’ Thanks so much for your question, Rachel. So the good news is that because you can use a keyboard and mouse, and you therefore prefer to work onscreen, professional proofreading is certainly a viable option for you (assuming your spelling, grammar, and punctuation are up to scratch, and you're ready to market your business effectively). Furthermore, there are industry-recognized training courses and resources that will support your onscreen learning. One thing we need to look at is how different client types’ expectations of what proofreading entails present challenges for you. It’s important to me that you’re forewarned about this so that you can target your clients appropriately, and communicate your service offering in a way that makes it clear what you will and won’t do. I’ll tackle that issue first and then move on to the training options available. Proofreading – expectations and possible challenges So, you’ve told me that your MS affects your manual dexterity, but my first thought was whether it also leads to fatigue. You didn’t mention this in your email, but I think it’s worth discussing for reasons that I hope will become clear. In my first decade of proofreading practice, almost all of my clients were mainstream publishers. Now I work exclusively with self-publishers (a few businesses but primarily writers of fiction). What’s clear from my experience is that the expectations of what has to be done and how it has to be done often differ depending on client type. Furthermore, how much will be done by the proofreader is often (though not always) quite different. What and how much does a proofreader do? Traditional publishers When working for traditional publishers, a proofreader is usually annotating designed page proofs. These are the pages (either paper or digital) that are almost identical to what readers would see if they pulled a book off the shelf. It’s a quality-control check of a book that’s been through developmental-, line- and copy-editing. The author has reviewed the files at each stage. Once the team is happy that the book’s ready to be laid out, an interior designer or typesetter will format the book to professional, industry-recognized standards. The proofreader’s job is to find anything missed during an extensive copy-edit, that no errors have been introduced at design stage, and that the various elements of the book are rendered consistently, correctly, and according to the design brief. In this case, the proofreader is looking at more than just spelling, punctuation and grammar. She’s also spotting problems with page numbering, chapter headings, line spacing, paragraph indentation, running heads, image captions, table and figure numbering, widows and orphans, page depth, prelims and end matter, and more. In my experience, because most of the problems in the text have already been attended to during previous rounds of editing, there might be only a few changes that warrant querying or marking up on each page. Of course, there are always exceptions to the rule, but, on the whole, most of a proofreader’s time is spent carefully reading and checking rather than marking up. That’s important for you because while your hand movement is somewhat impaired, your vision isn’t. And because you wouldn’t have to make thousands of changes, the strain on your hands wouldn’t be excessive or challenging. What and how much does a proofreader do? Non-publishers Outside of the mainstream publishing industry, things become a little more tangled. The role of the proofreader is not nearly so well defined. It’s not unusual for clients to ask for a service they call ‘proofreading’ but that a traditional publisher would call ‘copy-editing or even ‘line editing’. Here the raw text is amended (or suggested recasts to the text are made using Word’s commenting tool). Furthermore, it’s not unusual for the so-called proofreader to be the first professional to work on the text. And that means that the changes made might well run into the thousands. We’re not talking about a few amendments on each page, but hundreds per chapter, perhaps even per several pages. Of course, it does vary, but every change, every query, requires the use of one’s hands. So you need to be aware of the potential impact of this kind of work on your health, and think carefully about how it will affect your hands and your fatigue levels. I’m not saying that working for non-publishers isn’t an option for you. Rather, you’ll need to take your speed and fatigue levels into account and factor them into the time you assign to complete projects. If you're working in Word, I suspect that =2K–10K-word business documents, Master’s dissertations, journal articles, short stories, brochures and newsletters won't present you with the same challenges as book-length work of 80K–100K words will. How does a proofreader mark up? Traditional publishers Because the proofreader is usually providing a pre-publication quality-control check on designed page proofs, most publishers like the annotations to take the form of industry-recognized proof-correction marks. In the UK, these are BS 5261C:2005. Any decent professional training course will teach you how to use these appropriately. Traditionally, these annotations were made on paper but publishers are increasingly providing PDF proofs. This affords you an opportunity because you can use a keyboard and mouse to annotate the page proofs in a way that mirrors a paper markup. There are a few options, but many proofreaders use a combination of a PDF editor’s (e.g. Adobe Reader DC, Acrobat Pro, or PDF-XChange) onboard comment and markup tools and digital proofreading symbols (custom stamps). I supply free files of stamps that proofreaders can download and install in the stamp palettes of their PDF editors. These stamps conform to BS 5261C:2005. How does a proofreader mark up? Non-publishers Because many non-publishers supply Word files, you’ll be working directly in Word and using Track Changes. You’ll also be able to take advantage of several macro suites and find/replace strings that will improve your efficiency and reduce the strain on your wrists and fingers. That’s good news for all of us – with or without MS or other manual-dexterity issues – in terms of time, quality and consistency. Summary of what, how, and how much So, all in all, it’s worth your taking the time to think about the types of clients you’ll work for, how many changes you might be required to make, how those client types will expect you to mark up, what length the projects will be, how long it will take you to complete the different project types, and how all of those things fit in with your specific health condition. Professional training My two recommended online proofreading training providers in the UK are the Society for Editors and Proofreaders and The Publishing Training Centre. The SfEP has practical online courses on the technical aspects of professional proofreading, a grammar brush-up course, and editing in Word. Of the latter, the SfEP says, ‘It includes chapters on styles and templates, find & replace and wildcards, and macros. Guest chapters have been written by Paul Beverley on FRedit, Daniel Heuman on PerfectIt and Jack Lyon on The Editorium. All chapters contain downloadable study notes, exercises and model answers.’ The PTC offers a grammar course, and its flagship Basic Proofreading course. Before you sign up, I’d recommend you have a conversation with either or both organizations in order to assure yourself that the course materials are usable in a way that suits your needs. Additionally, there are numerous free online tutorials and screencasts on how to use Word’s Track Changes, so Google will be your friend here. Search for one that matches your own version of Word. The most important issue for any professional proofreader is understanding first what to change, and making sure that she and the client are on the same page, figuratively speaking, about what degree of intervention is expected and how it will be rendered. Online books and resources Here are some resources that should help you on your journey:
I hope this helps you move forward, Rachel, and wish you all the very best in your search for a career that will work for you alongside your MS rather than in opposition to it. Good luck! Further reading
You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
This question is from Alison, who’s new to proofreading and still completing her professional training with one of the UK's industry-recognized bodies.
‘I would be very interested to hear your thoughts on the iPad Pro 12.9" with a stylus as a proofreading tool. I am currently using my MacBook Air.’
That’s a great question, Alison. Here’s my take on the situation: Broadly speaking, I wouldn’t recommend a tablet as a primary professional proofreading tool because I think you’ll struggle to match the functionality available on a laptop or desktop computer. That doesn’t mean you can’t use it in your home office to increase your screen real estate – perhaps for fact checking, referring to an onscreen style guide, displaying your online dictionary, or checking emails. Overall, though, I think there are too many limitations for the pro proofreader. Here are some thoughts … Proofreading and tangled terminology Your professional training will distinguish between proofreading (annotating designed pages – page proofs) and copyediting (correcting the raw text). This distinction will match the expectations of many traditional publishing houses, though not all. I’ve worked for two publishers in my career whose ‘proofreading’ required me to edit raw text. We might call it a light edit, or a proofedit, or just stop beating about the bush and use the term copyedit! What we’re talking about here is a quality-control check prior to publication. And it’s done in Word. In this case, you’ll not be scribbling hieroglyphics on your tablet with your stylus; you’ll be directly amending the file. iPads and Word files I have an iPad Air. I love it for email, search, messaging, reading, listening to music and audiobooks, social media and gaming. I also like it for writing – drafting anyway. But I wouldn’t use it as a professional proofreading tool if you paid me (unless you paid me a lot to compensate for how much slower I’m going to be!). The screen size is still too small for one thing. Now, it’s not necessary to have two mammoth screens, but I like mine! I’m happy to work on my 15” laptop when required, but that’s as low as I’ll go. The more I can fit on a screen the less I have to scroll. And that reduces the strain on my wrist. There is a lot of functionality in the app, but I just don’t think it’s anywhere near as quick or accessible as when one’s working on a laptop or desktop. Making a decent living from professional proofreading means taking advantage of complementary efficiency and productivity tools wherever possible. Basics like find/replace, wildcard searches, keyboard shortcuts, and the styles palette should speed you up, not slow you down. But the biggest downside is what you’ll lose from not being able to run a whole suite of gorgeous macros that will make your life easier and improve the quality of your proofread.
You get the point! So, for me, the iPad is not a contender for working in Word. Not for the professional, anyway, for whom quality and efficiency are key. iPads and PDFs Whom you’re working for will affect things here. If you proofread for publishers, you’ll likely be asked to work on designed-for-print page proofs. This presents a number of challenges on a tablet. Even on a larger tablet like the one you’re considering, you won’t get a clear view of a facing recto and verso. And that means you won’t be able to check quickly for unequal page depths. Then there are the comment and mark-up tools to consider. A stylus is great if you want to use industry-standard proofreading marks, though it’ll need to be a high-quality stylus with a fine nib if your marks are to conform to BSI 5621C. I’ve experimented with a stylus and it wasn’t as easy as I’d hoped to annotate a PDF to professional standards. I wasted time ensuring each symbol was clear and neat, whereas if I’d been working on paper or on a laptop using digital BSI stamps, I’d have already moved on to the next annotation. Just something to bear in mind – practice will be essential if you experiment with tablet/stylus markup. Talking of stamps, you can mark up a PDF on a laptop or desktop (Mac or PC) using digital symbols. I provide a free set (see More Resources below). I want to mention the search function, too. One of the things I like best about marking up a PDF is the ability to do global searches for repeated errors. And while the search tool is quite neat on a tablet, it doesn’t have the range of functionality that you’d find on a laptop or desktop, particularly if you’re using pro versions of Acrobat or PDF-XChange. And, yes, the comment and markup tools, and the bookmarking are there in the app, and again quite neat if you’re working on a basic file with very little text for a non-publisher client. But for an 80,000-word book in which you might have to make hundreds of changes, I think you’ll struggle. Overall, the issue is one of speed. There’s a lot you can do on an iPad but I don’t think tablets in general are designed to let you move efficiently around a designed book page in the way a professional proofreader needs to. I want to be able to see a double-page spread at a glance. Yes, I’ll need to inspect the text word by word, line by line, but I also want to be able to view the page as a whole, including its running heads, its margin and line spacing, the position of all of the various elements and whether they’re aesthetically pleasing. I want to be able to bounce around on one page, and back and forth between pages via bookmarks, without keyboards and windows popping up all over the place while I’m working! That just slows me down, and in an age when many mainstream publishers are feeling the pinch and increasing their freelance editing rates only marginally each year, smart proofreading is essential. The more efficient you are, the better the hourly rate you’ll earn. I recommend you stick with your MacBook Air. My friend and colleague John Espirian concurs: 'My iPad is a wonderful writing platform but I wouldn't use it for editing or proofreading in any professional capacity. A MacBook is going to win hands down on that score. I write all of my blog drafts in Byword on my iPad. I use Apple's Smart Keyboard (see More Resources for a review). And unless you're location-independent and need to carry as little as possible, treat yourself to a second screen. I wish you good luck with your training, Alison! More resources
You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
[Note from Louise: the typos in the title are a little joke by A&P! No emails, please!]
Please direct any hate mail about this article to: Andrew and Pete, Bluff House, Middle-of-Nowhere Lane, Fakeshire, FK3 QQX
When Louise asked us to write a guest blog for proofreaders, we thought to ourselves: ‘Proofreaders, they love words, right? Hmm ... we know ... why don’t we write a blog about why they should all stop writing stuff and start creating videos instead?’ WHAT. A. GREAT. IDEA. Deep breath ... ... here we go. Should you all start video marketing? Excusing the dramatics at the start of this article, let’s talk seriously for a moment about why video marketing can’t be ignored when it comes to marketing your proofreading business. We aren’t saying stop writing, period. We do think blogging should be a key part of your marketing mix, but our aim in this article is to make the case for bringing some elements of video into your content marketing strategy. Remember, you may like to write, but that doesn’t necessarily mean that’s how all your customers want to consume their content. Reason number 1: Consumers are switching to video content With faster internet connection both at home and on mobile, video content has been opened up to the masses, and more and more people are turning to video content over written blogs. This may be the case for you, too! Think about how many videos you’ve watched online in the past 7 days compared to the amount of blogs you’ve read. Chances are the former is higher; and if it’s not, you’re in the minority here. Why is this happening? Well, other than the tech allowing it in the modern world, people are becoming highly trained multi-taskers. We’re used to triple or quadruple screening with our devices – watching TV while checking our phones, scrolling through Facebook on our tablets, and maybe even taking a fourth glance at the smart watches on our wrists. A lot of the content we’re consuming is video because, actually, it’s less effort. Reading generally requires our full focus on 1 screen. In fact – especially on social – video is being watched with the sound off more often than with it on! Crazy, right? (Rev.com is your best friend for subtitling, btw.) So, if we want to get people’s attention, if we want to educate them, entertain them, or even SELL to them, video is the best way to get that all-important attention. At least today, anyway.
Reason number 2: Video builds trust, something that’s lacking
Once we have the attention, the next thing we need is trust. In 2015, we attended talk by our marketing hero Seth Godin, who painted the picture of the modern business landscape. He argued that the businesses that are going to win are the ones with attention and trust. 
Trust is lacking nowadays. It’s never been easier to start a business – the internet has allowed for that.
We’re sure you’re running a legitimate business, but there’s no denying the number of charlatans out there as well as the people who – let’s be honest – have no clue what they’re doing. But all you need is a website and BOOM! you’re in business. Because of this, trust is falling … fast. People don’t really know if you’re an experienced proofreader, if this is your first time at the rodeo, if you’re doing this to put yourself through an English degree, or even whether English is your first language. We have to earn that trust before somebody parts with their cash. Yes – nice websites can do this, as can client testimonials, a nice logo and an about page that says you’ve been doing this since Andrew and Pete were in diapers. But if you want to go from being a stranger, or a faceless logo, to earning trust to the extent that somebody will actually hire you, video wins the day. Why? Because people still trust a friendly face. Add a face to your brand and you’re getting somewhere. Add a talking face and you’ve hit the money. Let’s be honest – we need to know, like and trust our proofreader. If we don’t, we might as well check our own stuff. But if you can show your expertise and let people get to know you through video, you speed up that know–like–trust factor tenfold. Reason number 3: It can be a more effective way to communicate Marketing is basically communication. Whether we’re looking at blogs, home pages, print, sales copy – whatever – we want to communicate a message in the most efficient way possible, and in a way that people remember. Video allows for that. Studies have shown that on average people remember 20% of what they see; or 30% of what they hear, BUT A WHOPPING 70% of what they see and hear! It seems a lot but it makes sense when you think about. Reason number 4: Social media marketing and video are a match made in heaven Being a proofreader, you can work from wherever you like, at whatever time you like – whether that’s the cupboard under your stairs or a beach in the Seychelles. Because of that, you can’t ignore using social media to find clients and network with people all over the world. The majority of the social networks are pushing users towards video, and because of this they’re giving preference to it in feeds. You’ll see a significant increase in reach online when using video content natively on a platform, compared to links or plain-text updates. Side note: ‘natively’ means uploading the video direct to that platform, rather than linking to, say, a YouTube video or similar. The only exception is the classically late-to-the-party LinkedIn, where video can’t be uploaded natively, yet (for the general user at least). We’d place bets on them catching up soon. Video comes in different formats depending on the platform. Whichever platform you’re focusing on, try adding video into the mix. Reason number 5: Stand out from the crowd and show your brand personality
Everybody wants their businesses to stand out from the competition, but only a few are willing to take the action to do something different. Video probably isn’t the norm for proofreaders, so it’s therefore a great way to stand out from the crowd and show your brand personality.
We’ve talked about trust and attention already, and this increases tenfold if you show some personality in your business. We aren’t saying you have to be funny, or crazy, or unprofessional, but rather know what your brand personality is. By the way, if you aren’t sure what we mean by brand personality, check out Creating a Brand Identity, a video we created ;) Once you know your brand personality, you have to show it! Yes, you can do this with the written word (we’d like to think this article gets across some of our personality), but oftentimes this can be much easier with video. So don’t go with the flow. Be different and you’ll get attention.
Using video in your marketing
Okay, hopefully we’ve set the scene for incorporating some video into your marketing. The next thing is getting going with it. The first thing people tend to jump to is the sales video – the videos for your home page, services page, about page, etc. This is cool – you can create these to help people through the buying process – but we also want you to use video for content marketing. Just like you might write blogs to educate, inspire or entertain, make videos for the same purpose. And, importantly, be consistent so that you build your brand awareness over time and max out the 5 reasons we covered earlier in this article. Remember, just because you’re creating video it doesn’t mean that you can’t write as well. Feel free to embed your videos on your blog and write, too, like we do on the Andew and Pete blog. Here are 3 main styles of video you could implement:
Final thoughts Thank for reading this article. We hope it’s got you thinking twice about using video. Our own marketing efforts improved significantly when we switched to video. Our only regret was not doing it sooner! Let us know how you get on, and if you need any help don’t hesitate to ask. Extra resources (if you want to get started with video)
Written by Andrew and Pete 
Andrew and Pete: Photo by Laura Pearman
Andrew and Pete run an award-winning content marketing company called Andrew and Pete, where they help small businesses create share-worthy content that builds brands people love.
They have been featured on Social Media Examiner, Huffington Post and Entrepreneur on Fire, and are the authors of the hit book The Hippo Campus and Content Mavericks, launching Autumn 2017. You can find out more about them at www.andrewandpete.com.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources.
Here's another reader question about proofreading and editing ethics ...
This recent question was submitted by a colleague who wishes to remain anonymous. I’m calling him Johnny. He says:
I'm just starting my freelance copyediting and proofreading business, working with authors. My client has a publishing contract with a small independent press. He’s published three novels with them to date. My client said: ‘I always like to have an external person read my work before I submit it [to my publisher], so perhaps you could let me know what it would cost.’ The pre-submission editing work in the past was carried out by writer friends rather than an editorial professional. We’ve agreed on a price and what should be included. The price is more of a token payment because this is my first client and he's writing a series. Is this the right way to go? Why pay me to copyedit and proofread his work to make it as error-free as possible before he sends it off to his publisher? Surely they’ll want to go through a batch of revisions for which he’ll need to pay. Much as I'd like the work, should I tell him that the publisher will handle it and that he should save his money? Or am I making assumptions about the small-press publishing process that I shouldn't be? Louise, I want to do this right – he’s already agreed to introduce me to his publisher as a freelancer, whether I do the work for him or not. However, if I do a good job, his recommendation will be more qualified. So, I'm wondering what your thoughts are and what you would advise in this situation.
Thanks for your question, Johnny! It’s not unusual for an editor or proofreader to be confronted with this conundrum. Here’s my take on your situation ...
There’s quite a bit going on so I’m going to consider the following, just so you get a sense of the big picture:
The client’s preferences, motivation and knowledge One of the things that stood out when I read your email is that your client was explicit about his preference for commissioning third-party editorial work prior to manuscript submission. True, he hasn't paid for this work in the past because he's used writers rather than a professional editor. You and I both know that being a good writer does not a professional proofreader or copyeditor make! What pleases me is that he recognizes this too. I think he’s willing to pay because he believes you’ll bring additional value to the table. I think he also recognizes he’s getting a good deal here. And he is. I’ll talk about this in more detail under ‘Your token fee – precedent versus leverage’. For now, let’s accept that while this is costing him more than if he’d tapped a writer pal on the shoulder, it’s not costing him anywhere near what he’d have to pay if you’d offered him your standard fee. And that’s a motivation for him to work with you. He knows you’re new to the business and he might well have figured that he’s going to get a pro service for an amateur price. And while you're worrying about whether you’re exploiting him, he might be thinking that this is nothing short of a win for him. I’d be inclined to agree! He’s also not new to the publishing process. He has three novels under his belt with this press, so he understands how they work and what they’ll do for him. You, however, are in the dark. Which leads us nicely on to ... Editorial processes in small presses – who pays, and for what? You’re right to question your assumptions about small presses, indeed any press. Mainstream production flows tend to follow a model that looks something like this:
The larger press usually (but not always) pays for all of these levels of editorial work. Smaller presses don’t have the same economies of scale. Any of the following might happen:
No doubt there are other models, but these four give you a flavour what’s on offer. In your case, you don’t know what the deal is. Which leads us on to ... The press’s expectations Here’s a scenario (A) that would make sense in your author’s situation: The two people who run the press have worked with your author before. They know that he tends to submit files that are in good shape.
The point is that they expect to have a decent manuscript submitted. Anything else would change the terms; his publishing contract is based on an understanding that most of the work has been done prior to submission. Here’s another scenario (B) that I think is less likely but still possible, and it’s the one you’re worried about.
However, because you don’t know what the agreement is between the author and the publisher, you can’t know for sure whether it’s a good or a poor decision for him to hire you. My proposed ethical solution To give yourself peace of mind, I’d advise the following:
If he walks, you’ve still got the introduction with the publisher, you’ve upheld the terms of your professional code of conduct, and you’ve demonstrated to him that you’re trustworthy. If at some stage he decides to self-publish, or if one of his writer friends needs an editor, guess who’ll get the call? Honestly, even if you are facing scenario B, I don’t think he’ll walk because you’re a winner in his eyes – recall my comment above about offering a professional service for an amateur price! A quick word on that … Your token fee – precedent versus leverage I want to talk about this because some readers’ hackles will rise in response to your offer of a ‘token payment’. My view is that your decision is fine as long as your eyes are open, and your author’s are too.
You want to be able to leverage this lower-paid work at every opportunity so that the value you extract from it lies well beyond a number on an accounting spreadsheet or lump sum in your bank account. Publishers and indie authors value training, of course, but experience should never be underestimated. Getting that first break is one of the biggest challenges a new entrant to the editorial field faces. This could well be yours. I have no problem with a bargain being offered as long as the following apply:
If you use this book (and the series, should you get it) as a foundation for acquiring more and better-paying clients, you can view the exercise as a strategic marketing activity that will serve you well into the future. I wish you the very best of luck! You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources. 
What if …? Learning from non-editors
My fellow editors and proofreaders are brilliant at giving me ideas and inspiration for how I can grow my business. Sometimes, though, it can help to step out of one’s known zone and see what people in other industries are doing. That doesn’t mean that everything on offer will be relevant, but delving into other business owners’ worlds can inspire us to spend a valuable half hour asking simply, ‘What if … ?’ So here’s one what-if experience from recent months … something offered by a non-editor that made me take a step back and think about my proofreading and copyediting business from a different angle. First of all, though, I offer an overview of my most-often used approach. Measuring value in terms of time At the base level, I approach pricing in terms of what my time’s worth to me. The questions I ask are:
Don’t get me wrong – I’m not at all unhappy with that approach. It provides me with an effective hourly rate that meets my needs and desires, and it allows for flexibility. Not all my hours are of equal value.
What if, though, one approaches pricing from a different angle? What if we set a fee based not just on the value of our time but also on the risk the client attaches to not hiring us? I’m not saying that this is a better way, just that it’s useful to at least think about it, perhaps in relation to some of the clients we work with. 
What if …? Measuring value in terms of risk
In ‘Part Three/Money Talk: Pricing Design’,* Chris Do, founder of Blind, a brand strategy design consultancy in Santa Monica, discusses pricing the client (or more specifically, their perceived risk) rather than the job. He asks a group of logo designers, ‘What does it touch?’ The video is 30 minutes long but it’s well worth watching. The nub of it is this: a bad logo on one niche website, 10 booklets and 50 promo flyers is a different problem to a bad logo on 40 aeroplanes, 20 helicopters, 14,000 vending machines and a million mailshots. The cost of rectifying the problem is different in those two scenarios, and so the cost of ameliorating the risk of it happening in the first place is different. So the questions editors might ask themselves are:
Those editors with relatively homogeneous client types are less likely to find this approach useful; generalists, however, might well consider testing it. These days, I specialize in proofreading and copyediting for independent and self-publishing authors. That’s a homogeneous client base in terms of client-perceived risk so my rates are based on time to do the job. But if I were working with a lot of corporates, Chris Do’s approach would be food for thought. How about you? Do you have what-if lessons from non-editors that made you step back and ask whether there are other approaches to thinking about your editorial business practice? I’d love to hear about them! *Thanks to my pal Averill Buchanan for alerting me to this link and thinking I’d find it interesting. She was right!
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
Abigail is based in the UK and has been proofreading and editing for around five years. Most of her work thus far has come via existing contacts, personal referrals, and a third-party site.
Until recently, that was sufficient. Consequently, she hasn’t spent any time thinking about a website, marketing, or other forms of outreach. Furthermore, the third-party site has changed the service-fee structure so that the work is no longer as lucrative.
She asks: ‘At the moment, I do a lot of academic work, which I love and would like to continue; I just want to secure it privately rather than through third-party sites. In addition, I would like to move away from website copy, blog posts and more generalised proofreading, and start working with publishers on longer and more interesting projects. However, I don’t know where to start, what’s required, or how to approach them. Many thanks for any guidance you can provide!’ Thanks for your question, Abigail! So, something else you mentioned in your email to me is that you’re undergoing professional training. I was really pleased to hear this because I think it’s an essential element in the mainstream publishing market. So, I’m going to focus on the following:
Why targeting publishers is such a good step Publishers are still the preferred client group for many editorial freelancers. There are several reasons for this:
A quick note on earnings and work stream There’s a lot of talk in the online international editorial community about publishers and low fees. The situation is not straightforward. There is no universal fee for copyediting or proofreading. I rarely work for publishers these days, but when I did I was offered proofreading fees from academic presses that worked out as low as £10 per hour and as high as £40 per hour. It depends on the complexity of the project, the press, the brief, the length, the number of authors, and a ton of other things. After you’ve done a few projects for a publisher, you’ll start to get a sense of how things work and what you can expect to earn on average. Some publishers will offer you a fee of £X per hour, and a guideline for the number of hours they expect the project to be completed in. Some will offer a flat fee for the job. Some of my colleagues (like Liz Jones: see her excellent post in Further reading, below) have successfully negotiated fees when they encountered scope creep. With some presses, I found that I could counter what seemed initially to be a less favourable fee by being as efficient as possible. You’ll also speed up as you become more familiar with a press – their house style, the format of their books, and their preferred professional style manuals and reference systems. Regardless of their fee structure, they do all the project-acquisition work for you, which means you can sit back and focus on the proofreading and editing rather than worrying that your Google Search rankings aren’t as high as you’d like! Here are three supplementary booklets: Proofreading for Publishers: Do They Always Pay ‘Low’ Fees?, Editorial Efficiency: Rates, Data Tracking and Digital Tools, and Untangling Proofreading.
Training for academic publishers – what you need to know
In order to ensure you’re fit for purpose with publishers, ask them which style guides and reference systems they prefer, and take time to familiarize yourself with these manuals. Most presses will provide you with a summary of their preferences. Your training course should draw attention to the importance of following a brief. Publishers are usually rigid when it comes to scope, and going beyond the brief without querying first could have detrimental consequences. For example, if you’re training to proofread, you’ll need to practise when to change, when to query and when to leave well enough alone – no in-house editor will thank you for recasting sentences to improve the flow in a proofread. That’s because: it’s expensive to make extensive changes on page proofs; the pagination could be affected; cross-references might be impacted; and the index could be damaged if it’s being created simultaneously. Also check that the training course you’re doing is recognized by the UK publishing industry. You won’t go wrong with the following organizations, though they’re by no means the only ones to consider: Certainly, if you want to proofread for publishers, you’ll need to be familiar with the industry-recognized proof-correction markup language (BS 5261C: 2005). Even if a publisher asks you to proofread on PDF, you might be required (or find it efficient) to use digital versions of these marks. Where academic publishers search Some publishers do search for editors and proofreaders. The SfEP’s Directory of Editorial Services is one port of call. Some also attend the SfEP’s annual conference and the London Book Fair, so those two events are worthy networking opportunities to put yourself on the radar of academic presses. Recently, I was contacted by a publisher via Reedsy. It’s the first time I’ve received a request to quote from a press via this platform, and it was for a fiction title, so I’m not convinced that this would necessarily be a primary channel for you if you want to acquire academic work, but I’m mentioning it just as food for thought. Why going direct is still your best bet My top tip for getting in front of publishers is to contact them direct, by email, phone or letter. The reason why many don’t search online for editorial freelancers is simply because they don’t need to. Build a list of UK academic publishers, then find out the name of the person in charge of hiring – it’s probably someone in the production department – and get in touch with them. You already have lots of experience, and you’ll have a top-notch training course under your belt. I recommend customizing your CV and cover letter/email for each press so that your portfolio of projects sells you as a perfect fit. Read Philip Stirups’ article for more top tips (see Further reading). Don’t put all your eggs in one basket I recommend you build a bank of around ten publishers. If you stick to one or two you could end up in deep water further down the road. If one of those clients were to merge with another, you might fall off the freelance list during the transition. If your other client were to go bust, you’d be scuppered. Having a larger bank of publishers means you have a safety net. It’s likely your publisher client base will grow exponentially; each time you acquire a new client you’ll be more likely to impress another. It’s a small world, and many of the in-house staff know each other. That will work in your favour. Taking academic publishers’ tests Some publishers will ask you to take a test. There are two articles in the Further reading section that offer excellent overviews of how to approach these: ‘The Business of Editing: Editing Tests’ by Rich Adin, and ‘Test Taking Tips For Editors’ by Cassie Armstrong. Asking for testimonials and building a portfolio Are you able to ask current academic clients for testimonials? If so, do so – however embarrassing you find it! This kind of social proof won’t on its own get you work, but it’s one way of demonstrating that you’re capable of fulfilling a client’s brief. I mentioned your portfolio above. If you’ve been in business for five years, chances are you have an amazing project portfolio. Make sure your CV, LinkedIn profile and website reflect your body of completed works. Publishers love to see experience! I hope that brings you a little clarity, Abigail. Good luck with building your new client base! Further reading
You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. Q&A with Louise: Can a teacher get work as a proofreader, even with no publishing experience?22/6/2017 
Amanda is a UK-based primary-school teacher.
She says: ‘I have zero experience in publishing. However, I have a first-class degree in Education Studies and enjoy reading and grammar. I've been reading your blog recently and have thought of qualifying as a proofreader but appreciate how competitive it is. What is the likelihood of me obtaining work based on my background?’ Many thanks for your question, Amanda! So, the short answer is, there’s a strong likelihood if you get your marketing head on. Because, essentially, this is a marketing issue. Here’s my current favourite mantra: We have two jobs: the work we do, and the work we do to get the work we do. In your email to me you talked in terms of ‘qualifying’ so you’re clearly prepared to embark on professional training – a wise decision. It tells me you’re prepared to make yourself fit for practice – the work we do. Now let’s look at what you could do to get that work. 1st-stage marketing (pre-qualification)
These are the basics, but they’re enough to give you a solid set of standard online profiles that represent you and your proofreading business, and that will enable you to connect with like-minded professionals – old hands and new. In reality, your potential client base is rather wide, but I believe that in the start-up phase, when you’re building a proofreading business, it makes sense to target publishers. That’s because:
2nd-stage marketing (post-qualification) So why would a publisher be interested in you, Amanda? Here are some reasons:
And who are those education publishers? Google is your friend here, but here’s a short list of publishers in the UK who have education lists or imprints. In your position, I’d start by getting in touch with every single publisher you can find in the UK who publishes education content.
My bet is that most (many, certainly) academic or scholarly publishers in the UK will have books, journals and electronic products in the field of education at some level. Find out who’s in charge of hiring editorial freelancers. Email or post a cover letter and CV. Be sure to emphasize your training, background, society membership and subject specialisms. In the early stages, education will be your core specialism but, honestly, if you can proofread an educational research book, you can proofread a politics book or a social theory book, so you might decide to expand your list of interests to education, social sciences and humanities. Or you might talk in terms of education teaching, theory, practice, governance, and research, and other key related terms. It’s something to think about. When you start looking at what else all those publishers with education books are putting out to market, you’ll get a sense of how you might customize each contact letter/email so that you really engage with each press’s list. 3rd-stage marketing As you build up your publisher list, your portfolio of completed works, and your testimonials from all those satisfied in-house production editors, you can really start to make your online presence stand out. Perhaps you now meet the criteria to advertise in the SfEP’s online Directory of Editorial Services. This is one way of making yourself visible to clients outside the publishing industry – I’m thinking here of master’s and PhD students preparing dissertations and theses in the field of education and beyond; academics (particularly those whose first language isn’t English) preparing articles for journal submission); independent non-fiction authors, and so on. For a broader look at different marketing approaches, check out the Marketing archive here on the Parlour, or my book Marketing Your Editing & Proofreading Business. If accessing a market outside the mainstream publishing industry is something you’re serious about, start your content marketing as soon as possible. I have a wee primer that will give you the basics. If you want to get serious, visit the Andrew and Pete website. I bang on about these two all the time, but they know their stuff. I wish I’d known them 10 years ago. Unfortunately for me, they’re a fair bit younger so were probably doing their GCSEs when I started my editorial business! But I’m using them now to help me get the very best I can from my marketing. Summing up So, yes, I think you can obtain work if you are practice-fit and ready to plant a big marketing hat on your head and really commit to it! The fact is, it’s noisy out here, and getting noisier. But the market is bigger too – global, in fact – so there’s more competition, but more opportunities too. Another mantra – be interesting and be discoverable.
Get your training and your marketing licked and there’s no reason why you can’t create a successful proofreading business. It will take time and hard graft, but it’s perfectly doable for those with the right mindset. Hope that helps! If you have additional questions, just pop them in the comments below. You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
Georgia got in touch with a training query. She’s asked to remain anonymous in order to not jeopardize her existing client relationships. I’ve therefore changed her name and removed all the details from her email that might enable colleagues or clients to identify her.
She’s based outside the UK. She has only two clients, both of which I believe are exploiting her. One pays months late on a regular basis, though it expects its freelancers to meet its tight deadlines; the other (more recent) expects her to wear far too many editorial hats given what she’s being paid for each project.
Although Georgia has several years’ copyediting experience, she has no formal training and feels that scope creep has exposed gaps in her professional knowledge. These are proving to be a challenge in her current roles. Georgia’s budget is limited (not a surprise given that she’s not being paid in a timely manner). She asks: ‘Could you suggest further steps for me? Are there any reputable online training courses you would recommend that would advance my skills and that would not be too expensive?’ So, what should she do? Training and beyond So, Georgia, first of all, I’m really impressed that you’ve focused on upskilling rather than complaining. Few editors and proofreaders know everything about everything; there’s always more to learn! Of particular interest to me, though, was the fact that you framed your query purely in terms of skills gaps and training solutions. Actually, I think there’s a bigger issue at stake: your limited choice. Your current clients expect you to be able to carry out more levels of editing than you feel capable of. And yet there are plenty of clients in the world who would benefit from – and be glad to hire you for – your existing capabilities. However, they can’t find you. With that in mind, I’m going to break down my answer into several parts:
And if that sounds like I’m looking for an excuse to bang my marketing drum yet again, I won’t apologize! The fact is that the work we do and the work we do to get the work we do are connected. Having appropriate skills is of course the foundation of good practice, but it’s next to useless if we’re still rendered vulnerable to clients who expect the earth, and believe they can ask us for it, because we have nowhere else to turn. But let’s deal with the training issue first, since that’s what you asked me to address ... Online training So the bottom line is that, as far as I’m aware, there are no ‘cheap’ distance-learning courses that will provide you with the baseline skills that mainstream publishing houses and university presses will expect from a copyeditor or proofreader. You get what you pay for when it comes to professional training. Of course, what’s cheap to you might seem pricey to me, or vice versa. Given that the pound is rather weak as I write in June 2017, perhaps some of the UK online training courses I’m about to recommend might be well within your budget today even if they wouldn’t have been three years ago! The two institutions I’ve worked with, and so can vouch for with confidence, are as follows: Bear in mind that if you decide to do proofreading training, the proof-correction markup language taught (BS 5261C: 2005) on UK distance-learning courses will differ a little from that used where you live, so there’ll be some tweaking to do when you apply the training to your practice. Below, in the comments, my colleague Corina Koch MacLeod kindly posted some additional links to online courses (see Professional Studies at Queen's University, Canada). They're open to anyone, anywhere.
Books Online proofreading and copyediting courses are superb options because of the flexibility they offer and, in some cases, the available feedback from a tutor (that's one of the reasons why they're not the lowest-cost option). Given that you’re on a budget, though, you might want to consider books, too. Here are seven to think about:
These books most definitely aren't up-to-date in terms of technology (the on-what issue), but the best-practice elements are still spot on.
The fourth edition of Butcher's is also pricey. Second-hand versions of the third edition are going for a song on Amazon, though. If you find that some of these books are out of print, ask in editorial forums if anyone has copies they’d be happy to pass on. Mentoring: formal and informal Another option is to seek either formal or informal mentoring. I don’t think you should feel embarrassed about explaining to colleagues in editorial forums that you’re looking to raise your skills to meet publishing-industry standards, and asking whether anyone would be prepared to mentor you. I'm impressed when even the most experienced editor or proofreader asks about CPD. Some may expect a fee, others will do it for free, though there might well be a wait list. Moving beyond mainstream publishers Mainstream publishers, as you know, tend to have rather rigid definitions of what a copyediting or proofreading job entails. Editorial freelancers who specialize in working for these clients do have a smoother ride if they’ve formally trained because that training accords with industry expectations. Things take a different (though not always easier!) turn when working with independent authors, students, businesses, and so on. I would not be at all surprised if the experience you’ve already acquired with your two mainstream clients means that you're more than capable of working with many non-publishers effectively. So let’s say you offer copyediting. While a publisher might expect you to edit the index or the bibliography as standard, you could decide to exclude these from your service for non-publishers. And perhaps you won’t be surprised to hear that many non-publisher clients come to me, and thousands of my colleagues, looking for so-called proofreading services. What they’re actually asking for frequently falls under the rubric of what we'd call copyediting (correcting the raw-text files) rather than annotating final page proofs. You're in a position to support this market given that you’ve already demonstrated your capabilities with several years of successful practice. See the following for more on the tangled world of non-publisher proofreading and copyediting:
A key issue for you to consider is therefore how you are going to make yourself discoverable to those types of clients. Make sure your website, social media profiles and directory entries are bang up to date and presenting you as a compelling prospect for potential clients. If you’re not advertising in the key industry directories, then that’s something you can fix immediately (whereas making your website visible is a more complex and slower-burn solution). Think internationally. If you can access key industry directories, do so. You’re not a member of the SfEP, so you wouldn’t qualify for entry in its Directory of Editorial Services, but you might be eligible for other national societies listings (see this list of national editorial societies). Then there’s findaproofreader.com, which is very reasonable. Consider other online business directories in your region, too. If their advertising rates are affordable, test them for a fixed period so you can evaluate whether they’re working for you. One channel is rarely enough for any of us. Make yourself visible on multiple platforms so you can see what drives clients your way most effectively. To make your editorial more visible to clients searching online, I’d recommended a content-marketing strategy. This requires consistency, creativity and commitment, but it is an effective strategy if you're prepared to work hard at it. I won’t use this Q&A session to delve into the issue because there’s far too much to say. If you want a taster, read my Content Marketing Primer for Editors and Proofreaders. (I also have a more general book on marketing an editorial business that might be of interest: Marketing Your Editing & Proofreading Business.) But, first, head over to the Andrew and Pete blog (they’re my content-marketing coaches, and my top recommendation for anyone wanting to dig deep and do it properly) and watch this short video: WHAT IS CONTENT MARKETING? (IN 15 GIFS). Honestly, no one makes the task as fun as these two do! 
Summing up
So, Georgia, there you have it – 2 online proofreading and copyediting training options, 7 paperback alternatives, 1 brief mention of mentoring, and my thoughts on promoting yourself into a position whereby you get to define the scope of your services rather than being forced into wearing hats that aren’t made to measure! Good luck with the next steps! Louise You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. 
In 'When one client isn’t enough – emergency marketing for editors and proofreaders', I offered an emergency marketing plan for proofreaders and editors who’d either lost their sole source of income or ended up in a situation where they were reliant on one client.
The first stage of the marketing plan asked for a commitment to active marketing. If you’re simply waiting for a solution to present itself, you’re merely involved. And that’s a very different proposition from being committed. I love this quotation from Martina Navratilova: The difference between involvement and commitment is like ham and eggs. The chicken is involved; the pig is committed.
Editorial freelancers, especially new starters, need to be the ham. Committing to marketing as soon as we set up our businesses ensures that we’ll never be client-reliant or, worse, lose our sole source of income.
Acquiring work: commitment versus involvement Involved: being passive Most experienced editorial freelancers take advantage of passively acquired work. I have a number of repeat clients who fill some of my schedule. If you’re highly visible, experienced, trusted and respected, this strategy could well be effective for you. For the new entrant to the field, though, it’s a non-starter. That’s because these opportunities are a consequence of active marketing. Passively acquired work might come through a variety of channels. Here, for simplicity, I’ve focused on three:
Committed: being active Active marketing is the work you do to generate these passive opportunities. Here, again, I’ve focused on three: A. Networking with colleagues and clients (e.g. on editing forums, at conferences, professional society meetings, social media platforms). This kind of marketing leads to an awareness of what your specialist skills are. If a colleague needs to direct a client or prospect to someone with skills or availability that he or she doesn’t have, you’ll be in the running (see 1, above). B. Cold-calling and writing letters/emails to target clients (e.g. publishers, packagers, businesses, marketing agencies). This is direct marketing and if you do it extensively you can quickly build a solid list of similar client types. If the clients are satisfied with the work, they’ll rehire you, which leads to repeat work (see 2, above). C. Just creating online profiles in itself is not enough to make you discoverable. Action that maximizes the visibility of those profiles in the search engines is key. This is where content marketing comes to the fore – creating and distributing (via your online platforms) advice, knowledge, tools and resources that your colleagues and clients will find useful, valuable. Examples include blogs, booklets, video tutorials, checklists and cheat sheets. High-quality content offers solutions to problems and makes your online profiles more findable (see 3, above). In a nutshell, being active enables you to reap passive rewards later (if your office buddy will give you the space, that is). 
Charlie, my Labrador, enjoying the passive approach to life.
Why word of mouth (WOM) is often misunderstood
‘But my colleague said that all her work is via word of mouth.’ I don’t doubt it. But if she’s been running her business for 20 years and has a portfolio and client list as long as your arm, she’s not in the same position as the new entrant to the field. She’s benefiting from 1, 2 and 3 because she invested in A, B and C. New starters should indeed commit to WOM marketing. What they shouldn’t do is assume that it’s a passive approach that requires no effort. Nor will there be short-term results. Top-notch WOM marketing requires an intense level of commitment to action and an acceptance of slow-burn impact. Awareness and trust aren’t built overnight, especially in our field. Editorial freelancers aren’t selling a product that promises something that swathes of people have wanted forever – an anti-aging cream, a painless leg-waxing treatment, a broadband connection that never, ever buffers even if you live out in the sticks and there’s more chance of getting a wi-fi signal on Mars. Our services have to prove their worth. For the editorial business owner, WOM marketing is like creating a garden from scratch. If you’re proactive, it will take many months to knock it into shape. If you hold back, it’ll take years. If you’re passive, the garden will remain barren. WOM and colleagues There are a lot of us, and many have already developed niche networks of friends and colleagues to whom we refer work. When an editor or proofreader ends up on my radar, it’s because they’ve instilled trust in me.
WOM and clients As for client A telling client B about you, you’ll need a lot of mouths to share the good news if you want to have a full schedule! That’s not where you’ll be if you’re a new entrant to the field, not because you’re not an effective editor or proofreader but because you don’t yet have a large enough bank of clients. Effective WOM Find out which networks (online and offline) your clients and colleagues recommend and join in the discussion. There’s nothing wrong with asking questions but be prepared to offer solutions too. Even new editorial freelancers have specialist skills and background experience that are relevant and valuable to the debate. In 'Why word of mouth marketing is the most important social media', Kimberly A. Whitler, Assistant Professor at the University of Virginia's Darden School of Business, breaks down WOM marketing into the three Es:
Action first, passivity later Clients can come via active and passive marketing strategies. It’s not a case of the right strategy but the right order. If you’re a new starter, make active editorial business promotion a standard part of your working life, just like copyediting or proofreading, invoicing and updating your software. Assign space for it every week so that it becomes commonplace rather than a chore or, worse, something to be feared. Be active. Be committed. Be the ham! Once your business is established, you’ll be able to take advantage of the passive benefits that result from your effort. Just take care not to hand over the chill space to your Labrador!
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
Maya has a PhD in social anthropology, and is an experienced editor and proofreader. She’s in the process of expanding her editorial business while continuing to publish academic research.
To date, she’s focused on acquiring work through a freelancing website, but the work flow is unpredictable and she’s not convinced it will supply her with a viable income stream in the long term.
She’s created a website but recognizes that it’ll take time to become visible to potential clients, and to earn their trust. She asks: ‘There are a couple of other freelancing websites that look promising, as well as academic editing agencies. Does it make sense to try to sign up to those as well, or is it better to focus on one thing at a time? I'm planning to blog and make YouTube videos about academic writing on top of these things. But is this a case of "less is more" or "more is more"? I’m an experienced editor but completely new to marketing!’ Great questions, Maya. Two things to consider There are two different elements to your strategy here:
Both approaches are important in the editorial industry, so hats off to you for recognizing that even though you’re new to marketing. You’re doing brilliantly! The reason why both approaches are important is because directories and agencies have already done the online visibility work on your behalf. By using them to make your business visible now, you’re freeing up your marketing hours to focus on the longer-burn stuff – your blog and videos. Broadly speaking,
I’ll explain why further down, but first I wanted to ask you whether you’ve considered approaching publishers too. You didn’t mention it in your email so I think it’s worth my taking the time to discuss it here. Publishers and freelance editors – a gift Directories, agencies and content creation are all great ways to acquire clients, albeit over different time frames. The biggest problem the editor faces, however, is getting the client to raise their hand in the first place. ‘I’m interested in you, Maya!’ is what your directory entry, agency listing, blog article or YouTube video needs to make your audience member feel compelled to say. That means working hard to create stand-out information that sets you apart from the competition surrounding you. Furthermore, in the directory and agency fields, there will always be a group of clients looking for cheap rather than brilliant. And in the marketplace more generally, there are potential clients who don’t even realize they need you, or, if they do, which of the different levels of service will be the most appropriate. But here come the publishers! (Sing it, like the Boots ad!) We’re in a rather privileged field of having a core client group who understands exactly what we do, why we’re necessary, and the value we bring to the table. We don’t have to get them to raise their hands; their hands are already in the air! Some publishers will take the time to scour the SfEP’s Directory of Editorial Services, but to my knowledge the single best way to get noticed by a production manager is still to go direct. Email, letter, phone call – whatever you prefer. I worked almost exclusively for publishers for the first half of my freelance career. I had about 10 publisher clients who kept my schedule as full as I needed it to be. Feast and famine? Nope, just feast. Like you, I have a background in the social sciences, so that’s where I focused my initial wave of inquiries. You mentioned in your original email that you’d 'bought my marketing books', so you’ll find more information on how to tackle that in Marketing Your Editing & Proofreading Business. Take a look, too, at the SOS Marketing Strategy PDF below. You’re not in an emergency situation but the basic principles about how to proceed still stand. Publishers, like agencies, will give you regular work, and that means you can focus all your marketing juice on creating compelling blog posts and irresistible YouTube vids. Publishers are a bit of a gift like that – while their rates aren’t always top-notch, the time they free up for you by handing you a steady supply of work certainly is. And creating valuable, usable, accessible content does take time. Directories and agencies: more is more Perhaps that’s a bit of an exaggeration! By more is more, I’m not saying you should sign up with 20 directories and agencies; you’ll spend more time being busy creating the entries than you will being productive finding the work! I do think, though, that you needn’t limit oneself to one. If you identify a group of, say, four or five that are used by your core clients to find people like you, I’d recommend you sign up. More is more, as long as you’re selective. There are SEO benefits, too. For certain medium-tail keyword searches, I rank first on page one of Google – but it’s not my website showing up. It’s my SfEP directory entry. And, anyway, you’re in control. You get to accept work, or decline it – whatever suits your needs. The key thing to remember is that if you get too many requests to quote from the directories and agencies, you can always trim and focus on those that deliver the best-quality clients to you. Plus, you’ll never know what’s working if you don’t test in the first place. Testing is something else you’ll see me bang on about in my books, but only because it’s the foundation of any solid marketing strategy. It doesn’t matter if you try something, and that something doesn’t work. You’ll still have learned something, and having learned it you can make an informed decision about what to do next. Otherwise your marketing is just guesswork – which is exhausting at best! So, yes, go ahead. Sign up for a few more and find out what works for you. Evaluate in a few months’ time. Then leave behind the ones that don’t work out and try something else instead. Now let’s deal with the content strategy. Creating delectable content! Less is more (sort of) When I say less is more, I’m talking about platforms, not the actual content itself. This isn’t just me banging my drum. The professionals emphasize this. My own content marketing coaches Andrew and Pete recommend focusing on one or two platforms, and really honing them. Plus, I’m halfway through the online conference Summit on Content Marketing, and speakers Rand Fishkin, Ilise Benun, Dave Jackson, and Stoney deGeyter agree: concentrate on what your core clients are using – in other words, choose the platforms your customers prefer, rather than the ones you prefer. So, you’re planning to use a blog and YouTube to deliver your advice on academic writing. If those are platforms that your core clients like using, then go ahead. And stick to those two – really craft them into something special, something compelling. Some quick tips (you might know the following already but other readers might not, so bear with me!) … Quality Make sure your content is really useful so that it offers solutions for your potential clients. Don’t sell – just solve. I used to call content marketing ‘value-added marketing’ (see the marketing book you’ve bought). Seriously, I didn’t know ‘content’ marketing was a thing until a year ago! I still think it’s an oddly bland name for such an exciting strategy. Anyway, I don’t get to make the rules, so content marketing it is! Focus on value above all else. Value trumps everything (unless your great writing is so blurred as to be unreadable, or the audio quality of your video so poor as to make it unwatchable). If you create a beautiful video, or a blog post with loads of fancy pictures, but the story you’re telling your viewers or readers is of no use to them and doesn’t help them, you won’t grow that audience. But if your video is a little flawed, or your blog post a little ugly, you’ll still grow your audience and build trust and relationships if you’ve made someone’s life easier. It’s no different to friendship. I don’t pick my mates because they look gorgeous – it’s all about the relationship and how we make each other feel. Content marketing’s no different. I’ve tried hard to make my blog look prettier this year. But you know what? Some of my most popular posts are still those I wrote years ago – posts with really long paragraphs of dense narrative – 1,500 words of me telling people what publishers think about proofreading training courses, and another 1,500 of me on how to upload custom stamps of PDF markup symbols. No pictures. No clever SEO titles. Just loads of text. But it’s text that answers the questions that (some) people are asking. Consistency Be consistent with how often you deliver your blogs and videos. The expert view is this: whether you post twice a week, once a week or once a month is less important than choosing one of those and committing to it. That way your readers and viewers get into the routine of engaging with you. Furthermore, if you commit to once a week, but you don’t have enough content to fill that schedule, you’re more likely to feel deflated and stop. Which would be a huge shame! It's better to excite an audience by raising your game than disappointing them by going backwards. Quantity If you write great blogs that are 400 words long, perfect. If you need 2,000 words, perfect. If your videos need to be 5 minutes long to solve your client’s problems, make them 5 minutes long. If they need to be longer, and that’s what your audience wants, make them longer. Just make sure that every word and every minute is full of value. I know I’m a right old rambler so I struggle to make every word count. Let’s just call me chatty! Delivery Think about how you’ll direct people to your blog and YT channel. I post to Facebook and Twitter, LinkedIn and Google+ to make editors and writers aware of what’s new on my blog. I’ve also recently created a mailing list for writers to enable me to alert them when new self-publishing resources are available. And, these days, Google Search is working wonders for me. In time, it’ll work for you to if you commit to creating all that delicious stuff for your potential clients! If academic writers are also using Twitter, FB and LI to get their updates, those are the channels you should use to direct them to your blog and video platforms. If they’re using some other channel to get their news, that’s where you should be. Again, it’s about what your listeners and readers want, rather than your own preferences. (I really, really hope authors aren’t big Snapchatters! If they are, I might just have to break my own rule and say, ‘Stuff what my clients are doing!’) If one of the books you told me you’d bought was my content marketing primer, you’ll get a good overview of the basic principles. You can always post another question if you want to dig deeper. Hope that’s helped, Maya. Thanks so much for asking two great questions. I hope my response has told you what you wanted to know. Cheers! Louise P.S. Click on the image below to access the PDF. 
You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
One of the Parlour’s UK readers contacted me with some questions. I’m answering them here because they’re the kinds of things that are often asked by those who are thinking entering the field of editorial freelancing
Out of respect for my reader's privacy, I’ve masked his identity. Let’s call him Charlie (after my Labrador!).
So what did Charlie want to know?
Phew! That’s a lot of questions, Charlie, so I’ll only be able to scratch the surface, but I’m confident I can point you in the right direction. First things – going deeper Here are four resources that dig deeper into all your queries , though you’ll have to cough up a few quid for them!
They’ll tell you pretty much everything you need to know about starting out and keeping going. Might I also suggest you join the Society for Editors and Proofreaders (SfEP), the UK’s national editorial society? The forums provide a warm and supportive environment for old hands and newbies alike. How will clients pay me? A better question might be how would you like to be paid? For example, I accept cheques (reluctantly!), PayPal (convenient for international clients), and direct bank transfer (easy-peasy). Other options include Stripe and CurrencyFair. I send an invoice as soon as a project’s complete, but some of my colleagues prefer to do all their invoicing for the month in one fell swoop. It’s a matter of personal choice and what works for each business owner in terms of efficiency. You can download an invoice template from my Other Resources page. How do I register with HMRC and what do I need to tell them? Quite honestly, the easiest way to deal with HMRC is to give them a call. I found them incredibly helpful when I first started my editorial business. Believe me, they’ll put your mind at rest. Sue’s book (mentioned above) has lots of information about dealing with HMRC. My primary piece of advice is to keep a record of what you spend and what you earn in relation to your business. There’s an accounting template on the Other Resources page that shows you what I record for each project. How do I keep track of the hours I spend working? I record my hours in the accounting template. That way, everything’s in one place. I keep track of time the old-fashioned way – with a pen and a piece of paper! Other colleagues use various time-tracking tools and widgets, e.g. Toggl. Keeping track of how much time you spend on a project is important for gauging how efficient you are. Bear in mind, though, that not all clients will be prepared to pay you for the hours you work. Rather, they’ll pay you for the hours they think the job should take you. This is often the case with publishers and packagers. When you’re in control of the setting the price of a project (e.g. with independent writers, students, businesses etc.), you’ll need to assess how long the project will take and how much you want to earn from it. This comes with experience; it’s likely you won’t hit the mark in the start-up phase of your proofreading business. Don’t fret about this, though. You’ll get better at estimating over time. And by tracking how long each project takes to complete, and what you earned, you’ll get a sense of what’s possible in an hour or per 1,000 words. How much should I charge? Take a look at the following articles here on the Proofreader’s Parlour:
What you charge will be determined by your particular needs, your ability to access clients who’ll meet those needs, whom you’re working for, and what you’re doing. If you work for publishers and packagers, they’ll control the price – you’ll be a price-accepter. If you work for businesses, independent authors, academics, and students, you’ll offer a price in the hope that they’ll accept – you’ll be a price-setter. If the second option sounds a better financial option, bear in mind that, even if it is, it’s harder work! Publishers and packagers do all the client-acquisition work on your behalf, while acquiring clients for whom you’re a price setter means you need to actively promote your business on a regular basis so that you’re interesting and discoverable to clients across the platforms they’re using to find people like us (e.g. Google). How do I acquire assignments? My line on this is: when you set up your own business you’ll have two jobs:
I’ve shared all my experience of editorial business promotion in these three resources:
What I’ll say here is that there’s no single way to go about it, not least because different client types use different platforms to find their proofreaders and editors. For example, content marketing is not the most efficient way to go about acquiring publisher clients – honestly, just get on the phone or write a letter/email instead. If you want to work for independent authors, though, it’s one of the most powerful methods of being discoverable. Conversely, phone calls to publishers will reap results (if you make enough of them), but for indie authors this method will take you into Ghostbusters territory – who you gonna call?! My advice is to put yourself in your customer’s shoes and ask:
Can I use my prior career experience? Absolutely – it will be one of your unique selling points. For example, I’d worked for a social science publisher for many years prior to starting my business, This, along with my politics degree, helped to make me an interesting prospect for social science publishers with politics lists. Wordsmith Janet MacMillan is a former lawyer – now her client base includes legal publishers, legal students, academics and law firms. Both of us understand the language our respective disciplines, and that means we’re more likely to spot errors in related texts than someone with, say, a nursing background. My advice to new starters is: always specialize first in what you know. Later, if you wish, you can diversify, or transition to another specialism (I’m now a fiction copyeditor and proofreader). So, in the start-up phase, use your career experience to help you determine which core clients you’re going to target. Then think about how you'll communicate with them in a way that makes them want to consider you as their proofreader. Here are two resources to help you think about how to create a stand-out brand identity using a client-centric approach:
Do you accept volunteers or offer apprenticeships? I don’t, Charlie – sorry. I’m a one-woman show. That’s critical to my business model. My clients hire me and only me to work on their books. That doesn’t mean that mentoring programs aren’t a superb option. Time to think about training! I’d strongly recommend you do some professional proofreading training to prepare yourself for market. It’ll show you where your strengths are, and help you fix your weaknesses. Training has three core benefits:
The SfEP and The Publishing Training Centre are my recommendations … purely because I have personal experience of their courses on which to base an opinion. There are other options available, though. The SfEP runs a mentoring programme, too, though you must have completed some initial training beforehand. Last things That’s it, Charlie – a whirlwind tour of how to set up a proofreading business! I hope you find the guidance useful. I realize there’s a lot to think about. If you decide to join the club, you’ll find a supportive community awaiting you, one that stretches well beyond the geographical boundaries of the UK. Good luck! You ask. I'll answer
I'm more than happy to tackle questions, especially from beginners. If there's something you want advice about, drop me a line and I'll post a solution to your problem here. The more focused your question, the more in-depth my answer will be! And if you want me to mask your identity, no problem.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. How to make a living from self-publishing fiction This week's post is a cracker. Self-published author Jeff Carson has kindly agreed to discuss his writing journey. 
This post featured in Joel Friedlander's Carnival of the Indies #81
Jeff's a mystery and thriller writer from Colorado. Writing is his full-time job and he makes a living from his self-published series.
That's a dream for millions of independent authors; below, Jeff shares 11 tips on how he turned that dream into a reality. If you're at the start of your self-publishing adventure, this is definitely for you!
My name is Jeff Carson and I’m the author of a series starring David Wolf, a cop living in the fictional town of Rocky Points in the Colorado Rockies. Right now, I’ve written ten books in the series.
When I first started out writing, I remember being tormented at night by questions swimming in my head (and by mosquitos … at the time, we were in Italy for a year, and they were thick that summer, I tell you). Questions like: Can I really do this? Can I make a living at it? Is this just a waste of my time? What if everyone hates the books?
By finding a few people online who’d made a success of becoming a self-published author, I was able to get a lot of my questions answered and some inspiration that propelled me towards making a living as a fiction writer. I despise playing the guru, and I’m cringing a little as I write this, but I have accomplished the goals I laid out five years ago. So I have to say that I feel l’ve succeeded in the self-publishing realm. There are others, many others, who would scoff at my level of accomplishment, but this blog post isn’t for them. This is for those who are in the position I once was, in that sweat-soaked Italian bed. Here are 11 things that have helped me succeed as a self-published author. 1. I want to make a living doing this That’s been the over-arching goal from the beginning. I wanted my paycheck to come from writing. I wanted to make money twenty-four hours per day from people reading my books. I’ve met many people who approach writing as a therapeutic tool for their lives. That’s fine. But 100% of people who write get the therapeutic benefit. One only makes money from it if it’s a goal. You don't wake up with a horse one day by random accident. There’s a lot of intention and action that goes into suddenly having a hay-eating animal roaming around in the back yard. Same thing goes with earning a living from writing. 2. I wrote a book series I learned that if you want to make money from writing fiction, the odds of success go up dramatically by writing a series. Since my goal was to make money with this gig, naturally I wrote a series. Harlan Coben is the exception, not the norm. On this note, I learned the hard way to not leave books ending on a cliff-hanger. I'd done this with book one and received a lot of negative reviews. I’ve since fixed the novel so that all story goals are resolved and it ends completely. In my series, my characters grow and their lives change from each book to the next, but I try to make each book a stand-alone. This helps with marketing, too, since anyone can pick up one of the David Wolf novels at any point in the series and feel grounded and up to speed. 3. I over-estimated, or realistically estimated, the level of work it would take to achieve my goal (of making a living writing) I knew that one book in a series, the first book I’d ever written and published in my entire life, would make no money. Pessimistic? It’s not. First, I was learning how to write a story. Second, I wasn’t expecting to gain a wide audience with a single book taking up a single slot in the vast Amazon universe. I knew book one was the hook – the mouth of a funnel – that would lead to the rest of the books in the series. In fact, I knew I was probably going to offer the first book for free. I needed multiple books in multiple categories grabbing people’s attention, all of them leading readers to the other books sitting in other categories. The series would act as a big net. I figured that after three books I’d be making some ‘extra money’. I hoped that after five I’d be making enough money to quit all other work and concentrate on writing only. Then I doubled that number. Therefore, I created a goal of writing ten books; then I’d judge the venture one way or another. In reality, after five books I was able to write full-time and make a full-time living wage. Now that I’m on book eleven, my goals, expectations, and earnings have elevated. 
At the beginning, I felt that if I set my work expectations too low, I’d become discouraged, and fast. Because if after, say, four books I was still irrelevant and making nothing, then my hopes would be dashed.
Some people would call a ten-book ‘realistic expectation’ pessimistic, but in my mind it’s the reason I kept going when, after three books, I’d known months that wouldn’t have paid for a week’s worth of groceries. 4. I concentrate on what I want every day I’ve filled two college-ruled notebooks with lists of my goals. Every day (or most days) I open up a notebook, list the writing goals/life goals with specific deadlines, such as when I’ll finish the first draft and when I’ll publish, and then I get to work. I learned this technique by reading this Brian Tracy book on goal-setting: Goals! How to Get Everything You Want – Faster Than You Ever Thought Possible. That book definitely changed my life. I'd never even had goals before reading that book. Now I always set goals. Deadlines always get pushed back, which would be depressing if I let myself to think about it. But the system doesn’t allow for that. Each day is a new sheet, and a new list of goals with either the same deadlines or adjusted deadlines. Looking back on previous lists of goals is not permitted. 5. I read the bad reviews This is a biggie. I’ve heard some authors say, ‘I just ignore the bad reviews.’ I adopted that stance for quite a while, actually. But there’s always something to learn from a bad review. In fact, I think it’s dangerous and irresponsible if you ignore the one- and two-star shellacking some people take pride in giving out between hangover-induced trips to the bathroom, the sons of bitches. Some people get specific – ‘Nice try. A Sig Sauer P226 doesn’t have a safety! Amateur writer at best. I will not be reading another piece of filth by this author.’ So, fine. You skim past the amateur comment and go fix the book so that the special agent DOESN’T flick off the safety as she steps out of her SUV. I think my books are orders of magnitude better because of the bad reviews. I figure that if somebody came up to me on the street, pointed, laughed, and criticized my outfit, I’d shake my head and move on, not in the least worried about that person a few steps later. But if her criticism is, ‘Your fly’s down … oh, yeah, and your pants are on backwards. Idiot,’ well, then, I want to know that. 6. Screw it. I don’t need social media Early on, I adopted the stance that I needed to write my way into relevance as a writer, not tweet, post, or whatever my way into it. Once I adopted this mindset, a weight lifted off my back. I hated it for some reason. I couldn’t get a grasp on social media, so I just let go of it. My investigation leading up to my decision showed a correlation between how much an author published books and how successful they were, between how many positive reviews a book had and how successful it was. I could check an author’s success by looking at the rankings of their books on Amazon and other market places. There was no correlation, however, between how present people were on social media and their book rankings. In fact, more often than not, I saw that people who were successful had all but abandoned their social media accounts. In contrast, there were people all over Twitter and Facebook, with hundreds of thousands of friends/followers, and books lost in obscurity. Clearly there are exceptions, and some people have great success with social media, but my reasoning was: you write your way into being a writer. I rarely post on Facebook, and when I do, it’s usually a link to my new books – classic poor social media behavior. Screw it. I don’t care. 
7. I am accessible
I respond to every communication sent to me. I think this is huge as a writer, or as a person in general. Nothing irks me more than somebody simply not responding to something. The most surprising thing about writing, and that I sometimes get all teary-eyed about, is the amount of love people will send your way after they’ve read your novel. People will click on the email address (which I put in the back of the book) and contact me, telling me how much they like my book. For me to not say thanks is plain psycho. Plus, it’s just good business. People who like you are more likely to share the news about your work. 8. I have a newsletter email list This is one of those things I heard people preaching – you have to have an email list of readers – but never did anything about. It took me four freaking books to finally put my email list in place. But I finally did, and that’s when I was finally able to write full time. It only took two days to write and publish a short story, which I give away on my blog as a thank-you if somebody signs up for the new-release newsletter. Now, when I have a new release, I launch the book to thousands of people, versus dropping it into a field of crickets. 9. I write in sprints first, edit later This is one of those huge game-changers for me. I was getting upset sitting in front of the computer every day but only coming out with one or two thousand words. Now, I write in sprints, which means I write in thirty-minute blocks, take a five-minute break, and then do it again. Using the backspace button is not allowed (a rule I break all the time … my OCD won’t allow David Wolf’s name to be Wols for more than a few seconds). It took me six or so books to employ the sprint tactic, and now I’ll never write any other way. 10. I have a self-editing PLAN After tapping out a real crappy draft of a terrible book, then going back through a few times, editing, ironing out inconsistencies, tightening up descriptions of dead bodies, etc., I have in the past simply read and re-read the book, then tweaked until I felt it was ‘as good as I can get it’. I’m ashamed to say, it’s only been recently that I’ve implemented a self-editing plan. The plan is something like …
11. I hire an editor who does it for a living, for a rate that allows her to do it for a living After seven books, going through three editors, and becoming frustrated with the service I was getting, I realized that I needed to hire an editor who was an editor and only an editor, and who charged a rate that clearly allowed her to feel properly compensated. The alternative is hiring somebody who does the work on the side for cheap. They’re pressed for time. They’re secretly (I imagine, because I would be) pissed off about being underpaid for a job that deserves more money. The equation adds up to a poor editing job on the finished product … suspicious stretches of pages – five, ten at a time – without a single mark on them. The saying goes, ‘You get what you pay for,’ and it can get tricky when paying for editing services. For years, I tried to get away with paying less. And I definitely got less. ... In today’s publishing environment, I know that, for me, every bit of advice helps. I hope at least one of the tips above helps you on your journey to becoming a successful self-published writer. 
Where to find Jeff and his books
For instant access to more self-publishing and indie-author resources, visit my Self-publishers page. Or join the library to get monthly updates.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
If you’re at the beginning stages of your writing career, you’ll still be navigating your way through the world of publishing. And you probably have a ton of questions. One of those will likely be: What kind of editor do I need to help me get my book ready? The natural follow-up to that is: How do I find that person?
I offered guidance on what kind of editor to hire and when in ‘The different levels of editing. Proofreading and beyond’. Today, I’m focusing on how you should source that person.
So as not to muddy the waters, I’m assuming you’ve already decided what kind of help you want: developmental, copy/line editing or final prepublication proofreading. If you’re still not sure, I’ve included a PDF that summarizes the different levels of editing at the bottom of this article. Now let’s look at how to find the right person. My recommendations fall into two categories:
Search (1): Professional associations
Your national editorial society is a great place to start, for four reasons:
The UK’s professional editorial association is the Society for Editors and Proofreaders and there’s a global list here: Professional societies and associations. A limitation of national professional editorial societies is that they’re national. There’s absolutely no reason why you should source editorial help from someone in your own backyard. Many editorial pros work with clients from all over the world. Search (2): The internet The internet is the biggest and most amazing directory on the planet so it’s a brilliant place to search. Your perfect-fit editorial pro is out there, just waiting for you to touch base. There’s a problem, though: the internet is the biggest and most amazing directory on the planet so it’s a terrible place to search. Your perfect-fit editorial pro is buried, waiting for you to dig her out. Go too broad with your keywords and you might miss her. Go too narrow and … yep, you might miss her. Of course, you might find her, too. As Google sometimes prompts us: are you feeling lucky? And there’s something else to bear in mind – and I say this as someone with page-one Google rankings for the term ‘proofreader’, so it’s not a case of sour grapes – being high up in Google doesn’t mean the proofreader or editor is necessarily the best fit for you; it means they’re an effective marketer. And, conversely, just because someone’s website is ranked highly for niche long-tail keyword searches doesn’t mean that another person who didn’t pepper their website with those particular terms isn’t worth considering, too. That means you need to do a lot of Google legwork to find the best fit and to get a really good batch of potential people to work with. I’m not saying don’t use the internet. Its global nature is an appealing feature, one that the national editorial societies can’t compete with. I’m saying recognize its limitations. It’s amazing but it’s crowded, so you’ll need to invest some time to make it work for you. And that’s why I’ve given professional associations the number-one slot in this list of search options. Search (3): Your network If you’ve developed a solid network of fellow writers, that could be a super resource from which to get recommendations. Bear in mind, however, that the best fit for your writer pal is not necessarily the best fit for you. It’s a small resource given the size of the decision. You might be writing in a different genre, or you might need help with a different level of editing. Some professional editors specialize in one or two levels (e.g. proofreading and copyediting; or developmental editing and manuscript evaluation). Others offer all of the levels but still feel most comfortable in one or two. So tap your network for advice, but back it up with other searches. Search (4): Social media Social media platforms can be useful. They’re global but they have their limitations:
Here's a summary of the tools you might use to search for an editor or proofreader: 
Now let’s take a look at how you might refine your initial searches.
You’ve found 37 developmental editors or copyeditors or proofreaders … whatever you need. All of them look great – they all have experience; can spell properly; are well educated and professional; and have a keen eye for detail and the appropriate training and qualifications. How are you going to narrow that down to something manageable? Refine (1): Genre experience One way is to look at their portfolios, which tell you whether they’re used to working with books in your genre.
Refine (2): Best versus best fit – samples Best versus best fit is worth considering when it comes to choosing third-party editorial help. At proofreading stage, you need precision; it’s all about quality control. At the earlier stages of editing (e.g. copy/line) emotional engagement will come into play. It’s therefore a good idea to ask for a sample (either free or paid for). A sample will allow you to see who ‘gets’ your writing. Sentence-level tweaking is subjective to a degree (when it comes to suggesting minor recasts, for example) and it may be that five editors all spot the same typos and grammar errors but handle the wordiness rather differently. It’s not about right or wrong, but rather about responsiveness. Refine (3): Endorsements A third narrowing-down technique is to look at what other writers say about a proofreader or editor. Take a look at their testimonials. Have other writers been prepared to publicly endorse the editorial pro? Have mainstream publishers stuck their necks out and praised the work? Testimonials aren’t a foolproof way of determining excellence; like portfolios, they give you a glimpse of what the editors have done, whom they’ve worked with and the impressions they’ve made. They’re just one way of evaluating what’s on offer. So that’s it – a potted guide to finding a proofreader, copyeditor or developmental editor. I wish you luck with your search and with your writing journey! Here’s the information on the different levels of editing I promised. Just click on the image to download. 
For more self-publishing resources, visit the library on my Self-publishers page. Or join the library to get monthly updates.
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. How do mainstream publishers produce books? And should you mimic them? Help for self-publishers15/5/2017
A lot of my self-publishing clients tell me they don’t understand what happens in the mainstream publishing industry’s editorial process. So when I advise them that – if they have the budget – they should do their best to mimic it, they’re in the dark.
How do mainstream publishers produce books?
Today’s post aims to switch on the lights by offering you an overview of the editorial production chain. It should give you a sense of why books take so long to get to market and what some of the costs are (to the publisher and even to the author!). Every press’s editorial production chain is slightly different but the broad principles apply. A note on scheduling … and marketing In the mainstream publishing industry, books are commissioned and scheduled for publication often up to a year and a half in advance, sometimes longer! That time frame isn’t down to the publisher being busy with other stuff; rather, it’s about giving the relevant team members the necessary time to take the book through a rigorous editing process and carry out a staged prepublication marketing campaign. TOP TIP: When self-publishing, instead of promoting your book at the eleventh hour, plan and implement your marketing campaign well ahead of launch. That way, you can create a fan base and generate excitement about your novel before it goes to market, even pulling in some pre-order sales.
3. Design #1 When the key members have agreed that the correction stage is complete, the raw-text files are handed over to a typesetter (if the book is to be printed). This is where the first proofs are created. The typesetter formats the book so that the layout conforms to the agreed house style and is designed so that maximum use of the page space is made. Printing is very expensive so minimizing wasted white space is a key factor in the process. The typesetter needs to balance costs against aesthetics.
This is the FIRST PROOF stage. The first proofs are essentially a first draft of what the finished product will look like when it’s picked off the shelves in a bookshop. The completed first proofs are delivered back to the production manager.
KEY MEMBERS: Author, production manager, typesetter 4. Proofreading The production manager sends the first proofs (perhaps a chunk of paper but increasingly a PDF) to the author and the proofreader (usually a freelancer). Both will check them carefully. The proofreader may be asked to proofread blind or against the original raw-text files worked on by the copyeditor (the latter is much slower). The proofreader’s job is not to make extensive changes, but rather to draw attention to any final spelling, punctuation, grammar, consistency or logic problems missed at earlier rounds of editing or introduced during the typesetting stage. Every change the proofreader makes or suggests needs to be handled carefully in case it has a knock-on effect on the design, the page count and, consequently, the printing costs. It’s demanding work that requires experience and judgement about when to change and when to leave well enough alone. Some publishers even pass some of these costs back to the author – eek!
This is the QUALITY CONTROL or CHECKING stage. The proofreader does not amend the raw text but annotates the paper or digital pages, often using proof-correction markup language (a kind of shorthand that looks like hieroglyphics to the untrained eye!).
KEY MEMBERS: Author, production manager, proofreader, typesetter 5. Final revision: Design #2 Now the proofreader’s corrected file and the author’s version go back to the production manager, who has to collate all the final amendments and instruct the typesetter to make the necessary corrections. The typesetter creates a revised file and returns it to the production manager for sign-off.
This the SECOND PROOF stage. We’re nearly there!
KEY MEMBERS: Author, production manager, typesetter 6. File creation and distribution (print, digital or both) The final countdown! The production manager works with the typesetter and printer to create the final print book that will be delivered to the relevant distribution channels. In the case of e-books, the production manager will commission a digital formatter to create e-Pub files that are compatible with the market’s major e-readers and other digital devices.
This is the PUBLISHING stage. The book is delivered to market!
KEY MEMBERS: Production manager, digital formatter, typesetter, printer The elusive publishing deal and the editorial process As you can see, there are a lot of stages and a lot of people involved. And that’s why it takes so long and why it’s so expensive to publish. It also explains, in part, why writers can find it so hard to get a mainstream publishing deal; if the book bombs, there’s no return on all that investment. For publishers, novels that need a lot of work, or that don’t fit neatly into an obvious and currently popular genre, are difficult to sell (the high-street bookshops don’t know where to place them to grab readers’ attention). Should you mimic the mainstream publishing industry's editorial process? Mimicry will bring you quality – there’s no doubt about that. It’ll also require a major investment in time and money. We all have to make difficult choices about what we do to make the things we create the best they can be. But there are limitations. I’m passionate about the independent author’s right to write, and I know that your pockets aren’t bottomless. I hope this has shed some light on the mainstream publishing process! Until next time …
Querying, changing, and letting be
If you’re new to fiction copyediting (or proofreading), you might struggle to find the balance between changing, querying and leaving well enough alone. Don’t beat yourself up – even experienced editors labour to find an equilibrium at times, especially those who work with a stream of new-client authors. Here are 5 tips to help you be a query superhero! And if you fancy downloading them to your preferred device, there’s a PDF at the bottom of the post. 1. Is it meant to be real or imagined? By definition, fiction is made up. There might be people, places, landmarks, buildings, even entire worlds that rest entirely in the mind of the writer. In that case, the author gets to make the rules (e.g. on spelling, environment, even physics) and our job is to check for consistency. Sometimes, though, the people, places, landmarks and buildings exist in the real world. And when there’s a discrepancy (Obama vs Obamah; Elizabeth Tower vs Big Ben) two possibilities emerge: (1) the author has slipped up; (2) the author has deliberately decided to bend reality a little, for any number of reasons. Querying, rather than changing, is essential.
Here’s an example from Amy Schneider in her Fiction Editing master class (available from Copyediting):
Example
Schneider tells of a book she edited where the author had included mention of a New York newspaper. She fact-checked it; it had been a real newspaper, but had long ceased to exist by the time the year in which the novel was set had come around. It turned out that this was a deliberate decision on the part of the author, who for personal reasons wanted to keep the paper going in his fictional world. Tactful querying and discussion prevented embarrassment and harm.
LESSON: there’s real, and then there’s really real! Either may be required.
2. When the facts have changed Editors have a wealth of free online research tools at their fingertips. I can’t imagine doing this job thirty years ago! Still, even if we fact-check we might not access ALL the relevant information. Again, tactful querying rather than changing is usually the best way forward. Here’s an example of how my due diligence wasn’t diligent enough. Querying rather than changing saved me:
Example
I copyedited a crime novel in which a character was arrested and his rights were read out to him by a police officer. The wording seemed off to me so I fact-checked. I found what I thought was the correct wording and suggested (rather than changed) a possible recast for the author to use if he thought it appropriate. Good job, too. The author came back to me saying that the wording of the rights had changed in 1994, and that the original was correct given the year in which the scene was set. A big whoops-moment for me and a lesson learned. Still, he thanked me for asking first. I still get the shudders thinking about the harm I would have done if I’d actually amended the text directly.
LESSON: Watch your historical context – your diligence needs to be deep enough to take account of it.
3. Be a problem solver Many of my indie authors haven’t taken their books through editorial review, developmental editing and substantive line editing before the file hits my inbox. I do make it absolutely clear what’s included in my service, but sometimes a client might not realize where some of the problems are, or, even if they do, might be stuck on how to fix them. This is where the query needs to go beyond a question and offer a solution. Fiction copyeditors are a little like mechanics, though I have a car so I know what it’s like to sit on the other side of the fence. When I take my car into the garage, I don’t expect to hand over 500 quid (or whatever) in exchange for a list of what’s wrong with my car. I do want to see that list, but I also want to know that the mechanic has solved the problems. For that reason, I think it’s good practice to explain the problem and offer a recast in the comments if we come across a sentence that we feel could do with tightening up or smoothing out. That way, the author can do a simple copy and paste if they like what we’re offering. Even if they don’t like it, it gives them another way of thinking about the text and how they might revise it to solve the problem in their own way (though see ‘Consider your own voice’ below for a cautionary tale!). This example from Erin Brenner (‘Writing Effective Author Queries’), with her author’s hat on, is frightening but illuminating:
Example
'I had a lot of comments that simply said: AU: Revise? No text was changed. No specific words or phrases were highlighted. The entire sentence bore the comment “AU: Revise?” It drove me mad. Revise what? In what way does this sentence need help? For each “AU: Revise?” I had to guess what the copyeditor might have taken issue with. Was everything grammatically correct? Had I missed a style point? A usage rule? How was the sentence not right? As copyeditors, we must remember that when we query, we have a goal: to get the author to make a change we think will help the text. Some authors will easily do so, others won’t. But no author can make corrections if he or she doesn’t know what corrections are wanted.’
LESSON: Problems without solutions (or even explanations) are next to useless for the author. Avoid!
4. Or be an adviser Back to the garage. Sometimes there are problems on the list than the mechanic can’t handle. Again, the same thing can happen to fiction copyeditors whose indie authors would have benefited from developmental work beforehand. And in that case the best we can do is suggest where to go for help. Here’s another example from my own back yard:
Example
I was hired to copyedit what turned out to be the most gorgeous thriller with a generous dose of humour included. The author made me laugh out loud several times in the first four chapters, and in the fifth he made me cry (not with laughter, but because the scene was so moving). I mention this because it’s an indication of how strong the writing was. Most of my edits were mechanical – standardizing dialogue punctuation, dashes, number treatment, spelling, punctuation and grammar. But, every now and then his point of view got a little sticky. POV isn’t something that’s covered by my service and I’m neither trained nor experienced in developmental editing. Nevertheless, I was able to solve the issue elegantly on several occasions because of the context in which the problem arose. However, there were several occurrences that I couldn’t fix. All I could do was flag them up for him, explain why I thought there might be a problem, and offer advice on where to go for help. It wasn’t an ideal situation for either of us, but at least I’d offered guidance. Sometimes that’s the best we can do.
LESSON: Second best sometimes has to suffice. If you can’t fix it, suggest who can.
5. Consider your own voice Given that we’re being paid for our services, our authors need to know that we’re their advocates, and that we’re there to elevate their writing, not criticize how they write. Says Sheila Gagen, ‘… the editor’s task is to serve readability (not, as some authors might think, to hack away at text or, as some editors might think, to point out where an author is wrong). The author wrote the text; he or she must have thought that it did make sense’ (‘The Art of the Editorial Query’). Queries therefore need to have a tone that shows respect and advocacy. Gagen also makes an important point about authors’ varying preferences – how not everyone wants to be hugged and handheld. The thing is, this is tricky to manage unless you’ve worked with the client on previous occasions. Here’s her story:
Example
‘Twice in my career, authors responded to my queries with the same word: “Duh.” (One even took the time to handwrite it in all caps with a few exclamation marks.) Both of those suggested changes were valid, but the authors were sick of my queries and gave up. As a result, they didn’t just lash out at the particular remarks they didn’t like … they ignored other, indisputable edits.’
LESSON: Be an advocate and watch your manners! Choose elevation over criticism.
Gagen recommends discussing the issue before the project starts. It may be that a writer will prefer you to just go ahead and make a substantive edit to the text. Others may want a nudge. Others will prefer a more detailed explanation in the comments. And given that we’re trying to help our authors avoid reader disengagement, it would be a shame if, through hitting the wrong tone, we ended up disengaging our clients. Adrienne Montgomerie offers further food for thought: ‘When you’re worn out, incredulous, and exasperated, it can show in your queries.’ Eek! To think that, despite our best efforts at advocacy, we might have made our author feel we’re no longer on their side, is unthinkable, and yet it can happen. She offers a handy list of different phrases you might consider when querying to keep your author engaged and your tone on track (‘10 Ways to Word a Sensitive Query’). I hope you’ve found these tips useful. Here’s your PDF mini-booklet if you fancy downloading the post to your device. Just click on the image to get your copy. 
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. 
If you’re new to writing and self-publishing, I have a tip for you – one that will save you a major headache as you work through the initial writing and later redrafting stages of your novel ...
Create your own style sheet! Honestly, you won't regret it. Building a style sheet is like holding hands ... but with yourself. It'll help you keep track of what’s going on in your novel – who’s who, what’s where, and when X, Y and Z happens. At the same time, you'll be able to record your preferences for the micro elements of your book ... things like spelling, punctuation, the rules about the way your fictional world works, and how you treat the various elements of the text (from paragraphs and headings to narrative, speech and thoughts). Want a template to help you get going? No problem – there’s one at the end of this article. It’s in Word so you can add, delete or tweak to your heart’s content. Ready-to-go downloadable handholding! To help you out, I've added some of my own recommendations (based on industry-recognized conventions) and offered choice where appropriate. What’s included in a style sheet? You can include anything you want but a solid, usable style sheet that'll really help you keep an eye on what's going on will include at least the following:
Some writers like to have everything in one place; others prefer to have several documents, each of which records different types of decisions, and toggle from one to another. It’s your choice – whatever helps you work most productively. So, for example, you might create different sheets for the following:
Additional uses A style sheet really comes into its own if you're writing a series. Not only will you have a reminder of the places, people and events in the previous book(s), you'll also be able to prevent accidental inconsistency or repetition. I've proofread series for both indie writers and mainstream publishers. The authors hadn't kept a written record of what had gone before, and different copyeditors had been used for each book.
Copyeditors and proofreaders can spot these problems when they occur within a single book, but if they weren't hired for the previous novel(s), they'll be ignorant of inconsistency or repetition across the series. Your style sheet will enable them to flag up potential errors. In other words, a style sheet won’t just help you. It’ll help those who assist you, too. And the more we know about what you want, the better the service we can provide for you. Rules versus preferences Your decision is final at the end of the day. And while I and my colleagues can give you advice based on industry-recognized style manuals such as The Chicago Manual of Style or Oxford’s New Hart’s Rules, those resources are not the law (though they are excellent!). Rather, they’re reference points that help writers and editors bring clarity, consistency and readability to text; they’re usually based on preference and convention, not rules (despite the title of the Oxford guide mentioned above!). If you're not sure which particular element of style will suit your book best, talk to an editor.
The thing to keep in mind is this: inconsistent styling will distract the reader and move them away from what they should be engaged with – your story. If you have any questions about issues of style, drop me a line in the comments. Even if I don’t know the answer off the top of my head, I’ll know where to find it and advise you accordingly. Here’s your style-sheet template as promised. Simply click on the image below to download it. I hope you find it useful. Until next time ... 
If you're unsure about why proofreading, copyediting, line editing and structural editing are different, and how you might allocate your self-publishing budget, here's some guidance ...
Polishing your text and building fans
Readers who've enjoyed your book are more likely to leave positive reviews and come back for more. Readers who've been frustrated with aspects of your book are more likely to leave negative reviews and reject further opportunities to engage. One way of thinking about these groups of readers is in terms of zones. The happy readers are in the green zone, the grumpy ones in the red. Thinking in terms of these zones can help writers to decide which editorial services to commission, when and why. Readers have different expectations and levels of knowledge. If there are problems with the text, some won't realize. Or they will realize but won’t care. Others will care very much and be frustrated by the lack of polish. 
Copyright Louise Harnby | Proofreader 2017
It's about putting your readers front of mind because they're your fans, the people who'll rave about you and tell everyone to buy your book. Fans hang out in the green zone.
Let’s assume for simplicity that the readership is split evenly between those who don’t know or care that there are problems in the book and those who do know and care. Who’d want to alienate 50% of their readership? If you’re self-publishing, you’ll want to stay out of the red zone. That means getting your book in the best shape you can before you publish. Mimicking the mainstream publishing industry What you need to do to stay out of the red zone will depend on whether you’re a mature, developing or emerging writer and the degree to which you've mastered your self-editing skills.
These are the stages, broadly speaking, that the mainstream publishing industry takes its books through to keep its authors in the green zone. In reality, the production process varies from press to press, but it gives you an idea of the traditional approach. It’s not just publishing-house processes that vary. The terminology that independent editors use to define their levels of service provision differs widely too. For example, my pre-publication proofreading service is called Proofreading Standard. My copyediting service falls under the rubric of Proofreading Plus (and I include line editing when required). It’s therefore advisable to discuss what you want and what the editor can offer before the editing starts. The table below gives you a broad idea of the different stages (S1, S2 etc.) of professional editing and what they include. As you can see, I’ve allowed for a fair degree of overlap.
Artistry versus wizardry
Gandalf isn’t an editor or a proofreader; he’s a wizard! If he did my job, he’d be able to carry out all of the editorial stages above and find every single niggle, error and inconsistency in just one pass. That’s because he has magical powers – unlike publishers and independent editors! 
In the real world, though, you’ll have a budget, and some of you will have to make difficult decisions about which services to commission and which to omit (or how you're going to save up for everything your book needs).
It’s not for me to tell you here where to invest your budget – universally applicable advice is impossible given the number of factors to consider. What I can tell you is that I've never been able to undertake a final proofread for a book that hasn’t been copyedited first. Proofreading is the stage where 90% of the sentence- and word-level problems (and 100% of the big-picture work) should have been fixed – it’s a final level of quality control. Furthermore, I've never finished a copyedit and told the author, 'That's it. It's perfect!' In a nutshell, good to go is unlikely to be where you’re at if you hire an editorial professional for just one pass. Good enough will have to suffice. I'm not being grouchy, just honest about what's possible. I'm a genuine advocate of the independent author's right to write and publish. I think it's brilliant that anyone can put their storytelling out there. My young daughter was publishing her own stories on WattPad before she was celebrating a birthday with double digits! How marvellous is that? As long as you understand what's achievable, that's fine with me! Guidance on making the tough decisions
That's it for this week. I hope you've found the advice here useful. Enjoy the green zone! 
For more self-publishing resources, visit the library on my Self-publishers page. Or join the library to get monthly updates.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. |
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I'm an Advanced Professional Member of the UK's national editorial society.
 All text on this blog, The Proofreader's Parlour, and on the other pages of this website (unless indicated otherwise) is in copyright © 2011–17 Louise Harnby. Please do not copy or reproduce any of the content, in whole or part, in any form, unless you ask first.
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 Author Member of The Alliance of Independent Authors (ALLi). I abide by its Code of Standards in regard to my status as an independent writer.
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Advanced Professional Member of the Society for Editors and Proofreaders (SfEP). I'm a signatory to its code of practice as a professional editor.
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Featured in The Book Designer's Carnival of the Indies: Joel Friedlander's collection of 'outstanding articles recently posted to blogs'.
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Winner of the Judith Butcher Award 2017 in respect of 'highly visible contributions to the SfEP and its membership'.
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