Tag Archives: editorial

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.

Diary: editing for businesses and non-profits

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.

Man working on a laptop: editing for businesses and non-profits

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 BirdHazel 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.

Find out more about:

 

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.

So, what is editorial excellence…? We asked visitors to London Book Fair 2017 to tell us.

The whirlwind that is London Book Fair is over for another year. We are very grateful to LBF for again giving us the opportunity to exhibit at the fair. We wanted not only to spread the word about the SfEP in general, but also to push our message that editing does matter. Which raises the question of what good editing looks like.

We ran a competition* inviting fair attendees to tell us what ‘editorial excellence’ means to them. We had a mixed bag of responses, but with some common themes. Here are some of them:

Do you agree with them all? It’s interesting to note that entries from some of the publishing students and those newer to the profession have a common theme of ‘going above and beyond’ and producing error-free work, whereas those from more experienced hands focus on retaining the author’s voice and balancing the demands of the process.

Perhaps that experience is telling. Learning how to be a good editor takes time. It very much involves acquiring and nourishing our sense of what and when not to change. As editors and proofreaders, we all want our work to be error-free (and cringe when we let through a blooper), but what would ‘perfection’ look like? Often one person’s notion of what is ‘right’ is quite different from another’s. Our job, perhaps, is not to impose our picture of perfection but to get to know what our client’s picture looks like.

Ian Howe presented a seminar for us called ‘Editing matters – doesn’t it?’ This was met with great enthusiasm by a packed room. He gave us some good examples of when not to change, proving that there’s more to editing and proofreading than just knowing the ‘rules’ of grammar and being able to spot typos. To apostrophe or not to apostrophe, that was the question. (The answer is yes if it’s King’s Cross, but no if it’s Barons Court. You just have to know that. Or know when to look something up.)

It’s a tricky business this editing malarkey, isn’t it? It’s just these sorts of questions that we’ll be exploring further at our annual conference from 16–18 September, Context is key: Why the answer to most questions is ‘It depends’. Booking is open now, and there’s an early-bird rate until 28 April. But don’t ponder too long – our conference places usually sell out fast!

*Congratulations to Sophie Eminson, whose name was drawn as the winner from our competition entries. She wins a complete set of SfEP guides.

Margaret HunterMargaret Hunter is the marketing and PR director of the SfEP. She works as an editor and proofreader as Daisy Editorial, and particularly likes helping independent authors with business guides, memoirs and general non-fiction. She loves taming Word’s styles and templates.

 

7 questions to consider when naming your editorial business

An open notebook with the words "Think of a name" and a big question mark written in red, with a red pen lying horizontally across the page.One of the most important decisions you’ll make when starting any new venture is what you should call your new business. Here are seven questions that will help you come up with the perfect name for your editorial business.

1. Should I use my own name?

If you are already well established in your editorial career, it can be helpful to use your own name in your business as it will help potential clients find you, particularly if they have worked with you previously. However, this doesn’t work if you have a more common name. If your moniker is along the lines of John Smith, you may prefer your business name to be a little more original.

2. Should I include details of what I do?

It can be helpful to outline your services as part of your business name, but be careful not to box yourself in. While ‘X Proofreading’ may be a perfect description of your business offering today, next year, after you’ve expanded into copy-editing or developmental editing, you may find that the proofreading part of your business name restricts you.

3. Is my proposed business name easy to pronounce and spell?

Picture the scene: You’ve met a really promising contact and exchanged business cards; a week later your new contact wants to get in touch. Unfortunately, they’ve mislaid your contact details, but that’s not a problem because they remember your business name. A simple internet search should yield your phone number or email address. Except when they type in what they remember as the name of your business, they spell it differently. Or maybe they have seen your business name written down and they are recommending you to a colleague, but they pronounce the name of your business as they remember hearing it, not as it is actually spelt, so they can’t find you. You’ve lost out on potentially valuable business. So keep your business name simple and avoid homonyms or puns that could confuse potential clients when they try to find you. Moreover, slightly odd spellings could be seen as detrimental when you are trading as someone who specialises in catching typos.

4. What is my story?

If you decide not to use your own name, don’t just think about the services you offer, think about your story. Is there a particularly original path you took that brought you to this career? Could your business name hint at your story? An added bonus is that this will give you something to talk about when you first introduce your business to prospective clients.

5. Is geography important to me?

Perhaps you have a local landmark or heritage that you’d like to reference in your name. Or would you rather not tie yourself to a particular region? Remember to think about the future as well as the present. If you are likely to relocate, would this impact on your business if your name is linked to a particular locale?

6. Are there any other businesses already using my proposed name?

You’ve come up with the perfect name; it’s so original no one else could have come up with it — never assume this is the case. Always search on the internet first. Google your ideal name and see what comes up. Then check the common domain name providers to see if the address is available. And don’t forget to search across social media platforms, such as Facebook and Twitter, to see if other organisations or individuals are already using your proposed name. The last thing you want is to buy your web address and then discover that someone is already using your business name on Twitter, particularly if they are in a less salubrious line of business!

7. What do friends and family think of my name?

Test out your proposed business name on friends, family, colleagues, or even the Chartered Institute of Editing and Proofreading’s forums. What does the name say to people? Is there anything about your business name they can spot that you didn’t notice? For example, do the initials spell out an unfortunate acronym?

Are there any hints or tips you would add to this list? How did you come up with your business name?

Joanna Bowery, a light-skinned person with long brown hair and a turquoise short-sleeved top.Joanna Bowery was the CIEP’s social media manager. She offers freelance marketing, PR, writing and proofreading services as Cosmic Frog. Jo is an entry-level member of the CIEP and a Chartered Marketer. She is active on Facebook, Twitter, LinkedIn and Google+.

Proofread by CIEP entry-level member Alex Matthews.

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

5 marketing tips for the freelance editor or proofreader

dictionary page open on the entry for marketing - promoting and selling, research and advertising

Marketing tips

By Mary McCauley

I studied services marketing in college and before my studies began I had a perception of marketing as a complicated and theory-based business system practised by big US multinational corporations. By the time I finished my degree, this view had changed: for me, services marketing boils down to a simple ‘Which customers do you want to serve and how can you persuade them to buy your service?’ So, in relation to a freelance editorial business, my top five ‘marketing’ tips are very straightforward: be nice (provide excellent customer service); be focused (which specific customers do you want to buy your service?); be professional (build your reputation and protect it); be online (establish a professional online presence); and be generous (network).

1. Be nice

As an editorial professional you are a service provider. You may have the keenest editorial brain in the world and a long list of top academic qualifications but unless you realise that in providing a service to customers you must look after those customers as best you can, then your freelance business will not be all it can be. You are an intangible part of the service your client is purchasing and the client has to want to work with you. As Steve Baron and Kim Harris write, ‘customers often use the appearance and manner of service employees as a first point of reference when deciding whether or not to make a purchase’. In every aspect of your service to clients – be they an independent author, a publishing house, an academic or a corporation – be friendly, helpful, genuine and, most importantly, customer-driven. Use every opportunity to put your client at ease, make it easy for them to work with you, and make them want to work with you again. As retired Irish retailer Fergal Quinn puts it, ‘Think of the main task as being to bring the customer back.’ It sounds simple, right? But so many service providers fail to understand the importance of this concept. Think about it for a minute: are there certain people/shops you won’t buy from, no matter how low their prices, simply because they or their staff are rude and unhelpful?

2. Be focused

Don’t try to be all things to all people: identify your editorial speciality and then actively target those clients who seek this specific area of expertise. According to proofreader and author Louise Harnby, ‘Your educational and career backgrounds will help you to identify core client groups.’ A good way to start thinking about this is to imagine someone you’ve just met asks you what you do. Can you define it in approximately ten words? For example, my response would be: ‘I am a freelance copy-editor and proofreader providing editorial services to fiction authors and corporate clients.’

3. Be professional

Clients are paying you (hopefully) good money to provide them with a service. They want to know that their money is well spent. If they haven’t worked with you before then from their point of view they are taking a risk by contracting your service. You can help minimise their perception of that risk by behaving in a professional manner. This is especially the case if you are starting out as freelance editor and have minimal testimonials or no portfolio. Behaving professionally extends to all aspects of your business. Meet project deadlines or alert the client as soon as possible if there will be a delay; issue formal quotations, project agreements, invoices and receipts; acknowledge client correspondence promptly; treat a client’s project with confidentiality; and so on. If you are a member of an editorial professional body, act in accordance with their code of practice.

4. Be online

Again, it’s very simple: if potential clients don’t know you exist how can they hire you? If they search online for editorial services will they find you? A business website is an excellent opportunity for you to control the message you give to potential customers. WordPress, Weebly and About Me offer free, easy options to create and maintain a website. You can list your services, portfolio, client testimonials, qualifications and, most importantly, your contact details! Ensure the content of your website accurately reflects your values and professional approach. Social media (Twitter, LinkedIn, Google+, etc.) provide effective means to interact with potential clients. For example, if your target market includes independent authors join one of LinkedIn’s writers’ group forums. Help potential clients find you by listing your services in online directories, such as the CIEP Directory of Editorial Services.

5. Be generous

The more you give the more you receive, and what goes around comes around. They may be clichés but also good mottos for life – and for business! Network not only with colleagues (online through social media, and in person at editor meetings, conferences, courses, etc.) but also with members of your target market. Don’t focus solely on yourself when networking; few like to converse with someone who drones on about ‘me, me, me’. Think about ways you can be helpful: perhaps if your work schedule is booked up and you cannot take on an author’s project you could refer the author to a trusted colleague and thus be helpful to both; share a colleague’s interesting and informative article/blog post with your network of colleagues, friends and clients; or introduce a client to someone who can add value to their project further down the production process, such as an illustrator or typesetter. Genuine goodwill and generosity will come back to you tenfold.

What’s your top tip for marketing your freelance editorial business? Which marketing activity has worked best for you and which have you found the most difficult?

References

Baron, S and Harris, K (1995) Services Marketing: Text and Cases. Macmillan, London

Harnby, L. (2014) Marketing Your Editing & Proofreading Business: Being Interesting and Discoverable. Louise Harnby, in association with The Publishing Training Centre

Quinn, F. (1990) Crowning the Customer: How to Become Customer-Driven. The O’Brien Press, Dublin

Mary McCauley, a light-skinned person with shoulder-length brown hair

Mary McCauley

Based in Wexford, Ireland, Mary McCauley is a freelance proofreader and copy-editor working with corporate clients and independent fiction authors. She is a member of both the CIEPand the Association of Freelance Editors, Proofreaders and Indexers (AFEPI) in Ireland. She helps run the AFEPI Twitter account and also blogs sporadically at Letters from an Irish Editor. Around the time she started her editorial business she took up running – not only to keep fit but also to help maintain her sanity. One of these goals has been achieved. Say hello to Mary on TwitterFacebook or Google+.

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

 

Originally published May 2014; updated June 2021.