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Can you proofread your own book? Here's my advice on what can be done, and how you can do it.
Truly, nothing beats a second pair of eyes on a piece of text, short or long. I know this all too well because I’m a professional proofreader and copyeditor, but I also write – books (yup, I've self-published four times), guides, booklets and blog posts.
And I miss stuff – not because I have a problem with grammar, punctuation or spelling, but because I’m too close to the text. I see my own writing in terms of the ideas I want to convey rather than the text in front of my eyes. That’s why I hire fellow proofreaders and editors to help make my written materials the best they can be. I don't expect those people to guarantee perfection but I do expect to them to ramp up the quality (and they've never failed me). Here’s another thing I know – the better shape the file's in, the better the price. Editors and proofreaders are professionals and, though we love what we do, we have bills and mortgages too. So, very broadly speaking, the more intervention needed, the higher the fee. There are things every writer can do to tidy up a piece of text by themselves, though. I’ve compiled them in one handy resource: The Author’s Proofreading Companion. The steps in this toolkit won’t replace a rigorous professional developmental edit, line edit/copyedit and final prepublication proofread, but they will help rid your file of some of the nasties! Here’s what the Companion shows you how to do:
Just click on the image below to get your FREE copy! 
Hope it helps! And come back soon for more handy tips and advice designed especially for beginner writers.
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.
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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 fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources. Changing famine into feast ... quickly I discussed some of the problems of relying on one editorial client back in 2013. The issues I raised then are as valid today as they were four years ago, perhaps even more so given the current economic and political climate (both here in the UK, and elsewhere). 
This article revisits the problem and includes an emergency business-promotion plan.
The booklet, SOS editorial marketing strategy: Quick fixes for big emergencies, is free to download. I sincerely hope it helps you if you need some inspiration during tough times.
Why one client isn’t enough
Having only one client when you’re an editorial business owner is problematic for two reasons:
The client-losing editor You can lose clients for reasons completely beyond your control, including:
The client-reliant editor There are several reasons why you might become reliant on a client:
On paper, those are good reasons to work for a client. However, if it’s your only client, and things turn sour, you have a problem:
If you have only one client, you have no choice – nowhere else to shift your focus, no one else with whom to negotiate, no one else from whom you can accept improved pay or working conditions, and no opportunity to phase out the one (now problematic) client on whom you rely. Emergency marketing strategy Whether you’ve lost your only supply of work or you’ve fallen into the trap of reliance on a now unsatisfactory client, there is action you can take immediately. Here’s the free SOS editorial marketing plan I promised. Just click on the image to download. 
The work you do … and the work you do to get the work you do
If you’re a freelance editorial pro, you’ll always have two jobs:
Pay attention to the latter so that you’re not at the mercy of the former. It’s essential to protect your future interests by building a portfolio of several clients rather than focusing all your energies on one. If you put all your eggs in one basket and things go pear-shaped, the impact on your editorial business, never mind your emotional wellbeing, could be devastating. If you’re not facing an emergency, you can afford to spread your business promotion over a longer period and focus on slower-burn activities such as content (value-adding) marketing. But if you are in crisis mode, there is action you can take right now that, with commitment, will generate positive responses. You’re not a newbie – you have experience and you’ve already proven your ability to acquire a client. That’s a great position to be in, so use it to your advantage! 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.
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 non-native English 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.
Developmental editing, line editing, copyediting, proofreading ... what on earth is the difference and what's best for you when self-publishing?
This post featured in Joel Friedlander's Carnival of the Indies #79
A potted guide to the different levels of editing ...
If you’re a beginner writer and you’re planning to self-publish, you’ll be thinking about getting your book fit for market. Some of you might not realize that there are different levels of editing. And even if you do, you might be fuzzy about what distinguishes each service or what it’s usually called. No shame in that, believe me – even among professional publishers and independent editors the terminology differs. Consensus be damned! The irony that this lack of clarity and consistency exists in a profession that prides itself on, well, clarity and consistency isn’t lost on me or my colleagues! In an effort to untangle the issue, I’m offering you a potted guide to the different levels of editing – what each one deals with, what you might expect it to be called, and the questions to ask when you’re sourcing editorial help. At the bottom of the article is a PDF that you can download to your preferred device and refer to whenever you want. The basics Think of the editorial process like a play with several acts: writing, drafting, sourcing feedback from beta readers, self-editing, developmental editing or manuscript evaluation, line editing, copyediting, proofreading, publishing. The elements in bold are what we’re focusing on today. In a nutshell Basically, there are two levels of work going on – the macro and the micro.
What terms should you use when sourcing editorial help? There’s a question! My advice is that you explain what you want rather than worrying too much about what it’s called. This is because different editors define their services in different ways. Here are some examples:
Sorting out what you need
So, that’s it for now. I hope you’ve found this discussion of the different levels of editing useful. If there are particular questions that you want clarification on, drop me a line and I’ll do my best to answer them. As promised, here’s your potted guide! Just click on the image to download it to your device. 
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.
I’ve worked with many independent authors. Some are experienced, some are developing, and some are absolute beginners. If you're in the early stages of your self-publishing journey, you'll probably welcome any help you can get.
In this article I'll summarize the problems I most often come across in beginner writing, especially in novels, so that you can raise your game and lift your writing to the next level more quickly.
Also, paying attention to these issues at draft stage will reduce your third-party editing costs further down the line. Don't forget to claim your free copy of my Guidelines for New Authors booklet, which includes this article and a wealth of additional information for beginner writers. You can find the link at the bottom of this post! 1. Rushing to publish rather than hushing to polish Some new authors are so desperate to publish that they omit the drafting stage. Hush time means putting the book aside for a while and revisiting and self-editing with fresh eyes. If you don’t go through the drafting stage, you’re less likely to spot problems with plot, pace, readability and repetition. And that means your book will not be ready for the later stages of editing like copy-editing and proofreading. Editor and writing coach Lisa Poisso has some excellent advice on managing the drafting process strategically: How to revise the early drafts of your novel. 2. Overwriting Too much detail Some beginner writers don’t trust their readers to fill in the gaps. This results in writing that gives too much detail. The narrative becomes laboured, boring even. There are some excellent examples in Christina Delay’s 5 Steps to Avoid Overwriting (Jami Gold blog); it’s what Gold calls ‘giving too much stage direction’: Imagine if an author described a character traveling from a store to their home by listing every single action: ‘She inserted the key into the ignition. Turned the key. Waited for the engine to engage. Slipped the engine into reverse. Expertly maneuvered the car out of its parking spot …’ Gold recommends getting straight to the point – unless, of course, something important happens in the detail that’s key to moving the story forward. If it’s just detail that mimics the mundanity of real life, strip it out. Repetition Watch out for repetition, especially ‘wow’ words. If Jo thunders down the hallway, her face like thunder, you have a problem. If the reader is told that Mike is ‘in agony’ and ‘agonized’ several times in one paragraph, trim the fat (and think of some synonyms!). High-intensity scenes of fear, danger, desire or confusion are those most prone to repetition and over-explanation in beginner writing, usually because the author is worried that the reader might not understand what the character’s experiencing. Gold calls these ‘emotionally overwrought passages of purple prose’. When drafting, consider creating a list that features key moments of disclosure and emotion/response. By mapping these moments, you can see whether the descriptions lie in close proximity to each other, and whether you’ve already provided enough detail earlier in the book. Then you can cut accordingly. Less is more. Telling twice Telling twice is another consequence of not trusting the reader to fill in the gaps.
3. Logic flop Logic flop happens when writers try to avoid conjunctions (probably because they’ve been told that conjunctions are boring and shouldn’t be overused). This can lead to grammatical hiccups that disfigure the writing and trip up the reader.
The second, edited version introduces a conjunction that brings logic and clarity to the sentence. Conjunctions are a perfectly natural way to join connecting action clauses that happen one after the other, and don’t need to be avoided simply on principle. Don't be afraid to embrace them! 4. Reluctance to use contractions The use of contractions isn’t always appropriate, particularly when the writer wants to introduce formality (e.g. in a historical setting or in academic non-fiction) or emphasis. However, in contemporary novel writing, the narrative can feel laboured if contractions are excluded, especially in dialogue. In real life, people don’t say things like ‘we are going’ and ‘I would have liked to’ so it’s often better to offer the contracted form. If in doubt, say the words out loud. If the likes of ‘we’re going’ and ‘I would’ve liked to’ sound more natural in the context of your book, then use contractions. Readers won’t notice if you do, but they might stumble if you don’t. 5. Overuse of exclamation marks Take care not to overuse exclamation marks. Too many can be distracting and overwhelm the text. Exclamation marks can detract from the gravity of a statement, making it sound upbeat when a different mood was intended – tension, fear, anger, danger. If you’ve used the right words to convey the mood, the exclamation mark will often be superfluous. If you do decide that an exclamation mark is necessary, don’t use more than one. Compare the following:
6. Speech tagging problems – sighing, smiling, laughing Arlene Prunkl’s ‘Dialogue in fiction’ series is my recommendation for independent authors who want free, detailed guidance on managing fiction dialogue effectively. Part III addresses speech tags (among other things), though the whole series is well worth reading. Beginner authors can be reluctant to overuse he said/she said constructions, even though they’re the most discreet way of tagging. Prunkl says, ‘Your job, as a newer writer, is to show emotion through the dialogue words themselves, not through the tags.’ She therefore recommends avoiding tags such as ‘hissed’, ‘sighed, ‘laughed’, etc. – not because they’re not good words but because they’re not words that describe the action of speaking. To hiss is to make a sharp sibilant sound; to sigh is to emit a deep, audible breath that expresses relief or sadness; to laugh is to express amusement through spontaneous sounds and movements of the face; to say is to utter words – and that’s why ‘said’ is an effective speech tag. Take a look at these examples; the bold versions are clean, effective examples of dialogue tags that won’t trip up the reader.
7. Formatting too early Focus on making your book look beautiful after the bulk of the editing has been done. Fancy fonts and heavily designed text are difficult to work with at editing stage. Furthermore, the layout might have to be reworked if there are major additions or deletions to the text during structural editing and copy-editing. Word’s styles palette is sufficient prior to the design stage. You (or your copy-editor) can introduce consistency to the different elements of the book (chapter titles, headings, quoted matter, main text, captions etc.) in a way that’s clear and simple. 8. Unrealistic expectations of what’s possible in one pass Some beginner writers think that one pass – a ‘final proofread’ carried out by a third-party professional – is enough to guarantee absolute perfection. It’s not. The mainstream publishing industry doesn’t believe it’s possible, and nor should the independent author. If you hire a professional to proofread or copy-edit your Word file, and that file has not been through previous rounds of extensive and meticulous editorial revision, there will likely be thousands of amendments – spelling, grammar, syntax and punctuation errors and inconsistencies; layout problems with regard to spacing and paragraph indentation; inconsistency with regard to character names and traits, and across word forms. Don’t expect your editor or proofreader to say, ‘I’ve made 8,000 revisions to your document, compiled 67 queries, spotted four problems with character-history consistency, noticed two character-surname changes, offered 200 suggestions for alternative wording, and I guarantee that, in spite of this, I have not missed one single literal or contextual error.’ Get as many fresh eyes on your work as you can afford. If budget’s an issue, that’s fine, but make sure your expectations reflect this. Good luck with the self-editing process! And as promised, here's your freebie! It includes lots of useful guidance and links for newbie writers. I hope you find it useful. Click on the picture to get your copy. 
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to visit Louise’s Writing Library to access my latest self-publishing resources, all of which are free and available instantly. How to work out what's a good or bad fee for the job One of the things new entrants to the field of editorial freelancing want to know is: What’s a good rate? 
Terms like good, high, fair, low, poor and predatory are problematic because they’re used by individual freelancers to reflect their own experiences and circumstances, which are often very different.
Rate talk can trip us up if we're not careful. And while it can be interesting to listen to colleagues’ opinions of whether a fee is low or high, their views might not be in any way useful for us because we need to make decisions based on our circumstances, not someone else’s. 
One of the first potential trip-ups occurs when the conversation takes place between colleagues from different countries. This issue is one of currency, particularly fluctuations in the exchange rate.
Proofreader A lives in Oxnard, CA, USA. She tells her colleagues in an online forum that she’s accepted an offer from an agency to proofread 4,000 words for US$25. The job is budgeted to take one hour. Some of her US colleagues say that the rate is unacceptably low; some even believe that she’s encouraging a race to the bottom by accepting such a fee from an organization whose rates are clearly unfair. Meanwhile, Proofreader B, who lives in Manchester, UK, is reading the forum thread.
Proofreader B needs to earn a minimum of £20 an hour to meet her needs.
Conversations that include blanket terms such as high and low therefore don’t help Proofreader B. Because the exchange rate fluctuates, so do her perceptions of whether a price is good or bad. 
It’s not just currency fluctuations that affect our perceptions of good, high, fair, low, poor and predatory in relation to editorial rates. Circumstances muddy the waters too.
Proofreader C lives in Belfast, Northern Ireland. She tells her colleagues in an online forum that she’s accepted an offer from an agency to proofread 4,000 words for £16. The job is budgeted to take one hour. Some of her colleagues say that the rate is unacceptably low; some even believe that she’s encouraging a race to the bottom by accepting such a fee from an organization whose rates are clearly unfair. Meanwhile, Proofreader D, who lives just down the road from C, is reading the forum thread.
Proofreader E lives to the west in Strabane.
Proofreader F lives next door to E.
So, conversations that include blanket terms such as high and low don’t help Proofreaders D, E and F either because although they’re all operating within the same geographical region and the same currency market, their circumstances are all very different. Deciding what rate works for you If you want to work out whether Agency X, Publisher Y or Packager Z’s rates are acceptable, you need to know what good, high, fair, low, poor and predatory mean to you based on your situation – not anyone else’s. The same thing applies to deciding what price to set with clients who come directly to you. Consider the following:
That data – as it applies to you, not your colleagues – will give you a useful initial benchmark with which to evaluate whether a fee is low or high. Your colleagues’ opinions are interesting but your colleagues are not responsible for running your business or your home, so their opinions should not be used to determine whether you accept or decline work at a given price. *** While I don’t believe that colleagues should be the sole determiners of the fees we accept or offer, I do think they’re the go-to people for many, many more types of information. See this post on the value of networking – both online and offline.
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources. 
Deeply delicious promo tools!
I came across marketing masters Andrew and Pete when I was doing research for my Content Marketing Primer. I’ve been following them avidly since, watching, reading and learning from them as they teach people like me and you how to make our editorial business promotion more interesting and accessible (which in turn will help us to be more engaging and discoverable). To give you a taster, I’ve chosen three of my favourite Andrew and Pete resources. I picked the following blogs/videos not just because I think the advice makes sense or because it’s presented beautifully (which it does and it is) but because I’ve implemented it and believe it works. Oh, and be ready to hear the word ‘awesome’ used a lot (I think it’s their favourite)! 
Creating high-quality images for online promotion can be tricky if you’re not a design guru and don’t have access to expensive, top-notch software. I’d played around with Word, Publisher and PowerPoint because they’re already on my desktop, but the output was okayish at best. Then I found Canva and was converted.
Still, I wasn’t getting the best out of this excellent tool, mainly because I’m a fiction proofreader and copyeditor, not a designer. Andrew and Pete to the rescue … I did exactly what they told me to do. And it worked! I was really chuffed with my first attempt – a really high-quality image that I’ll use as a booklet pic for my April article on client loss and emergency marketing. I reckon it’s my best pic ever and it gave me confidence. So then I updated my Twitter, LinkedIn and Facebook banners using the same method. And I've also played around with the idea in this blog post. Sky's the limit, I reckon! I recommend you have a go. Get it here: How to Create Social Media Graphics (video and blog) 
If, like me, you’re committed to creating blogs posts with substance (no soundbites and clickbait for us!) then you, too, might end up with a lot of text.
The audience for The Proofreader’s Parlour expects that substantive content, but could I make it more interesting without compromising on tone and detail? Andrew and Pete's post made me think about not only how I might use images more creatively (see 1 above) but also how I might complement, rather than change, what I’m already doing with multimedia. I’ve still some way to go before I make full use of their advice but I’ve started (see 1 above) and plan to develop this aspect so that I can make much more of my content accessible to multiple readers with multiple preferences. What really grabbed me is the concept of taking the key points of a written message and delivering them in alternative formats. Many of us aren’t new to embedding templates, screencasts and instructional videos into our blog posts, but Andrew and Pete have inspired me to expand the ways in which my readers can access the core textual content in my blogs, too. If you have substantive text-based posts that your visitors return to often and your editorial blog’s heavy with content, some inconvenient trawling might be required by your readers to locate that information. Repurposing sections of the material in, say, booklet form turns a post into a tool, because the valuable stuff you’ve created can be downloaded onto your readers’ chosen devices and accessed at their convenience. Get it here: How to Write Better-Looking Blog Posts (blog, video and booklet) 
I overhauled my home page after reading this post.
Get it here: Home Page Design | Making Your Home Page a Knockout (blog, video and checklist) ... So those are my top tips to introduce you to the world of Andrew and Pete. I love their full-on and fun style of sharing their wisdom. It’s engaging and inspiring. The biggest pull, though, is their handholding approach. They assume no prior knowledge, so even if you’re a newbie marketer you, too, can follow their step-by-step guidance. I hope you’ll find ways to incorporate their advice into your own marketing journey. If you’re nervous about business promotion, just remember that you don’t have to do everything in the zany way they do it! Take the core learning points and decide how you might use them in a way that feels comfortable for you, works with your brand, reflects your business goals, and engages with your clients. There’s plenty more on offer via the Andrew and Pete website. And you can find them on Twitter at @AndrewAndPete. Enjoy!
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
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 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. What's a fair price for proofreading or editing? One of my concerns when discussing rates is that the value of a particular client to the freelance editor or proofreader’s business is sometimes overlooked. 
Deciding not to accept a particular editing rate might be the right choice for me but the wrong choice for you, or vice versa. That’s because our circumstances are different and because businesses aren’t static.
Terms such as ‘too low’ or ‘race to the bottom’ can be problematic because they’re used as if editorial business ownership is taking place in the now – as if the business, and the fees which that business owner accepts, are absolutes and somehow unrelated to what’s gone before or what will happen in the future. I believe that business ownership is a journey – that the work I do, and the marketing I carry out to acquire that work, is fluid. The decisions I made and the actions I took three years ago affected the work I was doing and the fees I was charging/accepting at that time; but they ALSO affected the work I’m doing and the fees I’m charging/accepting now. This fluidity means that the way we find value in a client extends beyond the rate. Time for a case study to nail things down … Case study: The packager and the proofreader 2012 Ellie’s a proofreader. Work: She’s completed her training and become a member of her national editorial society. She’s technically excellent at her job, but she has no clients and very little experience of paid work. Marketing: She has a website but the portfolio and testimonials pages are sparse. And, anyway, her SEO is, as yet, so undeveloped that she’s barely discoverable online. She gets in touch with a packager who regularly hires proofreaders who are members of her national professional society. Clients: To the packager, she’s a great fit. She has the skills they want and she has the space in her schedule. To academics, students, businesses and independent authors searching for a proofreader, she’s invisible. Even if she were visible, she appears less experienced (less interesting, we might say) than other proofreaders touting their services. Rates: The agency offers regular work, and the rate is £13.50 per hour. ‘That rate is woeful,’ says one of the more experienced colleagues in her network. ‘That’s so low it’s an insult,’ says another. ‘Accepting that is encouraging a race to the bottom,’ says yet another. Action: Ellie accepts the work anyway – she has a cunning plan! 2014 Ellie’s still a proofreader. Work: In the past two years, she’s done a book a month for that packager. Now, from that packager alone, she has 24 academic book titles in her portfolio – all of them published by international scholarly publishers, and some of them authored by big names in the academic community. She’s also contacted several academic presses whose rates are a little higher than the packager’s, but only by a few pounds. Marketing: She’s been busy over the past two years.
Clients: Two years ago, Ellie wasn’t discoverable to anyone but the packager and the publishers. Things have changed, though. It’s been a slow burn, but her down-the-road thinking has led to a larger number of direct hits on her website. There’s still a long way to go, but when clients visit her website now, they see the following:
Rates: A few of the clients who’ve found her direct have accepted the rates she offered. These are sometimes as much as double the rate she’s earning from the publishers and packager. This inspires her to continue her marketing activities and increase her visibility to these client types so that she might shift her customer base as her business develops. Ellie’s still not visible enough to fill her schedule with these better-paying clients. She continues to accept work from the publishers and the packagers. ‘Those rates are an insult to someone with your experience,’ cry some of her colleagues. Action: Ellie accepts the work anyway – she’s not phasing out the publishers and the packager until she’s phased in enough higher-paying clients to replace the workflow and the income it provides. 2016 Ellie’s still a proofreader. Work: Over the past two years, she gradually reduced the work for the packager, finally stopping it altogether at the end of 2015. She’s still taking some work from her early publisher clients, though much less than in 2012–14. That’s because she’s been working for four better-paying presses whose rates are what she’d define as ‘middle-of-the-road’, though nowhere near as high as the fees she can set when she works directly for authors and students. Her increasing visibility has put her in a position where she receives several direct requests to quote per week. She’s noticed that some academic publishers are even asking their authors to source and pay for their own proofreading, so she’s glad she’s focused on making herself discoverable to these clients. Marketing: Even though Ellie’s had a full schedule for several years, she’s continued to focus on what she wants down the road in terms of client types and income. The bread-and-butter work provided by the publishers and the packager have enabled her to concentrate large chunks of her marketing time on what she wants in the future without having to worry excessively about where today’s work will come from.
Clients: Ellie appears to clients as an experienced proofreader with professional qualifications. They think she’s on their wavelength because of the valuable resources she provides for free. The fact that she’s worked for international academic publishing houses gives them confidence that she knows how to follow a brief and work on complex materials to a high standard. If she wasn’t capable, those presses wouldn’t have hired her repeatedly, would they? Rates: Ellie no longer accepts work below £20 per hour, although she aims to earn an average hourly rate of £28. She can afford to make this decision because of the balance between her later-acquired, medium-paying publisher clients (who provide her with a stable workflow) and the higher-paying independent clients who contact her direct. On an online forum, a new entrant to the field posts that she’s been offered proofreading work from a packager at a rate of £15 an hour. Does Ellie say, ‘That rate’s woeful. It’s an insult. Accepting it would be encouraging a race to the bottom’? Nope. She says, ‘Is there value in this work beyond the fee being offered?’ She goes further:
The business journey Ellie’s business in 2012 looks different to Ellie’s business in 2016. Her client base has shifted, her income has shifted, the base price she’ll accept has shifted, her work stream has shifted and her visibility has shifted.
There is value beyond the rate. Whether you take advantage of that value will depend on your particular circumstances, of course. My advice to new starters is to be cautious when listening to the rates debate. It’s easy for seasoned professional editorial freelancers to advise against accepting this or that fee simply because they’re in a position to command better fees. In fact, offering advice on what’s an acceptable price is almost impossible unless we understand an individual freelancer’s circumstances, requirements and access points to the industry. Fees, like any other aspect of a business, need to be considered in the context of an overall business plan, and over a time frame that extends beyond the now.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.  Woo hoo! Paul Beverley is now creating screencasts in which he demonstrates how to get the best from some of his wonderful macros. At the time of writing, the following are available via YouTube:
You can download all of Paul's scripts via his book, Macros for Editors. Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders. Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. How to increase editing and proofreading income Taking annual action to increase income from freelance editorial work is simply good business practice. 
How to increase editing and proofreading income
Taking annual action to increase income from freelance editorial work is simply good business practice. Earnings need to keep up with cost-of-living increases else our editorial businesses could fail. Even if they don't fail, the decline in profitability could have a significant impact on our lifestyle and well-being. In this article, I consider several approaches to increasing editing income and declining lower-paid work. These respect editors' differing circumstances, client bases and business goals. What we earn is determined by the following:
Avoiding knee-jerk thinking If a colleague states that they’ve decided to no longer edit for ‘low’ rates, by all means congratulate them on their business decision. Don’t assume, though, that their decision is the same one you should be making. Before you impulsively follow their lead, ask yourself the following questions:
Case study – the price-accepter When you’re a price-accepter, the process for managing rates is usually one of the following:
In 2017, my marketing strategy has paid off. I’m highly visible. I’ve got the experience, the testimonials and the portfolio to make me interesting to enough non-publisher clients that I can decline a price and walk away. I’ve moved from negotiation and phasing-out to responding with a flat refusal. Case study – the price-setter When you’re a price-setter, the process for managing rates is usually one of the following:
In 2017, things have changed. I’m a flat-increaser. If the client doesn’t like the fee on offer, no problem. I thank them for their interest and wish them luck. Returning to the knee-jerk-avoidance issues:
Some additional thoughts
Managing rates is a journey Increasing earnings isn’t about knee-jerk reactions. Rather, it’s a journey. Depending on your circumstances, you might handle things one way now, and another way further down the road. Whether you buckle, negotiate, phase in/out, or make flat-out decisions will be based on your circumstances. There’s no one, true way to do it and there’s no shame in any of those choices as long as they’re done in relation to an analysis of your business needs and goals.
Louise Harnby is a professional fiction proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.  My new Content Marketing Primer for Editors & Proofreaders is now available to order. The Primer costs only £3.99, so grab yourself a bargain! Simply click on the button below to go to the book's dedicated page and order form. I'll email your book within 24 hours (though probably a lot sooner if I'm not asleep!) Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders. Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. 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.  I'm delighted to announce the forthcoming launch of a new editorial freelancing tool for February 2017: Content Marketing Primer for Editors & Proofreaders. The Primer shows you how to create and deliver value-adding content that embraces engagement with colleagues and clients and enhances your editorial business's visibility. This 40-page book includes guidance on the following:
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders. Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. 
Freelance pricing, marketing, testing/tracking and terminology
This article is a summary of what I learned along the way: the effects on my own business and how I responded. For some of you, what follows will chime with your own experiences. If that's not the case, perhaps you'll be inspired to test some of the issues I discuss. What I learned
1. Prices – to show or not to show I went public with my pricing structure for one month in November. The results were interesting; my explanation was uncertain; my response, however, was unequivocal. I’ve been tracking my new-client contact data for over a year, so I could compare some numbers. In November 2015, I received 25 requests from new clients to quote. In November 2016, it dropped to 14. Of those who did get in contact, the number who became paying clients increased by 50%. On the surface, that’s good news – lower contact numbers but a higher rate of conversions. Dig a little deeper, though, and there are a couple of problems:
At the end of December 2016, I compared the new-client contact data with that from December 2015. This time, the figures were similar – two more in 2016. At first sight, this might imply that the public prices were an issue. But, again, I only have one year-on-year figure for comparison, which I don’t believe is enough to warrant anything more than a ‘Hmm, interesting. That’s worth keeping an eye on.’ Data from at least five previous years would have given me the confidence to make a statement one way or another. As it is, based on my experiment and limited data, I’m not prepared to conclude that public pricing is either beneficial or damaging. My response for my business: I removed my prices from my website. This is the approach I feel comfortable with at present, and I’ll continue as such until I have enough information to make an informed decision. I’ll continue to track my new contacts so that I can better understand the patterns of enquiry throughout the year. 2. Content marketing over gin and pizza I plan to write more about content marketing (or adding value, as I prefer to call it) this year. There’s a section about it in Marketing Your Editing & Proofreading Business if you want to dig deeper. Here’s the thing – many of us think of content marketing in terms of blogs, booklets, tutorials and templates. In other words, stuff that can be read, watched and touched. In 2016, I was reminded that great content marketing – great value – is sometimes as simple as a conversation. At the 2016 Society for Editors and Proofreaders’ annual conference in Aston, I made a new friend (Victoria Woodside) and caught up with an old one (Sophie Playle). I’d already spent several months thinking about what it is I actually do (see Section 5 below) and how I present it to potential clients. The language used to define editorial services is tangled. Editorial professionals don’t define proofreading, copyediting and line editing similarly, so why should our clients? I was comfortable blogging about the confusion but I hadn’t managed to solve the conundrum for my own business. I was going round in circles. Victoria and Sophie came to my rescue – not in any kind of formal consultative manner, but just by giving me their time and sharing their expertise over gin and Fiorentinas. They told me how they defined their services and helped me to unpick my own. From those conversations, I found a way forward. I doubt either woman would define her conversation with me as content marketing – yet it was. Both had valuable, useful stuff (knowledge, time and expertise) and shared it with me. Later it would put them both top of my mind when I was in need of people to refer specific clients to. One of those referrals turned into paid work. And that’s really what good content marketing is – sharing useful, valuable stuff so that it puts you top of mind (or top of Google) when there’s a client in need of a solution. That client might come via a colleague, which means your fellow editorial pros are your customers too. Meeting and talking to colleagues, online and face-to-face, is great content marketing. Many of us do it without even realizing. And it costs nowt but time and effort. You just need to be a nice human being. My response for my business: This experience was a great lesson in just how far content marketing stretches. It was also a strong reminder that learning takes place in a range of environments. I already attend my Norfolk SfEP group meeting on a regular basis. I’m now committed to attending the annual meetings too – to speak (if I’m asked) and to listen to others speaking. Two conversations helped me align my business in action with my business in words. That alone made it worth the registration fee. 3. The hard graft and the full schedule I’ve had an active marketing strategy in place since I set up my business back in 2006. It’s worked well for me. I have as much work as I can handle and am often booked up several months in advance … And there’s the rub. Some clients will wait, but many won’t. To put so much time into marketing – all those booklets and guidelines and other bits and pieces of valuable stuff that I hope my indie authors will find useful – only to hear, ‘Sorry, I can’t wait that long,’ is frustrating. It feels like wasted effort. I’m all for a referral – I can put a client in touch with the perfect specialist. Legal editor? I know one of those. Fluent French speaker or Italian translator? I’m friends with the former and related to the latter. How about a proofreader who also has experience of scientific indexing? Yep, I have a phone number. The thing is this – it’s a busy week and I’m up to my neck in deadlines. I don’t have the capacity to be thinking about who would be the best person in my extensive network of experienced colleagues for this or that bit of proofreading or light editing. That’s time I should be using to earn a crust for me, not someone else. As a result, from early 2015 I’d stopped actively recommending named colleagues for general proofreading or light-editing work. If an enquirer actively asked for a recommendation, I’d point them to a directory. If they asked for specialist help (e.g. legal, medical, scientific), only then would I recommend a named colleague. All in all, I felt that a lot of hard-graft was generating a lot of missed opportunities and missed income. My response for my business: A trusted colleague whose company subs to experienced editors and proofreaders offered me a referral deal. I get a cut of any converted leads. This hasn’t replaced my specialist referral network; rather, it’s a two-pronged approach. Named specialist referrals earn me nothing, whereas more generalist referrals earn me a small passive income. Now I feel like my marketing’s working for me again, and for others too. 4. Data, data and more data I talked above about the problem I encountered with not having enough data to make an informed decision on whether public pricing is good or bad for my business. Data limitations also became apparent when I introduced several contact forms on my website early in 2016. I was interested to learn whether clients preferred contact forms, email, texts or phone, and whether it was necessary to provide all of these options. My initial observations were as follows:
My response for my business: I committed to continue my monitoring of new-client contact methods. I’m nearly a year down the line now so I have more data. Good job too. Now, my observations are as follows:
5. More than a proofreader Well into 2016, a couple of things had become blindingly obvious:
My response for my business: I wrote, I pondered, I talked to myself. Then I had a conversation with two friends (see Section 2 above). Clarity emerged from confusion. I redefined (and repriced) my service packages so that they reflect the reality of what I’m providing. I’m confident and clear about how my services are differentiated. More importantly, I’m no longer worrying about what my colleagues are doing, or what definitions they’re using. My friends gave me the confidence to carve out my own way of doing things. Summing up I hope you’ve enjoyed this personal review. I’m sure you’ve had many of your own ‘Hmm, that’s interesting’ moments over the past 12 months. Perhaps you’ve shared some of the same experiences but responded differently. No matter – there’s no one-size-fits-all answer to any of these issues. The important thing is that we use the review process as an opportunity to see not what we’ve done badly but what we can do better.
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
Are you thinking of switching careers and becoming a proofreader or copy-editor? 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/copy-editing career.
Self-reflection isn’t uncommon at this time of 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 copy-editing 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 copy-editing 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 copy-editing 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 copy-editors 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 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, take a look at Louise’s Writing Library and access her latest self-publishing resources, all of which are free and available instantly. Ho-ho-honestly, I couldn't quite manage to put a festive jumper on the logo, so a hat will have to do!  I wish my colleagues from all over the globe a wonderful holiday season. Thank you for your continued support and enthusiasm! I look forward to welcoming you back to the Proofreader's Parlour in 2017! Louise xxx Louise Harnby is a professional proofreader and the curator of The Proofreader's Parlour. She is also the author of Business Planning for Editorial Freelancers, Marketing Your Editing & Proofreading Business, and Omnibus: Editorial Business Planning & Marketing Plus. Visit her business website at Louise Harnby | Proofreader, follow her on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
If you’re an editor or proofreader who’s never once switched off Track Changes (TC) in the middle of an edit and then forgotten to toggle it back on again, congratulations – you’re a rare creature indeed!
I’m not rare. I’ve done it several times. If you’re like me, you know that sinking feeling – that you’re going to have to go back to where you stopped tracking and redo the work. I've come close to weeping when this has happened. It’s a waste of precious, precious time, pure and simple!
Until recently, my solution consisted of frequently double-checking whether TC was on or off. No big deal, you might think. After all, it’s easy enough to take your eye up to the TC button on the Review tab and see whether it’s greyed out – only a tenth of a second. But those tenths add up. Furthermore, I’m not billing my clients for my attention to the TC button; I’m billing them for proofreading and editing. I should be focusing on the text, not distracting myself with checking that TC is on. I could work with ‘All Markup’ (or ‘Final Showing Markup’ in earlier versions of Word) showing, but that’s just another distraction. I want my eyes and brain to focus on what my client has written, not what I’ve amended. Paul Beverley, naturally, has the solution. It’s a macro called VisibleTrackOff4 and it’s amazing! Even if you don’t like macros, don’t use macros, are wary of macros, this is one macro that you should consider installing anyway. Trust me. It's a lifesaver. By the end of this article, you’ll know how to ensure you never forget you’ve switched off Track Changes. I’ll show you the following:
How it works In brief, VisibleTrackOff4 is an alternative TC on/off switch. You run this macro instead of using Word’s TC button. I work in Windows 10 with Word 2016. On my screen, the TC button is accessible via the ribbon in the Review tab. Your view may be slightly different. 
When you use VisibleTrackOff4 (rather than the TC button shown above) to switch on TC, your page appears white, as usual. However, when you use it to switch off TC, your page turns yellow. As you toggle TC on and off, your page colour toggles too. If the page is yellow, you know TC is off. That’s something you can’t miss, and that’s why it’s foolproof.
To use the macro efficiently, you can do one of the following:
How to install it Here’s how to install the macro:
How to run it efficiently To switch TC on and off efficiently using VisibleTrackOff4, you can do one of the following:
Create a shortcut key
Add the macro to your Quick Access Toolbar
Create a custom button in your ribbon (Word version 2010 onwards)
This is what your new button will look like:
Other versions You don’t have to go for the yellow-page effect. Paul’s provided other options. The installation and quick-access instructions are the same; only the script you’ll need to copy and paste is different:
Summing up I prefer the yellow-page effect because it’s so obvious, and because it doesn’t interfere with my view of the text while I’m amending with TC off. I also prefer to run the macro with a custom ribbon-based button because it’s right up there alongside Word’s TC button, which is what I’m used to. I’ve created a shortcut key so that I have choice in the matter. This comes in handy when I need regular access to the Styles tab and don’t want to keep switching the tabs on the ribbon. I urge you to try this macro. Remember, you need never again endure the frustration of having forgotten to switch on Track Changes! P.S. My colleague Adrienne Montgomerie was single-handedly responsible for showing me how easy it is to customize the ribbon so that you can easily and quickly access any command. Her article ‘Make a Custom Tab on Word’s Ribbon’ is a must-read if you want to increase your onscreen efficiency. And, as always, thanks to Paul Beverley for creating some brilliant macros, and for giving me permission to bang on about them via my blog!
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
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. More related reading
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.
Regular readers who’ve been running their professional editorial businesses for some time will not be surprised by any of what follows.
If you fall into that category, make yourself a cuppa instead of reading this! If you're a new entrant to the field, however, or you're considering becoming a freelance editorial professional, read on. 
Let’s be clear: none of the following statements is an absolute truth.
In this article, I look at Myths 1–6; in Part 2, I’ll cover Myths 7–12. Myth 1: You can't get work unless you have contacts in the publishing industry If you want to proofread for the publishing-industry, it can help if you have a contact. A contact will give you a foot in the door. That’s all it will do, though. Publishers won’t just hand you a book; you’ll most likely have to do a test to prove your competence. Of course, if you don’t have a contact, you’ll have to make one – you can pick up the phone, write a letter and enclose a CV, or send an email. If you have the skills that publishers are looking for, and you contact them and tell them this, there’s no reason why you can’t acquire work from this sector even if you have no existing in-house friends or colleagues. Ten years ago, I had one contact in the publishing industry. The rest I acquired through targeted direct marketing – letters, emails and phone calls. A more significant problem with this myth is its presumption that all self-employed business proofreaders and editors work for publishers, and only for publishers. Publishers are only one type of client. Ten years ago, 90% of my clients were publishers; these days, 90% of my clients aren’t publishers. Myth 2: The market is shrinking The market is not shrinking; it’s changing. It's even expanding in some sectors. Increasing numbers of people are recognizing the benefits of ensuring that their text is professionally presented. Our world is more public than ever. Anyone with an online presence (e.g. a website, a blog, an online report, an ebook) has a public presence. And if that public presence is represented by words, those words need to be polished. That’s where the editorial professional comes in. The independent-publishing market is booming, with self-publishers uploading fiction and commercial non-fiction to public spaces on a daily basis. Many of those writers are commissioning proofreaders. So are NGOs, businesses, marketing and communications agencies, packagers, schools, public-sector organizations, students, charities, poets, musicians and traditional publishers. The challenge lies not in the myth that the market is shrinking, but in the myth that it's easy to be visible in that market. Myth 3: Training courses are a waste of time and money This myth argues that editorial training isn’t worth investing in because the work isn't well paid enough to give you a return on that investment. Some proponents of this myth also state that no one pays attention to editorial qualifications.
Myth 4: Training, by itself, is enough to get you work Having espoused the benefits of training, it’s equally important to debunk the myth that training alone will get you work. It doesn’t matter whether you have distinctions and accreditations coming out of your ears, and lots of real-world experience – if no one knows you exist, they won't be able to be impressed by all your training! To get work, you must put yourself in front of your clients – that means being visible, which means marketing. Myth 5: All publisher-based proofreading work goes to former editors and former workmates of publishers This myth is similar to (1). Yes, it can be an advantage initially, but plenty of people without a publishing background who’ve made the effort to market themselves using a chunky box of promotion tools have been able to secure work. The governor of the Bank of England knows that you need more than one instrument to stabilize an economy; the business of proofreading is not so different. Proofreaders, too, need more than one instrument to generate a stable client base and income stream.
Myth 6: All proofreading work is poorly paid This myth has several problems:
Don't get me wrong – success won't happen overnight. As is the case for any new business owner, it will take time and hard work to build a decent income stream and client base. Work won't just fall into your lap. But if you behave like a professional business owner in terms of quality and visibility, the concept of low pay (however you’re defining it) doesn’t have to define your editorial business. In Part 2, I’ll bust Myths 7–12 …
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, take a look at Louise’s Writing Library and access her latest self-publishing resources, all of which are free and available instantly. 
My Student Proofreading Toolkit includes 17 handy Word find/replace strings and wildcard searches that will help you tidy up your PhD thesis or Master’s dissertation before you hand it over to a third-party professional proofreader or submit it to your university’s assessors.
The toolkit includes:
These DIY tips are designed to complement, not replace, a rigorous proofread. You can polish your document at any stage, but, for the sake of efficiency, I recommend carrying out the tasks after you've finished writing your thesis or dissertation and reviewed its purpose, content and structure. No advanced technical knowledge is required – even the novice Word user will be able to implement these tasks by following the step-by-step instructions (and associated screenshots). You can even select and copy some of the longer find/replace and wildcard search strings from the PDF. A word of caution – always save a backup copy of your file first, just in case you implement changes incorrectly. It's easier to revert to a fallback document than to repair a damaged one. I always test complex find/replace and wildcard search strings beforehand. The self-editing tips I’ve chosen are some of my personal favourites. I hope you find them as useful as I do!
Louise Harnby is a professional proofreader and copyeditor. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn.
Useful editorial software, resources and templates
I've expanded my Resources page to provide fellow editors and proofreaders – particularly new entrants to the field – with a one-stop shop for some of the business tools I've created. 
I'll keep adding to this editor resource hub as new tools become available. In the meantime, this is a flavour of what's on offer:
Visit the Editor Resources page to access the links.
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources. 
MultiSwitch is another gem of a macro created by my colleague Paul Beverley.
It’s available in his free book, Computer Tools for Editors. In a nutshell, it allows you to switch around a word (or words) with a single keyboard shortcut. I use it to save time with every single Word-based project I work on. So imagine that you’re editing or proofreading a Word file in which the author repeatedly uses ‘which’ for restrictive relative clauses. You want to change it to ‘that’. This means carrying out three small actions: select, delete and retype.
That’s not a problem if the issue occurs twice in a file, but if it occurs tens or hundreds of times, those seconds are going to add up and eat into your hourly rate. And let’s not get started on the ache in your wrist!
Naturally, you might notice that a particular job has a number of similar niggles that you want to attend to, in which case this macro will be even more of a productivity-enhancer. I’m currently working on an 85K+ academic book in Word – multiple authors, some whose first language isn’t English. The publisher is a stickler for the which/that and last/past prescriptions, even though many in the UK are a little more forgiving. There are hundreds of instances, and MultiSwitch is saving me soooo much time! Give it a whirl! MultiSwitch in action To run MultiSwitch, you simply place your cursor before or in the word you want to change (in our example here, ‘which’), and hit your keyboard shortcut (I’ve assigned Ctrl Q, but you can choose whatever you like). Then, bingo, the macro amends ‘which’ to ‘that’. Here's a teeny-tiny video of me using MultiSwitch. This demo aims merely to show you where to place the cursor prior to hitting your assigned shortcut key command, and what you will see on your screen (a little flickering as the macro makes the switch). If you don’t know how to assign a keyboard shortcut, don’t worry – I’ll show you how later in the article. The beauty of MultiSwitch is that you need only one keyboard shortcut for a ton of different word switches. My list currently includes the following switch options:
Installing MultiSwitch Go to Paul’s website and download Computer Tools for Editors. Save the zipped folder to your computer and extract three files: one is an overview of the macros – what they are, what they do, how to store them and so on – plus all the programs themselves; another contains just the actual macro programs; a third is called ‘Beginners Start Here’; and the final file is a style sheet. The file you need to open in Word is ‘The Macros’. Use Word’s navigation menu on a Mac (or Ctrl F on a PC) to open the Find function. Type ‘Sub MultiSwitch’ into the search field and hit ‘Return’ twice. That will take you to the start of the relevant script. Select and copy the script from ‘Sub MultiSwitch()’ down to ‘End Sub’. Still working in Word, open the ‘View’ tab and click on the ‘Macros’ icon on the ribbon: 
A new window will open.
If you don’t have any macros already loaded:
If you already have macros loaded (your TEST macro or any other):
This will open up another window: 
Creating your MultiSwitch list Now head over to Word. Open a new document and call it something meaningful (mine’s called LHSwitchList). Create your list using the following style: that which which that last past like such as less fewer Less Fewer Save it somewhere just as meaningful! (Mine’s in my Macros folder, but you can save it wherever it suits you.) Now close the document. You can amend this list any time you want to – just add or delete as you see fit. Changing the MultiSwitch script Now you're going to make two small amendments to the macro script so that it's personalized for you, so go back to the window into which you pasted the MultiSwitch script. At the top of the script, you’ll see the following: Sub MultiSwitch () ‘ Version 11.05.16 ‘ Scripted word/phrase switching maxWords = 4 listName = “LHSwitchList” ' Set min number of chars for an abbreviation minChars = 2 myDir = “C:\Users\Louise\Dropbox\Macros\” The text in red shows how I’ve customized the script to suit my needs – you need to put in your own switch-list file name and location. Now you can close the window by clicking on the ‘X’ in the top right-hand corner. Do the same with the general Visual Basic window too. Don’t worry if you get a message about a debugger – just press ‘OK’. Creating the keyboard shortcut for running MultiSwitch If you don't know how to create keyboard shortcuts, this section's for you. If you do know how to do this, you don't need to read any further! I'm working in Word 2016 on a PC. If you are too, the instructions are as follows:
The image below shows how I assigned a keyboard shortcut to another macro called ‘UndoHighlight’. The steps are exactly the same. 
That's it! I hope this macro saves you as much time as it's saving me!
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.
Today's article is all about optimizing your proofreading or editing business website so that it works for clients using different device types.
My website is the single biggest driver of my proofreading and copyediting work. It’s therefore essential that it shows potential clients my best face. 
I’ve spent years tinkering – tweaking current content, adding new information and removing text and images that have outgrown their usefulness.
Weebly, like many web-hosting services, allows me to optimize my website for mobile devices.* It takes my chosen desktop theme and adapts the design for optimal viewing on a smaller device such as a tablet or mobile phone. This function has been available for several years. I can’t remember when I became aware of it, but I figured it made sense to switch it on because I couldn't imagine anyone with a smart phone having the patience to navigate through my content if it wasn’t mobile friendly. I congratulated myself on being so forward-thinking, and carried on as normal. Note: If you're unsure whether your website is mobile friendly, it's easy to find out. My colleague Averill Buchanan alerted me to Google's Mobile-Friendly Test site. Is it pretty, or pretty awful? Most website-hosting services help non-designers like me to make our websites look pretty. They give us dividers, shaded boxes, spacers, columns, textboxes and image placers to enable us to put our content exactly where we want it. The result is that on the desktop version, at least, everything looks just so. You might be the kind of person who likes to keep things simple – you might have opted for minimal text on your site, and the text you have placed might not be broken into separate textbox elements. To date, I’ve not been this kind of person. I’ve overly complicated things, and, I might add, it hasn’t done me any favours. Here’s just one example. This is the contact information on my site: 
Now, back in 2011, when I first typed this information into my contact page, I didn’t like the vertical alignment of the information after the colons. Weebly doesn’t allow tabbing, so I created two textboxes (below, outlined in red) and placed them next to each other in two columns.
Okay, so it was never going to win a design award, but I’d achieved my goal. However, there was a problem – it looked perfect in the desktop view, but the mobile layout was a disaster:
This wasn’t Weebly’s fault, it was mine. Weebly’s mobile optimization tool was working perfectly logically – finding content in a single textbox and ensuring that said content remained unbroken.
The solution was simple – I had to restore my original layout, putting all the text back into a single box – but the impact was huge. It did mean sacrificing the alignment issue that I’d had a bee in my bonnet about, but it was worth it. Now my mobile display looks like this (on iPhone 6): 
It’s not perfect (there are unsightly end-of-line breaks on smaller mobile screens), but it’s a far more sensible and logical design for my mobile visitors. I’ll shortly be making decisions about how to reword this information so that I can remove the unwanted wordbreaks – it needs some care because I don’t want to compromise the design of the desktop view.
What devices are my visitors using? The crux of the matter here is that I want to put myself in my customers’ shoes. I need to bear in mind the following:
I’m under no illusion that I can optimize my design for every potential client all of the time. But paying attention to the mobile display has been a learning experience for me. I’ve discovered that I’ve not been showing my best face, and that’s simply not an option in the current market. I know this because my data tells me so. Looking at the data Honestly, I’ve only recently started looking at data about which devices my visitors are using. The following was taken from one of the analytics programs I use, StatCounter. 
The above image shows two days’ worth of data (8–10 October 2016). A whopping 30% of my visitors used mobile phones and tablets to access my content.
Some tablet screens are big enough to make browsing my website in desktop view perfectly palatable, so some of the visitors using these devices may not be looking at a mobile view. Here’s the thing, though – I don’t know which view they’re seeing and it’s not under my control. It’s therefore important that I do what I can to put my best face forward, just in case. Even one lost customer who searched and found me via their mobile, and then dismissed my services because my content was illogically presented, is something I want to avoid. The view from an expert My friend Andy McNair, who’s forgotten more about website analytics than I’ll ever know, pointed out that two days’ worth of data could be horribly skewed by a range of factors. He prompted me to dig a little deeper using my Google Analytics historical data. Says Andy in relation to industry at large: In 2016, 1 in 5 visits to corporate communication sites are made on smartphones. Tablet has been static at 1 in 20 for the last 3 years. Desktop is still the most important group so don't cripple your user experience there.
I followed Andy’s advice and compared data in four quarters (August–October) from 2013, 2014, 2015 and 2016.
When thinking like a editor isn’t enough This exercise has shown me how, until recently, my website design was dominated by two modes of thinking:
Taking the long view Keeping an eye on user behaviour is a work in progress, but I'm on the case. Four years ago, mobile usage mattered less. Now, to me, it matters twice as much (though the desktop-user group is still by far the most important). So, take a look at your analytics to assess what devices your visitors are using. If mobile has become more important and your website host allows you to easily optimize your design for mobile devices, without compromising your core visitor group, do use the function. But check that the results are showing your best face. A few small tweaks could make a very big difference. More importantly, they could turn a closed page into a closed deal.
* If you’re a Weebly user, and you’re not sure whether you’ve optimized your website for mobile devices, open up your dashboard, go to your site, click on the Settings tab on the ribbon, scroll down to Mobile, and make sure the ‘Display the mobile-optimized version of this website when someone visits from a mobile device’ box is ticked.
To take a quick look at how your content is being displayed on mobile devices, choose the Build or Pages tabs from the ribbon, and click on the Device Switcher icon (also on the ribbon). A word of caution: I’ve found that after toggling back and forth between the desktop and mobile views in Device Switcher, I have problems making some types of amendments to my content (for example creating bullet points, italicizing and moving textboxes). Don’t worry if this happens to you. Simply exit Weebly and reopen; you’ll be able to amend as required.
Louise Harnby is a fiction copyeditor and proofreader. She curates The Proofreader's Parlour and is the author of several books on business planning and marketing for editors and proofreaders.
Visit her business website at Louise Harnby | Proofreader & Copyeditor, say hello on Twitter at @LouiseHarnby, or connect via Facebook and LinkedIn. If you're an author, you might like to join Louise’s Writing Library. Members receive monthly updates featuring self-publishing news and resources. |
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