Tag Archives: running a business

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

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.

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: 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.

Flying solo: Unlocking HMRC

Personal tax account

A good place to start your journey of understanding is with your personal tax account, or PTA. To access this you’ll need to log in to HMRC (via Government Gateway or GOV.UK Verify, or create an account).

Here, you’ll find collected together PAYE and self-assessment tax, National Insurance, pensions, benefits such as tax credits, child benefit and marriage allowance, and your annual tax summary. The information on self-assessment is presented in a slightly more usable way than through your self-assessment account which, when I looked at it when I did my own tax return a few weeks ago, was – and I stress this is my personal opinion – still atrocious.

If HMRC emails you and says there’s a message for you, you can pick it up in the messages tab of your PTA.

Incidentally, these PTAs were introduced in April 2016 as long-lead preparation for MTD. No one can say we weren’t warned!

HMRC customer forum

HMRC has a customer forum or, rather, a list of forums where taxpayers can join the appropriate board to ask questions and read the advice already given or to give advice. Some answers will be given by other forum members, but HMRC Admin pops up from time to time, and will also post links to relevant new information on the main HMRC website.

Each top-level forum subdivides into topics, so it’s worth visiting and scrolling through just to see whether the coverage coincides with what you want to ask about.

HMRC help sheets

There is a whole slew of help sheets for self-assessment for the self-employed, and for all other categories of taxable situations.

HMRC webinars and other help

HMRC runs webinars throughout the year on a variety of topics, usually of an hour or less, and at different times of day to help people to attend. If you can’t attend a live delivery, then recordings are available.

If you’re new to self-assessment and filling out a tax return, start with the introductory webinar and the one on record-keeping, and with the guidance. If you’ve not completed your tax return for 2020/21 yet, then keep on scrolling down the same page for explainer videos on how to do it, and how to pay your tax and National Insurance. You’ll also find videos on allowable business expenses, the simplified expenses system and a host of other topics that may or may not apply to you. It’s a very long page, so do ensure you scroll right to the bottom to be sure of discovering all the help.

I strongly recommend you sign up for the email alerts. That will ensure you’re told about upcoming webinars, as you need to register to attend them, and things like due dates for your tax return and tax payments.

There are frequent live webinars on business expenses (ie which expenditure you can offset against your income to reduce your profits and thus reduce your income tax and National Insurance, and which you can’t). There are occasional webinars on MTD (and I expect they’ll get more frequent as we get closer to April 2023, to make sure people are making the necessary preparations). Live webinars come with downloadable documents with links to the help for that topic.

Although the recordings are great at demystifying the tax system, do attend the live webinars if you can, as via the chat function you can ask questions and get direct answers. They won’t deal with your individual tax record, but they’ll answer questions about the specifics of your situation and either answer directly or link to a place where you can read up on that topic. Some of the more common questions are answered by the presenters during the webinar, but all the time the backroom staff are busy typing away. And you can save the whole chat history, to see other people’s questions, and the answers they got, which can be great if there was something you meant to ask but didn’t. Maybe someone else asked it for you.

After attending a live webinar, you’re emailed a link to the replay and a list of links for the various help sheets.

YouTube channel

HMRC also runs a YouTube channel, with videos organised into playlists, such as self-assessment help and deadlines.

Making Tax Digital

MTD is already live for VAT (since April 2019), so much of the information available is around the VAT element. But there are listings there too for self-assessment folks, with videos and written guidance.

The HMRC business manual

You can also access the HMRC’s internal business manual on taxing income. This will tell you, in quite a formal way, everything you could possibly want to know, and you can’t get more from the horse’s mouth than this.

I’ve kept the resources here limited to self-assessment for the self-employed. For a much wider range of resources, browse ‘Money and Tax’, to find ‘Dealing with HMRC’, ‘Income Tax’, ‘National Insurance’, ‘Self-Assessment’, or ‘VAT’ among other topics, on GOV.UK.

One thing I’ve not been able to find, to my satisfaction, is a reasonable glossary of terms. The ones I’ve turned up are too narrow, too high-level, too old … If you know of one, please pop it in the comments! Thank you!

About Sue Littleford

About the CIEP

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Photo credits: padlock and keyboard by FLY:D 🔶Art Photographer; Pay Your Tax Now Here! by The New York Public Library, both on Unsplash.

Posted by Abi Saffrey, CIEP blog coordinator.

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

Reviving my editing business

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In this post, Louise Bolotin* talks about her experience of trying to revive her editing business after the start of the Covid-19 pandemic wiped out her work.

Like many freelancers, I was hit hard by the pandemic. 2020 started well enough, including a huge two-month project for a Commission. But in the week before we went into lockdown last March, I ran into deep trouble. First, as businesses battened down their financial hatches, all the projects I’d had booked in up to mid-June were cancelled by my clients. And then the local weekly newspaper where I’d worked as their subeditor for several years rang to say they were laying me off. In the space of a few days, I lost 100% of my work. Utter despair and panic set in because after the final week of that lucrative Commission job, I had nothing – for the first time in 15 years of working for myself.

Normally I’d never admit this, but I was not alone. I heard countless similar tales from other freelancers. For a few weeks I seriously contemplated getting a supermarket job. I had bills to pay, after all. I even got as far as half-heartedly filling out some of an application form for one supermarket. But I reminded myself that I still wanted to be my own boss, rather than someone’s employee. So as the public clamoured to ‘build back better’, I resolved to do the same, as there was no point dwelling on what I’d lost.

Once the shock had settled, it was time to roll up my sleeves. Under lockdown, I had plenty of time to review what I needed to do to bring work back to me – I’d let a few things slide for a while because when you are busy you’re often too busy to do marketing essentials. I also thought about what I didn’t want so I could make the big decisions. One thing I definitely didn’t want was to commute again. I’d worked at the newspaper one day a week, sometimes two, but the prospect of sitting on a train for 45 minutes each way in the middle of a pandemic was now unthinkable.

Despite the prospect of no income for goodness knows how long, I pledged to do a minimum two things every day that might generate work, and I also felt I could afford to spend a bit to earn a bit as I qualified for the government’s SEISS grant.

First, it was time to invest in a new website and logo. My then website was 10 years old and looked dated and unprofessional. Within a few weeks of launching my new look, my site analytics were showing increased visits and enquiries.

Next, it was time to up my CPD. First in my sights was the CIEP’s Medical Editing course, something I’d planned to do for a while but not got round to. Under lockdown I had time to get cracking. I completed the course in October and then paid for a freelance directory entry on a specialist network with the aim of finding medcomms work. That is starting to pay off.

As a member of the National Union of Journalists I have access to a huge suite of free courses run by the Federation of Entertainment Unions. In April I joined their webinars on Cash Flow Planning and Freelance Finance to get a quick grip on loss of income. These helped ease some of the financial stress I was experiencing. I also did the FEU’s Grow Your Business via Email Marketing webinar in August – it was both useful and inspiring. Within days I’d opened a Mailchimp account and am now sending a monthly newsletter to my clients. Late last year, I attended the FEU’s course on goal-setting. I’d never done this before, but I set two goals for this year and I’m reviewing them every month. One was to find three new long-term contracts – two of them found me in December.

There were other things – signing up to some paid-for freelancing newsletters that signpost work opportunities and yet more webinars, and joining a Slack community for journalists that was hugely valuable in providing camaraderie and support for lockdown stress and mental health.

Among my ‘two things a day’ pledge, this was a good time to update my various directory entries, including my CIEP one. I polished my CV and opted to spend more time on LinkedIn engaging with colleagues. I scoured job sites most days to look for freelance work. I got commissioned by a national newspaper to write a feature on being separated from my husband under lockdown. My NUJ branch also hired me to update my training courses on the business of freelancing and run them for branch members on Zoom.

The hard labour paid off and work has come back – in November I was fully booked for the first time since lockdown. And I learned the following:

Resilience matters: I’ve always been strong, and have bounced back from some of my life’s most challenging situations. I drew on that in 2020 to rebuild my business, bank balance and sanity. Never underestimate the power of keeping going – you’ll get to where you want to be eventually.

Envy is pointless: I felt irrationally furious at some colleagues who were still busy. Why them? Why not me? Especially the ones who’d only just started freelancing. But who knew what trouble they too might be in? For all I knew, just because they seemed busy, it didn’t mean they too weren’t struggling. I felt better when I let go of the envy and focused on building back.

It’s OK to ask for help: I’m not great at this, but I did. I was honest on social media, in the forums of my professional bodies and to friends offline about being in a hole and needing work. This helped keep my spirits up and some CIEP colleagues were kind enough to put work my way. I have since given interviews on how freelancers were hit and what I did to get back on my feet. I hope that helped others.

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

About Louise Bolotin

Louise Bolotin began her career in journalism, turning her attention to the editorial side after a decade. She still writes occasionally, but has been a freelance editor since 2005 and is an Advanced Professional Member of the CIEP. She specialises in working with companies on business documents, alongside copyediting a few books every year. An NUJ trainer on the business aspects of freelancing, she took her own advice when the pandemic struck.

About the CIEP

Find out more about:

Photo credits: empty train by Carl Nenzen Loven; small business fighting for survival by Gene Gallin on Unsplash

Posted by Abi Saffrey, CIEP blog coordinator.

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

Forum matters: Setting up an editorial business

The practicalities

If you’re based in the UK, take a look at www.gov.uk/set-up-business for information on all the financial and practical aspects of setting up a business. You will have to register it, decide on a name, keep records of the money you make and your expenses, and complete self-assessment tax returns. Many editors are sole traders, and information on this is at www.gov.uk/set-up-sole-trader. Business expenses for sole traders and other freelancers were discussed on the forums in the spring.

If you get stuck, then contact the government helpline.

As also discussed on the forums recently, HMRC runs helpful webinars on a range of relevant topics. CIEP members testified to their usefulness and the value of seeing the human faces behind the tax system.

Your local council may hold seminars on how to run your own business and may offer business grants for new starters, so check out their website.

If you’re in another tax jurisdiction, ask about equivalents on the forums.

Editorial training

It’s not enough to be good at spelling and eagle-eyed at spotting typos. If you want to work as an editor or proofreader, there’s much more you need to know about, from style sheets and house styles to grammar, consistency, layout and presentation. Good-quality editorial training will: (a) reassure you that you know what you’re doing; (b) fill in gaps in your knowledge and help you review learned habits; (c) help to set you apart from the thousands of other copyeditors and proofreaders, and (d) assure clients that you are a professional who knows what you’re doing.

The CIEP runs core skills training courses and courses on other editorial skills, from medical editing to working on fiction.

So the first answer to the question ‘Why train?’ is the obvious ‘To gain and then improve core editorial skills’. If you have never been taught, systematically, how to edit or proofread, you should start [training] now. Nobody would wake up one morning with a desire to be an accountant and set to work without help. Professional editing and proofreading are no different.[1]

There have been recent forum discussions on proofreading web content and proofreading training for American editors.

What equipment will you need when setting up an editorial business?

Somewhere you can work without being disturbed by your household (including pets). A big enough desk and a comfortable, supportive office chair.
A computer, preferably with a screen that is large enough to view one or more whole pages.
A professional email address (charlotte-edit@host.com or charlotte@businessname.org rather than chaz-lol-xx@host.com).
Style guides – so you can answer the many questions that will come up, such as ‘should an ellipsis have a space before and after, or be closed up?’ New Hart’s Rules is a commonly used guide for British English editing and Chicago Manual of Style (CMOS) for US English, but which style guide(s) you buy will depend on which language you are using, the type of client you work with, and the subjects you work on.
A dictionary – there are plenty of free online ones and a popular one is Lexico.

CIEP members get a discount on many dictionaries and reference books: see the members’ area. For general recommendations on reference works, see www.ciep.uk/resources/recommended-reference-books/general-editing-publishing-style.

CIEP members discussed their favourite work-related purchases on the forums in July.

Marketing yourself and finding clients

Now that you’re all set up and raring to go, where are you going to find your clients? This question comes up regularly on the forums, especially the Newbies forum, so do have a look. Recently there have been threads on next steps in starting a business and business networking.

Also, check out Louise Harnby’s great resources: www.louiseharnbyproofreader.com/marketing-your-editing–proofreading-business.html

Working from home

If you’re used to working in an office with other people, the transition to working on your own can be tricky. It’s not for everyone; some people need the buzz of a busy office and don’t cope well with looking at the same four walls each day.

You need to be self-disciplined and stick to working hours – however you define them! – or you could find the days drifting past in a fog of Twitter, daytime TV and housework: ‘I’ll just pop a wash on … oooh, the floor needs sweeping. Where did that hour go?’ If this is you, you might find a recent discussion on time-tracking tools helpful.

Make a list of the things you need to accomplish each day, so you can tick them off and feel a sense of achievement.

CPD

This has been more difficult during lockdown, but there are still plenty of ways to keep your editorial knowledge up to date. Many local CIEP groups are meeting via Zoom and there are always the forums. See www.ciep.uk/standards/continuing-professional-development for more CPD ideas.

Anything else?

This is only an overview. If you have a question on anything not covered here – who to choose as a website host? What social media platforms are best for networking and finding new clients? – then ask on the forums! Many CIEP members are happy to share their experiences of setting up their own businesses. In August there was a lovely forum thread entitled ‘How did you get started?’ in which many members, experienced and not-so-experienced, shared stories of their first steps into editing and proofreading.

You’ll find a list of recommended resources to help you set up a business on the CIEP website: see www.ciep.uk/resources/recommended-reference-books/running-freelance-editorial-business.

Running your own editorial business can be a hugely rewarding, worthwhile and satisfying way to earn a living. Enjoy the journey!

[1] ‘Why train?’ Rosemary Roberts MBE. This article first appeared in the SfEP’s then newsletter, Copyright, in June 2000 and was updated in May 2004. See www.ciep.uk/training/why-train

Photo credits: Come in we’re open by Álvaro Serrano; Home office by Mikey Harris; Office space by Annie Spratt, all on Unsplash.

Posted by Abi Saffrey, CIEP blog coordinator.

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

How to be a freelance introvert

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By Tom Albrighton

Freelance editing is an ideal occupation for introverts. But if you want to make a success of freelancing, you’ll need to overcome some challenges too.

Are you an introvert?

If you’re happy on your own for most of the time and prefer working alone, the answer’s probably yes.

The word ‘introvert’ is from the Latin intro, meaning ‘inside’, and vertere, meaning ‘to turn’. So an introvert is someone who tends to turn inwards, towards their own thoughts and feelings, rather than outwards, towards other people or external events. While extroverts get an energy boost from being in company, introverts draw theirs from solitude and quiet.

Being an introvert isn’t quite the same as being shy. Shyness is about being tense and awkward in company, sometimes unbearably so – and even extroverts can feel that way sometimes. In contrast, introverts can deal with company if they have to. They just prefer not to – at least, for much of the time.

Introverts at work

Being an introvert is fine, as long as you have choices. But that can change when you get to work.

Open-plan offices, team working, brainstorming and many other modern workplace trends are fine for extroverts, but tough on introverts. The effort to fit in and take part demands emotional labour from introverts, on top of their actual work.

It’s ironic, because your work is probably still done alone. Editing and proofreading, for example, are solo tasks. But because of the nature of the workplace, there can be a tension between where you work and how you work.

Although I generally call myself a copywriter, I’m really an editor by trade. I began my career as a lowly assistant editor, checking calendars for a trade publisher, and eventually graduated to editing non-fiction (mostly guidebooks).

Along the way, I worked with plenty of freelance editors and proofreaders. I often envied them, because while they obviously had an introverted character that was very similar to my own, they didn’t have to put up with working nine to five in a busy office. Instead, they got to work in the quiet and seclusion of their own homes, where they could bring their full concentration to bear on their work.

At that time, I couldn’t see how they’d done it. How had they gone from the hamster wheel of employment to an enjoyable, plentiful freelance life?

Upsides and downsides

A few years later, when I went freelance myself, I began to understand what it’s like to run your own freelance business. And I also saw, at first hand, how being an introvert can both help and hinder your progress.

On the plus side, working at home was everything I’d hoped for. No maddening noise, no trivial chit-chat, no interminable meetings, no tedious office politics. The chance to work in an environment that I controlled, at hours I chose. And, in theory at least, the freedom to work on whatever projects I wanted.

However, I also saw the flip side of the coin. While the upsides of freelancing are indeed great for introverts, the challenges can be tough.

For instance, I learned first-hand what it’s like to build up a roster of freelance clients from scratch, and how galling it can be to compare to yourself others who are further down that road.

I saw that it’s difficult to market yourself and set prices when you’re naturally retiring or diffident. Building a network when you prefer solitude is hard work. And when you have a strong tendency to sit and reflect on problems alone, you sometimes struggle to resolve issues that would really benefit from outside input.

Managing clients, gaining confidence

I also realised that although I no longer had a single boss, I now had lots of mini-bosses, whose demands I had to balance and prioritise. I experienced the distress of clients playing hardball on price when I was struggling for work. And inevitably, I collided with the small minority of clients who are unreasonable, timewasting or downright rude.

What’s more, it’s hard to listen to your instincts about rogue clients when you’re used to overriding your own unease in social situations. It’s even harder to turn work down when you prefer not to rock the boat. And it’s upsetting when clients move on, because your natural introvert instinct is to hold on to relationships rather than forge new ones.

While introverts aren’t necessarily lacking in confidence, I have personally found that building confidence is vital. There are several ways to do that – and they don’t have to involve making huge leaps outside your comfort zone. You can also consciously change your beliefs and explanatory style so you favour more positive and productive interpretations of events.

Overall, freelancing has been great for me, and I’d always encourage people to give it a go. You just need to go into it with your eyes open, and understand that while some aspects of it will come naturally, others will take some work. Put that work in, and you’re well on the way to becoming a successful freelance introvert.

Tom Albrighton is a freelance copywriter and author. His latest book, The Freelance Introvert, is available now in paperback and ebook. Find it at Amazon UK, Amazon US or your local Amazon store.

As we adjust to a slightly less locked-down life, introverts may find themselves needing to re-establish some restorative niches (which aren’t just for conferences).

Proofread by Alice McBrearty, Entry-Level Member.
Posted by Abi Saffrey, CIEP blog coordinator.

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

Customer service: what does it mean for editing professionals?

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By Cathy Tingle

Customer service matters in business, everyone knows that. And in editing it’s important, too. We have clients, after all. But, for us, giving too much to customers can be counterproductive. Overwork and we make mistakes. Give too much time to a project and our per-hour fee will reduce such that we question whether it’s worth being in business. I’ve worked in marketing, so I know about the value of customer service; however, moving across to editing this ‘how much is too much?’ question muddied for me what were previously clear waters.

To remind myself of what is important in customer service, and see if it applies to the editorial world as much as to larger business, I headed over to the Institute of Customer Service website.

Which customer service principles apply?

The website’s home page was a big surprise, not so much because of its message but because it shows a video that features my former boss, Jo Causon, who, it turns out, is now the CEO of the Institute of Customer Service. The video seems geared towards big organisations, so I contacted Jo to say ‘hello’ and ask if its ideas about customer service apply to sole traders and small businesses in the editorial field. Jo confirmed they do, saying:

‘Customer service is something that, if done well, is a clear differentiator for an individual or organisation and a clear way of marketing yourself.’

Where might we stand out, then, in terms of customer service? Jo names ‘quality and attention to detail’ as marks of customer service that editorial professionals know all about, plus ‘genuine interest’ and a ‘service ethos’. So far, so good – I don’t know any editors or proofreaders that don’t display these characteristics in spades.

But how relevant to us are the more formal customer service indicators? According to the video, businesses should think about the following five points:

How professional and competent staff are, and how relevant is their knowledge.
How easy they are to do business with.
Whether their product or service does what it says it will.
How they deal with complaints.
Their timeliness and responsiveness.

Let’s look at each in turn.

Competence, knowledge and professionalism

This is a good start. As editing professionals our competence and relevant knowledge is inseparable from our offer, and the fact that we’re CIEP members is a mark of professionalism. Next!

Being easy to do business with

Are we easy to find online (and elsewhere if that’s where our clients will look), and are our services and terms easily understandable? When we’re into an edit, do we make the process easier for others by explaining why we are suggesting a change, or giving useful options to choose from? Are we as clear as possible at all times when communicating with our clients?

These are some questions that could be relevant. You can probably think of more.

Keeping promises

This third point is what you might call ‘hygiene’ (basic stuff – you’ll certainly notice if it’s absent) but actually it’s quite a difficult area. Here we have to do our best to be realistic – firstly, in what we promise to clients. Make sure, in publicity or correspondence, that you never offer more than you can give. Secondly, we must be practical about what’s possible throughout a project. A recent tweet by Christian Wilkie (@CWWilkie), a Minneapolis-based writer and editor, gives an insight into the sort of hard decision we occasionally need to make.

‘Just had to cancel a freelance assignment I’d agreed to, because the materials weren’t supplied to give me enough time before deadline. Sounds clear-cut, but I wanted a good relationship with this agency. The fact is, I can’t do a good job without enough time.’

It’s tricky to know what to do in these situations. However, Christian wisely realised that if he didn’t complete the job to a high standard because of a lack of time his relationship with his client would have suffered in any case.

Dealing with complaints

No matter how hard we try, things can sometimes go wrong. How we react if and when this happens is important. When I worked in marketing (with Jo) the big idea was that a complaining customer can be turned into a loyal ambassador for your business if dealt with correctly.

As with the rest of editing, the key thing is to really listen to your customer – in this case, to their concerns. It’s important to keep calm and share any relevant information, including about how the problem may have occurred. The CIEP receives very few complaints about its members because they sign up to its Code of Practice, but what happens if your client threatens to complain to the CIEP? Over to our standards director, Hugh Jackson:

‘If someone threatens to raise a complaint against you to the CIEP, the first thing to do is not to panic. It can be really unpleasant to have the relationship with your client break down to that extent, but behaving calmly and professionally will go a long way towards defusing a tense situation and making it easier for everyone involved. Signpost your client to the complaints page on the website, where they can read about the process and what’s required of them if they do decide to go in that direction.’

‘As a society, we would always encourage editors and their clients to work together to resolve any disputes by compromise, but we appreciate, inevitably, that sometimes just isn’t possible. The complaints process is specially designed to be even-handed and independent. It’s also strictly confidential: even if the complaint is upheld, in the vast majority of cases your name won’t be broadcast to the membership or in public.’

So, don’t panic. Give your client all the information they need, and have faith in our complaints procedure.

Being timely and responsive

Many of us start our editing careers relying on this differentiator, perhaps in the absence of experience or confidence in our professional abilities. For example, you could make yourself available all day and night and at weekends, and promise to respond to any queries within an hour. However, you then might realise that this involves a cost to you and affects the quality of your work.

Managing expectation is probably a better route. Make clear to your clients the times when you respond to queries and when you don’t. You could do this with a combination of wording in your terms and conditions and an out-of-office response in the evenings and at weekends. During working hours you could send a quick acknowledgement to show you have received an email and are thinking about it, with a general idea of when the customer might hear back more fully.

The central relationship

Those are the five points. What struck me is how they reflect our Code of Practice, which emphasises high standards and clear communication plus the setting of sensible boundaries and rules that serve our clients, and us as suppliers. So the good news is that if you’re an CIEP member you already have a head start in terms of customer service.

But there is one overarching customer service principle at which we editorial professionals excel. In the video, Jo explains that we have moved from a transaction-based economy to a relationship-based one. The word ‘relationship’ is oft used in marketing but as editors it’s our bread and butter. Editing can be very personal – you are handling your author’s strongly held ideas, often the result of years of research and thought, or the fruits of their imagination and experience, and their work is bound up with their ambitions and fears. You need to tread softly in order to make sure you’re giving the author due respect and bringing the best out of their text.

And if we’re thinking of differentiators, the best you can do is to be you, with all your differences as an individual. Work out what you’re great at and make the most of it. Train to fill any gaps and market yourself in an area where you stand out. It will then be you, as you are, that your clients need, trust and return to. Surely there’s no better model of customer service than that.

Cathy Tingle, an Advanced Professional Member, came to freelance copy-editing after a PhD in English, a decade in marketing communications and four years as editor of a parents’ guidebook. Her business, DocEditor, specialises in non-fiction, especially academic, copy-editing. Follow her on Twitter: @thedoceditor

Proofread by Joanne Heath, Entry-Level Member.

Posted by Abi Saffrey, CIEP blog coordinator.

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