Editing essentials: resolving a marketing identity crisis

A guest post by Dr Hilary Cadman, ELS. Hilary has worked internationally as a scientist, university lecturer and technical editor (both in-house and freelance). She now works as a freelance editor and trainer, and is based in the delightful town of Bellingen, NSW. Hilary is passionate about finding better ways to work on and in her business. Here, she poses a question that’s critical for anybody expanding their editorial business beyond their original specialism: how to market yourself to more clients, more successfully, without underplaying your specialist credentials?

As an editorial professional, I know exactly who I am: I’m a science editor, and have been for the past 14 years. But actually, I edit all sorts of things, and recent jobs have included an application for an ecotourism award, a report on cattle thefts, and a paper on international law. This diversity presents something of a dilemma when I’m marketing myself. As a science editor, I want to show that I’m a specialist and so, I need to focus on my years of experience in that field, highlight relevant projects and generally attempt to give potential clients confidence that I can take on their job, whether it be a paper on genetics, a report on vaccine development or a science textbook. But as I also want to land jobs in other fields – which will provide a wider client base and thus a more secure income – I need to show that I’m a generalist too. This demands that I focus on my versatility and highlight the diverse range of projects I’ve worked on.

The question is how to respond to both needs. My first idea for fixing this problem was to have two CVs — creating a generalist one that I could use as an alternative to my current, science-focused one. But the thought of writing a second CV and keeping the two documents up to date was daunting, and I rejected that idea. What I’m actually doing instead, when contacting prospective clients in areas other than science, is to attach a copy of my CV as I’d usually do, and to use the body of the email to describe some of the most relevant non-science jobs I’ve done. This has been quite successful, I think perhaps because the different mediums work well for the different messages I’m trying to convey: the CV is a formal document that gives me credibility as an editor, and the list of jobs in the email is a less formal way to say, ‘Look, I can work on just about anything’.

Over to you: have you found a better way to deal with marketing your editorial services as a specialist or generalist or both?

You can find out more about Hilary’s editing business at Cadman Editing and catch up with what she’s writing at her blog, Ozeditor.

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Q & A with Louise Harnby: Business Planning for Editorial Freelancers

Louise HarnbyLouise Harnby is a UK-based proofreader who works for some of the best known publishers in the industry. A visit to her business website or her popular blog, The Proofreader’s Parlour, quickly demonstrates the high standing she enjoys with her clients and fellow editors, and she is exactly the right person to offer guidance on getting started in editorial freelancing. To write Business Planning for Editorial Freelancers: A Guide for New Starters, Louise has joined up with The Publishing Training Centre, which provides specialised editorial courses widely recognised across the British publishing industry. Louise has taken time out from her busy proofreading schedule to talk to me about how to meet the challenges of running an editorial business.

Katy: A business guide for editors is a great idea – I’ve been wanting something like this for a while. Can you tell me about how the book came about?

Louise: Thanks, Katy. The decision to publish came about after it had become apparent that my blog was not achieving quite the ‘reach’ that I’d hoped for. The Parlour gets thousands of page hits each month, but reading blogs is not everyone’s preferred method of acquiring information – one has to be prepared to bounce around a blog, reading bits and pieces on X, following a link to Y, and moving through to Z. Navigating a blog with lots of entries can be time-consuming and, for the uninitiated, frustrating! Patience isn’t always top of the newbie’s list – there’s so much to learn, so much to do. The message I was receiving was that the Parlour was a really useful resource but a little overwhelming for some. Those people wanted a resource that led them step by step through the different aspects of business building. When it comes to one-stop-shops, you can’t beat a book!

Often, sometimes several times a week, I would get an email or a phone call from a newbie asking for advice on getting started. Typically, the would-be freelancer would say something like: ‘Could I just have five minutes of your time while you give me some tips for getting going?’ The thing is, Katy, you can’t advise someone how to set up a business, editorial or otherwise, in five minutes! So, typically, I was spending an hour with each person who contacted me – that’s an hour spent not proofreading; that’s an hour of unpaid work. I realised that something had to give – either I had to stop helping or I had to rework the information that’s in my head and on my blog into a format that could provide the guidance required.  I chose the latter, and so BPEF was born.

Katy: Can you give us a brief description of what the book does or what issues it helps with?

Louise: The book offers a step-by-step guide to preparing for editorial freelancing. It’s not a book about how to proofread or how to copy-edit. Editorial business owners need to know so much more – they need to have a business plan that provides them with a roadmap of what their business goals are and how they are going to achieve them. This includes being able to articulate the services they are offering (product), the clients they’ll focus on (people), training requirements (professional competence), a marketing strategy (promotion), and an honest financial assessment (pecuniary considerations). Each chapter focuses on one of these core learning goals, asking readers to consider the issues in relation to their own situation. By the time they’ve finished they should have the backbone of a business plan – their own personal roadmap that will help them to make the right decisions at the start of their journey. Having a plan in hand doesn’t enable freelancers to sidestep the challenges of running a business; instead, it readies them for those challenges and reduces the shock factor.

Katy: Who is the book for and why should they consider buying it?

Louise: Primarily, it’s for new entrants to the field, or those who are considering becoming a proofreader or editor. The information is structured and presented in a way that accords with this. If the new entrant to the field has already developed their own business plan, they shouldn’t need my book. But if they’ve not yet worked out who their target client base is, how they are going to reach that client base, what tools they’ll need to do their job, what running their business is going to cost, the importance of networking, or how to develop a marketing strategy, BPEF is for them.

More experienced editorial professionals might find it too nuts-and-bolts, and I won’t apologise for that. Nuts-and-bolts is exactly what the newbie needs. However, some of my more experienced colleagues have bought it and found it useful for helping them think about particular aspects of their business strategy, say, marketing or networking, that they feel a little weak in. There’s always more to learn – I learned a huge amount from the practitioners who contributed to the book! We all work with a variety of client types and genres, and these factors influence the tools we need, the costs involved, the way we promote ourselves and the approach we’ve taken to acquiring experience. I’ve been careful to price the book in a way that means anyone, from the newbie to the experienced pro, can try it out without breaking the bank.

Katy: In the book, you say that editors and proofreaders should think of themselves as business owners. Why is it so important to have this focus?

Louise: Indeed, that concept underpins the thinking behind the whole book. It’s vital that editorial freelancers contextualise the practice of editing and proofreading within the space of business ownership. For example, there’s little point in having an accreditation certificate if you don’t know how to reach the client to whom you want to ‘sell’ that feather in your cap! It’s as important for the editorial freelancer to be a competent marketer as a competent practitioner. And I do worry that the word ‘freelance’ sometimes distracts people from what needs to be done.  Actually, we are self-employed, and that means we have to behave just like other self-employed people – submitting our own taxes, managing our IT needs, advertising our businesses, and so on. There is no one else to do these things for us because we don’t work for others. We need to do the things that all business owners do – if we don’t we are not behaving like professionals. And as I say in the book, if we don’t act like professionals, why should others treat us as such?

Katy: The editors who contributed vignettes about their experiences are quite up-front about the challenges they faced in getting set up, as well as recognising their achievements. What common themes link their stories?

Louise: The case studies are wonderful and I’m so grateful to the three contributors for sharing their stories. It was really important to me that the book was more than just a how-to volume. I knew that the reason a lot of newbies struggle is because they are not prepared for running an editorial business. The planning steps in the book aim to remedy this, but nothing reinforces an idea better than a real-life example. Anyone setting up a new business needs to be ready to face challenges, and the case studies were my way of reminding readers that it is difficult to become an established editorial freelancer. I think the common theme that links the contributors is that they were all incredibly determined, even when things didn’t move as fast as they’d hoped. They were prepared to shift gear and think in new ways when required, and, importantly, to continually review their strategy and progress.

Katy: You have some great tips for new freelancers on how to build the experience that will help publishing clients to see them as serious providers. Yet, as you say, ‘Getting experience is the hardest part of the game’. Is it getting harder for an aspiring editor to build a freelance career without prior editorial experience (and the publishing contacts that go with it), and if so, can you say why?

Louise: In some ways building a freelance career is harder; in others it’s easier. A newbie trying to get work with a publisher will face a lot of competition because there are so many experienced editorial professionals with established relationships. Most of my publisher clients are people with whom I’ve been working for years. The economic climate hasn’t helped; more and more people are choosing self-employment (or being forced to choose it), which means the pool of freelancers grows ever larger.

On the flip side, however, the boom in self-publishing has increased the number of potential clients drastically. Being aware of what is going on in the world of words more broadly is essential because then the editorial freelancer can ensure they are in a position to take advantage of emerging markets. And let’s not forget other opportunities – a couple of the practitioner-contributors to BPEF work extensively in the corporate client sphere. While not an emerging market, it is one where editorial skills are not as widely understood as they might be. So thinking creatively about how to access traditional (publishing), non-traditional (corporate) and emerging (indie authors) markets makes sense for both the new starter and the established editorial pro who wants to expand their service portfolio.

Katy: The book has a strong focus on active self-promotion for editorial business owners. What tips can you offer new editors (and anyone who is growing their business, actually!) to get ourselves noticed by prospective clients?

Louise: First, there is no getting away from it – you must learn to feel comfortable with your marketing hat on. There’s too much competition for anyone to ignore business promotion. Second, think broadly. Don’t confine yourself to one channel; utilise several. Thirdly, articulate your message consistently across all these channels so that your business name or brand becomes recognisable. Thirdly, I think it’s sensible to specialise first and diversify later. That way you can develop a strong and precise pitch across your marketing channels. And , finally, be brave – try different approaches. Good promotion is all about testing. As I say in the book, there are no rights or wrongs, only lessons learned.

Katy: My editorial business is based in Australia, and of course, new editors here have many of the same concerns about getting started as their opposite numbers in the UK. How international is the book intended to be?

Louise: That’s a great question. I believe the central learning goals and tasks in each chapter are universal. I do, by way of examples, make reference to more UK entities than those from other countries. But ultimately this is not a book that says, ‘This is the course you should to; this is the person at the tax office you need to speak to; this is where you should get your business cards printed; this is the website host you should go to’. Rather, it’s a book that helps readers work out their own answers. That’s what business planning is – doing the research so that you’ve worked out what you need to do for your business.  No two plans will look identical so my being too prescriptive in terms of ‘whats’ would defeat the purpose. Instead I try to focus on ‘whys’ and ‘hows’.

Katy: Of course, you’re a highly experienced proofreader yourself, with testimonials most new editors would probably do borderline-criminal things to earn! Did writing the book get you thinking about your own business habits? Did you learn anything unexpected from the experience of preparing the materials?

Louise: Definitely! It’s easy to get stuck in one’s ways. I’ve already done a lot of the hard graft in terms of business building, so I feel like I’m in the maintenance phase. But that doesn’t mean I can sit still. The process of writing reminded me of some golden learning experiences from my in-house publishing days, in particular the concept of testing when implementing a marketing strategy. I blogged in more detail about this recently in an article entitled Lessons Learned: Marketing for the Small Business Owner but the central tenets of the argument are incorporated in the book.

However, one of the most unexpected learning experiences came from that of being edited. I hired a fellow freelancer to proofread the book. It gave me an insight into what it’s like for my clients. I thought I might find it difficult but I actually really enjoyed the process. It was immediately obvious to me how the hiring of a professional can vastly improve the quality of the end product. I’ve always preached this to be the case as a justification for my day job, but now I truly know it! And, of course, this gave me the opportunity to evaluate my proofreader’s approach to me, her client. She demonstrated perfectly how to manage a client relationship, with regard to both the quality of her work and the quality of her manner. That’s a fabulous lesson, and something even an established editorial freelancer can benefit from. Every time I work on a project, I aim to follow her example of best practice.

Katy: Has the book sparked plans for future Louise Harnby books on other editing and publishing themes?

Louise: Not for a while, Katy. In future, I might explore the marketing angle in more detail because effective business promotion is so central to acquiring freelance work. Although BPEF’s marketing chapter is one of the longest in the book, in the interests of balance there is a lot of detailed material that I could have included but chose to leave out. However, publishing is like editorial freelancing in that you have to wear a lot of hats to do it successfully. It’s also quite stressful as well as time-consuming! For now, I’m happy to get back to spending my spare time on what I enjoy most – my family and friends.

Katy: Thanks for taking the time out to speak with me about the book.

Louise: Thanks for the opportunity, Katy. It’s lovely to be invited onto PublishEd Adelaide!

PublishEd Adelaide readers can buy the Smashwords ebook at a special 25% discount, using the coupon code SA98S. The book is also available in paperback at Amazon.com.

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Tips on automating your workday (link)

Marisa Wikramanayake’s guest post last week proved a popular one, and her backstory about how she became an editor (and writer and journo) spoke to many people. Now, Marisa has more tips for you on how to manage your working life more efficiently by automating wherever you can. As she writes, automation can be any tool or software trick that makes working and communicating easier to handle and/or faster (without sacrificing quality), that frees up time, or that reduces the sap on your energy reserves. That sounds good to me. You can find her post here:


http://marisa.com.au/25-ways-i-automate-my-workflow-or-how-i-am-trying-to-become-a-cyborg/

Enjoy! (I’m off to set some email filters — great idea…)

Katy

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Editing lives: Marisa Wikramanayake

Marisa image 2I’m delighted to introduce a guest post by Marisa Wikramanayake. Many Aussie editors will know Marisa as a dynamic and experienced journalist, writer, and editor, based in Western Australia. I worked with Marisa at last month’s IPEd national editors’ conference, as I furiously typed my conference blog posts from various corners of the venue and she was seemingly everywhere at once. Marisa hugely impressed me with her energy and sheer determination to get things not just done, but done right. It turns out that Marisa’s path to writing and editing has been eventful and has shaped her distinctive journalistic voice and editorial approach. Over to Marisa.

So I helped organise this conference and Katy was there, blogging about it, as one does. When I said ‘I want to guest post!’ she said ‘Awesome! Tell me why and how you manage to be so positive? You seem so calm about everything’. Calm. Oh dear. Calm, she says. Positive, she says. OK, Katy, let me tell you all about it then. The simple answer is that I have a few secret weapons.

The first one has probably a lot to do with my past – not chequered but almost surreal, to the point that there are those staircases going everywhere and melting into each other like watches. That kind of past.

I was born in the middle of the Black July riots in Sri Lanka while my father was watching people get killed and houses burn down opposite the hospital. There was civil war for 25 years, introducing me to the concept of phone taps, tear gas, suicide bombers, curfews and so on until I was 18, when I landed in the middle of US rural suburbia. US rural suburbia is a big mistake for a city-born girl who knows that the world is bigger than the state boundary and still hasn’t grasped the concept of when to keep her mouth shut. Two years later, I landed in Australia and I have been here ever since, all by myself. Save for the baby sister that hangs upside down on a regular basis as a circus performer in Sydney.

So what is my first secret weapon? Perspective, which comes from experience. Knowing that nothing is as bad as what has happened to others or me before, that I am one of the lucky ones. Or simply knowing that, it’s ok, I can handle it because I am here, aren’t I?

My second secret weapon is simple: I managed to clamber onto a stage when I was nine. If you let on that you are nervous it spreads like wildfire, so I had to learn pretty quickly that it was far better that I seemed confident whether or not it was true. I am also very expressive but if I want to, I can hide my thoughts and express something else entirely on my face. Most of the time, I am quite willing to be openly honest and make myself easy to read. But it probably goes a long way to explaining the sense of calm – the last thing I need, if in a leadership position, is to let on that I am panicking on the inside.

The other side to that, of course, is that you may have a strong first impression of me but it’s not entirely the same as knowing me. There is a lot you may not see and perhaps you do only see me in a situation when I am calm when you don’t expect me to be. Maybe you don’t see me when something has gone terribly wrong or when certain things do cause me to panic. I think it’s helpful to remember that about meeting people. I don’t set out to fool people but it often amazes me that people will, for example, see me smiling and laughing and assume I am happy when really I am happy in that moment because I am socializing with someone and the reality is that I am sad the rest of the time because I have no social life bar the cat. Or something like that, anyway … moving swiftly on …

My third secret weapon is problem solving. I have a knack for spotting potential problems in something and finding solutions. I can do this no matter what my mood is. I cannot be excited about something unless I am in a good mood though, so sometimes people pigeonhole me as negative. I can also see how other people, places and things can be useful to each other. My brain is very good at making connections between random things and I blame this on high school Geography. So there is a sense of calm in knowing that either I will spot problems or I will be able to cope with them. Or, failing both those things, cry for help. I am good at crying for help though sometimes perhaps not soon enough.

I also profess to being a geek: secret weapon number four. I consider myself a disciplined but addictive personality, and I just have to get addicted to the said discipline/habit. It’s lifelong learning. I love to learn and I usually gravitate to a few things at a time. It’s like being a magpie or a ferret, and the shiny things that attract me are topics I want to know more about. Over time, this means I have deified myself as a geek goddess (please note, I have a huge ego taking up residence in my brain). So this secret weapon is basically taking technology and making it work for me.

To write this post, for example, I have taken myself offline. But others think I am online right now, tweeting, posting and emailing (that’s why people think I don’t sleep). It’s all automated. These are small things but doing them automatically means I am not wasting time logging in, typing things out, hitting buttons and so on. Emails get filtered and labelled in folders. A quick scroll updates me with news. I can put everything in online storage and travel overseas, find an internet café, log on and work. If I do need my laptop with me, it’s because it has special programs installed on it.

This means I get to worry less. Awesome. I get far too anxious about things as it is. As a freelancer, and especially as a freelance journalist, you worry about how to pay your (frankly exorbitant) rent and how to explain to the cat that there is no caviar today. You wake up every day and the fear is there – like that roommate in a share house situation that has to follow you around everywhere whatever you do, as if they have no life of their own, asking annoying questions like a five year old all the time.

So how do you stop the fear? Push through it. I put my yearly goals up on my closet door so I see it when I wake up. I may not hit them all but if I hit one or get closer to one I am happy.
I also try to give myself enough to do and make myself do it so that I don’t have the luxury of sitting around worrying. I need that time – to work, to write a book, to organise a conference. To sleep, perchance to dream of good-looking men in denim jeans and white button-down shirts … I digress. Apologies. And much as Elizabeth Gilbert spruiked the idea of telling your muse/genius off by saying ‘I have shown up for work – kindly show up when I have or don’t expect to get written’, I want to spruik the idea of telling your fear off: ‘I’m sure you have better things to do. Kindly don’t show up and derail me unless it is actually life or death in some way, like a train heading towards me very fast.’ It’s like the share house roommate – you actually have to tell them off and set boundaries.

I also think it depends to an extent on who you are. An editor who consistently makes self-disparaging statements, continually apologising for her presence, makes me wonder how self-damaging and negative that must be. You are not going to remain calm and positive if you do that to yourself, no matter how much you think of yourself as ‘just being introverted’. My point is that how much self-belief you have is not determined by whether you’re an extrovert or introvert – you determine it for yourself, and I think that self-belief gets you through a lot of the fear, worry and stress that come with being an editor right here and now.

And, just occasionally, a Bloody Mary comes in handy too.

Marisa Wikramanayake spends most of her time writing. This was never going to change so she thought she should at least get paid for it. So now she geeks out with scientists, debates journalism practice and if that isn’t enough she tries to write novels while editing other writers’ work. Occasionally her demanding cat sends her out for caviar. Her journalism credits include being in ground zero of a bomb blast twice, having her phones tapped and being a tad freaked out by the Scientologists. Publishing-wise, her first book came out at 17 and her natural habitat is a secondhand bookstore, a library or a literary festival (she’s covered the Galle Lit Festival with Richard Dawkins and has just finished organising IPEd’s latest national editing conference). She also pokes her nose in at Australian Women Writers, where she is the non-fiction editor, and lends her geek goddess expertise to the Guys Read Gals project and the Society of Editors (WA). To find out more about Marisa and her work, look her up at her blog at marisa.com.au or on Twitter @mwikramanayake.

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Editing essentials: the good editing brief

I love a well-written editing brief. Concise but detailed enough to give a good idea of the tasks the publisher considers essential or issues they want you to watch out for, it certainly helps to short-cut some of the figuring-out part of getting started with your edit. If you like, the brief is a map of the particular terrain of this manuscript, for you to use while navigating at street level.

But once you’ve absorbed the brief and transferred hard-to-remember elements to your style sheet, it’s very much over to you. How will you amend the material to suit the style requirements the brief requires? What other decisions might you need to make? It’s hard to say what the curveballs will be, but rest assured they will come.

I refer to the editing brief repeatedly while I’m working. Alongside my style sheet, it’s a useful tool to keep me focused on the specific needs of this project, rather than on a particular issue that might be front and centre of my mind at that moment. But I’m also aware that the brief can’t cover everything you might find in a manuscript – or, perhaps more accurately, that a manuscript will almost always throw exceptions and oddities your way, just to see if you’re paying attention. Which, of course, you are. Your in-house contact will be very happy to clarify or confirm issues while you work, as long as you raise your queries early and deal with as many as possible yourself before getting in touch.

It’s also important to get a good solid brief behind you because it guards against scope creep – incremental change in the editing work that can happen once a project is under way. Revisit the terms of the brief with your client if the demands of the edit are significantly different to those stated in the brief or if you’re receiving a ‘drip-drip’ of emails amending the work you need to do. Of course, this type of change is far from ideal since you may have to revisit work you’ve already done, so it raises potential timing and cost issues, which can be hard to deal with if each change is couched as ‘just a quick thing’. If you need to renegotiate your schedule or fee because the edit has turned into a different creature for whatever reason, the brief is a good measure of how far it has changed.

So, full credit to all those publishers who put in the effort to create a detailed, focused brief for their editors. A thorough set of editorial guidelines makes life so much easier and is always appreciated. Of course, not every publisher provides the same level of detail, and some clients – I’m thinking of ‘non-traditional’ publishers such as corporate clients and independent authors working with an editor for the first time – may not provide one at all. I’ll write more in a future post about how to develop an editorial brief in consultation with a client.

Australian standards for editing practice link: The editing brief (or guidelines) is part of the project documentation covered in standard B2 in the Australian standards for editing practice. You may find it useful to familiarise yourself with the other documents that support a well-organised publishing project.

You can also read more about briefing in this post from the PublishEd archives.

Until next time.

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