Ever wondered how a professional book index is created? My colleague Vanessa Wells offers an honest and humorous glimpse into the world of a pro indexer – the challenges and the joys, and the 'sense of having created a beautiful thing'.
Let's take a peek in Vanessa's diary ...
I attended the Canadian national indexing conference in Montreal, where we – like most conference attendees – go to strengthen connections with colleagues and expand our professional knowledge. Since the indexing community in Canada is very small, this is a valuable investment and full of good people.
As a result of the conference, I’ve received a referral and am being hired by a university professor to write an index for a 220K-word anthology he’s editing with 22 chapters and almost as many contributors. It’s a ‘straightforward’ index of ‘names and titles’ which, of course, means that it’s both a name and subject index in reality. Yikes.
Against my usual policy, I agree to meet the professor in person, as the campus is close by and it would be faster than exchanging several emails. An excellent meeting results in ironing out expectations, discussing needs and agreeing we’re on the same page! It’s due July 26.
I send him my contract to review, and we discuss rates. Rate structure, I find from speaking to other indexers, is variable. Some people will work for $2/page; others charge much more. A figure I often hear is $5/page, but that definitely depends on your market – geographically and by genre, specialization, and timeline. An independent author writing a non-fiction trade book is not going to generate the same fee as a university-paid gig. Some indexers provide other means of calculating their fees, such as a flat project fee. I tell him my academic rate, and he agrees. I submit my invoice for a non-refundable 30% deposit, payable before work begins.
Proofs are due. They don’t arrive. They’re rescheduled by publisher for the 30th … While publishing timelines are often shifting (there’s a domino effect when a hitch arises), the end deadlines of proofreading and indexing are rarely budged.
So now I have to recalculate the number of hours and pages per day I’ll have to complete to meet the non-budging due date of July 26. Four days lost means Goodbye, weekends! for the duration.
It’s a long weekend here for #Canada150, our sesquicentenary. I’m so wiped from the previous month of conferences and making a second website for the new arm of my business that I take (most of) the weekend off. I can’t afford to get sick during this project. Self-care and all that.
Forgot I start a weekly course on Tuesday afternoons for the summer, with an appointment this morning. Will have to start tomorrow. Now that I’ve lost another 5 days, I’ll have not only to work weekends but very long days, everyday. My bad.
21 days to go: I begin the pre-read (see above photo) to start gathering my thoughts on how I’ll approach this behemoth. And I need at least 3 days at the end to edit the written index, so really I only have 18 days available.
I note there are A LOT of errors still in the MS. I judiciously email AU to double check that it’s been edited and that no other file is forthcoming. He confirms it has been copyedited … Sigh.
Re-install my $500USD indexing software on my new PC. Pay $39 for TextExpander, which is an online tool that lets you build a library of ‘snippets’, sort of like hot keys or macros, but it’s much simpler and faster. Using TextExpander for repeated, long index headings is making my life so much easier: it works pretty well with .ucdx files!
I’m already 50 pages behind. Indexing academic books is so much harder because you have to interpret the often-verbose language to get to the ideas (then re-edit them in your mind) and THEN start forming index relationships between the ideas on that and every other page.
Since there are almost two dozen authors in this anthology, I’m doing a lot of mental shifts. Why do I pine for indexes so much when they can be so draining?!? I’m being foiled by the very poor copyediting that was(n’t) done. I email the author-editor several times regarding his preferences for word options that I’m finding in the errata …
Working on a Saturday is particularly annoying when you hear other people having a great day off. Such is the freelance life.
Here’s how I start an indexing day. Wish I had more than one monitor and can’t believe I used to do this on a 15-inch one!
CINDEX software file open; Google to check MS info, with related sites and academic books on the subject; book PDF marked up with terms needing indexing; and TextExpander to cut down on keyboard strokes. For the time being, I just type the entries into the index; refining connections comes later.
I emailed the author again about the serious issues around the practically non-existent copyediting of this book. It’s causing me to complete about 3pg/hr instead of 5–10pg/hr, never mind that I’m not being paid to correct such things, so again my budgeted time has to be rethought. He’d like errata forwarded to him so he can take the examples to the publisher and complain. (Understandably, he just doesn’t realize how much is involved in corrections before indexing can be done: research, confirm which instance is the error, note error, find other instances of it in MS, return to indexing the term and fixing all related cross-references). Ctl+F is my BFF. Wish I still drank alcohol. And for all you fellow CCLs, here’s what’s behind it all (because this, after all, is what’s important in life, not crying over indexes).
I had a good phone chat with the author about the terrible editing. (Again breaking the rules; normally I never share my number – learned the hard way with an abusive client once – but there’s too much to discuss via email.)
We’re hatching a plan to shame the publisher into redoing the copyediting or letting me do it. Either way, my schedule is messed up, and he’s sympathetic. What he’s told me about their process with him this far is appalling.
Email from author: basically, the publisher will redo the copyediting after indexing (!!!). This is a problem because it can affect pagination, thus rendering entries incorrect. I asked that my name not be included due to peer reviews in a trade journal, and I wouldn’t want residual index errors to be ascribed to me. The prof was cool with this; I am not, but that’s life in publishing.
Slogging away, only getting about 35 pages/day done. Have to step it up to get in an extra day for editing the index. I hired a subcontractor to proofread it the day before it’s due. I need an emoji for dollar bills flying away. [Note from Louise: I've obliged.]
Tenth day. Just shoot me.
I’ve put in 12 hours today. I’m starting to wonder if I’m going too deep with this index. Re-evaluating.
Good thing I hate summer weather. I worked smarter today, however, using more automations.
Panic time. I’m only at pg 385 out of 557 and I have less than 4 indexing days left before I start editing.
Trying a new – and, to me, risky – tactic: indexing on the fly, not marking up first. I’ll see how one chapter goes. I’ve got to save time! I’ve subcontracted out a small job (1–2 hrs) due to the copyedit snafu. I need every hour I can get. I figure it’ll be worth the money.
What happened to yesterday? Feel like I’m getting sick, which would be disastrous. As an editor, I can always subcontract out a project for an emergency, but not only does indexing have a smaller pool of trained professionals, the intricacies of indexing style are so individual that really no one could easily or seamlessly take over. At least, not if the index is to retain its integrity and essence. Sigh.
Yay, I’m not sick! Done the inputting of entries! 6,388 records, which is on par for a book of this size and topic. The hard part is yet to come: finessing the cross-references and making links to interrelated concepts. While the software can help check for bad references and missing locators, there are many variables to consider. Some cross-references will have to be truncated and reworked; others will simply have to go; and yet others will require double posting due to wording.
This is the part that indexers must educate authors and publishers about – explaining that Word’s ‘indexing’ program just cannot replace a trained human brain. Word creates a concordance: that’s like taking the ingredients off a cereal box and listing them in alphabetical order. An index, analogously, takes the main words, interrelates them, looks at their nutrient values and considers how the ingredients work to give us a food product, but we can also just know what’s in there if that’s all we need. In fact, there’s our professional comparison: indexers are the food chemists of the book world – ta da! This stage is exciting and a bit terrifying. I read an article in our UK journal, The Indexer, wherein another indexer (Margie Towery, Ten Characteristics of Quality Indexes) admitted to having two moments of feeling stuck during the process: getting started and this stage. Glad I’m not the only one!
I’m just doing some basic cleanup so that I can get to the editing described yesterday. Fixing typos deletes erroneously duplicated entries and ensures consistency: now’s the time to go back to the MS and confirm correct spellings; get rid of unnecessary, duplicated or differently phrased duplicate subheadings (the latter because you don’t see repeats in the Draft Format that you might have entered previously); add subheadings for entries that have too many unrelated locators, etc.
It’s 11 a.m. and I’m only at the Cs. As the meteorologist at the beginning of Twister says, ‘This is going to be a long day’…
Finished cleanup from the Ms to Z; also a lot of double-checking that sufficient entries existed for major and meta topics, as well as the book’s contributors, which the author-editor requested. I’ve planned out the editing for tomorrow before a review by software on Monday.
And to prevent potential meltdowns, I save every 30 minutes or so, and back up to hard drive and Dropbox every 4 hours. That’s because once someone turned off the fuse box, and I lost a huge part of an index I had been working on. Live and learn.
Sunday morning, so starting late at 10 a.m. I had a good night’s sleep, which is great because today’s to-do list is intimidating … Except my optical mouse isn’t working, so thank god I have a wired spare. Kind of like giving a chef a loaner knife they’re not used to.
The mouse worked after a reboot, but the reboot took about 20 mins, so essentially I’m half an hour behind again. I can’t just Control + F terms in the PDF, type the page numbers in and I’m done: half of them are in citations, references or footnotes, and the latter should usually only be included when they’re substantive (which can take some time to decide). So whittling down the number is time-consuming. Then they have to be organized by thought. Then entered, and without page-number errors.
Butterflies. I heard a reminder on the radio yesterday talking about how, philosophically, Good Enough should be good enough, i.e. that striving for perfection is not good for us. I don’t think this is the inclination of the indexer (or editor or proofreader for that matter), no matter who says it. But I’m sure Annie Lamott would tell us to be gentler with our sorry-ass selves.
I confirmed that the proofreader is available to complete their part tomorrow. On to my penultimate review …
Due to other commitments, I had to forget about the index today and trust it would be well proofread by my subcontractor. Not easy to do ...
Bad dreams all night about repeatedly calling said subcontractor because the file was late.
Spent several hours correcting, finessing, re-sorting (getting the locator order right – Roman numerals, ascending page numbers interspersed with those with an i for illustration (sometimes we just put illustrated page numbers in italics), so it would show thus: ix–x, 132, i234, 496), and double-checking things before putting it in a double-columned .rtf file. I’ve heard that before this editing stage, an error rate for page numbers of about 10% can occur, but with the ones my subcontractor found, I was at 0.002% errors: I hope that’s true! Corrected, I hope it’s near-perfect. Even human indexers with software can make mistakes. In a book of 220K words to be considered for indexing, perfection cannot be expected. I’ve clicked Send …
Anti-climax: the author couldn’t access the file properly (the .rtf was showing up strangely), so he just asked for a new file format. He hadn’t got past the first 10 lines. But he did thank me for my ‘copious explanatory notes’, i.e. my return-file letter, which outlined info about the parameters of the index and changes that had to be used.
The prof is going to read the index this weekend, as he’s travelling. I could have had extra days after all! Waah!
Author got back to me with a few queries and the following: ‘Thanks for the painstaking and thorough job – it’s clear you took a lot of care, and I appreciate that … Thanks again for all of your hard work.’
Hopefully he’ll call me again in the future or refer a colleague to me. But after a few days’ reflection and relaxation, I’m not sure I’ll accept such a long and dense manuscript again – unless it truly is strictly names and titles! And I’ve realized that an index you’ve written is more like your baby than a book edit: there’s the same pride of accomplishment, but there’s more of a sense of having created a beautiful thing. And the labour and delivery stories are way better!
Vanessa Wells is a copyeditor, proofreader and indexer who taught Latin for almost 20 years before becoming a freelance editor. When she’s not working, she’s either reading, watching films, or cat-sitting for senior cats with special medical needs. She lives in Toronto, Canada.
www.wellsreadediting.ca
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. FIND OUT MORE > Get in touch: Louise Harnby | Fiction Editor & Proofreader > Connect: Twitter at @LouiseHarnby, Facebook and LinkedIn > Learn: Books and courses > Discover: Resources for authors and editors
11 Comments
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
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!
Louise Harnby is a fiction copyeditor and proofreader who specializes in helping self-publishing writers prepare their novels for market.
She is the author of several books on business planning and marketing for editors, and runs online courses from within the Craft Your Editorial Fingerprint series. She is also an Advanced Professional Member of the Society for Editors and Proofreaders. Louise loves books, coffee and craft gin, though not always in that order. 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, take a look at Louise’s Writing Library and access her latest self-publishing resources, all of which are free and available instantly.
Another email from a 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
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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!
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast.
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. 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!
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
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses. Can you become a proofreader even if you have no publishing experience? That's what a reader wanted to know. Here's my answer. 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. Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers. She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
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 eight 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 CIEP, 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 (two excellent 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, 8 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
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
Here's why new freelance editors and proofreaders need to commit to marketing, rather than relying on word of mouth to grow their businesses.
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).
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 line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
In this Q&A, I look at how to set up a proofreading business, how to acquire clients and how to handle payments.
One of the blog's readers, Charlie, got in touch with several questions:
Phew! That’s a lot of questions so I’ll only be able to scratch the surface, but I’m confident I can point you in the right direction, Charlie. 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 Chartered Institute of Editing and Proofreading (CIEP), 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, TransferWise 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 Editor 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 Editing Blog:
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 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:
TheChartered Institute of Editing and Proofreading (CIEP) 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 CIEP 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!
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
This article is for editorial folk who currently choose to operate their businesses in isolation. There's nothing wrong with that at all if that's your bag, but I hope this will show you just some of the benefits of networking.
In ‘The rates debate’ and 'The highs and lows of editorial fees', I argued that colleagues shouldn’t be the primary determiners of the price we set or accept for editorial work.
They are, however, our go-tos for much else, and the professional editor and proofreader would be bonkers not to take the opportunity to exploit the myriad learning opportunities on offer from those with different skills, levels of experience, subject specialisms and environments! Rather than just writing a list, I thought it might be more interesting to give you a few examples of how some of my colleagues have helped me to develop my editorial business. The list isn’t exhaustive – it would be a book if it was – but it should give you a flavour of what’s on offer.
Learning a new macro
I like to consider myself pretty strong on the editorial tech-tool front. And yet I’d lost count of the number of times I’d forgotten to switch Track Changes back on after I’d toggled it off. I needed a solution – some sort of visual or audio reminder. My pal Gordon Hooper came to the rescue. Gordon’s a fellow member of the Norfolk SfEP local group. Turns out that my other colleague Paul Beverley had already tackled the problem with a macro: if you fancy trying it for yourself, you can read about how it works and how to install it at ‘How to never forget you’ve switched off Track Changes!’.
Tightening up my marketing message
Last year, I spent some time thinking about how I could better present my services so that they reflected the reality of what I spend most of my time doing – proofreading and copyediting for indie authors. I understand perfectly well the traditional definitions of these skills but in the real world they’re rather tangled (see, for example, ‘The proofreader’s corner: Untangling proofreading’). Again, it was my professional network that came to the rescue.
Understanding another skill
Development editing isn't a service I offer. That doesn't mean I'm not interested in learning about it, though. I've started to expand my knowledge via colleagues who have experience in this macro level of editing.
Using Word more efficiently
In the past 18 months, two editorial colleagues have written blogs that have had a significant impact on how I use Word.
Using a gadget
One of my bugbears has always been having to use hyphens for en dashes on my iPad and iPhone. A discussion on the SfEP forum, started by Lisa Robinson, showed me that Apple has provided en and em dashes – I just hadn’t realized that if you hold down the hyphen button a small window opens and you can slide your finger to your preferred dash. I was delighted, and I wasn’t alone! That thread was full of useful tips. If you’re an SfEP member, you can access it via ‘Dashes’.
Discovering new tools
I love any editorial tool that can increase my productivity or enhance my professionalism. Colleagues alerted me to two particular favourites.
Maxing out an existing tool
I hadn’t been getting the best out of PerfectIt, even though I’m a long-time user. At another SfEP Norfolk meeting, Mary Sheridan and Sarah Patey taught me how to use the wildcard function more effectively. This, combined with Jack Lyon’s Wildcard Cookbook for Microsoft Word, has been a real productivity enhancer. PerfectIt tends to handle wildcards a lot better than Word when Track Changes is switched on, something else Sarah taught me via Facebook!
Quoting mechanisms and publicizing rates
Pricing issues affect every editorial freelancer, and although fee setting needs to be done using a deeper level of analysis than just following what colleagues are doing, there’s still a lot a colleague can bring to the table.
These two examples proved to be excellent reminders that testing is essential for the editorial freelancer who wants to learn whether a colleague’s way of doing things is appropriate for their own business.
Making friends
My colleagues can do something a book or a course can’t. They can become friends. I’ve made so many edi-buddies that I can't even begin to list them all. What I can say is that Kate Haigh's campsite spag bol borders on legendary; the AFEPI crew at last year's SfEP meeting almost made me want to emigrate. I wish Sophie Playle still lived in Norwich because I miss having coffee with her. I wish Rich Adin lived in the same country so that I could have just one coffee with him. Nick Jones has made me laugh via Facebook Messenger too many times. Janet MacMillan's soup ... You get the point.
Sourcing professional help
I decided to hire a couple of proofreaders for my blog in 2016. When I’m writing, I don’t behave like a proofreader. I have my authorial head on. That means I’m too close to my own words to spot all my errors. I bit the bullet and decided to work with some fellow professional proofreaders. Whom to pick though? I needed some recommendations. John Espirian, in his capacity as guardian of the SfEP directory, had a couple of names up his sleeve and they haven’t disappointed. Cally Worden and Anna Black are my go-tos. They’ve done a fantastic job for me and I wish I’d sourced them years ago. Of course, I still have to upload their gently edited work to the Parlour, and, I’ll be honest, sometimes I just can’t help making a little tweak here and there, post proofreading (I know, I know!). So if a typo has slipped through, it’s my fault.
Finding your tribe
There’s a tonne of other stuff that colleagues can help with – I’ve only scratched the surface. If you’re reading this and you’re not connected, consider the benefits of changing the situation.
Ultimately, editorial freelancing is about running your own business, but there are plenty of people who’ll support you in its growth if you find a comfortable space in which to meet them!
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
Part of my mission with this blog is to help new entrants to the field understand the challenges and benefits of editorial freelancing, and to assist them as they navigate the early stages of their careers. There's no one way to build a business and one's background and preferences will influence the path taken. That's why, from time to time, I like to feature colleagues, particularly those who have a different skill set or career background to mine.
With this in mind, I'm delighted to welcome technical editor Peter Haigh to the Parlour. Peter discusses how he took a strategic approach to developing his editorial business, using his career specialism as a springboard ...
Hello. For those who don’t know me, I’m Peter Haigh and I used to be an electrical power systems engineer. Since November 2015 though, I’ve been a freelance copy-editor and proofreader.
This article is a little bit of a retrospective of how I went from being an engineer to being a proofreader and copy-editor and how I used my specialism to help with this. First, a little background and then I’d like to explore a few truths and myths about 'specialist proofreading' and share my experiences of getting started and then beginning to mature in the world of freelance proofreading/copy-editing. Why the move into proofreading and copy-editing? So, there I was, happily playing with spreadsheets and algorithms (specifying harmonic filter requirements for offshore windfarms) and one day I thought, 'I know, I want to be a proofreader.' Really? No, not really. Then why? It was all part of a deliberate plan to adopt a location-independent lifestyle. I work from apartments near beaches, forests and cities around the world and when I get bored I (along with my companion, Kate of kateproof) simply move somewhere else. That, coupled with the joys of setting my own work hours and leaving corporate quirks behind, was more than enough reason for a complete change of direction. Further details available here. What did I do to get started? Well, I kind of cheated. Having a wife that is now seven years into her freelance career – her empire is now established: an Advanced Professional Member of the SfEP with plenty of queries coming in – was a massive help. The Proofreader's Parlour (thanks, Louise) was also a mine of helpful resources and advice on a breadth of topics, marketing in particular. I did some basic online training and read some books and did their exercises, but I also benefited greatly from having a live-in mentor and trainer. How did it all evolve? The basic flow was: launch a website, do some training, practise on badly written work, build a web presence, do more marketing, develop confidence in my skills, win some good clients, keep them and then look for more! I confess: I still get about 50% of my work in the form of referrals from my wife. The other 50% comes from my website or from an agency that I signed up with last year. How did I market myself as a specialist proofreader/copy-editor? The first steps were made before I left my engineering job. I gathered together all of the business cards I’d collected throughout my career and I connected to as many people as I could on LinkedIn. I told my colleagues about my plans. I hoped that it might lead to work. So far it has led to copy-editing a colleague’s PhD thesis and I continue to edit for a CIGRE working group on a pro bono basis. Maybe one day it’ll pay off, most likely via word of mouth: I left on good terms. How did the client base evolve? To begin with, I sought out power system engineers and power engineering consultancies to scout for work. From this approach, I got one repeat client but on mates’ rates so it paid quite badly. Then, I spanned out via LinkedIn to say hello to various consultancies from all sorts of fields: environmental management, mechanical engineering, pretty much anything where I could connect with someone at a suitable level and very briefly introduce myself and my services. I think it was this that led to me winning what is still one of my best clients: an engineering consultancy, though nothing to do with windfarms or electricity. Another great client I found this way is a financial algorithm developer. How much does the specialism help me? This is something I ask myself sometimes, particularly when clients contact me specifically because of my specialism. With the advantage of hindsight, I sit on the fence a little and say, 'it depends'. When getting started When I set out, I was confident that I could find work in my specialist niche. I guess I did find a little bit of work, but then it’s a highly specialized niche and so naturally the opportunities are limited. I also discovered that large companies have well-defined processes for recruiting freelancers and tend to prefer dealing with large agencies or subcontractors. I remember battling with procurement restrictions from my days of engineering: it doesn’t matter if you are the best proofreader in the world, or how cheap you might be; if you’re not Achilles-registered then you will struggle to work for a utility. (And you don’t even want to know how hard – and expensive – it is to get registered.) To sum it up, I’d say that it helped a little bit. It gave me focus for my marketing, somewhere to start, and in an area where I had a clue about what made the clients tick and what the fancy technical words meant. It felt like I had a USP. Nowadays These days I have ditched my low-paying client from within my niche and continue to look for clients from a far broader range of fields. Most importantly, I have redefined what I think my specialism is. I am no longer a specialist in proofreading/copy-editing power system engineering documents. I’m not even an engineering specialist. I am someone who specializes in improving technical, numerical and scientific documents. Does my specialism help the client? My honest answer: my specialist power systems knowledge does not help them at all. However, at the more general level of being comfortable working with equations, tables, graphs, variables, and other forms of scientific text, I would say that this helps with a wide range of clients. From financial algorithms to social science surveys, knowing your natural log from your base 10 and spotting an unbalanced equation can earn some brownie points at times but, the thing is, that really isn’t proofreading as I know it. I’d say that as you move up the scale towards developmental editing, it becomes more important that you have some appreciation of the subject being worked on. For proofreading it doesn’t help much at all. In fact, here’s a geeky graph to illustrate this:
*Note: I made the numbers up.
Do qualifications and experience help? I think that at any stage in a career, it is possible to rest on one’s laurels. When starting out, they may be the only support available, so I’d recommend using them as a springboard, along with any specialisms, and growing from there. I certainly set out to build on my specialist experience at first, then sought ways to hone my skills, grow capability and branch out into new fields of experience. Hang on, I can feel a pie chart coming on!
Let’s take a look at each slice of pie.
Degree qualifications I am yet to work on anything related to my philosophy degree (past life) – other than a blog article on the philosophy of proofreading – but it did expose me to lots of books, and I wrote lots of academic essays, dissertations etc. I’d say this helped me a little bit. My engineering degrees exposed me to lots of technical documents, maths and other science stuff, as well as helping my confidence when setting up as a proofreader/editor by giving me a USP. Specialist experience My work experience as an engineer helped expose me to writing, editing and reading lots of technical academic journal papers. This is now something that I edit a lot of, and feel that I am good at, so I guess that helped quite a bit. Formal training I did a basic grammar course (Gpuss), read Barbara Horn’s Copy-editing book and did the exercises and also had access to Kate’s PTC course notes. All of this helped me quite a bit, but was not as helpful as seeing some of Kate’s work (with her clients’ permission, of course) and asking her 'why?' all the time, not to mention Kate checking my first few projects before they were returned to clients. Training on the job My editing and proofreading experience is 60% of the pie for me. Learning on the job was what helped me most and, to begin with, it was a case of working for mates’ rates to get experience. It also helped me to start off by working on, dare I say, badly written documents. The end product would be unrecognizably better, even if some of the finer points were not 100%. Then I kept looking for ways to learn and improve. Editing for an agency helped because, particularly when I first started, their quality control editors reviewed and critiqued my work. This was great because they showed me where I had missed something and made helpful suggestions. They also gave me positive feedback when the quality controllers were happy and now don’t seem to check my work much at all. Summary Hopefully I have given a bit of an insight into what it was like for me transitioning from an engineering specialist to a proofreader/copy-editor and how my specialism has helped me to make that transition. I’ll attempt to leave with some wisdom from my experiences of making the transition:
Peter Haigh is a professional proofreader and copy-editor and a Chartered Engineer. He specializes in improving technical, scientific and numerical documents.
Visit his business website at Technical Editorial or connect on LinkedIn or Facebook.
Just becoming editors doesn’t bestow special privileges upon us that are not available to other types of working people. Being editors doesn’t mean we’re entitled to be commissioned. Nor does it mean that we’re entitled to earn what we’d like to earn.
Why entitlement won't work for the self-employed
Entitlements are the domain of employees. Freelance editorial pros aren't employees of businesses; they're the owners of those businesses. Work has to be found, which means clients have to be found. We don't live in command economies where the State hands out jobs and you take what you get. We've chosen to run businesses so we have to find a way to make them function successfully. The alternative is unpalatable. In a global market, where clients come from all over, and have different budgets, requirements and expectations, what those clients will be able or prepared to pay will vary enormously. Consequently, of all the clients we find via our extensive marketing efforts, only some will be a price match for us. For that reason, we need to be visible to as many as possible, because the bigger the pot the greater the chance of a conversion. To recap, just being an editor in itself will provide us with neither work nor the money we expect to be paid for the value we believe we bring to the table. Doing visibility is the key to cracking the problem.
Imagine being a teacher ...
Do you know a teacher? Does that person have a paying teaching job? How did they get that teaching job? Are they happy with their salary? If not, ask them what they would have to do to solve the problem. I know a teacher. She trained for the role. After her training was complete, she didn't have a job. So she had to find a job. She didn't sit there and say, ‘I'm a teacher. Where's the work?’ She went and searched for the work. She did loads of research, applied for tons of jobs, reviewed the packages on offer, prepared for a stack of interviews, attended them (which was stressful), filled in her spare time with voluntary work in the education sector to make her CV sing, and finally found a school who wanted her and for whom she wanted to work. For a few years the package worked for her, and then it didn't. She didn't say, ‘This school is predatory.’ She said, ‘I need to find a new job.’ So she did a lot more work. Now that she was more experienced and had higher expectations, it was tricky to find a good match. It took a lot of time, a lot of hard graft, a lot of research, but I never heard her moan. I'd ask how the job search was going. ‘Ticking along. No news yet but I'll know when I find it. The current post isn't perfect but it's better than being unemployed. You hear about Si? He’s been made redundant. Nightmare. He's really down in the dumps.’ My friend did secure a better teaching post. She worked her backside off to find that job. It would've been nice if it had landed in her lap, but that’s not how the teaching sector works. And it's not how the freelance editing sector works either. We have to work our backsides off to find the work we want to do and that pays the fees we want to earn.
Feeling ripped off?
If you're feeling ripped off, that's okay. We’ve all done work that made us feel undervalued and underpaid. That's kind of how my teacher friend was feeling. Time to replace that rip-off work with a better package. Be aware, though – this won't happen overnight. If you're not visible to those offering better-paying work, you'll have to make yourself visible, which takes a lot of hard graft. It took my teacher pal a couple of years to replace her employer with one offering the package she wanted. It might take you a couple of years to make yourself visible to the clients you want to work with. This could mean you have to stick with the current client while you're working your backside off to find a new and better-paying replacement.
The client under the microscope
In the meantime, take a good hard look at the client. If you're feeling ripped off, it can be useful to examine not just the deficiencies but also the benefits. This kind of exercise can shine a light on some of the value you might have overlooked, value that you may not have costed into your analysis. Turnover So the work isn't paying you what you'd like to earn, but is there a lot of it on offer? Every time you receive an email that offers you work on a plate, you get to fill your schedule with absolutely no effort on your part whatsoever. Some people have a few regular clients who provide 90% of their work. Others have a few regular clients who provide only 20% of their work; the other 80% is new business. New business needs to be found and converted into a working relationship. Which leads us to marketing … Marketing If you fill your schedule with a lot of work from one agency (or publisher or packager), and you think said agency is ripping you off, ask yourself how come they've got so much work that they can fill 80% of your schedule and the same percentage of many of your colleagues’ schedules. Is it because they’re marketing their backsides off? Then ask yourself whether you're prepared to make the same investment, because that's what you'll have to do. You'll have to do all the hard graft yourself. Marketing an editorial business isn't just a cute little hobby you dip your toes into a couple of times a year. Well, actually, it can be if you get someone else, like the agency, to do the graft for you (and there’s nothing wrong with that), but there'll be a cost to it because they'll take a cut of every penny you earn. And that's fair enough because there is a cost to finding clients. Marketing takes time, and time is money. So if you don't want to lose a cut, you have to fork out for the marketing investment. In other words, we don't get to have it both ways. We can't expect someone else to find our clients for us and expect to earn as much as if those clients were coming direct. If we did expect that, who'd be ripping off whom?
Still want an exit?
Fair enough. Start actively promoting so that you can phase out the lower-paying client(s) and replace them with new customers who'll pay what you want to earn. Plan for this to take time and a lot of work. If you don't fancy the transitional approach, you can wave goodbye to the work immediately. If that's the case, you either live with someone who can pay all your bills (quite possible, and good for you), you have a trust fund (less likely, but wow), or you're happy to be partially unemployed for a while. As you can probably tell, I favour the transition method! That's because my family situation means my income, although the secondary one in our family, is essential. When I was starting out, I couldn't afford to turn down work on principle while I was finding better-paying alternatives. I had to use a phasing-out approach (if negotiation wasn't on the table). Of course, it may be that you already have enough higher-paying clients to cover the lost income from the existing customer, but if that's the case you probably nailed your marketing strategy years ago!
We're responsible
No one else is responsible for the rates we earn, the clients we find (or whom we enable to find us), the tools we use to make ourselves visible, the equipment we buy, the tax returns we file, the colleagues we talk to, the meetings we attend. It's all down to us. We're not entitled to have anything land in our lap. As business owners, we reap all the benefits, but we have to do all the work. Every time we hand over some of that graft to another entity (finance to the accountant; client-finding to an agency; fee-handling to a money-transfer organisation), we see a cut in profits. That's not being ripped off; it's a cost of business. If you don't want to bear the cost, you have to do it yourself. Being an editor isn't enough when we're freelance. If we're not wearing the many hats required for business ownership (or we resent bearing the cost of someone else wearing them for us), we need to take a step back and consider whether it’s time to make some changes. What we are entitled to What we are entitled to do is to make our own decisions. We’re entitled to choose the clients, the rates, and the types of work that suit our needs. So if you want to work for a packager or an agency that pays less than a colleague thinks is acceptable, but there’s value in it for you and your business, that’s fine. If you want to decline the work and source your own clients direct, that’s fine too. Me? I’ve done both in my time because it was right for me. You’re entitled to the same choice. Good luck!
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses. BookMachine kindly invited me to write about proofreading and copyediting for independent authors who've already gone live with their book. In 'Post-publication editing for self-publishing authors', I discuss why some authors make the decision to work with editorial professionals post-publication, and how we might support them, all the while taking 'a tone that focuses on solutions, not criticism'. 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 visit Louise’s Writing Library to access my latest self-publishing resources, all of which are free and available instantly.
Are you thinking of switching careers and becoming a proofreader or copyeditor? I have 7 tips to help you decide whether it's right for you.
At the time of writing, I’ve had 5 requests in 5 days for advice on transitioning to a proofreading/copyediting career.
Self-reflection isn’t uncommon at the turn of a new year – we use the time to think about what the future might bring and what changes we can make to achieve our life goals and business objectives. Here's a summary of the advice I offered my five enquirers based on the questions they asked. This brief article only scratches the surface, but I hope it gives those who are considering a new career some food for thought. 1. Do I have the right background?Probably! See how I answered that without knowing a thing about your educational and career experience? Here’s the thing – if you want to specialize in medical editing for publishers and you have a degree in economics, a rethink’s in order. Social science publishers, though? That’s more like it. Ultimately, it’s about aligning your experience and skills with those who speak the same language.
So, yes, you do probably have the right background to enable you to transition to a proofreading or copyediting career. Just make sure you focus (initially) on targeting clients to whom you have the best chance of offering an exemplary service – clients who’ll think you’re interesting and hireable because you’re comfortable with the language of their subject. That doesn’t mean you have to specialize forever, or stay with the same specialization over the course of your career. When I launched my editorial business, I worked almost exclusively for social science publishers. These days, I work mostly on fiction, specializing in proofreading and copyediting for indie authors. A lot can change in a decade. 2. Is training necessary and worthwhile?In a nutshell, yes. Why?
Take advice from your national editorial society on the most appropriate training course. The list I’ve linked to includes organizations in Australia, Canada, Germany, India, Ireland, Japan, the Netherlands, South Africa, Spain, the United Kingdom and the United States. 3. Where’s my market?Perhaps a better question is: Where isn’t my market? Most proofreading and copyediting is done onscreen these days. Even traditional page-proof markup, using proof-correction symbols, is increasingly taking place in a digital environment. That means geography is not the barrier it once was. Thirty years ago, an author from Colorado wouldn’t have hired me to proofread his crime thrillers – not because he didn’t want to, but because he couldn’t find me. Now, thanks to Tim Berners-Lee, he can and he has.
If you live in Dublin, your market is people who want to work with someone who lives in Dublin, and people who want to work with someone who lives in Ireland, and people who don’t care where you live but believe you have the skills to solve their problems. Same kind of thing applies to the Tromsønian and the Panxwegian. It’s not always about where you live or where your clients live, but whether you can find each other, and whether, once you have, you can instil a belief in those clients that you’re the right person for the job. 4. Will the pay be enough to earn a living wage?This question gets rehashed over and over. There’s no quick answer. Here are some thoughts:
5. Do you think I’ll be able to find clients?Yes, if you’re prepared to be an active marketer. Don’t wait – start thinking about your marketing strategy as soon as you can. Marketing is about being interesting and discoverable. If you’re not interesting, it won’t matter who finds you because they won’t feel compelled to hire you. If you’re invisible, it won’t matter if you have a wardrobe full of USPs because no one will know you exist.
If you’re not ready to do what’s necessary to make yourself visible to good-fit clients, you’re probably not yet ready to run your own editorial business. There's nothing wrong with that. Some people are best suited to employment rather than self-employment. If you think that word of mouth will be enough at the start of your editorial career, think again. I do have a few colleagues who’ve relied, successfully, on that but they’re few and far between, and they have a lot of experience (and clients to spread the word). Being active puts you in a position where, over time, you acquire choice. Choice is the road to alignment – where what you need to earn, what you want to earn, how much time you have available to work for those earnings, and what the clients who can find you are prepared to pay all come together in a way that works for you and your business. 6. What kind of information is relevant?It’s always about the client. When you’re creating content, put yourself in your client’s shoes and ask, ‘If I were searching for a proofreader, what would I want to know and what problems might I have?’ Some experts would say that my website has too many words and too many pages, that the portfolio is too cluttered, that there’s too much information below the fold, that my blog titles are too long ... I do break some of the ‘rules’ of online promotion; I also follow many of them. I’ve tried and tested different ways of doing things and found what works for me. Next year, I might be doing things differently. Nothing’s set in stone. If you’re struggling to organize your message, ask yourself the following questions. If the content you create answers them, you’re on the right track.
7. But will it be lonely?If you’re still excited about building a freelance editorial business, then there’s an international community of colleagues waiting to welcome you. Thirty years ago, freelancing could be a lonely business. In 2017, independent proofreaders and copyeditors chat, ask for advice, share knowledge and expertise, and learn … together. Facebook, Twitter, LinkedIn and editorial-society forums provide just some of the online spaces that editorial pros use to connect with each other. We work solo but the digital watercooler has never been busier. See you there!
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
Here's the second part in my series on busting myths about the business of professional proofreading.
In Part 1, I stated: ‘none of the following statements is an absolute truth’, and I investigated myths 1–6.
Here in Part 2, I cover myths 7–12. Myth 7: It's easy to run a proofreading business The key to busting this myth is the word ‘business’. Running a business isn’t easy – in our case, we have to be so much more than proofreaders. We are the CEOs, accountants, marketing directors, secretaries, training managers, and human resource executives. The work also demands extremely high levels of concentration, which is tiring. It can be stressful too. Proofreaders who don’t meet their deadlines or don’t fulfil their existing clients’ briefs don’t retain those clients. And if you can’t keep your clients, you must either continually source new income streams or become an ex-proofreader. Myth 8: There'll be times when you have no work, no matter how experienced you are This myth states that feast or famine is the name of the game and always will be. I’m not convinced that it has to be like that in the medium and long terms. If you make yourself interesting and discoverable online and off, you can market yourself into a position where you have as much work as you want. And if your work is of excellent quality, you'll be offered repeat projects from satisfied clients, meaning you need to do less of the ‘being-found’ work. In other words, it's about acquisition and retention. Myth 9: There's no demand for professional proofreaders because of grammar- and spell-checking technology This is a bizarre myth. It’s like saying that trains, bicycles, planes and legs are redundant because someone invented the car. First, proofreading isn't about only grammar and spelling. There's no software on the market that can run through a piece of text such that, by the time it’s finished, that text is publishable. Why? Because software can't spot a widow or an orphan, or a heading at the wrong level, or non-aligned decimal points, missing page numbers, and repeated text in chapters. Software won’t spot the fact that the thriller you're reading has three characters called Stan; that Stan 1 went to Portsmouth University in Chapter 3 but Plymouth by Chapter 10; or that a family with two daughters and two sons in Chapter 5 has three daughters and one son by Chapter 48. These are problems that I and other professional proofreaders frequently encounter – and I’m not just making up examples for effect! Furthermore, technology doesn't always get the spelling and grammar right. What software can do is flag up potential issues so that a human can make logical editorial decisions based on skill, knowledge, style preferences and industry-recognized best practice. There are some great tools out there, and many professional proofreaders and editors use them, but using them is about complementing the work done by the brain and eyes, not replacing it. Myth 10: All proofreading work is done in-house The problem with this myth is that it shows a misunderstanding of the market. Here’s the reality:
If you’re not convinced, join the member-discussion forums hosted by the likes of the SfEP (UK), AFEPI (Ireland), EFA (USA) and Editors Canada or your own national editorial society. We can't all be making it up! Myth 11: Proofreading means the same thing to all client types This myth fails to recognize that proofreading isn’t just about spotting typos – see (9) above. It's about sense and artistry too. It's about knowing when to intervene as well as when to leave well enough alone. A publisher’s proofreading remit rarely looks the same as an indie author’s; and what I do with a PhD thesis, an annual business report, a journal article and a crime thriller will be four very, very different things. In reality, the definition of proofreading is actually rather tangled (see, for example, Not all proofreading is the same: Part I – Working with page proofs,Not all proofreading is the same: Part II – Working directly in Word, and Untangling proofreading). Myth 12: Word of mouth is a good enough promotion strategy The problem with this argument is that it presupposes that word of mouth is a marketing strategy – it’s not. It’s certainly one way that clients may come to you, and I’m not knocking it (referral networks can be brilliant for professional proofreaders, and can even earn income for the referrer in certain cases). However, relying on word of mouth when you’re a grown-up business owner is akin to waiting for your mum to say, ‘Open your mouth, darling. Here comes the choo-choo train,’ as she artfully sneaks a spoonful of baby rice into your mouth. Josh Hoffman’s Freelancers: Word-of-Mouth Is Not a Marketing Strategy is a must-read. If you’re offered work via word of mouth, congratulations – it proves you’ve instilled competence-based trust in your referring client or colleague. Just bear in mind that an effective marketing strategy should be active, not passive. If you want to have choice with regard to whom you work for, when you work, and what you earn, such that your proofreading business is economically viable (for you, not for anyone else), I’d advise you to have a comprehensive and proactive marketing strategy encompassing a range of tools that are appropriate to your business. In that way, you can be discoverable to multiple clients across multiple channels. Summing up … If you’re considering becoming a freelance proofreader, think carefully about the blend of skill and visibility required.
Being a professional proofreader means being a professional business owner. Professional business owners start with a business plan:
Your business plan, not business myths, will show you whether proofreading is the right career for you.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses. A note from Louise: In 2013, I published my first book – an introductory editorial business-planning guide entitled Business Planning for Editorial Freelancers. I wanted to provide readers with a real-world view of what it’s like to enter the world of editorial freelancing. Three of my colleagues were kind enough to act as case studies, sharing insights into their experiences of building an editorial business: Johanna Robinson, Mary McCauley and Grace Wilson. At the time of publication, all three were relatively new to the field (their start-ups were under two years old). Each of them created vibrant, successful editorial businesses, working with a range of clients across the UK and Ireland. Their candid accounts illustrated the challenges of editorial freelancing – but also suggested how the path to success could be achieved through determination, skills acquisition, strategic planning and targeted marketing. Here we are three years later in 2016. My colleagues left behind their new-starter status a long time ago. They’re now established editorial business owners who are not only working for paying clients but also helping less experienced colleagues navigate their way through the world of editorial freelancing via training programmes and conference presentations. It’s therefore with great pleasure that I hand now you over to Mary McCauley of Mary McCauley Proofreading. Below, Mary tells us what’s changed and what’s stayed the same; how her business has developed; what she’s learned; and what her plans are for the future … It’s nearly four years since I first wrote a guest article for The Proofreader’s Parlour on how I set up my editorial business, and subsequently appeared as a case study in Louise’s debut book Business Planning for Editorial Freelancers. It feels like a lifetime ago; back in December 2012, I never imagined how my editorial journey would continue. Thankfully, it has been a good four years for me. What has and hasn’t changed since I started out in 2012 Business hours I have moved to full-time hours and my work schedule has been more or less fully booked up for the past two years. However, I no longer regularly work weekends unless I have agreed a premium rate with my client. As for most people setting up a business, the early years involved long hours of work and weeks without a break. This worked for a while, but I learned that I cannot work that way indefinitely; I need regular time away from my desk or I can’t do my best work. And as my turnover has increased year on year as my business grows, I’m now able to take proper holidays at Christmas and during the summer. Services offered When I started out in 2012, my main service offering was proofreading and a little copy-editing; now copy-editing work has overtaken proofreading. I also offer some project management services (including liaison with typesetters, designers and illustrators; picture research; and artwork coordination), as well as e-book conversion review services. Additionally, I’ve become involved in training delivery. In June 2014, I was invited to present an editing masterclass for fiction authors at our local Wexford Literary Festival. Not long after, I presented a Marketing Tools for the Freelance Editor seminar at the 2014 SfEP conference and, while it was a daunting but exhilarating experience, I learned a lot from it. Last year I was approached by Irish writer and lecturer Claire Keegan to teach a two-day course on grammar, punctuation and style to her students. It went well and we ran the course again earlier this year. The Wexford Literary Festival invited me back this summer as a panel member for an Industry Experts Q&A discussion and I’m also a regular guest speaker on my Local Enterprise Office’s Start Your Own Business course. More recently, I’m signed up as a speed mentor at this year’s SfEP conference. So through contacts and referrals I’ve slowly gained experience in editorial and editorial-business training, and I’m interested in how I might further develop it as a business offering. My clients At the start, I cast my net wide in search of clients – anything to get experience. I have since narrowed down my client base. On the fiction side, the majority of my work is for independent authors. Not all of these wish to self-publish; some are preparing their manuscript for submission to an agent, publisher or competition. On the non-fiction side, while I also work with independent authors, the majority of my clients are businesses, public sector bodies and publishers. Due to schedule constraints and short turnaround times, for the moment I no longer work for students. Continuing professional development (CPD) Investing in quality training has been a priority for me over the past four years and my short-term aim is to continue to invest in learning new skills in a bid to expand the range of services I offer. I’ve completed six editorial courses (SfEP/PTC/Publishing Ireland) since 2012. Each has directly helped pay for itself; for example, the SfEP’s On-screen Editing 1 helped me work more efficiently and thus earn a better rate, while the Publishing Training Centre’s (PTC) Rewriting and Substantive Editing course gave me the confidence to take on an well-paid editing project I otherwise wouldn’t have. Recently, AFEPI Ireland members have been able to take advantage of the PTC courses now running at the Irish Writers Centre in Dublin. Ireland-based editors can now avail themselves of these without travelling to the UK as many would have done in the past. The courses also have the added benefit of presenting an opportunity for freelance and in-house editors to meet. I regularly learn new ideas and tips from the AFEPI Ireland/SfEP/EAE forums and save shared links for future reference. I find these forums an invaluable source of CPD. Professional membership and networking Though it is one of my larger yearly expenses, I value my membership of both AFEPI Ireland and SfEP. The support of Irish and UK colleagues, and colleagues further afield, has been one of the most warming experiences of setting up my business. Catching up with AFEPI Ireland friends and colleagues at meetings and training courses in Ireland has been wonderful and energising, and I always come away having learned something. Attending the 2014 SfEP conference in London was an unforgettable experience and I finally understood what ‘finding your tribe’ means. Marketing I joined Twitter in 2012 and continue to find it a useful learning platform that has helped me meet and interact with publishing professionals in Ireland and abroad. When I receive business enquiries I always ask how the person found me, as I need to know which of my marketing efforts are working. The majority of my enquiries come via my website, which enquirers say they found following a Google search. My website’s probably due an overhaul but I’m pleased with how it has worked for me. I also started my own blog, Letters from an Irish Editor, at the start of 2014. I admit I really struggle to find the time to post regularly (it takes me several hours to write a single article!) but as there is always increased traffic to my website when I do, I’ll battle on. When I upgraded to Professional Member status, I took out an entry in the SfEP Directory and I’ve seen some enquiries and work from this direction. After my website, most enquiries come via my AFEPI Ireland Directory entry and from referrals from colleagues. I think my AFEPI Ireland entry is more successful than my SfEP one due to my location, both in terms of my Irish clients preferring an Ireland-based service, but also from a currency point of view. I have had a listing on Find A Proofreader since 2012; as well as receiving the regular job postings I’ve also had direct enquiries and work from it. While a lot of the jobs have too short a turnaround time for my schedule, my entry helps with my website SEO, so at the current advertising rate I find it’s worth the cost. What I’ve learned since 2012 While I’ve continued to work extremely hard to grow my business and client base, the most important thing I’ve learned is to recognise valuable clients and to pursue a client base that offers me the best rates and projects. As I’ve gained experience and undertaken additional training, I’ve become more confident in my editorial and business abilities and in the worth of my service offering when quoting to clients. I’ve come to realise that some clients cannot afford or are unwilling to pay for my services and that if I clog up my schedule with low-paying projects, I won’t have the capacity to work on a more desirable project when it presents itself. Keys to success The following are key ideas/values that I believed in and tried to pursue from the start and which have proven invaluable to my business during the past four years:
Personal highlights of the past four years
Plans for the future
Mary McCauley runs an editorial business providing project management, copy-editing and proofreading services to authors, publishers, corporate clients and public sector bodies. She is a Full Member of the Association of Freelance Editors, Proofreaders and Indexers (AFEPI Ireland) and a Professional Member of SfEP. She has taught self-editing courses as part of the Claire Keegan Fiction Clinic series, and has presented seminars at the Wexford Literary Festival and the SfEP’s 2014 conference. She is a regular guest speaker on her Local Enterprise Office’s Start Your Own Business course. Mary lives near Wexford in the south-east of Ireland. You can contact Mary at [email protected], through her website Mary McCauley Proofreading, or via LinkedIn, Twitter, Facebook and Google+.
Having traditional proofreading skills isn’t just a business asset when it comes to working for the mainstream publishing industry. It’s a valuable service that we can offer independent authors, too.
Note: If you fancy giving your eyes a rest, get yourself a cuppa and listen to the podcast instead. Scroll down to the bottom of the article and click on the image.
This article discusses the differences between proofreading (or proof-editing) directly in Word and proofreading post-design page proofs. When I set up my business back in 2006, I was strictly a proofreader and most of my clients were publishers. For the most part, they expected me to annotate paper page proofs. As time went on, many of the presses for whom I worked shifted to digital workflows. Proofreaders are still required to annotate page proofs, but they're using a PDF editor’s onboard commenting and markup tools or digital proofreading stamps (see, for example, the free set of downloadable stamps that I’ve created for use in the likes of Acrobat and PDF-XChange; these comply with the British Standards Institution’s BS5261C:2005 proof-correction marks). What are traditional proofreading skills? Here, we’re checking the page proofs to ensure not only that the spelling, grammar and punctuation are correct, consistent and in line with the client’s brief, but also that the layout conforms to industry-recognized standards. In order to carry out these checks, proofreaders need to know not only what to look for, but also when, and when not, to intervene so that they do no harm. Checks include, but are not limited to, ensuring that running heads match chapter titles; chapter titles match entries in contents list; design of the various text elements is consistent; chapter title drops are consistent; text on facing rectos and versos is balanced; odd page numbers always appear on recto pages; bad word breaks are flagged; part titles appear on new rectos. Proofreading page proofs In case you’re unfamiliar with the terminology,
Page proofs, traditionally defined, are so called because they are laid out exactly as they will appear in the final printed book. If all has gone well, what the proofreader is looking at will be almost what the reader sees if they were to walk into a bookshop, pull this title off the shelf and browse through the pages.
The layout process has been taken care of by a professional typesetter who designs the text in a way that is pleasing to the eye and in accordance with a publisher’s brief. (Not all proofreading is the same: Part I – Working with page proofs) Proofreading raw text Proofreaders don’t just work on page proofs, though. Increasingly, we’re asked to work on the raw-text files (usually in Microsoft Word). A core market for the twenty-first century proofreader is the self-publishing client. For most of us, that means that an author will ask for their book to be ‘proofread’, even though what they want is a light edit of their Word document. Here, the proofreader is directly amending the text, usually with Track Changes switched on so that all the amendments can be reviewed. The line between copy-editing and proofreading is blurred, and the level of intervention will vary from client to client. The term ‘proof-editing’ is sometimes used within the professional editorial community to describe this tangling of what, traditionally, were two quite distinct services within the publishing industry. Are the old skills redundant? Most of my self-publishing clients ask me to work directly in Word. Given that all my work now comes from this sector, are my traditional page-proofreading skills redundant or am I still glad I took the time to learn them? I think the twenty-first century proofreader who doesn’t have this knowledge is missing an opportunity. Print isn’t dead Self-publishers don’t just publish electronically. Many make their books available in print via platforms such as CreateSpace, Lulu, BookBaby and Ingram Spark. That means they produce designed page proofs – just like mainstream publishing houses. And just like publishing houses, these independent authors need proofreaders with traditional skills that go well beyond checking spelling, punctuation, grammar and syntax. Rather, we’re talking about also carrying out the same layout checks that our proofreading colleagues from 40 years ago undertook. If you’re offering traditional proofreading services to independent authors, and you aren’t familiar with the mainstream publishing industry’s conventions in regard to page layout, you won’t be able to carry out the aforementioned checks with confidence. That means you won’t be fit for purpose to offer this service to your clients, which means you’re missing out on a potential work stream. Understanding traditional production standards Certainly, there’s no law when it comes to layout, and none of us wants to interfere with books that have been deliberately designed in a creative way. However, many self-publishers are looking to mirror the production standards that a traditional publishing contract would have provided them with. Part of that process involves ensuring that their printed book looks like it belongs on the shelf on the high-street bookshop. Some readers will have in-house publishing experience through which they’ve learned about layout conventions; others will have acquired this knowledge via formal editorial training. If you’re a proofreader who isn’t familiar with layout standards, Joel Friedlander’s free Printed Book Design 101 is a short but useful primer. The next stage is to follow up with more detailed guidance provided by an industry-recognized style manual (e.g. New Hart’s Rules or The Chicago Manual of Style). Ultimately, though, I’d strongly recommend sourcing appropriate training from your national editorial society so that you learn how to manage page proofs effectively while doing no harm. Doing no harm The proofreader will need a little artistry and a lot of common sense when it comes to managing the potential problems in page proofs. Consider the following examples of harm:
1. A self-published organization studies monograph
The text on two facing pages of Chapter 1 (pp. 4 and 5) is unbalanced. Page 4 is much shorter than page 5. Page 4 contains text that refers to Figure 1.2, which currently appears on page 5. You solve the problem by annotating the page proofs with an instruction to move the figure to page 4. The figure is now close to its referring text, and the issue of the imbalanced facing-page depths is solved. Four chapters later, Figure 1.2 is mentioned again and cross-referenced with a page number. Your seemingly elegant change means the cross-reference is now wrong.
2. A self-published novel
You annotate the page proofs with an instruction to move two lines over to the next page in order to improve the balance of the text on two facing pages. This has a knock-on effect throughout the rest of the book, and causes an extra page to be added. So what? It’s only a page. The problem here is that printers don’t think only in terms of the number of pages. They also consider, for example, the format of a book, the binding, the grain of the paper and the size of a page. If they can fit eight pages on one sheet for the purposes of printing, it could be that your instruction to add one page actually results in the printer having to create eight pages. That’s an added expense your author may not have the budget for.
3. A self-published engineering manual
You're asked to proofread. The client has hired an indexer, too, but you don’t know this because the index isn’t included in the page proofs. You annotate the page proofs with an instruction to change the spelling of a cited author’s name. This proper noun is the last word on the page and the word spacing is so tight that the sentence is difficult to read. You solve this by annotating the proofs with an instruction to move the name onto the next line, which appears on a fresh page. This cited author is a big name in the engineering field and will be included in the index. You don’t alert the author to the possible consequences of your instruction. When the book is printed, there’s still a spelling error in the index and an incorrectly numbered page reference. The three examples above illustrate why formal proofreading training is advisable. Learning what to look out for on page proofs is a lot easier than learning how to properly manage any problems you find. When you understand not only what to mark but also the consequences of those marks, you’re fit for purpose. Proofread like it’s 1976, and offer multiple passes Yes, it’s 2018 at the time of writing, but being able to proofread like it’s 1976 allows you to offer multiple passes to those clients who want to publish digitally and in print. Knowing how to proofread (or proof-edit) in Word enables you to correct language problems. But if you also know how a book page works, and how to mark up page proofs so that they conform to publishing industry-recognized standards – in a way that does no harm – you can provide your author with the same high-quality proofreading service that those with mainstream publishing contracts have access to. That’s good news for your client and your business. The podcast version! Click to listen
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
In this article, I take a look at proofreading for self-publishers, and the conundrum that can arise when the author hasn't invested in previous rounds of editing.
If you’re a proofreader, it’s likely that you’ve been asked to proofread for a self-publishing author who hasn’t had their work taken through professional substantive, line and copy-editing. I certainly have.
This situation may have arisen for one of several reasons:
So, if he or she wishes to, should a proofreader work with clients who fall into the above categories? Before answering that question, it’s worth considering what we mean when we use terms to describe editorial skillsets, and whether our clients have the same understanding. Redefining proofreading Says the Society for Editors and Proofreaders (SfEP), “After material has been copy-edited, the publisher sends it to a designer or typesetter. Their work is then displayed or printed, and that is the proof – proof that it is ready for publication. Proofreading is the quality check and tidy-up” (“FAQs: What is proofreading”, SfEP). Of note is the fact that the proofreader is not directly editing the files; rather, we are annotating them (this applies to both paper proofs and PDFs). See “Not all proofreading is the same: Part I – Working with page proofs” (Proofreader’s Parlour) for a more comprehensive discussion of the process of traditional proofreading. However, these days, many clients such as academics, businesses and independent, self-publishing authors want something rather different. Often, they’ll supply raw-text files and want the proofreader to directly amend the text. They may ask the proofreader to format the various text elements, make the majority of style decisions, even tweak awkward sentences. This is referred to as proof-editing in some professional editorial circles. In such cases, “[t]he proofreader has to explore what is required and negotiate a budget and schedule that allow for more editorial decisions and intervention” (“FAQs: What is proofreading”, SfEP). Client understandings and usage Those of us who own our own editorial businesses recognize that the professional terminology we use to communicate how we can solve a client’s problems doesn’t always match the client's understanding and usage. Consider the following:
It’s for that reason that I don’t use the term “proof-editing” on my website to describe the service I offer to self-publishing authors, even though it’s exactly what I do for many of them. Instead, I offer them a “proofreading” service and I refer to myself as a “proofreader”. In contrast, when publishers contact me about proofreading work, I know I’m usually going to be working with page proofs and that my brief will, broadly speaking, require me to carry out the kinds of pre-publication checks that proofreading, traditionally defined, demands. Should the proofreader accept or decline non-edited proofreading work? My view is that this is the wrong question. Rather, the questions should be:
If the answer to those questions is yes, and the client and the proofreader agree mutually acceptable terms (of level of intervention, fee, schedule, etc.), I see no reason why a proofreader should not work for self-publishing authors who haven’t hired an editor beforehand. Offering a professional service Offering a professional editorial service involves:
Listening and talking to the client If the author has commissioned a structural editor and copy-editor before hiring the proofreader, is the text in better shape? Assuming these editors were competent professionals, I think that in almost all cases the answer is yes. However, that isn’t always what the client wants (and, occasionally, dare I say it, it may not even be what the client needs, though that is beyond the scope of this article). Here’s a fictive example, but one that I’m sure will chime with many of us in real-world practice.
The thing about me is that I know how to drive a car, keep it clean, ensure the oil is topped up, mend a broken headlight, and change a tyre. I also know when the brakes aren’t working properly. However, I don’t have the skill to fix the brakes – for that, I need a qualified mechanic. What do I do?
What does she do?
As far as I’m concerned, it’s a goer. I’ve made it clear what I can and can’t do. She’s made it clear what she wants. We’ve agreed terms. Will the book be as good at it could have been? No. But she knows this. This is a journey for her, a first stage, an experiment. Right now, proofreading is good enough for her. And it doesn’t actually matter whether someone else thinks she absolutely should have invested in an editor; she has the right to put her work out there anyway. She’s chosen to do so in a way that has attended to the micro issues that a proofreader deals with rather than the macro issues that an editor could have fixed. That’s her informed choice. Me? I’m delighted to have secured a new client, and to work with her in the only way I’m able to – as a proofreader. I’ve done my best to provide guidance so that she’s better informed next time around, and I’ve respected her choices this time around. It’s a win–win. This isn't always the outcome, of course. There will be times when the proofreader, after an assessment of the sample provided by the author, feels so overwhelmed by the task in hand that there is no option other than to decline the work. In this case, it is not in the best interests of either the proofreader or the client to proceed. Cost-effective client education for the editorial business owner One of the problems editorial professionals face is the cost-effectiveness of educating inexperienced authors. Time is money, and I’m running a business, not a charity. If I spend an hour providing one-on-one detailed guidance to a potential client, that time is unbillable. And if that detailed guidance involves encouraging them to commission other editorial professionals who have the appropriate skillsets, and I’m successful in my recommendations, in effect I’m paying for a colleague to be hired. That’s great for the author, and great for the colleague, but for me it’s like throwing money out of the window – I could have used that hour to do paying work. If that’s a problem you find yourself running into, consider creating generic resources that explain the issues at stake, and then refer your potential clients to them. This will enable you to reduce the amount of unbillable time that you spend on education. Placing those resources on your website will also reflect your willingness provide accessible value-added content that demonstrates professional expertise and the desire to help. Examples might include:
Summing up
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses. Someone recently emailed me to ask my advice about returning to the world of editorial freelancing after a break. In particular, they wanted to know whether free courses were worthwhile, and, if so, which one they should take. My answer was that the issue of free versus paid missed the point. Rather, it depends on what is required by the individual. If your skills are sound with the exception of one particular gap in your knowledge, e.g. how to use proofreading markup symbols, and you find a free course that teaches this, then it’s going to be a great course for you, one that's worth doing despite the fact that it costs nothing but your time. If, however, you need a comprehensive tutor-based course that teaches you how to use markup language, make sensible decisions about when to mark up and when to leave well enough alone, how to work with paper and onscreen files, and provide you with a solid grounding in how publishing and production processes work (and your place within them), then this free course, which only teaches you how to use markup language, will be next to useless. Of course, we all have budgets. I love a freebie as much as the next person and I've taken advantage of several free or low-cost tutoring programmes over the years. I've also forked out hundreds of pounds in the process of learning new skills. Which of those courses were the most worthwhile? The freebies or the bank-account drainers? The answer is, all of them. That's because I picked the courses that I felt would teach me what I needed to know. When training for professional business practice, the primary indicator of whether the training is worthwhile is not the price; rather, it is the degree to which the course content fills our knowledge gaps. 3 fictive case studies Jenny is a social worker from Dublin who is thinking about transitioning to freelance proofreading. She has no previous editorial experience, though her academic and career credentials are outstanding. As I said, she's thinking about transitioning – she hasn’t yet made up her mind whether this is the right move. She contacts the Association of Freelance Editors, Proofreaders & Indexers (AFEPI), Ireland’s national editorial society. One of the joint-chairpersons tells her that the society is running a half-day “introduction to proofreading” session. The course is a bargain at only 40 euros. She also finds a free online proofreading course that takes about an hour to complete. Are these worth doing? In Jenny’s case, they are excellent opportunities that will give her a taste of what professional proofreading involves but won't require her to invest large amounts of her hard-earned cash before she's made up her mind about her future career steps. Will they make her ready to hit the ground running in the world of professional proofreading practice? No, but that's not what she needs at the moment. Dan is former experienced and highly recommended copyeditor and proofreader from Toronto. He put his career on hold while he took on the full-time care of his partner, who'd been diagnosed with a long-term illness. Dan’s been out of the editorial freelancing world for 15 years and is now ready to re-enter the marketplace. He's no newbie but he does feel very rusty. The editorial environment has changed somewhat in the past decade and a half. More work is being done digitally than was the case when he was previously in practice, so his tech skills are out of date. His research enables him to identify the gaps in his technical knowledge. He's located a series of free online tutorials that will enable him to develop these tech skills. Dan is also concerned that because he hasn’t worked on professional material for a long time he's forgotten some of the foundational principles that underpin his practice. He decides that full Editors’ Association of Canada (EAC) certification in copyediting and proofreading might be overkill at this point. However, the Toronto branch of the EAC runs a number of brush-up seminars that will be useful to him. In addition, the EAC offers two relevant study guides for a total cost of just over CAN$100. Price-wise, the investment is not insignificant by any means, but he thinks that the curriculum covered will bring his knowledge up to date. Later, he may use this study programme to become certified. Mati is a successful London-based professional English/Italian translator. She wants to extend her service portfolio to include proofreading. In addition to working with independent authors and academics, she wishes to proofread for publishers. She decides to source an industry-recognized and comprehensive course that will train her to professional standards. She's short on money because her London flat costs her a fortune each month. She's identified a number of free online proofreading programmes, and a couple of books dedicated to the subject. None of them offer her the depth of content that she feels will give her the confidence to enter professional proofreading practice; plus, she’d really like to have a tutor for mentoring purposes. The course she thinks will be perfect for her is the run by the Publishing Training Centre (PTC) but it costs £395. The free course options or the books will solve her financial issues, but they won't give her the detail or the mentoring. The PTC option will give her the detail and the mentoring but will leave her unable to pay next month's rent. She decides to save up for the PTC course over six months. In the meantime, she continues to focus on her translation work, and uses the time she’d set aside for the PTC proofreading course to develop a marketing strategy aimed at building a proofreading client base that will complement her existing translation-client work. Curriculum before cost ... Free or cheap can be superb or it can be useless. Expensive can be comprehensive or overkill. That's because the cost of the course is not the right indicator. Rather, the content of the course, and the degree to which that content addresses a particular skill gap, is what counts. Certainly we must not ignore free or low-cost tutorials, webinars, books, courses and conferences – if they teach us what we need to know they'll be a boon for our business development. On the flip side, we shouldn’t dismiss training that we consider to be expensive if that training is what will enable us to compete in the editorial freelancing market effectively. When we find that the training we need costs more than we can currently afford, we need to develop a plan to finance that training. If I can’t afford the course that I’ve identified as the one that will fill the gaps in my professional knowledge, I might decide to save up for it, just as Mati did. Imagine that your child’s nursery teacher, your electrician or your dentist told you they couldn’t afford to do the training they'd identified as making them fit for purpose and so they’d opted not to bother, instead turning to cheaper or free courses that only taught them a few of the things they needed to know. Would you let them near your kid, your fuse box or your mouth? Our clients are no different. They want us to be fit for purpose. Curriculum is always the primary indicator that we should focus on when evaluating how worthwhile a training course is. Using content as the basis of selection will drive us into a position where we acquire the skills we need to solve our clients’ problems such that they will hire us repeatedly and recommend us to their colleagues. Some of that content will be free, some of it will cost a pretty penny, and some of it will sit somewhere in between those two extremes. Take your pick but base your choice on what you need to learn, not on what you'd like to pay. If you want advice on the editorial training that's most appropriate to your circumstances, talk to the training director of your national editorial society. Most associations offer a range of learning opportunities within different environments to suit people's varying needs, skills and levels of experience. Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers. She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses. How lucrative are your editorial clients really? Keeping an eye on creeping costs (Part II)9/3/2015
We need to take care when making assumptions about how lucrative certain client types are, particularly with regard to the time each of us spends on elements of the process that are unbillable. Here's part 1.
In this two-parter, I consider the care we need to take when making assumptions about how lucrative certain client types are, particularly with regard to the time each of us spends on elements of the process that are unbillable.
These unbillable elements can occur during the booking phase of a project, during the actual project work, and after completion of the work. Part I considered the problems of defining how well clients pay and how fee expectations can vary even within, as well as between, client types. Then I looked at the booking phase of proofreading work, and considered how the situation can vary between a regular publisher client and a new non-publisher client. Part II considers how additional costs can creep into the actual editorial stage of a booked-in proofreading project, and into the post-completion phase – again comparing regular publisher clients and new non-publisher clients. It’s worth reiterating the point made in Part I: Not all of the scenarios considered here will always occur with each client type on each job. Rather, I aim to show that (a) extra costs are less likely to creep in with the regular publisher client, and (b) this needs to be accounted for when considering which types of client are ‘well-paying.’ Creeping costs during the editorial stage Here’s a fictitious, but likely scenario. Let’s put to one side any costs incurred to firm up the job at booking stage. Regular publisher client, PC, offers me the opportunity to proofread a 61,000-word fiction book for £17 per hour. The client estimates that the job will take 15 hours. Total fee: £255. Also in my inbox is a request from a self-publishing author, SP, with whom I’ve not worked before. It’s also a 61,000-word fiction book. I assess the sample of the manuscript that’s been provided (it’s in good shape and has been professionally edited). I estimate the job will take 15 hours, and quote a fee of £345, which is accepted. The job for SP looks much more lucrative on paper than the job for PC. I accept both jobs because even though the job from PC will bring in a lower fee, it’s still within my own particular required hourly rate. I do the PC job first. I’ve worked for this publisher for years. We have a mutually understood set of expectations about what is required. The manuscript has been thoroughly copy-edited and professionally typeset. As usual, I receive a clear brief and a basic style sheet. It’s a straightforward job that takes me 15 hours (the in-house project manager is experienced enough that he can estimate with accuracy how long a job should take). I complete the work and return the proofs along with my invoice. End of job. Next I tackle the SP book. It is in good shape and I should be able to complete the proofread in the time I estimated. However, I’ve underestimated the amount of hand-holding required. This client is a lovely person, but she’s a first-time author and she’s nervous. She sends me 13 emails during the course of the project, each of which takes time to read, consider, and respond to. I keep track of the time I spend on these. On average, each one takes 15 minutes to deal with – that’s an extra 3.25 hours of my time that I’d not budgeted for when I quoted for her. It’s also an additional 3.25 hours of my time that I have to find space in my day for. I have to find the time out of office hours in order to respond – time that I’d rather spend doing other things. The quoted fee was £345, based on 15 hours of work. This has turned into 18.25 hours of work. My hourly rate has gone from an expected £23 (cf. £17 from the publisher) to £18.90. It’s still within my required hourly rate, but my assessment that SP is more lucrative than PC is disappearing under my nose. Of course, I should have quoted her a higher fee that took account of the fact that she was an unknown entity to me and that the job might take longer. Again, it’s essential to consider the bigger picture when assessing the degree to which a particular client or client group ‘pays well.’ With some clients, it’s harder to predict how a project will progress. And with non-publisher clients, especially those with whom there’s no preexisting relationship, it’s essential to build hand-holding time into the assessment of how long a job will take, and then quoting accordingly, so that you’re less likely to get caught out. Creeping costs after completion of the project I’ve been proofreading for publishers since 2005 and in that time the post-project correspondence has tended to go something like this: Me: Thanks for the opportunity to proofread X for you – I really enjoyed it. Please find attached my invoice and my Notes & Queries sheet. Delivery of the proofs is scheduled for Y. If there’s anything else I can help you with, please let me know. PM: Cheers, Louise. Glad you enjoyed it! Are you free to proofread…? That’s the general gist of our post-project discussion – it’s friendly but concise. We’re already talking about forthcoming work. This recent job is closed. My PM’s schedule is as tight as mine and we’re both keen to move on. This isn’t always the case when we proofread directly for non-publisher clients. The following snippets of post-project emails from clients are fictitious but I’ve encountered the like many a time. Do they strike a chord with you?
It’s not unusual for these post-project discussions to take place. What is less usual is that editorial professionals manage them appropriately. Too often, they become unbillable costs that detract from the project fee. There’s nothing wrong with a client asking these things and it’s not that the editorial business owner shouldn’t have these conversations. They do incur a cost, though. If you regularly build post-project handholding time into your original quotation, all well and good. But if you don’t and you are prone to offering free, additional support to your clients, take a step back and ask yourself how much this is impacting on the value of each project, and your required and desired rates. If you spend an additional two hours emailing back and forth about these extras, that time needs to be set off against the invoiced fee; those hours need to be tracked so that you can work out exactly what the final value of the project is to you. A better solution is to communicate to the client, immediately and politely, that you’d be happy to discuss X or Y, and what the cost will be for the additional work. I appreciate that for some editorial folk this is very difficult because they’ve built up a strong relationship with the client during the editorial process, and the tone of communication may well have become informal, even friendly. However, we have to remember that we’re running a business and that our professional expertise has a fee attached to it. There’s no shame in putting a price on the additional work we’re being asked to carry out. Controlling creeping costs Here are some thoughts on how to keep control of creeping costs in editorial work:
By being aware of ALL of the time we spend on a project with our clients, we can develop insights into the financial health of our business. This enables us to make decisions about who we want to work with and what their actual value is to us. A quick summary: 5 things to remember when assessing client groups
A version of this article was first published on An American Editor.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
Exercising the right to accept or decline work is, in my opinion, one of the best things about owning one’s own business. And yet some editorial professionals feel guilty about saying no. What's to be done?
In Part 1, I looked at the reasons for accepting or declining work, how some editorial freelancers talk about feeling guilty, and how those statements stack up against the reality of what’s going on.
Here in Part II, I consider some simple ways of saying no that make it clear that the project is being declined, why this is so, and what the client can do to find an alternative supplier. I also explore the dangers of using an over-pricing strategy to deter an unwanted client, and consider how the guilt-ridden editorial pro might place her feelings within an adapted 10/10/10 framework in order to move forward with a decision that’s in her business's best interests.
Ways to say no
There’s nothing wrong with clearly and briefly stating your position to a client. Recall Sills, cited in Part I: Saying no isn't about negativity; it's about positivity (Sills, 2013). What's relevant is not the negative impact on the unwanted client, but rather the positive decision we take as business owners. The danger, especially with the desperate or emotionally charged client, is to get drawn into lengthy discussions, none of which are billable, about why you don’t want the work. Remember, you own your business, so it’s your choice. As several experienced colleagues have pointed out since I posted this article, honesty is often the best policy when giving your reasons for saying no, especially in the case of a client with whom you've had previous difficulties, because it enables them to learn from the experience, too. However, I do appreciate that for those who are prone to feelings of guilt, being honest about past problems can be so awkward as to cause even more stress. If it's the case that you would find being honest stressful, or you're worried about hurting your client’s feelings, you could choose an alternative stock answer to decline a project in a way that makes it clear that you’ve made your decision and the discussion is closed. Examples of stock answers for saying no might include:
Caution with the over-pricing approach
If you are contacted by a client with whom you don’t want to work because of reasons other than price, deterring them with an approach that you believe will price you out of their market can backfire horribly. This is because you don’t actually know what they are prepared to pay until they have accepted or declined your quotation. Let’s imagine the following fictional example:
I decide to price myself out of her market. I’d previously charged her £20 per hour for proofreading (which I accepted based on the bulk volume of the work). She’d negotiated me down from £23 per hour so I think I have a good sense of her top line. In order to deter her, I tell her that since we last worked together my rates have increased and I now charge £40 an hour – double the rate she paid seven months ago. To my horror, she accepts my quotation, telling me that I’m worth every penny. Now I’m stuck. It was never about the money for me; it was about the stress. The problem is that I didn't close the discussion – and having left the door open, she’s stepped through it. Now I have another decision to make: either I take on stressful work that I don’t want, or I have to go back and change my story, offering her a different reason: for example, that having checked my schedule, I can’t do the work after all but that I can point her in the direction of a good directory from where she can secure an alternative proofreader. This response implies that I didn't check my schedule properly in the first place, which is neither professional nor believable. I should have used the scheduling reason in the first place. Instead, I’ve wasted my time and my client’s time. I may not want to work with her but that doesn’t mean I shouldn’t respect that her time is precious too. I've also unnecessarily extended the correspondence.
Placing guilt in a 10/10/10 framework
If you’re the kind of person who struggles to say no to clients, try looking at it through a different lens. Business writer Suzy Welch’s 10/10/10 model (cited in Heath and Heath, 2013) asks us to consider how a difficult decision will make us feel in 10 minutes, 10 months and 10 years. In the case of editorial work, I think the time frames could do with being tweaked a little but the principle stands. Imagine you were to say no to one of the clients discussed in Part I (the strapped-for-cash client, the time-poor, emotional client, the manipulative client, or the inexperienced client).
If you’ve a tendency to feel guilty about declining work, you’ll probably still feel guilty 10 minutes later. In 10 hours you’ll probably feel relief that you stuck to your guns and kept your business schedule open for the kind of work that you need/want to take. And what about in 10 weeks? It’s likely that you’ll have completely forgotten the correspondence altogether.
Summing up
If you're encumbered with feelings of guilt when declining work, here’s a summary of tips to help you say no with confidence:
Let’s end with another quotation from Sills (2013): “Wielded wisely, No is an instrument of integrity and a shield against exploitation. It often takes courage to say. It is hard to receive. But setting limits sets us free.” We are the owners of editorial businesses. We set our own limits. We accept or decline work on terms that suit us, and are free to do so without drama, fear or guilt. This is nothing but normal business practice. Further reading Broomfield, Liz (2013). When should I say no? (Libro Editing) Heath, Chip, and Heath, Dan (2013). The 10/10/10 Rule for Tough Decisions (FastCompany.com) Sills, Judith (2013). The Power of No (Psychology Today)
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
Exercising the right to accept or decline work is, in my opinion, one of the best things about owning one’s own business. And yet some editorial professionals feel guilty about saying no. What's to be done?
Some of us have experienced a situation where we have to withdraw from an ongoing project because of what one of my colleagues calls “scope creep”.
Here, the originally agreed terms of the work have been breached by the client, rendering continuation of the project non-viable unless new terms can be negotiated that are acceptable to both parties. This demonstrates why it’s important to clarify the parameters of any editorial project before an agreement is made to carry out the work. How to pull out of existing project work is beyond the scope of this article. Here I’m focusing on saying no to the offer of editorial work prior to commencement of the project, and how guilt should not be part of the editorial business-owner’s decision to so. In Part I, I look at the reasons for accepting or declining work, how some editorial freelancers talk about feeling guilty, and how those statements stack up against the reality of what’s going on. In Part II, I’ll consider some simple ways of saying no that make it clear that the project is being declined, why this decision is being made, and what the client can do to find an alternative supplier. I’ll also explore the dangers of using an over-pricing strategy to deter an unwanted client, and consider how the guilt-ridden editorial pro might place her feelings within an adapted 10/10/10 framework in order to move forward with a decision that’s in her business's best interests.
Reasons to accept and reasons to decline
I might decline a proofreading project for one, or several, of the following reasons:
I might accept a proofreading project for one, or several, of the following reasons:
See also Liz Broomfield’s (2013) discussion of what kinds of work you might say no to at various stages of your business’s development.
It’s my business and my choice
Whether I accept or decline, the choice is mine. I’m not bound to carry out proofreading work that, for whatever reason, I don’t wish to. There’s no boss telling me that our company is contractually bound to do A or B, or that I must work for X, even though I find dealing with X stressful, intimidating, infuriating, or upsetting. I choose the hours I need/wish to work. I choose the type of editorial work I carry out (in my case, proofreading). I choose the material I feel comfortable with. I decide whether a fee is acceptable based on my needs and wants. Ultimately, I can decline a project for no other reason than I simply don’t fancy doing it. End of story.
Feeling guilty
Despite having control over the choices they can make, it’s not uncommon to hear editorial freelancers say they feel guilty about not accepting a job:
In all of the above, the story is of the problems being faced by the client if the editorial pro turns down the work. However, we as business owners need to flip things around and look at the situation from our own point of view.
The reality ...
Now let's look at the above 4 scenarios from the perspective of the editorial business owner:
No isn't negative ...
Psychologist Judith Sills (2013) argues that “No – a metal grate that slams shut the window between one's self and the influence of others – is rarely celebrated. It's a hidden power because it is both easily misunderstood and difficult to engage” and “it is easily confused with negativity”. So, when we decline work, we need think of the decision not in terms of negative impact on our clients, but rather in terms of the positive impact on our editorial businesses. In Part 2, we’ll look at ways to communicate an uncomplicated “no” message, and consider an adapted version of Suzy Welch’s 10/10/10 framework that should help the guilt-ridden editorial pro to say no with greater confidence.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
Do we still need to learn how to use traditional proof-correction symbols given that most proofreading work is done onscreen these days?
My answer is an emphatic “Yes, you should learn them!”
As I'll show below, knowing how to use them will increase your efficiency, productivity, clarity, marketability, and professionalism. Traditional proofreading: Checking typeset proofs Many proofreaders work directly in Word, making actual changes to the text. In my experience, it's primarily self-publishing authors, academics, students and businesses that commission such direct intervention; almost all of my publishers want me to use the proof-correction symbols. That’s because I’m not editing the text; rather, I’m annotating pages that have been professionally designed – the pages appear as I would expect to see them if I walked into a bookshop and pulled the published book from a shelf. In this situation, I'm not just looking for spelling and grammar mistakes. I also need to annotate for problems with layout, for example:
So, if you plan to work on page proofs that have been professionally typeset prior to publication, and you hope to acquire this work from mainstream publishing houses, you will need to know how to annotate the pages correctly with these symbols, even if you are proofreading onscreen. What do the marks look like? It depends where you live. If you need guidance about proof-correction marks in your particular region, contact your national editorial society. In some countries, the UK’s BSI marks are accepted for proofreading and copy-editing practice. In the UK, there is a single set of industry-recognized symbols. These have been prepared by the British Standards Institution (BSI) and are entitled “Marks for copy preparation and proof correction”. Over time they’ve been updated. The current marks are identified as follows: BS 5261C:2005. If you’re working for Canadian or US clients, read Adrienne Montgomerie’s article, “The Secret Code of Proofreaders” (Copyediting.com, 2014). As she points out, the Canadian Translation Bureau’s Canadian Style guide marks are quite different from the marks preferred by the Chicago Manual of Style. Why are proof-correction marks useful? When we proofread typeset page proofs, there’s little room to indicate what we want to change. Recall that each page we’re working on appears almost as it would if the printed book had been published. Using industry-standard proof-correction marks is an efficient way to annotate the page with the desired corrections. The symbols are a short-cut code of instructions that tell the designer exactly what to do. Once you’ve learned all the symbols by heart, they’re much quicker to use than long-hand text and take up minimal space. Open the nearest book you have to hand and look at how much white space there isn’t between the text and the margin – it’s not uncommon for me to work on page proofs with a 2cm margin either side of the text. Notice, too, how small the space is above and below a single line of text. The book has been designed and there's little room to annotate. Now imagine that in a given line there is a missing comma, a spelling mistake, and a word that needs decapitalizing. The example below illustrates how these problems would be marked up using the BSI proof-correction symbols. The long-hand alternative might be something on the lines of <Change “fax” to “fox”> in the left-hand margin, and <Insert comma after “grass” and decapitalize “Legs”> in the right-hand margin. Given that we only have 2cm margins to play with, that each line is spaced closely to its neighbours above and below, and that in a real set of proofs there may be several corrections in multiple lines, any instructions to the typesetter are likely to become cluttered and confusing. Proof-correction symbols solve the problem.
The use of proof-correction symbols therefore offers increased efficiency, productivity, and clarity. And if you’re a proofreader-to-be who wants to ensure you’re marketable to as wide a range of clients as possible, acquiring the ability to use this mark-up process is a no-brainer.
Attending to professional standards In addition to enabling you to work efficiently, productively, and clearly, and maximizing your marketability, there is also the issue of professionalism. Membership of a professional editorial society often requires knowledge of the relevant nationally approved mark-up symbols as a standard of good practice.
Where to find the UK marks The BSI provides a laminated 8-page summary sheet of all the marks you need to know for proofreading. Also included are short notes that enable the proofreader or copy-editor to identify the correct mark for both marginal and in-text mark-up, colour of ink to be used, and positioning of the symbols. The CIEP has an arrangement with the BSI whereby members can purchase the sheet for a reduced price. How to learn to use the marks Any comprehensive proofreading course worth its salt should test your ability to use the marks according to industry standards. It's not just about using the right mark so that the instruction is unambiguous, but also about knowing when to use the mark and when to leave well enough alone. In the UK, the CIEP and The Publishing Training Centre are examples of organizations offering industry-recognized courses that attend to these issues. If you live outside the UK, ask your national editorial society for guidance. Further reading If you’re considering embarking on a professional proofreading career, you might find the following related articles of use:
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
When will I start earning a decent income from editing? That's a question many new editors and proofreaders want to know the answer to. The fact is this: it depends on many factors.
Difficult questions
It’s not uncommon for established editorial business-owning folk to be asked the above questions (or variations of them). It’s natural that any potential new entrant to the field wants reassurance with regard to the possibilities for “success”. Unless we own a business that provides editorial services for free, has no operating costs, and is owned by someone (us) who has an independent income that pays all our bills, we all need to earn money. However, there’s a problem – all these questions are impossible to answer by anyone other than the person asking the question. I would love to be able to give definitive answers:
But to respond as such would be misleading. However long we’ve been in business, however “successful” our businesses, we can’t know how a new colleague will fare. This is because the following are specific to each and every one of us: A How much we need to earn per month to meet our expenses B How many billable hours a month we have available for work C The customer groups with whom we are best matched D How much our target customers will pay E How much work per month (hours) they will supply us with Ultimately, we all hope to be in a position where D x E is greater than A (though we are limited by B). Getting to this point takes time and effort, so transitioning carefully with realistic expectations, thorough research, sensible planning and an awareness of what needs to be done to run a business will form the backbone of any advice an editorial pro can provide. A: How much money do you need to earn?
Financial viability is less about what you earn than what you need to earn. If Ms Editor earns ten grand a month from her editorial business but her mortgage is triple that, she’s in trouble.
If Mr Proofer earns ten grand a year from his editorial business but he has a large trust fund and a mortgage-free home, courtesy of a wealthy and generous relative, he’s laughing. These are extremes, I know, but the point is that each person’s requirements are unique to their situation.
All these issues and more will affect what you need to earn and therefore what financial figure will mean "success", "sustainability" and "viability" for you. B: How many billable hours a month do you have available?
Returning to the basic equation above, if D (what our customers will pay) multiplied by E (how many hours of work we can secure) only equals A (what we need to earn) when we bill for 40 hours a week, but we only have 20 billable hours a week available, we have a problem.
For example, in my household there is a young child who needs attending to, meaning I have 30 billable hours available. I have to factor that into my planning. Even if you have 50 billable hours available, are you sure you can work those hours? Proofreading and editing require a lot of concentration. There’s a lot of strain on the brain and the eyes. Some people can sustain this level of attention; others struggle. It’s therefore important to be realistic about whether it’s physically feasible to work the hours available. Heed Rich Adin's wise advice:
The usual scenario is that an editor ends the year having worked fewer than an average of 40 hours per week and fewer than 52 weeks during the year.
(The Business of Editing: Why $10 Can’t Make It, An American Editor, 2014) That's worth bearing in mind when doing the arithmetic. Furthermore, running one’s own business means that time has to be made for housekeeping issues that aren't billable – marketing, invoicing, equipment maintenance, troubleshooting, accounting, training, etc. If you have 40 hours you may well need to set aside 5 for your other business-essential tasks, leaving you with only 35 billable hours. Be sure to factor those in to your planning. Rich Adin offers some detailed advice about this on his An American Editor blog: see his posts tagged "effective hourly rate" or "EHR". C: With which customer groups are you best matched?
What services you are offering and to whom? Different client types have different expectations – of what editorial services cost and what they comprise.
An independent author might ask for a proofreader but expect the level of intervention that a copy-editor would provide; they might even need a structural editor (for a summary of these different levels of intervention, download the booklet Which Level of Editing Do You Need? Also worth noting is that a publisher with a set of typeset page proofs will almost certainly define “proofreading” differently from a business client with a Word file. And a biologist looking for an editor to check her journal article prior to submission might require that editor to have a life-sciences knowledge base that the fantasy fiction author certainly won’t. Knowing your customer and how their needs match your skills is important if you are to target effectively. Getting to those customers is key – earning money means finding clients; and finding clients means promoting your business. If you have 35 billable hours available but no clients, you're effectively unemployed. Assuming you are trained and work-ready, you need to be proactive with regard to those promotional activities that are most likely to bring you into contact with your customer. Effective marketing is not only about delivering the message via an appropriate channel, but also about ensuring that the message is on point. This can take a lot of tweaking – making sure that CVs, portfolios, website copy, letters/emails, directory listings, etc. communicate the right message to a particular customer. D and E: How much will your target customers pay and how much work will they will supply?
Even if you've identified appropriate customer groups and worked out how to get their attention, will they pay you what you need to earn? “Editing” is an umbrella term that incorporates a range of functions and a corresponding range of fees
See, for example:
Asking how one goes about getting into “editing”, how much it will pay and how long it will take to earn that money is a little like asking the same questions with regard to hospital work – it depends on whether you want to be an auxiliary nurse, a radiologist, a heart surgeon, an administrator or a cleaner. There are lots of different jobs that pay different rates. Opportunities for one role may come up less often than opportunities for others, and the skills/training required to be work-ready for those roles are different, too. (For guidance about suggested fees, check your national editorial society's guidelines.) You may find that, in the start-up phase of your editorial-business ownership, the clients who are offering you work don’t have enough of it to meet all of your financial requirements, or they have enough work but the rates they are prepared to pay mean that your total monthly earnings don’t match your outgoings. Furthermore, the editorial freelancing market is competitive. Some of your core potential clients may already have the suppliers they need, so even though you have the skills the customer wants, they don't yet have space to take you on. All of these factors mean that building an economically sustainable client base will take time, though exactly how much time will vary depending on whom you speak to. What to do ... asking answerable questions
Here's what to do:
Once you know what you’re spending you know what you need to earn. Now you’re in a position to start thinking about the types of people who will hire your services and how you will get to them.
Join editorial freelancing networks and use these to talk to your colleagues-to-be. In addition to the social media options, most national editorial societies offer opportunities for members to engage with each other. Using these networks, you can explore the following: None of the above will tell you whether their experiences will be the same as yours because you’re starting out now, whereas they were starting out then. Furthermore, your voice is different to their voice, so the way you present yourself will be unique. Still further, not all the online voices will be targeting the same customers as you or even live in the same part of the world as you; advice may be country- or region-specific and therefore not necessarily appropriate to you (though many core business issues are universal). What these discussions will do is guide you towards ideas and activities that can be tested. As Kate Haigh reminds us, when it comes to networking:
The support that we all offer each other is invaluable, not only with work-specific queries but also with ideas for training, ways of dealing with the peaks and troughs of work and, perhaps more importantly, just being there with an understanding ear.
(Best of enemies – the joys of seeing other freelancers as colleagues and not enemies. Find a Proofreader) No established editorial business owner will be able to hand over a ready-made plan that will guarantee a certain level of income in a certain time frame by carrying out a definitive list of activities. However, by doing the in-depth research and planning, you can still make sensible decisions about whether to jack in your full-time job and go freelance straight away, or whether to hold off and transition more gently as you hone your skills, explore your potential customers’ requirements, and build a sense of what work is available and how much income it generates. And don't forget that terms such as “success”, “viability” and “sustainability” mean nothing unless they are framed within the broader and unique context of what each of us requires to thrive. More resources
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses.
If you’re thinking about becoming a proofreader, it’s important to understand that this term can mean different things in different contexts and with different client groups. This article focuses on working with raw text.
What type of proofreading you want to do and which group of clients you want to be work-ready for will determine the choices you make with regard to training.
Some proofreaders work directly with the creators of the written materials – independent authors, students and business professionals, for example.
These clients send Word files and the proofreader amends the files directly (often with Track Changes switched on so that the client can see what’s been changed). Others work for intermediaries such as publishers and project-management agencies. Here the author supplies the text files; then the in-house project manager (PM) organizes the various elements of the production process – including copyediting, proofreading, typesetting and printing. After copyediting and typesetting, the PM supplies page proofs to the proofreader, who makes annotations that identify where there are problems to be attended to. The proofreader does not amend the text directly. In Part I, I gave the new entrant to the field an overview of what it’s like to be a proofreader working with page proofs. Here in Part II, I consider proofreading that involves working directly with the raw-text Word files.
Which types of client want to work in Word?
Most of the proofreading done in Word stems from having been commissioned directly by the content creator – a business executive, a self-publishing author or a student. Academic writers, particularly those submitting articles to journals and for whom your first language is their second, are also likely to send Word files. Only one of my publisher clients asks me to proofread in Word. What is the proofreader looking for? It depends on the client's expectations (see below: Disadvantages) and your terms and conditions. Certainly, when it comes to proofreading for non-publisher clients, the definition of proofreading starts to look unclear and the boundaries between this and copyediting become blurred. Unlike with page proofs, we can't check the final designed layout of the file but we still need to read every word. Some of the issues dealt with in the list below would be acceptable to the proofreader working for an academic author but not when working with a Master's student. (Some clients might even want/expect a level of restructuring, rewriting and checking that a proofreader wouldn't consider to be within their remit.)
What are the advantages?
What are the disadvantages?
There are still legal issues to consider … Even if you are working directly with the primary authors of the content, you still need to get their permission to upload their text to third-party sites if you want to utilize software that's not on your computer. The files you've been sent from Indie authors, students and businesses are their property and they send them to you in good faith, so you must get permission for their content to leave your computer.
What does this mean for training?
Knowing the software ... If you want to proofread in Word, you'll need to be proficient in using it. Word is one of the most powerful pieces of word-processing software available, and there's a huge amount you can do with it if you want to proofread (or edit) efficiently. You might therefore need to supplement your proofreading training with learning that focuses on using macros, making the best of Find/Replace and wildcards, using Track Changes, and Microsoft Word usage in general. There's still the issue of how much to interfere ... If you do end up proofreading for a publisher client who wants you to work in Word, it will be necessary to consider the issue of when to leave well enough alone, as discussed in Part I. However, independent authors looking for a proofreader may actually be expecting a deeper edit and will be disappointed if you're not prepared to rewrite sentences for them. If you've not had experience of, or training in, editing, you may find that a 'proofreading' project ends up being a bigger bite than you can chew. One of my colleagues feels that specific training in editing isn't always critical when working with business clients, whereas for self-publishing novelists it would be very important. I'm inclined to agree. One person might be relatively comfortable suggesting improved sentence construction to a business client but very wary of doing so with an author of fiction. What this shows is how blurry the edges can become and how important it is to have a detailed conversation before you begin a project. I often encourage independent fiction authors looking for a proofreader to consider commissioning editing first. Editors with both editing and proofreading skills are better placed to take on jobs for non-publisher clients that fall in the editing camp, or somewhere between editing and proofing (proofediting). If you think you'll end up straying beyond the realm of proofreading, you might consider adding copyediting courses into your training mix. Think about what type of client you're going to be working for to help you decide what's appropriate. Summing up … Proofreading isn't some catch-all phrase that means the same thing to every client group. What you actually do, on which medium, how much you interfere, the extent to which you can use complementary tools, and the expectations of the client will differ greatly. This means a range of competencies will need to be acquired depending on whom you’re working for. Your training will need to match the requirements of various client groups – a publisher’s expectations in terms of industry-recognized standards will be different from a business executive’s or student’s, so take care to research any proofreading training syllabus carefully to make sure it’s providing you with the skill set relevant to your target client group. Your training should suit your needs, your business plan, your objectives – and what will be right for one person may not be right for another. Read this article's sister post: Not all proofreading is the same: Part I – Working with page proofs.
Louise Harnby is a line editor, copyeditor and proofreader who specializes in working with crime, mystery, suspense and thriller writers.
She is an Advanced Professional Member of the Chartered Institute of Editing and Proofreading (CIEP), a member of ACES, a Partner Member of The Alliance of Independent Authors (ALLi), and co-hosts The Editing Podcast. Visit her business website at Louise Harnby | Fiction Editor & Proofreader, say hello on Twitter at @LouiseHarnby, connect via Facebook and LinkedIn, and check out her books and courses. |
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