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Providing editorial services to non-profits and businesses

In this post, Hazel Bird looks at some of the ways in which proofreading and editing for businesses and non-profits differs from working with ‘traditional’ publishers and independent authors.

Ultimately, providing editorial services to a non-profit or business works the same way as providing editorial services to a publisher or independent author: you talk to them about what they want, check that matches what you can deliver and then carry out the work to the brief. But, in reality, working with non-profits and businesses can feel quite different from working with publishers and authors, in terms of both how you do the work and how you interact with your contact.

These tips are based on my experience working primarily with UK and European non-profits operating around the world.

Getting and scheduling the work

The stereotype is that businesses and non-profits will make you jump through endless hoops before they’ll give you any work and then will want their project done yesterday. In my experience, they have a range of onboarding and scheduling practices, just like publishers (who themselves are not immune from ‘hoopery’ and asking for demanding schedules).

But it is certainly true that the larger businesses and non-profits are more likely to require you to go through a procurement or tendering process, where you might submit a bid for a contract and perhaps have an interview. It’s important to find out how your target clients contract work so you can make yourself visible to them – otherwise, if you wait to be contacted by your dream client, you may be waiting a while!

Another key difference is that businesses and non-profits are less likely than publishers and authors to even know that they might benefit from editorial services. As such, some will approach you directly (for example, through the CIEP Directory if you have an entry) but in other cases there is scope for using your contacts and marketing (for example, via social media) to reach clients who might not otherwise come to you naturally.

Understanding your role

I wrote a bit about this topic in an earlier post on moving into a new editorial field. In summary: while businesses and non-profits may have clear ideas of what they want to achieve via editorial work, they may have less of an idea how to achieve this. You may therefore find that your role involves a degree of educational work.

But, at the same time, it’s important not to make assumptions. Some smaller communications teams may be working with an editor for the first time, whereas some global organisations have editorial policies and processes to equal those of any publisher (and vice versa). Ask questions to understand how you will fit in.

Part of asking questions, too, means understanding the nature of the changes you are expected to make. As any editor who has worked outside the traditional publishing workflow knows, ‘proofreading’ for a business or non-profit may be more like traditional copyediting (or even developmental editing!). Conversely, though, when a business or non-profit commissions you to ‘proofread’ their text, they may have an especially restrictive definition of the work – for example, to avoid the document having to go back to a sponsoring body or key stakeholders for a further round of approval.

It’s therefore vital to ask questions to ensure you are comfortable with the level of work required and to avoid doing undesired work.

Matters of style

Businesses and non-profits are increasingly likely to have an in-house style guide of some nature. You might also encounter:

glossaries, which tell you exactly how certain words are allowed to be used
lists of proscribed words or phrases, hopefully with suggested replacements
‘tone tools’, which go into detail about the tone of voice and mode of address that the organisation uses in its communications.

We editors often talk about picking up an author’s tone of voice, but with businesses and non-profits this is more likely to be about picking up the brand’s voice (remember that a brand is not just a commercial thing – most non-profits will consider themselves to have a brand too). Whereas publishers will often be happy for authors to write however they like as long as they stay within the bounds of respectful discourse, businesses and non-profits are more likely to have quite stringent ideas about how their text should ‘feel’.

The good news, though, is that once you’ve absorbed this ‘feel’, it’s a relatively straightforward matter of applying it across all the work you do for the organisation (as opposed to picking up a new voice for each publisher’s author you work with).

Communications and queries

Some businesses and non-profits will follow the traditional three-step pattern where you send them the edited document with queries, the ‘author’ (or a nominated member of the communications team) answers the queries and sends the document back to you, and then you absorb the replies and return a squeaky-clean version ready to be sent to the client’s design team. But, in my experience, it is more likely that businesses and non-profits will request a single-stage service where they simply receive the edited document with your queries and then action them as they see fit, without your input.

If this will be the case, it’s helpful to make your queries extra clear and always offer solutions, to make the client’s tidy-up work as easy as possible. Remember, they may have very little editorial experience and so be unaware of options or approaches you find obvious.

Be prepared, too, for the possibility that your ‘proofread’ may actually be followed by huge revisions – for example, if a non-profit’s policy paper is on a tight schedule and the client decides to get proofreading done while they await revisions from a key stakeholder. If you’re aware in advance of what the revisions might be, you can take account of them in your editing and provide suggestions along the lines of ‘if X changes in Y manner, you might also want to consider changing Z’. But often this is just a case of accepting that your meticulous proofread might not be the end of the road for the document and leaving the door open for the client to request further support later on if they need it.

Completing the work

Some businesses and non-profits have very specific invoicing requirements – for example, to comply with a funder’s auditing schedule – so try to learn any restrictions on timing or formatting requirements (such as level of detail required in the breakdown of tasks) in advance. Some will require you to register on a payment portal or similar. As with working for publishers, it’s a good idea to get hold of the name of a person in the finance department so you can chase overdue invoices directly, if needed.

When it comes to post-project assessment of your work, in my experience this is an area that differs hugely from working with publishers. In a publisher–editor relationship, it’s usually the publisher that is considered the expert (rightly or wrongly!). In contrast, in relationships between editors and businesses or non-profits, it’s more likely that the client will consider you the expert and simply go with whatever you have suggested (unless it is obviously wrong or contrary to the brief). This puts more of a weight of responsibility on your shoulders, so it’s important to feel you have the confidence to make decisions without an editorially trained project manager waiting in the wings to check your work. But if you do have the confidence and appropriate experience, it can be an immensely satisfying way of collaborating with clients.

Embrace the variety!

Given editors’ traditional place within the orbit of publishers, it can be tempting to see businesses and non-profits simply as ‘not publishers’ and lump them together accordingly. However, in reality they can be as diverse in the ways they handle their editorial needs as they are in their focuses and operations. The old adage ‘it depends’ plays out in work with businesses and non-profits, just as it does in all editorial work. As always, the key is to ask questions and check we understand our role.

About Hazel Bird

Hazel offers editorial services that empower non-profits, charities, businesses and authors to confidently share their expertise and impact. An editor since 2009, she aims to see the big picture while pinpointing every detail. She has been described as ‘superhuman’ and a ‘secret weapon’, but until Tony Stark comes calling she’s dedicating her superpowers to text-based endeavours.

About the CIEP

The Chartered Institute of Editing and Proofreading (CIEP) is a non-profit body promoting excellence in English language editing. We set and demonstrate editorial standards, and we are a community, training hub and support network for editorial professionals – the people who work to make text accurate, clear and fit for purpose.

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Photo credits: header image by Sean Pollock, diary by JESHOOTS.COM, man with laptop by Headway, all on Unsplash.

Posted by Belinda Hodder, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Resources round-up: Non-book formats

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Welcome to this round-up of resources compiled by the CIEP. This time, we look at working with non-book formats, from board games to corporate communications. We have divided our picks into:

free CIEP resources
one great book
blogs and websites.

Free CIEP resources

A dive into the archives of the CIEP blog gives you a taste of the strange and wonderful formats that can be edited, including multiple-choice questions (there’s even a new free fact sheet about this) and puzzles.

We all learn from applying editorial principles to content beyond books, and this enriches our editing if and when we edit books again – although who would blame us for deciding to edit puzzles forever? Rachel Lapidow, who wrote for us about how creating style sheets for role-playing games (RPGs) could shed light on fiction editing, describes how she used a style sheet from her own editorial training at the University of California, San Diego, as a basis for the style sheets she developed for the games she worked on. She recalls how her knowledge and practice came full circle: ‘One of my instructors from UC San Diego asked me to share one of my RPG style sheets for her to use in her class. It’s a bit surreal to imagine future copyeditors looking at a style sheet I created while they’re learning how to utilise this tool. But it’s also pretty darn cool.’

Corporate communications can be cool, too, of course. The CIEP blog has articles about corporate editing, business content, brand voice and how to work with SEO if you’re an editor or a proofreader.

One great book

Unlike the CIEP blog, our book pick isn’t free; however, it’s well worth its £30 price tag. The Copyeditor’s Handbook: A guide for book publishing and corporate communications by Amy Einsohn and Marilyn Schwartz (read the CIEP review of this handbook and the accompanying workbook) is packed with useful information about what copyediting is and how to do it. It’s as relevant for copyediting business content as it is for copyediting traditional books, as the authors make clear in the introduction: ‘Copyediting is one step in the iterative process by which a manuscript is turned into a final published document (e.g., a book, an annual corporate report, a newsletter, a web document).’

The Copyeditor’s Handbook is written from a US perspective, but wherever you are in the world, if you’re working on corporate content it will help you. Just break out the sticky notes and spend time familiarising yourself with which of its chapters and sections you’ll need, as it’s dense and detailed.

Blogs and websites

Words pop up everywhere, and where there are words, there is editing and proofreading (or there should be, for best results). Blogs from editing associations and dictionaries have covered formats as diverse as comic strips, association magazines and surveys.

More useful, sometimes, are articles on issues that are likely to come up when editing and proofreading non-book formats. For editors of websites and other formats that cite URLs, there’s practical advice on taming messy URLs from the Chicago Manual of Style, and information on how web design and branding choices can affect a reader’s ability to access text from ProCopywriters.

Working with contributing writers can be a challenge in business editing. Alison Harmer offers ten tips for keeping corporate communications on track; and June Casagrande makes a convincing case for using plain language, just in case you’re dealing with contributors who are fond of writing in a flowery manner.

As a general principle, if you’re editing beyond traditional books, make sure you look beyond traditional editing blogs. The Web Accessibility Initiative is excellent. The extensive ProCopywriters blog is absolutely free, written by people who write for a living and want to showcase their skills, and gives great tips on areas such as structuring online content, cutting fillers in writing and tone of voice that will be particularly useful if you’re editing business content.

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Photo credits: comic books by Eric Mclean on Unsplash, book marked with sticky notes by cottonbro studio on Pexels.

Posted by Eleanor Smith, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Why you need to see yourself as a marketer (so that you do some marketing)

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In this post, Malini Devadas talks about why you need to see yourself as a marketer, and feel comfortable in that identity, in order to actually do any marketing. She also shares one action that you can take today to find your next client.

There’s a model in coaching that I love, which is called ‘be, do, have’. Most freelancers want to have more clients, and they know that in order to do that they need to do some marketing. So they learn all about marketing; in other words, they focus on the doing. However, we won’t do something if it is in conflict with who we see ourselves as being. If we spend our time thinking about how much we hate selling, if we feel resentful about the fact that we need to be proactive about finding clients, or if we see ourselves as someone who is hopeless at marketing, we are unlikely to take marketing action. Instead of acknowledging the root cause of the problem, we decide it’s because we don’t know the ‘right’ marketing strategy. We then spend more time reading and learning about new platforms and tactics, because that feels easy and safe compared to actually putting ourselves out there.

As a transformational coach, my job is to help editors become someone who is comfortable with marketing and who even learns to enjoy connecting with writers they’d like to work with. Yes, it is possible! Here are some steps to get started.

Be comfortable with marketing and selling

The best way we can help a writer is to edit their piece (assuming that we are a good fit for the project). So, it’s in their best interest to know about what we do and how we can help them. They may decide not to work with us, but if they don’t even know that we exist, they are being denied the opportunity to get help.

Because selling, and talking about money more generally, can feel awkward, a lot of freelancers focus on giving away free content to help writers, such as through social media posts, blogs and podcasts. This has a place; personally, I like to give away free content so that I can help those who don’t have the budget to work with me. But I also think it’s important to share the message that I can help you more if you hire me, and invite people to contact me if they want to discuss the options.

I don’t think it’s likely that you’re going to go from hating something to loving it, so I’m not suggesting that you try to convince yourself that marketing your business is your new favourite pastime. Instead, I encourage you to start by feeling neutral about it. When the topic comes up, instead of joining in the chorus of complaints about having to do marketing or how bad you are at it or criticising other service providers who sell their services, don’t say anything. This may feel uncomfortable at first, especially if you’re used to leading the chorus of complaints. But over time you will notice that you no longer have such strong negative views about marketing and selling. And that will make it easier for you to do it.

Be confident in your offer

Yes, it’s the dreaded concept of niching! Having a niche for marketing purposes does not mean that you can’t have variety in your work. But if you are connecting with writers, it is much easier for you to find the right people, and for them to have more confidence in you, if you’re clear on the problem you solve (your offer). For example, do you proofread food blogs before they are published on a website? Do you do developmental editing of romance novels for first-time authors who eventually want to self-publish? Do you copyedit PhD theses for students in the sciences at Australian universities?

Put yourself in the shoes of a writer who thinks they might need help to reach their goals. If you don’t show empathy for your clients then it will be hard to write content that will appeal to them. If you spend all your time talking about the editing process, it is hard to connect with people, because many people outside publishing don’t understand what editing actually is. Instead, you want to be talking about things that matter to the people you want to work with.

And if you’re not sure what matters to your ideal clients, find some of them and ask them!

Be open to receiving more money

It may sound ridiculous, but it can be hard for some people to receive money. Here are some signs that you might be one of these people:

You stall on sending an invoice because you feel bad, especially if the invoice is for a lot of money (even if the client is happy).
You feel guilty about how much you earn compared to other people (eg parents, other family members, people with ‘more important’ jobs).
You feel bad about being paid for work you enjoy.
You think that people who earn a lot are greedy.

There are any number of limiting beliefs out there when it comes to money, and these can have a huge impact on how we run our business. Over the years, many editors I have coached have been shocked to discover all the negative thoughts they have about money.

Next time you find yourself criticising someone about their rates or making assumptions about what a potential client is willing to pay you, stop and consider how these thoughts may be hampering your business.

One action you can take today to find your next client

The easiest way to find a client is to start with your existing network, even if it is tiny. Here’s a script that I have used (and that has worked!) when I’ve needed more clients. You can use it to email someone you know.

Dear

[Some kind of introductory remarks.]

I wanted to let you know that I have recently started an editing business. I help [type of client/publication and the problem you solve].

You can find out more at my website [insert link]. (If you don’t have a website, just include any relevant information at the end of the email.)

If you think you might need my help, I’d love to make a time to chat about it. Or, if you know someone who might benefit from my services, I’d appreciate you forwarding this email to them.

[Some kind of sign-off.]

That’s it. Don’t overcomplicate it!

If you’re struggling to send one email about your business to someone you know, this is an opportunity to look inwards and work out what the fear is that is getting in the way. Because until you uncover and deal with that, it’s going to be difficult to do the marketing that you need to do to grow your business.

This is not so much about expecting this one person to respond and offer you work. Statistically, in fact, this is unlikely to happen (this is why we need to tell lots of people about our business, to increase our chances of finding work). Instead, it is about taking responsibility for your business and telling the universe that you are ready to meet more of your ideal clients.

Going forward

Remember, so many writers need your services! But they can’t get help for their manuscript if they don’t know that you exist. Spend time building connections with your ideal clients and let them know how you can help them. Before you know it, you will be getting enquiries from people you want to work with on projects you find interesting.

About Malini Devadas

Dr Malini Devadas has been an editor since 2004 and a coach since 2018. Over the past five years, she has been helping editors learn to enjoy marketing and selling so that they can find more clients and earn more money. Malini takes on a few 1:1 coaching clients when her schedule allows. To find out more, you can email Malini (malini@mdwritingediting.com.au).

About the CIEP

Photo credits: green shoot by PhotoMIX Company; megaphone by Andrea Piacquadio, both on Pexels.

Posted by Sue McLoughlin, blog assistant.

The views expressed here do not necessarily reflect those of the CIEP.

Round-up: CIEP conference 2022

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The CIEP’s 2022 hybrid conference, ‘Editing in a diverse world’, took place from 10 to 12 September at Kents Hill Park, Milton Keynes, and online. In this article we’ve gathered attendees’ reviews and reactions before, during and after the event, on social media and in individual blogs. Whether you made it to the conference in person or online, and even if you didn’t attend this time, we hope it gives you a sense of the news, learning, atmosphere and fun of #CIEP2022.

Before: Hashtag excitement

‘Less than two weeks until #CIEP2022! Who’s coming? Starting to feel very, very close indeed.’ On 29 August, CIEP chair Hugh Jackson (@JPS_Editing) informally kicked off conference proceedings with the first use of its Twitter hashtag. Others followed suit, posting before the event about matching fingernail varnish to business cards (@dinnydaethat), and how their knitting was looking (@AjEditorial) in preparation for a meeting of the CIEP’s Haber-dash-ers craft group.

The day before the conference, a fabulous time was wished to fellow editors (by @JillCucchi), and on Day 1 we got commentary on how journeys to Milton Keynes were going, whether that was on three trains (@GhughesEd) or a long, long car journey from Glasgow (@Jane_33South). On Day 2, one of the speakers, Professor Lynne Murphy (@lynneguist), announced she was on her way with: ‘Judging from the tweets, it looks like a very interesting conference so far!’ Conference director Beth Hamer (@BethHamer1) responded with ‘Looking forward to seeing you. We’re having a ball.’

During: ‘Viva hybrid conferences!’

There were two main strands of social media activity during the conference. One was by in-person delegates: LinkedIn commentary on proceedings and live tweeting. @ayesha_chari got a special mention by @The_CIEP social media central for her ‘exceptional live tweeting’, and she flawlessly relayed events until the very end of the conference and Ian McMillan’s plenary session, when she wrote: ‘Laughing too hard to live tweet or do anything else. (If this were in ink on paper, there’d be smudges from laughing tears.)’

The other strand was from our online delegates. As in-person delegates wiped away tears of laughter in Milton Keynes, virtual delegate @akbea tweeted: ‘Sitting in my car outside a school in Wakefield listening to the wonderful @IMcMillan delivering the final talk of #ciep2022. Viva hybrid conferences!’ This parallel in-person/online experience enriched the conference for all the delegates, as questions and comments in sessions arrived through Zoom from remote attendees, and those at home got a taste of the live action through the video link-up. Some even took part remotely in the famous CIEP conference quiz on the Saturday night.

Social media gave us some insights into where and how people were consuming the conference. One delegate wrote on LinkedIn: ‘I’m thrilled I got to attend online so I could monitor my son’s Covid symptoms in-between sessions. Phew!’ @SaraKitaoji, in Australia, posted a picture of the tea she was drinking in order to stay awake: ‘The key to late night Zoom meetings: Japanese green tea. A cute cat cup helps, too. Enjoying more 3am–5am #networking sessions at #ciep2022.’

During these three days, because delegates were joining from everywhere in the globe, from the USA to India, from Germany to Thailand, it felt like a small world. As Hugh Jackson gave his closing address, @TrivediAalap, based in Canada, posted: ‘@The_CIEP transforms the definition of home. It is my home. Wherever, whenever.’ And just afterwards, @FreshLookEdit wrote: ‘So grateful the Spatial Chat was left open after the conference officially closed so the online peeps could linger a little longer. What an amazing weekend of fun, friendship, and learning. Thank you to all the organizers, volunteers, speakers, and delegates!’

After: Catching up and rounding up

After conferences, many attendees need time to review their time away and catch up on family time, sleep or relaxation. This year’s post-conference social media was heavy on tea, candles and TV. Some delegates were battling an earworm placed by Ian McMillan with his song about conferences, ‘Here come the lanyard people’.

The talk was also of catching up on sessions missed. A couple of weeks after the conference, @HelenSaltedit reported: ‘Just watched my first #CIEP2022 video (catching up with sessions I missed during @the_ciep conference).’ The videoed sessions kept giving, as did the learning points in them. On 18 October @TheClarityEditr wrote: ‘Inspired by Hester Higton’s #CIEP2022 session, I’ve FINALLY made some templates, updated SOPs and added space in my mega-spreadsheet to more systematically calculate project quotes.’

Two delegates wrote round-up blogs soon after the conference that transported us back to the whole experience. Even though her team came fourth in the quiz (down from first last year), Sue Littleford, who attended online, concluded her blog with an uplifting image: ‘The CIEP is the rising tide that lifts all editors’ boats, and at every conference I’m reminded of how proud I am to belong to it.’ Annie Deakins described her sixth CIEP/SfEP conference as ‘great company with fellow editorial colleagues, learning in the form of continuous professional development (CPD), and laughing … so much laughing!’ Sue and Annie also gave interesting reviews of some of the sessions, so be sure to catch their blogs.

The most lasting legacy from #CIEP2022? Even all the happy memories and invaluable lessons had a rival for the prize of what would stay with delegates longest. On 3 October, @ayesha_chari wrote on Twitter: ‘Omg! It’s back in my head! @The_CIEP conference goers, HELP replace the earworm please.’ What, this earworm: ‘Here come the lanyard people …’? Oops! Sorry.

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How to network better

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Laura Summers of BookMachine explores networking benefits, tips and more.

From small beginnings in 2010, starting as a group of colleagues coming together to talk about the book publishing industry, the BookMachine community has grown to become a global organisation. During this time I’ve met hundreds of editors and proofreaders. I remember some of them really well because they’ve stood out against the crowd by their ability to network.

Instead of simply telling me or anyone they’re networking with about themselves and leaving it at that, these professionals show their ‘interest’. They do this by asking insightful questions and aim to be the ‘interested’ person in each discussion or conversation they’re in.

Even if you’re not a networking fan, it’s one of the easiest ways to form connections that might lead to new opportunities. Thankfully, living in today’s digital world means we have online communities that make networking easier for all of us (introverts, extroverts and ambiverts!) to connect.

Not convinced that networking is for you? Here are three reasons to get started.

1. Spread the word

If you’re a freelance editor or proofreader, networking is an essential way to let people know what you do. Having an up-to-date website is a great start, but to ensure that the right opportunities come your way, you need to connect with others and tell them specifically about what you can do for them.

Networking isn’t limited to talking with potential clients. When you network with other freelancers, along with gaining advice and friendships, you can create partnerships and offer your clients a better service. For example, if you are an editor you can partner with a copywriter to offer your clients more skills.

2. Understand industry trends better

I read The Bookseller online daily, but there is still so much more to know about the industry. The more people you speak to and connect with, the more you understand current trends in the industry. This, in turn, gives you a deeper understanding of what’s important to your clients and their businesses.

Having more industry knowledge also gives you the added bonus of having more professional topics to talk about during meetings – whether you’re a freelancer or an in-house professional.

3. Gain more confidence

This one is simple. The more you meet and talk to people, the easier it gets.

Convinced about networking but unsure where to begin?

Explore membership organisations

As well as using CIEP membership to connect with editors and proofreaders through virtual and in-person events and the CIEP forums, consider joining BookMachine’s vibrant community to interact and learn during mixers, virtual hangouts and in-person events. If you want to mix a bit of exercise with networking and check two things off your list at one go, you could even come for our ‘Walk & Talk’ events!

If you’re a publishing hopeful, perhaps in the early stages of your career, think about the Society of Young Publishers (SYP). Attending SYP events and conferences, signing up to be a member and applying for their mentorship programme can help you get your foot in the door and teach you how to network better. Since it’s a volunteer-run organisation, you can even get involved with their online and in-person events if you have something to offer.

Leverage social media

Whether it’s BookTok, Bookstagram or #BookTwitter, there are plenty of ways for you to find fellow publishing professionals and connect with them on social media. Following some of the most valuable and popular accounts within publishing can help keep you in the loop and give you the opportunity to join discussions, conversations and events.

When it comes to social media, don’t underestimate the power of hashtags and the ability to squeeze yourself into a conversation when possible. Try keeping an eye on (or follow) hashtags like #workinpublishing, #publishing and #joinbooks.

Five valuable publishing-related accounts to follow on Twitter: The CIEP; BookMachine; Publishers Association; The Publishing Post; BookBrunch.

Use LinkedIn wisely

When you connect with someone, send a note. Introduce yourself and include a few words about what you do and why you’re interested in connecting with them.

Twitter will cap your tweets at 280 characters, but on LinkedIn, there’s no such limit when you post. But the key is to keep your interactions short and sweet – people have limited attention spans and time when networking. The goal is to make yourself memorable and interesting within that short interaction.

Be helpful

Another useful way to stand out is to answer questions using advanced search. Both Twitter and LinkedIn have great search capabilities. Think about the questions you had when you started out. Or even questions you had two months ago. Search those questions and variations of them on these sites.

What you want is to be helpful to those in your industry and around you. Offer answers, insights, or even follow-up questions to make the discussion more interesting. Don’t worry about sharing your tips and secrets – collaborating and boosting others in your industry is an ideal way to start networking.

Step forward as a speaker

Another idea to network and simultaneously showcase your skills is to pitch yourself as a speaker or as part of a panel at any relevant event. Pitch ideas to event organisers and highlight your areas of expertise so they can introduce you and your work to a wide audience. You can find plenty of these events when you start following and interacting with publishing professionals and publishers on social media.

Have a positive attitude

Finally, networking may seem challenging but try to think about it in terms of building relationships, friendships and long-lasting connections. The more people you know and speak with, the better and easier it will be for you to find the right opportunities to help your career thrive. On a personal level, it’ll also boost confidence in your intrapersonal and interpersonal relationships.

Also, it’s easier once you get started – I promise!

About Laura Summers

Laura Summers is the Director of BookMachine, the fast-growing global Community and Creative Agency specialising in book publishing. Her mission is to provide every publishing professional with the knowledge, ideas and connections to help them to progress in their careers. Follow Laura on Twitter @LauraSummersNow. Connect with Laura on LinkedIn.

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Photo credits: maze by Susan Q Yin on Unsplash, networking meeting by Redmind Studio on Unsplash.

Posted by Harriet Power, CIEP information commissioning editor.

The views expressed here do not necessarily reflect those of the CIEP.

Flying solo: How can we apply our editorial judgement to our businesses?

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In her regular Flying solo column, Sue Littleford considers how the critical skill of editorial judgement can be applied to running an editorial business.

Editorial judgement calls for an understanding of context, for knowing your stuff when it comes to technical matters (whether that’s the finer points of grammar or the finer points of Word or the finer points of inorganic chemistry, if that’s your niche), for knowing when to press ahead and when to leave well alone, and for knowing what resources you need and how to use them.

Each of these skills can also be applied to the way you run your business.

Understanding context

Marketing works best when you know who you’re marketing to. Who do you work for? Who do you want to work for? Who’s your ideal client, and what’s your ideal subject matter, your ideal content, your ideal everything?

Just as in copyediting and in proofreading, you can’t make good decisions until you understand the context.

If you have a marketing budget – and that is a time budget, every bit as much as a cash one – then you want to spend it wisely.

What will give you, to coin a phrase, the biggest bang for your buck? Or your hour?

Where do the clients you want to work with hang out? I closed my Facebook business page. No, don’t squeal in horror! My clients aren’t there – in terms of social media and looking to hire, they’re over on LinkedIn, which is where I’ve placed my focus. I’m not wasting my time updating content for people who aren’t there to read it.

Most of my clients come via my CIEP Directory entry, which I had just updated before drafting a bit more of this post. It’s a worthwhile investment of my time to keep my Directory entry fresh – that’s the context in which my ideal clients are most likely to find me.

Technical matters

The business equivalent of knowing your subjunctive from your style palette is fairly wide-ranging.

Do you understand the laws under which your business operates? Do you have all the necessary licences and permissions? UK residents have a fairly easy ride, it always seems to me, when registering as self-employed. I hear much more complicated stories from people trading in other countries. You need to be on top of these technical issues.

Are you au fait with taxation rules? Are you attending HM Revenue and Customs’ live or recorded webinars on allowable business expenses, record keeping and completing your self-assessment return?

Are you budgeting for the Health and Social Care levy payable from April 2022 being added to Class 4 National Insurance contributions (and then as a separate tax from April 2023)?

If you’re not in the UK, are you doing something similar in your own jurisdiction, ensuring you’re up to speed with the latest tax changes that affect you?

Are you reading up on and generally getting ready for Making Tax Digital (MTD) in April 2024 (again, UK folks only)? Have you started investigating the app you’ll need to use to make your returns?

How about your contracts and your terms and conditions? Fit for purpose? Compliant with the law of your land?

Are you on top of IT security – firewalls, anti-malware programs, back-ups?

What about banking? Do you operate somewhere a separate business account is mandatory? (It’s not a requirement in the UK, for instance, but it is in some countries.) Would a separate business account, even if you’re in the UK, make sense in your circumstances?

Judging what action to take

Now you’ve layered up these transferable skills, you understand the context you want to work within and you know where you want to steer your business. It’s time to exercise more judgement in deciding what action you need to take.

Just as you take an overview of an editorial job, and use the brief and your own technical expertise to decide how to tackle each specific piece of work, apply that same thought process to the wider scale of your business.

Do you need a website? Or a better one?

Should you start a blog? Or should you revive or close down a neglected one?

How will you use social media to market yourself? Which platforms will repay your investment of time? Do you need to remove yourself from any that aren’t repaying your time, or try new ones?

Speaking of time, how should you schedule yours? How many hours a day do you want to work? What steps do you need to bring your current hours up or down to that level? Do you need more clients, or just better-paying work? How will you get from where you are to where you want to be?

How does your work fit around your home life? It’s been especially tricky for so many people in times of Covid, and often difficult adjustments have been made in so many households. Have you found the sweet spot yet? What further adjustments would help? Is any untapped support available, or do you just have to endure for a while longer?

Keep your eyes on the prize – you’re thinking now at whole-business level, not just the piece of work in front of you on your desk.

What about a business retreat? Can you either get away by yourself for a couple of days, or with one or two trusted friends who need to do some in-depth thinking about their big pictures too?

If you need to stay at home, can you schedule a couple of days with your email and phone off? Give yourself breathing space in which to lift your eyes up to the horizon and take the long view of where you want to be headed.

From your musings, you will return to your quotidian world with action plans for each area of your business that was under consideration this time.

Maybe you should concentrate your business retreat on just one area. I know I need to be better prepared for disaster recovery, for instance, and I need to give some serious thinking and investigation time to it.

Judging what action not to take

But, just as in editing and proofreading, you also need to know when to leave something untouched – it might not be perfect, but it’s certainly good enough. Don’t pressurise yourself to write action plans to overhaul parts of your business that are working well enough.

Again, just as in editing and proofreading, you also need to think about the brief – the framework you’re operating in – and budgetary constraints. Perfection is a ridiculous and pointless goal. Good enough within the circumstances is what we’re aiming for.

Time spent running your business is an overhead that facilitates earning money, but it is not time spent actually earning it. So keep your action plans modest. No counsels of perfection. No eye-wateringly demanding roadmaps to some unachievable Utopia.

Take simple steps (if they’re not simple, you’ve not broken them down enough) that will either repay the investment now, or lay the groundwork for part of a larger strategy. Just keep it moving forward. Think in terms of the tortoise and the hare, if the tortoise could occasionally break into a trot.

Does each step take you closer to the goal? Or are you doing things that are unnecessary, and no one is paying you for? You try to avoid that when you’re working with text. Apply the same judgement to your business.

Good enough is good enough.

What about resources?

Now you’ve worked out which actions you need to take, and which you can delay or completely forget about, what do you need to help you along?

How will you make your plans practical?

Do you know where to find business support (in the UK, try Small Business Britain or IPSE) or guidance on getting along with HMRC? How about guidance for MTD preparation?

Would you benefit from advice on IT security? Or on contracts?

If you’re a member of the CIEP at one of the professional grades, did you know you can get some free legal advice? (Log in to the CIEP website, go to the members’ area, then Benefits and scroll down to the last block of info.)

Are you aware of all the member benefits the CIEP offers? It’s a growing list! Are you signed up to and do you use the forums? They’re one of the best benefits – places to ask questions and offer answers to others, and take part in discussions that may well broaden your scope. Even if you only join the forums to lurk – to read without posting – you’ll find a wealth of helpful and interesting material.

If you’re not a member, then take a look at the resources the CIEP offers to the public.

More prosaically, do you buy reference books on paper or use online versions? Style manuals, dictionaries, grammars, editorial textbooks, etc? Which is most cost-effective for you?

Have you checked you’re on the fastest broadband package you can afford from your supplier? If your connection is a bit unreliable, or slow, then you might feel it’s a sensible investment to have paper copies of certain reference works – perhaps in addition to online versions.

What about founding a mutual support group – people who can help out if you can’t work and need someone to complete the job? Could that group also be a mastermind or accountability group to support you in your business as well as your editing and proofreading?

The bottom line

You’ve spent a lot of time and effort – and money – in developing your skills as an editor and/or proofreader. You’ve undertaken training to learn your craft and how to apply editorial judgement as you work with the text.

Businesses don’t happen by accident – and they don’t stay viable by accident, for the most part.

The judgement you rely on when working with words is just as applicable to your business life. Make good use of it!

About Sue Littleford

Sue Littleford is the author of the CIEP guide Going Solo, now in its second edition. She went solo with her own freelance copyediting business, Apt Words, in March 2007 and specialises in scholarly humanities and social sciences.

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Photo credits: tortoise by Marzena7 on Pixaby, notebook by Suzy Hazelwood from Pexels.

Posted by Harriet Power, CIEP information commissioning editor.

The views expressed here do not necessarily reflect those of the CIEP.

What happens when the tax office wants to inspect your editorial business?

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Do you really get through that number of red pens per year? And where were you going on the morning of 29 February? Melanie Thompson describes her experience of being inspected by the UK’s tax authority, HMRC.

This post covers:

Receiving notification of an inspection
What was requested and by when
Collecting and sending all the evidence
HMRC’s response

Many people dream of becoming an editor, proofreader or some other flavour of editorial service provider. They often declare their love of words or desire to help others communicate. I don’t recall ever seeing someone say they were going freelance or setting themselves up as an editorial business because they longed to number all their shopping receipts or to fill out the self-employment section of their annual income tax return.

But unless your editorial empire comprises a staff of more than one person plus office assistant (aka pet dog or cat), you will have to find a way – and the time – to manage the business end of your business.

In the freelance world, even getting paid can be a time-consuming process. So, developing some sort of system that suits your needs is unavoidable.

Questions about bookkeeping and accounting apps often crop up in the CIEP forums, especially from people who are new to freelancing. Certain topics recur, ranging from the benefits (or otherwise) of business bank accounts to whether editors can claim for new spectacles.*

One question that hasn’t cropped up, as far as I recall, is ‘What happens if there’s a tax inspection?’ Perhaps people are too terrified to ask!

If that’s you, hide behind the sofa right now. I’m about to reveal all …

The dreaded brown envelope: receiving notification of an inspection

Among all the many side effects of the Covid-19 pandemic was one very small useful thing: Her Majesty’s Revenue and Customs (HMRC) gave us all a little breather with paying the summer instalment of tax ‘on account’ in July 2020 by six months, as well as some leeway with the date for submitting that year’s tax return. So, when I received a brown envelope from HMRC back in August 2021, I put it in my in-tray and carried on with my work, thinking it was just the usual reminder about filling in the tax return by 31 January.

A few days later when I’d met my work deadline and fancied a change from on-screen work, I started sifting through the heap of incoming post (mainly junk mail offers from competing credit card companies), opened the pending brown envelope and skimmed my eye down the left-hand side of the letter.

Check of your Self Assessment tax return for year ended …

A compliance check is …

We will be checking to see …

What we will be checking …

You now need to check your records …

OK, I got the picture (8/10 for plain English … on the first few paragraphs). But …

… please give us the information asked for in the enclosed schedule.

A big aggressive? Well, at least they said please. But the truly frightening bit was:

Please send us the information by ** September.

Less than four weeks away, and at the height of the summer vacation.

What HMRC wanted from me

I pinged an email to my fabulous accountant, Patsy, who had just received a copy of the letter direct from HMRC.

The three-page letter came with three attachments: the general information about compliance checks, the extra Covid-related general information, and a one-page ‘schedule’ explaining what I needed to send.

The general information included this warning:

You cannot choose to ignore an information or inspection notice if we give you one …

So far, so terrifying. The schedule did little to calm my nerves, as it requested the whole year’s worth of bank statements, credit card statements, invoices and receipts, and my financial statement drawn up by my accountant – all to be scanned in and sent on a memory stick.

That might not sound so bad, and it’s true I had collated a lot of that information when preparing my 2019–20 tax return. But there’s quite a difference (for me) between putting things on a spreadsheet with a column for notes to explain bits and pieces to my accountant, and compiling a huge bunch of scanned documents or PDFs from numerous sources to send off to someone who could send me a big fat fine if I made a mistake.

Collecting ALL the receipts

If you use an accounting app such as FreeAgent or QuickBooks, you may not appreciate the effort and stress I endured over the next few days. When I started as a freelancer in 2000, I created a spreadsheet for my accountant, and I’ve used the same system ever since. With only three or four invoices per month, and not many irregular expenses back then, there hadn’t been the need to do anything differently.

Now I was faced with corralling random bits of paper, emails linking to downloadable receipts, paper credit card bills, online banking documents and foreign exchange expenses. I shut myself in my office and switched my scanner to warp factor 5.

The trickiest task was reconciling the various online bills that are paid monthly by credit card (such as pay-as-you-go top-ups for my mobile phone, and the monthly £0.79 for cloud storage). When preparing my accounts I just noted the dates and amounts from my credit card statements. So I had to log in to each of these random small expenses accounts and download the actual bills – complete with remembering usernames and updating passwords. Once I had all the expenses scanned in, I numbered them all so that they were easier to cross-reference, while slapping my own wrist for not having done all this in the first place. (But seriously, is that really a good use of my time?)

HMRC’s interrogation

I did get everything together in time, and sent it all plus an explanatory covering letter by registered post. Our village postmaster, noting the address, wished me luck!

Then it all went quiet … for two months.

When I finally received a letter (including an apology for the delay) there were four questions arising from my documents. Only the first one was a mystery! That asked whether I was using ‘cash basis’ or ‘general accounting/accruals basis’.

At that point, I was so relieved to have an accountant. I had no idea what the question meant, never mind what system I was using. (Apparently, I use the latter.)

Questions 2 and 3 were clarifying exchange rates and bank commission fees for a few invoices in US dollars and were very easy to answer.

But the fourth question was my favourite. It was about two receipts for train travel to the CIEP (then SfEP) annual conference in Birmingham, where I had been a speaker. What the inspector hadn’t noticed – and I did enjoy pointing out – was that one of them was for my trip to the Society of Indexers conference in London the week before, where I was also a speaker. And yes, it was all listed properly in that list of numbered receipts I’d taken so much time over.

App-ily ever after?

By the end of November, it was all over. I had the all-clear, and there was nothing to pay. What a relief.

And within a few weeks, it was time to submit my tax return for the 2020–21 period. So no time to swap to a sparkly new app. I’ll be sticking with my spreadsheet for now.

Resources to help with tax

For everything to do with income tax in the UK, visit the gov.uk website.

Sue Littleford’s Going Solo: Creating your freelance editorial business can help with record-keeping so the next tax return (or inspection!) doesn’t seem as daunting.

* As with most editing-related questions, the answer is ‘it depends’.

** Many thanks to my accountant Patricia Brady ACMA.

About Melanie Thompson

Melanie Thompson (APM) specialises in writing and editing materials relating to climate change, environmental topics and energy efficiency in buildings. She is a member of the CIEP’s Environmental Policy Working Group, and also a CIEP tutor for the copyediting, proofreading and web editing courses.

About the CIEP

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Photo credits: wallet by Steve Buissinne on Pixabay, receipts by picjumbo.com on Pexels.

Posted by Harriet Power, CIEP information commissioning editor.

The views expressed here do not necessarily reflect those of the CIEP.

The 2021 CIEP conference: Business data for freelancers

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This year’s CIEP conference was held online, from 12 to 14 September. Attendees from all over the world logged on to learn and socialise with their fellow editors and proofreaders, and a number of delegates kindly volunteered to write up the sessions for us. Abi Saffrey reviewed Business data for freelancers, presented by Maya Berger.

Knowledge (about your business) is power

‘Business data is the key to making informed decisions.’

Maya Berger is an experienced freelance editor who loves data, and in this session, she highlighted the importance of gathering data and then using that data to make smarter business decisions and meet business goals. Maya highlighted a few areas where freelancers can record information and use it to answer specific questions.

Tracking your time

How many days off have you taken this month/season/year?
How many sick days?
How many weekend days have you worked?
How many hours are you working each day/week/month?
When are the busy times?
How many days off do you want next month/season/year?

By tracking hours and days worked, you can identify whether you have the work–life balance you want, whether you need to set/adjust boundaries, or whether you can take action to enable you to work fewer hours or on different days.

CPD

How does the content within a CPD activity relate to the editorial work you do and the way you run your business?
Is the time spent on the activity proportional to how much it’s going to help you and your work?
How do you change your working practices/approach after undertaking a CPD activity?

Tracking the hours spent on watching webinars and reading blog posts – and the topics they cover – can show that too much time is being spent on one topic that may not be directly relevant to your work. Or not enough learning or practice time is being allocated to a tool or issue you deal with every day.

Job satisfaction

Are the projects you’re working on moving you towards a desired goal?
How many of your projects are in a subject area you are interested in?
Which projects drain you or engage you?
What kind(s) of work can you look for that will improve your job satisfaction?
Have you taken enough time off to stay energised and motivated?

Business expenses

Freelancers must record allowable business expenses for the tax authorities.

Are you subscribing to a tool or service you rarely use?
Is there a paid-for ad-free version of an app that you use every day?
Do you use a tool/service more for personal tasks than for work ones?

Knowing what you’re spending your money on can provide the momentum to cancel a subscription, or invest in something that will make each project go more smoothly.

Rates/fees

Do you earn enough to cover your living (and business) expenses?
Do your rates reflect the work done, and your skills and expertise?
Do your rates cover the time spent on querying, invoicing, communicating and logging the project details?

With this information, you can make an informed decision about raising your rates, and ensure that you build admin time into quotations and fees.

Income

How much did you quote?
How much money did you receive?
How many hours did you estimate the work would take?
How many hours did the work actually take?
Was the money worth the time and effort?
Were there any other benefits or costs?
How many projects has a client offered you over a year? How many did you work on?

Client data

Where did you find your client?
How did you approach them? Did it get you work?
Where did your client find you?
Why did they approach you?
Did they provide feedback?
Do they want to work with you again?

It’s possible to collect a huge amount of data about our businesses – we can harness that information and turn it into practical actions and goals, rather than leaving it in a file somewhere to gather dust. The information can help us to understand our value and present that to existing and new clients. It’s good to start small with a spreadsheet or two. Maya set attendees the challenge of tracking one new aspect of their business over the next week; I was still in a post-conference daze and didn’t manage it, but the session’s given me loads of ideas for what to look at over the coming months (and I’ll record how long I spend tinkering with my spreadsheets).

Maya has created a suite of integrated Excel spreadsheets for freelance editors, for the easy management of income, expense and project data: The Editor’s Affairs (TEA).

Abi Saffrey has enjoyed using spreadsheets for over 20 years. She’s an Advanced Professional Member of the CIEP, offering editorial project management and copyediting to a variety of organisations that publish digital and printed content.

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Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.

Forum matters: Going green – how we can all play our part

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This feature comes from the band of CIEP members who volunteer as forum moderators. You will only be able to access links to the posts if you’re a forum user and logged in. Find out how to register.

In this article, one CIEP forum member looks at what our forums have taught us about being environmentally friendly at work and at home, and interviews Caroline Petherick, who posts on the forums regularly about sustainability, to glean her recommendations for reducing our carbon footprint.

The environment is a hot topic at the moment with the recent publication of the Intergovernmental Panel on Climate Change (IPCC) Working Group’s report, which UN Secretary-General António Guterres called ‘code red for humanity’. With this sobering fact in mind, many people are trying to reduce their carbon footprint. There are many ways to do this, and some have been discussed on the forums.

At work

Want to use the most planet-friendly printer? Want to find out some options for recycling your old computer or recycling printer cartridges? What do you do with printed manuscripts* after you’ve edited them? Last but not least, here’s some information on the correct terminology to use when editing environment-related texts.

*You’ll need to be registered for the fiction forum to see this post.

At home

Many of us feel powerless in the face of the climate crisis. But, from adding solar panels to our homes to protesting against plastic pollution, there’s a lot we can do as individuals. Why not take part in Earth Hour Day, which is every 26 March? Would you like to find out how to live a zero-waste lifestyle? Find out more here. Finally, read how Wall Street is taking action on the climate crisis.

Helping nature

Are you keen to help butterflies and protest again the use of harmful neonicotinoids for growing sugar beet? Or do you want to find out more about keeping bees, which are essential for pollination on Earth?

Since many of these posts were started or contributed to by Caroline Petherick, we asked her for her views.

Caroline, over the years you have posted a lot on the forums about sustainability, bringing our attention to important topics such as the recent IPCC report, plastic pollution and Earth Hour Day, and you wrote a CIEP blog about the climate crisis in 2019. The environment and the future of our planet are clearly important to you. What do you think is the most pressing issue facing us today?

CP: The consequences of the current Western-style political system, based as it is on short-termism. This results in the lack of political will to introduce regulations relating to a swift enough reduction in (a) the corporate addiction to fossil fuels, and (b) the appallingly rapacious production methods of foods and goods, to get us anywhere near the Paris Agreement. We need not only to introduce those regulations but also to enforce them.

It will, I reckon, only be when enough people put enough pressure on their governments to implement the measures, and to police them effectively, that politicians’ fear of losing their jobs will subside enough to allow them to take appropriate, effective action.

Most people can’t afford the capital costs required to become fully sustainable – such as electric cars, heat pumps, etc. We need bulletproof funding to kick-start these life-saving systems.

The trouble is that when/if politicians do implement and enforce appropriate regulations (as opposed to emitting their current greenwash), it looks as though it will be far too late – unless some sort of hitherto unforeseen climate step change happens.

What measures do you take to live as sustainably as possible?

CP: I believe it’s important not to get diverted into taking individual responsibility to a degree that lets the politicians and corporations off the hook. We need to put pressure on politicians to act. Having said that, there are some things you might like to consider doing as well:

recycle everything you can, and reuse items where possible
become vegetarian, or at least eat less meat
eat locally produced food
use a local organic veg-box scheme
have your supermarket shopping delivered
use your car only when absolutely necessary
turn off lights in empty rooms, and check that nothing’s been left on stand-by
buy second-hand clothes. Avoid fast fashion
line-dry your washing when possible. Only use the tumble drier when you have to
use Ecover and similar detergents, soaps, hand washes and toiletries
let your grass grow! Have you heard of No-mow May? Why not try that? See what kind of insects and other wildlife you can attract
bank with an ethical bank
only switch on your central heating when you have to. Until then, layer up!

If you could give CIEP members one piece of advice for being more environmentally friendly, what would it be?

CP: Get on yer bike – your lifestyle and fitness permitting – for any journey under 3 miles each way. It’s a triple whammy: you’ll get much fitter, your body will stay warmer in winter (so you can turn down the heating), and you’ll emit far fewer pollutants.

Find out more

To find out more about the climate crisis, why not check out or support organisations such as Greenpeace, Friends of the Earth, Amnesty International, Toilet Twinning, TreeSisters, the National Biodiversity Network, the RSPB, the Woodland Trust, the Marine Biological Association, Plantlife, WaterAid, Rainforest Rescue and Save the Whales?

Following organisations such as the National Oceanography Centre, the Marine Conservation Society, the Met Office and the National Oceanic and Atmospheric Administration will also help you stay informed about the climate.

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Photo credits: garden by Mathis Jrdl; nature computer by Niclas Illg, both on Unsplash.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.

Wise owls: Where do your clients find you?

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We asked our parliament of wise owls, all Advanced Professional Members, where new clients have found them, and where they focus their marketing efforts.

Liz Jones

My clients mostly find me via word of mouth, repeat business, the CIEP Directory, my website, LinkedIn and Twitter. Repeat business is probably the most important one from a financial point of view, and it’s one reason that I make sure to treat all my clients the way I would want to be treated – by offering clear communication, reliability and dedication to the work. Twitter can seem like a massive distraction at times, but I’ve forged some good working relationships on there.

I’ve also found clients in person, by approaching them at local networking events or at the CIEP conference. The thought of marching up to people and asking for work can seem intimidating, but when approached as more of a conversation around shared interests, it’s less scary. Since I rebranded at the end of last year, with a new website, I’ve had more enquiries that way – and blogging helps with this, by making me more findable.

Finally, I try to keep in touch with clients and former work colleagues via LinkedIn, which means that even if they move jobs, we remain connected. The key to all of this is that I don’t expect my clients to find me in just one way – there need to be lots of possible ways, to ensure a steady flow of work.

Sue Littleford

The short answer is through two main routes: my CIEP Directory entry cropping up in their searches, and people asking their friends for recommendations. Seriously – work towards upgrading to at least PM level as your directory entry will be worth its weight in gold. Or it will, once you’ve tweaked it. You’ll easily notice on the forums those members who have a steady stream of the work they like to do – check out their directory entries to see what’s working for them, especially those in the same kind of market as you. Keep your directory entry updated – put a recurring appointment with yourself in your diary to make sure you do!

I take the view that my work is an advert in itself. I’ve had people recommending me to their friends and colleagues up to five years after I worked for them. So always treat each job as having the potential to win you new clients, as well as making the immediate client a happy bunny.

Shameful confession time: I’m a reluctant marketer, and I’ve also let my website get old and tired. This summer it’s getting a complete overhaul, so I hope that I will be able to drive more traffic through the site and convert that traffic into interesting new clients. I’m also pants at social media, but I’ve set my sights on putting more into LinkedIn to get more out of it, as I reckon that’s where my kind of client is most likely to be hanging out.

Louise Bolotin*

I’m a strong believer in making it as easy as possible for clients to find you, either deliberately or by happy accident, so I spread myself widely across the internet to facilitate that. Apart from my website, I have listings on six professional databases – including the CIEP’s (which brings in a reasonable amount of work). Two of those have never produced even an enquiry, but that’s OK – I maintain the listings as they help keep me visible across search engines. One database has produced only one enquiry over a decade – in January this year, resulting in a two-year project after one phone call (a happy accident).

Then, of course, there’s good old word of mouth. I’m lucky, I get a lot of referrals. In the past six months alone, I’ve had three clients come to me via recommendation. One of those came via a previous client; the other two were from colleagues in a related profession.

But I don’t like to coast, so I keep my website updated (with the occasional blog post to push me up the search rankings), ditto my database listings, and I try to network on various platforms. My current best client did a shout-out on Facebook and, one Zoom call later, I got a long-term job. I’ve had other jobs via Facebook groups plus a couple via LinkedIn and I once landed a client via Twitter. I’m not very active on Twitter but in a quiet spell I’ll tweet to say I have some spare capacity. Eighteen months ago, I joined two Slack groups – one of those also generated a regular client.

Lastly, I started a newsletter in September 2020 – it offers advice and writing tips, among other things. While it’s yet to generate any work for me, it’s another place to find me and I see it as one more way to connect with people generally.

Nik Prowse

I have a website, a profile on LinkedIn and a CIEP Directory entry. Those are the three places my clients will find me. My website acts like an online CV, and it’s where people look once they’ve found me to get more information. I keep it up to date and fresh-looking. I’ve just had it rebuilt, and it’s now easy to view on a mobile device (my old site wasn’t) and is more visible on Google as a result.

My profile on LinkedIn points to my website, as does my CIEP entry, and this arrangement brings in offers of work. In terms of searching, a CIEP Directory search will probably put me in front of more potential clients than if they search ‘copyeditor’ on Google, and I’ve had plenty of work via the CIEP/SfEP over the years. So the Directory is my most lucrative marketing tool. But the combination of the three promotes my visibility online, and if people are trying to find me, they can.

I’m also on Twitter, but my potential clients – academic/educational – aren’t likely to be looking for editors on Twitter, so it’s more a social thing and for networking with other editors.

Sue Browning

Where do my clients find me? Snowballing, that’s where! What on earth do I mean by that? Let me give an example. Back in December 2015, I began editing for a Japanese linguist. It wasn’t a huge amount – around half a dozen journal/conference papers a year – but on some of those papers she had a co-author, who subsequently became a client in their own right. And they recommended me to others, so over the years, my client base of specialist Japanese (and now Korean) linguists has snowballed to eight, all over the world. And I’ve found that this is typical, particularly of academics in specialised fields – once they find someone they trust, they stick with you and recommend you to their colleagues.

So, I’ve been trading for 16+ years and have the luxury of being able to fill my schedule with work from repeat clients or recommendations. Where does that leave you, the person who has come here hoping to learn how clients might find you? Well, how did that Japanese client find me?

A fellow CIEP (SfEP then, of course) member passed my name to her when they retired. They had scoured the CIEP Directory (hint 1), and I stood out because I’d listed the required specialism (hint 2), and they recognised me from my forum presence (hint 3). My website also brings me enquiries (hint 4). Although it is woefully passé looking, its very personal nature (hint 5) obviously strikes the right tone with some people, many of whom are ideal clients that complement those I get from more academic circles.

Oddly enough, in a world where I often work globally, the local seems to be important too (hint 6). A fiction author whose fifth book I am currently editing explicitly mentioned keeping his money in the local economy when he first got in touch, and a new business client I gained last month chose me because I was ‘over the hill’, referring not to my age but to the fact that I live on the other side of the Malvern Hills from him!

The importance of an online presence

Perhaps it’s no surprise that each of the wise owls above has a strong online presence. A CIEP Directory entry, a LinkedIn profile and perhaps a Twitter presence sit alongside a professional website. And once those clients have tracked down an editor they like working with, recommendations can really expand that editor’s reach, and the demand for their services. Where do potential new clients find you? Let us know in the comments below.

Starting out or keeping going

Whether you’re just starting your editorial business, or you’re well established, there are plenty of CIEP resources to help.

Fact sheet: Getting your first clients
Guide: Going Solo
Fact sheet: Sustaining your editorial business
Guide: Pricing a Project
Blog posts: Flying Solo
Guide: Marketing Yourself
Fact sheet: Negotiating business contracts

*Louise Bolotin died in October 2022; her contributions are much missed.

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Photo credits: owls by Zdeněk Macháček on Unsplash.

Posted by Abi Saffrey, CIEP blog coordinator.

The views expressed here do not necessarily reflect those of the CIEP.